> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# MSP Tools

> Monitor client health, track tool deployments, and analyze financial performance across your managed services portfolio

MSP Tools is a suite of analytics and management features purpose-built for MSP operations. It gives you clear visibility into three critical areas of your business: **Client Health**, **Tool Stack**, and **Financial Reporting**.

<CardGroup cols={3}>
  <Card title="Client Health" icon="heart-pulse" href="./client-health">
    Health scores across 8 dimensions with risk classification, trend tracking, and detailed per-company breakdowns.
  </Card>

  <Card title="Tool Stack" icon="wrench" href="./tool-stack">
    Compliance matrix showing which tools each company has deployed, with automatic planner item creation for tracking.
  </Card>

  <Card title="Financial Reporting" icon="dollar-sign" href="./financial-reporting">
    Revenue classification, profitability analysis, and financial grading for every client relationship.
  </Card>
</CardGroup>

## How MSP Tools Work Together

The three areas of MSP Tools share data and feed into each other to give you a complete picture of every client relationship:

* **Tool Stack** deployment percentages feed directly into the **Client Health** Tool Stack dimension score
* **Financial Reporting** grades feed into the **Client Health** Financial dimension score
* **Client Health** aggregates data from your PSA, RMM, meetings, compliance, and other integrated systems into a single health score

This means when you improve a company's tool stack coverage or financial health, their overall health score updates automatically.

## Data Sources

MSP Tools pulls data from across your connected integrations:

| Data Source                                   | What It Provides                              |
| --------------------------------------------- | --------------------------------------------- |
| **PSA** (ConnectWise, Autotask, Halo, Syncro) | Tickets, invoices, projects, quotes, contacts |
| **RMM** (Datto, etc.)                         | Device counts, active user percentages        |
| **Meetings**                                  | Meeting frequency, days since last contact    |
| **Compliance**                                | Overdue compliance items                      |
| **Planner**                                   | Overdue planner tasks, goal completion        |
| **Tool Stack**                                | Tool deployment percentages                   |
| **Surveys**                                   | NPS scores                                    |

<Note>
  MSP Tools requires at least one PSA integration to be connected. Additional integrations (RMM, backup, etc.) enrich the data and improve the accuracy of health scores.
</Note>

## Daily Data Refresh

MSP Tools automatically refreshes all metrics **daily at 2:00 AM UTC**. During each refresh cycle:

1. Raw data is pulled from all connected integrations
2. Per-company metrics are computed and stored (40+ metrics per company)
3. Health scores are calculated based on your scoring configuration
4. A daily snapshot is saved for trend tracking (retained for 2 years)

You can also trigger a manual refresh at any time from the Client Health page by clicking **Refresh Scores**.

## Accessing MSP Tools

MSP Tools appears in the main sidebar under **MSP Tools**:

* **Client Health** - Main dashboard with health scores for all companies
* **Tool Stack** - Compliance matrix under the Planner section
* **Financial Reporting** - Revenue and profitability analysis

Configuration for each area is available in **Settings** under the **MSP Tools** group:

* **Scoring** - Configure which health dimensions are active
* **Tool Stack** - Manage tool categories and items
* **Financial Reporting** - Map PSA product types to revenue categories

## Prerequisites

<Steps>
  <Step title="Enable the feature">
    MSP Tools must be enabled for your tenant. Contact support if you don't see it in your sidebar.
  </Step>

  <Step title="Connect a PSA integration">
    At minimum, connect your PSA (ConnectWise, Autotask, Halo PSA, or Syncro) to populate ticket, invoice, and contact data.
  </Step>

  <Step title="Configure your tool stack">
    Navigate to **Settings > MSP Tools > Tool Stack** to define the categories and tools you want to track across your client base.
  </Step>

  <Step title="Set up revenue mappings">
    Navigate to **Settings > MSP Tools > Financial Reporting** to map your PSA product types to revenue categories.
  </Step>
</Steps>

## Permissions

Access to MSP Tools is controlled by role-based permissions:

| Permission                            | What It Controls                                     |
| ------------------------------------- | ---------------------------------------------------- |
| `read_customer_success`               | View the Client Health dashboard and company details |
| `read_tool_stack`                     | View the Tool Stack compliance matrix                |
| `manage_tool_stack`                   | Update tool deployment statuses for companies        |
| `read_financial_reporting`            | View the Financial Reporting dashboard               |
| `read_settings_client_health`         | View health scoring configuration                    |
| `manage_settings_client_health`       | Modify health scoring configuration                  |
| `read_settings_tool_stack`            | View tool stack settings                             |
| `manage_settings_tool_stack`          | Create, edit, and delete tool categories and items   |
| `read_settings_financial_reporting`   | View revenue category mappings                       |
| `manage_settings_financial_reporting` | Modify revenue category mappings                     |

<Tip>
  Assign permissions through **Settings > Users & Roles**. You can create custom roles that combine read-only access to some areas with management access to others.
</Tip>

## Related Resources

<CardGroup cols={2}>
  <Card title="Client Health" icon="heart-pulse" href="./client-health">
    Detailed guide to health scoring and company analysis
  </Card>

  <Card title="Tool Stack" icon="wrench" href="./tool-stack">
    Guide to managing tool deployments and compliance tracking
  </Card>

  <Card title="Financial Reporting" icon="dollar-sign" href="./financial-reporting">
    Guide to revenue classification and profitability analysis
  </Card>

  <Card title="Planner" icon="list-check" href="/user-guides/planner/index">
    Learn about planner items created by Tool Stack
  </Card>
</CardGroup>