Connect Claude & ChatGPT to ScalePad

27 tools for ScalePad

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• create_action_itemChanges dataCreate an action item for a client. Pass `title`, `client_key` ({"id": ...} or {"name": ...}) and `assigned_user_ids` (list of {"id": ...} or {"email": ...}); optional `due_at` date-time.
• create_initiativeChanges dataCreate a roadmap initiative for a client. Pass `name` and `client_key` ({"id": ...} or {"name": ...}).
• create_meetingChanges dataSchedule a meeting for a client. Pass `client_key` ({"id": ...} or {"name": ...}), plus optional `title`, `starts_at`, `ends_at`, `type` (meeting type ID) and `owned_by` ({"id": ...} or {"email": ...}).
• create_noteChanges dataAdd a note to a client. Pass `client_key` ({"id": ...} or {"name": ...}), optional `title`, and `description_json` as a ProseMirror JSON string, e.g. {"type":"doc","content":[{"type":"paragraph","content":[{"type":"text","text":"Your note"}]}]}.
• find_clientsFind Lifecycle Manager clients by name with `search` (partial names work). Use to get a client's ID or exact name.
• get_action_itemGet one action item by its ID (`product_id`).
• get_clientGet one client by `customer_id` from ScalePad's core data.
• get_contactGet one contact by `contact_id`.
• get_contractGet one service contract by `contract_id`.
• get_hardware_assetGet one hardware asset by `hardware_id`, including model, serial number, warranty and configuration.
• get_initiativeGet one initiative by `initiative_id`, including status, priority, schedule and budget.
• get_meetingGet one meeting by `meeting_id`, including agenda and attendees.
• get_opportunityGet one sales opportunity by `deal_id`.
• get_ticketGet one service ticket by `ticket_id`.
• list_action_itemsList Lifecycle Manager action items, filtered by `filter_client_id`, `filter_is_completed`, `filter_is_overdue` or `filter_assigned_user_ids`.
• list_clientsList clients from ScalePad's core data, filtered with `filter_name`, `filter_lifecycle` and other filter_ fields, sorted with `sort`, paged with `cursor`.
• list_contractsList service contracts, filtered by `filter_client_id`, `filter_status`, `filter_term_ends_at` and more. Use to find contracts ending soon.
• list_hardware_assetsList hardware assets, filtered by `filter_client_id`, `filter_name`, `filter_serial_number`, `filter_type` and more, paged with `cursor`.
• list_initiativesList roadmap initiatives, filtered by `filter_client_id`, `filter_status`, `filter_priority`, `filter_assigned_user_id` and more.
• list_meetingsList client meetings, filtered by `filter_client_id`, `filter_title`, `filter_starts_at`, `filter_is_complete` and more.
• list_notesList client notes, filtered by `filter_client_id` or `filter_is_archived`.
• list_opportunitiesList sales opportunities, filtered by `filter_client_id`, `filter_is_active`, `filter_source_stage` and more.
• list_ticketsList service tickets synced from your PSA, filtered by `filter_client_id`, `filter_status_current`, `filter_priority_current`, dates and more.
• search_contactsChanges dataSearch client contacts, filtered by `filter_client_id`, `filter_client_name`, `filter_title` or by name and email inside `filter`.
• set_action_item_completedVisible to othersMark an action item complete or not complete by `action_item_id` with `is_completed`.
• update_action_itemChanges dataUpdate an action item by its ID (`product_id`). Put the changed fields in `update_payload`, e.g. title, due_at or assigned_user_keys.
• update_initiativeChanges dataUpdate an initiative by `initiative_id`: `name`, `is_internal`, `assigned_contact_id`, `estimated_hours` or `actual_hours`. Only the fields you pass change.

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