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Secure & Govern · Prompt

Live client compliance tracker

A shareable artifact your client can open any time to see live progress.

ControlMap
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 a published artifact for [CLIENT NAME] that reads their ControlMap data live through the ScalePad MCP each time it's opened. Show:
- Progress for each framework, with the last-updated time
- What's done this month and what's next
- Open action items assigned to the client's staff, with due dates

Keep it read-only and simple enough for a non-technical client, branded for [MSP NAME]. Check real MCP responses first so the data shapes are right, and don't embed any client data in the page itself.

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.

# Live client compliance tracker

Hook: A shareable artifact your client can open any time to see live progress.

When to use it

Clients who ask "where are we?" between meetings.

What you get

A published artifact that reads current ControlMap data when it opens.

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. Needs the published page to call the ScalePad connector; not yet tested.

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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