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Advise & Plan · Prompt

Compliance section for the QBR

Combine ControlMap gaps with Lifecycle Manager initiatives so compliance shows up in the QBR with a budget.

ControlMap
Lifecycle Manager
Requires MCPby Greg Brydon · Solutions Engineer

Needs an LLM client connected to ScalePad MCP — Claude Desktop, Cursor, Windsurf or similar. Without it the assistant cannot call the recipe's tools.

Work in progress. Treat this recipe as a starting point and validate it in your own environment before use.

User prompt

2 inputs to fill
Build the compliance section of [CLIENT NAME]'s QBR as a short slide deck.

From ControlMap: framework progress since last quarter, closed and open gaps, top risks.
From Lifecycle Manager: initiatives and budget related to those gaps.

Slides:
1. Where you stand, one number per framework with trend
2. What we accomplished this quarter
3. The three risks that matter most, in business terms
4. Next steps, each tied to a Lifecycle Manager initiative and cost (flag gaps with no initiative yet)

Plain language, prepared by [MSP NAME].

How to work with the ControlMap API (ScalePad MCP):
- Find the client with GET /controlmap/v1/clients/health and use its tenant ID (for example "dundmif") in every request. Some clients have no UUID.
- Send the header Content-Type: application/json on every POST, PUT and PATCH, including searches.
- Use page_size of 50 or less and follow next_cursor. The "fields" parameter is ignored, so responses are large.
- Judge controls by "status", not the "compliant" flag. Objective lists include sub-objectives, so take totals from objective_summary.
- Use framework-level scores and labels. The overall score_label on client health can be wrong.
- Older policy sections may be URL-encoded twice: decode them and use the highest version of each section.
- If a call returns 502 or fails to connect, wait a few seconds and retry once. If it still fails, tell me exactly which data is missing.

# Compliance section for the QBR

Hook: Combine ControlMap gaps with Lifecycle Manager initiatives so compliance shows up in the QBR with a budget.

When to use it

Quarterly business reviews.

What you get

Slides covering posture, progress, risks and funded next steps.

Fill in the details

  • [CLIENT NAME]: Client name (e.g. Acme Dental)
  • [MSP NAME]: Your company name (e.g. Northwind IT)

Status

Not tested yet. Uses Lifecycle Manager data, which hasn't been tested yet. Works only for clients linked to a ScalePad Core client (they have a client UUID).

GBAuthorGreg BrydonSolutions Engineer · ScalePad

Recipes are starting points. Adapt them to your environment and validate the output before putting one into practice.

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