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Tool Stack Settings let you define the categories and tools that make up your recommended technology stack. Once configured, you can track which tools are deployed at each company and generate planner items for missing deployments.

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Accessing Tool Stack Settings

  1. Click Settings in the sidebar
  2. Under the MSP Tools group, select Tool Stack

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Categories

Categories are groups of related tools (e.g., “Endpoint Protection”, “Backup”, “Monitoring”). Each category contains one or more tool items.

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Creating a Category

1

Click Add Category

Use the + Add Category button at the top of the page.
2

Name the category

Click the category name to edit it inline (e.g., “Endpoint Protection”).
3

Configure details

Click the category settings to set:
  • Description - What this category covers
  • Icon - Visual icon for the category
  • Planner Type - Link to a planner item type so missing tools automatically create planner tasks

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Category Options

SettingDescription
NameCategory name, editable inline
DescriptionBrief explanation of what tools belong in this category
IconVisual icon displayed next to the category
Planner TypeLinks the category to a planner item type for automatic task creation

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Tool Items

Each category contains tool items representing specific products or services.

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Adding a Tool Item

1

Expand a category

Click a category to expand it.
2

Click Add Item

Use the + Add Item button within the category.
3

Configure the tool

Fill in the tool details: name, vendor, default price, and whether it’s required.

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Tool Item Options

SettingDescription
NameTool name (e.g., “SentinelOne”, “Acronis Backup”)
VendorOptional vendor name
Default PriceDefault monthly price per unit
RequiredWhether this tool is required for full compliance. Required tools affect the Tool Stack health dimension score.
DescriptionOptional description of the tool
Mark tools as Required to include them in health score calculations. Companies missing required tools will receive lower Tool Stack dimension scores.

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Syncing to Companies

After configuring your tool stack, you need to sync it to your companies so you can start tracking deployments.

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Sync All Companies

The Sync All button creates tool tracking records for every active company. This is useful during initial setup or when adding new categories.
1

Click Sync All

Click the Sync All Companies button in the header.
2

Review the confirmation

A dialog explains:
  • All active companies will receive the tool stack
  • Existing deployment statuses will not be overwritten
  • The sync runs as a background task
3

Confirm

Click Confirm to start the sync. Progress is shown in the header.
Syncing creates planner items for companies missing required tools (if the category is linked to a planner type). This can generate a large number of planner items across your tenant.

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Deleting Categories and Items

When deleting a category or tool item that has linked planner items, you will be asked to type the name to confirm deletion. This prevents accidental removal of items that have active tracking data.
Deleting a tool item removes its tracking records and any linked planner items across all companies.

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Auto-Save

Changes to category names, descriptions, icons, and tool item fields are saved automatically with a short delay. You do not need to click a save button for inline edits.

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Permissions

PermissionAccess Level
read_settings_tool_stackView tool stack configuration
manage_settings_tool_stackCreate, edit, and delete categories and items

Tool Stack

Track tool deployments across your client base

MSP Tools Overview

Overview of all MSP Tools features