ScalePad Lifecycle Manager
Overview
Lifecycle Manager (LM) is ScalePad's client engagement product: asset
lifecycle tracking, warranty services, vCIO roadmaps (initiatives and
goals), QBR meetings, assessments, deliverables, and budget
forecasting. It is full CRUD — most write tools exist alongside the
reads. Discover this domain's tools with scalepad_navigate (domain lifecycle-manager).
US-only.
Anti-triggers
LM shares three nouns with its sibling domains and with the wider
stack, and each pair is a different object:
- Assessments and action items in ControlMap —
scalepad_cm_* and
scalepad_lm_* both have them. LM's are vCIO engagement items on a
roadmap; ControlMap's are compliance findings against a framework
control. They are separate records with separate tools; use
scalepad-controlmap for the compliance side.
- Contracts — an LM contract is the vCIO agreement backing a
roadmap, not the billing contract that drives invoicing. For the
agreement you bill against, use the PSA (
kaseya/autotask,
connectwise, halopsa).
- Live device state — LM hardware rows are lifecycle records, not
RMM telemetry; use
kaseya/datto-rmm, ncentral, or ninjaone.
- Vendor-agnostic warranty or refresh methodology — the
cross-vendor "how do we run refresh planning" workflow is the
assets-pack (warranty-tracking, refresh-cycle-planning); this
skill is the ScalePad tool calls that execute it.
- Quoting the refresh you roadmapped — use
scalepad-quoter.
API Tools (193 total — 83 read, 110 write; the high-value subset below, full list in references/tool-inventory.md)
Clients & Contacts
| Tool |
Purpose |
scalepad_lm_clients_list / scalepad_lm_clients_lookup |
List/search LM clients |
scalepad_lm_contacts_list / scalepad_lm_contacts_get |
Client contacts |
scalepad_lm_client_groups_list / scalepad_lm_client_groups_assign / scalepad_lm_client_groups_unassign |
Client group management |
scalepad_lm_active_users_list |
Active LM users |
Assets & Warranty
| Tool |
Purpose |
scalepad_lm_hardware_list |
Hardware assets (filters: age, assigned end user, backup, warranty, initiatives, software, memory, processor) |
scalepad_lm_hardware_overview_get |
Hardware detail by hardware_key |
scalepad_lm_hardware_dashboard_get |
Per-client hardware dashboard summary |
scalepad_lm_hardware_lifecycles_list |
Active hardware lifecycle records (filter by client_id, serial_number) |
scalepad_lm_warranty_pricing_list |
ScalePad warranty pricing per client/warranty type |
scalepad_lm_hardware_replacement_settings_get |
Replacement cost settings |
scalepad_lm_hardware_attached_initiatives_lookup / scalepad_lm_hardware_attached_agreements_lookup |
What an asset is attached to |
Initiatives & Roadmaps
| Tool |
Purpose |
scalepad_lm_initiatives_list / scalepad_lm_initiatives_list_v2 / scalepad_lm_initiatives_get |
List/get initiatives (filter by client, status, priority, schedule) |
scalepad_lm_initiatives_create / scalepad_lm_initiatives_update / scalepad_lm_initiatives_delete |
Initiative CRUD (delete is irreversible) |
scalepad_lm_initiatives_status_update / scalepad_lm_initiatives_priority_update / scalepad_lm_initiatives_schedule_update |
Targeted field updates |
scalepad_lm_initiatives_budget_update / scalepad_lm_initiatives_recurring_update |
One-time and recurring investment line items |
scalepad_lm_initiatives_assets_attach / scalepad_lm_initiatives_assets_detach |
Attach/detach hardware by hardware_keys |
scalepad_lm_initiatives_ticket_create / scalepad_lm_initiatives_ticket_get / scalepad_lm_initiatives_ticket_detach |
PSA ticket linking |
scalepad_lm_initiatives_opportunity_create / scalepad_lm_initiatives_opportunity_attach |
PSA opportunity linking |
scalepad_lm_roadmap_pdf_generate / scalepad_lm_roadmap_csv_generate / scalepad_lm_roadmap_spreadsheet_generate |
Roadmap exports |
scalepad_lm_initiative_templates_list / scalepad_lm_initiatives_template_apply |
Initiative templates |
Goals, Meetings & Action Items
| Tool |
Purpose |
scalepad_lm_goals_list / scalepad_lm_goals_create / scalepad_lm_goals_update / scalepad_lm_goals_delete |
Goal CRUD |
scalepad_lm_goals_status_update / scalepad_lm_goals_schedule_update |
Goal status/target period |
scalepad_lm_meetings_list / scalepad_lm_meetings_get / scalepad_lm_meetings_create_v2 / scalepad_lm_meetings_update_v2 / scalepad_lm_meetings_delete |
Meeting CRUD (prefer the v2 create/update) |
scalepad_lm_meetings_user_attendees_add / scalepad_lm_meetings_contact_attendees_add |
Attendee management |
scalepad_lm_action_items_list / scalepad_lm_action_items_create / scalepad_lm_action_items_update / scalepad_lm_action_items_delete |
Action item CRUD |
scalepad_lm_action_items_completion_status_update / scalepad_lm_action_items_pin_update |
Complete/pin action items |
| Attach/detach pairs |
scalepad_lm_initiatives_goals_attach, scalepad_lm_meetings_initiatives_attach, scalepad_lm_goals_action_items_attach, etc. |
Assessments, Deliverables, Budget & Contracts
| Tool |
Purpose |
scalepad_lm_assessments_list / scalepad_lm_assessments_create / scalepad_lm_assessments_evaluate |
Client assessments |
scalepad_lm_deliverables_list / scalepad_lm_deliverables_create / scalepad_lm_deliverables_pdf_get |
QBR deliverables and exports |
scalepad_lm_deliverables_share_link_create / scalepad_lm_deliverables_share_link_revoke |
Shareable deliverable links |
scalepad_lm_budget_summary_get / scalepad_lm_budget_it_debt_list / scalepad_lm_budget_forecast_pdf_get / scalepad_lm_budget_forecast_csv_get |
Budget forecasting |
scalepad_lm_contracts_list / scalepad_lm_contracts_create / scalepad_lm_contracts_update / scalepad_lm_contracts_delete |
LM contract CRUD |
scalepad_lm_notes_list / scalepad_lm_notes_create / scalepad_lm_notes_update |
Client notes |
scalepad_lm_insights_list |
LM insights |
Common Workflows
- Warranty review —
scalepad_lm_hardware_list filtered by
client and filter[hasscalepadwarranty], then
scalepad_lm_warranty_pricing_list for coverage pricing.
- Aging hardware to initiative — find old assets with
scalepad_lm_hardware_list (filter[age]), create an initiative
with scalepad_lm_initiatives_create, attach assets with
scalepad_lm_initiatives_assets_attach, set budget with
scalepad_lm_initiatives_budget_update.
- QBR prep —
scalepad_lm_meetings_create_v2, attach
initiatives/goals, generate the roadmap PDF with
scalepad_lm_roadmap_pdf_generate.
Error Handling
402 means no active Lifecycle Manager subscription. Deletes
(*_delete) are irreversible — confirm IDs first. Export tools
return binary CSV/PDF/XLSX payloads.
Best Practices
- Prefer the v2 initiative/meeting endpoints where both exist.
- Use
client_key/hardware_key values exactly as returned by
lookup tools — they are opaque keys, not display names.
- Attach/detach operations are reversible; deletes are not.
Related Skills
- core - resolve clients and assets first
- quoter - quote the hardware refresh you roadmapped
- api-patterns - auth, pagination, errors
1---2name: scalepad-lifecycle-manager3description: ScalePad Lifecycle Manager, the engagement and roadmap workflow product: initiatives, goals, meetings, action items, assessments, deliverables, budget forecasting, contracts, notes, hardware lifecycle records, and warranty pricing.4---56# ScalePad Lifecycle Manager78## Overview910Lifecycle Manager (LM) is ScalePad's client engagement product: asset11lifecycle tracking, warranty services, vCIO roadmaps (initiatives and12goals), QBR meetings, assessments, deliverables, and budget13forecasting. It is full CRUD — most write tools exist alongside the14reads. Discover this domain's tools with `scalepad_navigate` (domain `lifecycle-manager`).15US-only.1617## Anti-triggers1819LM shares three nouns with its sibling domains and with the wider20stack, and each pair is a different object:2122- **Assessments and action items in ControlMap** — `scalepad_cm_*` and23 `scalepad_lm_*` both have them. LM's are vCIO engagement items on a24 roadmap; ControlMap's are compliance findings against a framework25 control. They are separate records with separate tools; use26 `scalepad-controlmap` for the compliance side.27- **Contracts** — an LM contract is the vCIO agreement backing a28 roadmap, not the billing contract that drives invoicing. For the29 agreement you bill against, use the PSA (`kaseya/autotask`,30 `connectwise`, `halopsa`).31- **Live device state** — LM hardware rows are lifecycle records, not32 RMM telemetry; use `kaseya/datto-rmm`, `ncentral`, or `ninjaone`.33- **Vendor-agnostic warranty or refresh methodology** — the34 cross-vendor "how do we run refresh planning" workflow is the35 `assets-pack` (`warranty-tracking`, `refresh-cycle-planning`); this36 skill is the ScalePad tool calls that execute it.37- **Quoting the refresh you roadmapped** — use `scalepad-quoter`.3839## API Tools (193 total — 83 read, 110 write; the high-value subset below, full list in [references/tool-inventory.md](../../references/tool-inventory.md))4041### Clients & Contacts4243| Tool | Purpose |44|------|---------|45| `scalepad_lm_clients_list` / `scalepad_lm_clients_lookup` | List/search LM clients |46| `scalepad_lm_contacts_list` / `scalepad_lm_contacts_get` | Client contacts |47| `scalepad_lm_client_groups_list` / `scalepad_lm_client_groups_assign` / `scalepad_lm_client_groups_unassign` | Client group management |48| `scalepad_lm_active_users_list` | Active LM users |4950### Assets & Warranty5152| Tool | Purpose |53|------|---------|54| `scalepad_lm_hardware_list` | Hardware assets (filters: age, assigned end user, backup, warranty, initiatives, software, memory, processor) |55| `scalepad_lm_hardware_overview_get` | Hardware detail by `hardware_key` |56| `scalepad_lm_hardware_dashboard_get` | Per-client hardware dashboard summary |57| `scalepad_lm_hardware_lifecycles_list` | Active hardware lifecycle records (filter by client_id, serial_number) |58| `scalepad_lm_warranty_pricing_list` | ScalePad warranty pricing per client/warranty type |59| `scalepad_lm_hardware_replacement_settings_get` | Replacement cost settings |60| `scalepad_lm_hardware_attached_initiatives_lookup` / `scalepad_lm_hardware_attached_agreements_lookup` | What an asset is attached to |6162### Initiatives & Roadmaps6364| Tool | Purpose |65|------|---------|66| `scalepad_lm_initiatives_list` / `scalepad_lm_initiatives_list_v2` / `scalepad_lm_initiatives_get` | List/get initiatives (filter by client, status, priority, schedule) |67| `scalepad_lm_initiatives_create` / `scalepad_lm_initiatives_update` / `scalepad_lm_initiatives_delete` | Initiative CRUD (delete is irreversible) |68| `scalepad_lm_initiatives_status_update` / `scalepad_lm_initiatives_priority_update` / `scalepad_lm_initiatives_schedule_update` | Targeted field updates |69| `scalepad_lm_initiatives_budget_update` / `scalepad_lm_initiatives_recurring_update` | One-time and recurring investment line items |70| `scalepad_lm_initiatives_assets_attach` / `scalepad_lm_initiatives_assets_detach` | Attach/detach hardware by `hardware_keys` |71| `scalepad_lm_initiatives_ticket_create` / `scalepad_lm_initiatives_ticket_get` / `scalepad_lm_initiatives_ticket_detach` | PSA ticket linking |72| `scalepad_lm_initiatives_opportunity_create` / `scalepad_lm_initiatives_opportunity_attach` | PSA opportunity linking |73| `scalepad_lm_roadmap_pdf_generate` / `scalepad_lm_roadmap_csv_generate` / `scalepad_lm_roadmap_spreadsheet_generate` | Roadmap exports |74| `scalepad_lm_initiative_templates_list` / `scalepad_lm_initiatives_template_apply` | Initiative templates |7576### Goals, Meetings & Action Items7778| Tool | Purpose |79|------|---------|80| `scalepad_lm_goals_list` / `scalepad_lm_goals_create` / `scalepad_lm_goals_update` / `scalepad_lm_goals_delete` | Goal CRUD |81| `scalepad_lm_goals_status_update` / `scalepad_lm_goals_schedule_update` | Goal status/target period |82| `scalepad_lm_meetings_list` / `scalepad_lm_meetings_get` / `scalepad_lm_meetings_create_v2` / `scalepad_lm_meetings_update_v2` / `scalepad_lm_meetings_delete` | Meeting CRUD (prefer the v2 create/update) |83| `scalepad_lm_meetings_user_attendees_add` / `scalepad_lm_meetings_contact_attendees_add` | Attendee management |84| `scalepad_lm_action_items_list` / `scalepad_lm_action_items_create` / `scalepad_lm_action_items_update` / `scalepad_lm_action_items_delete` | Action item CRUD |85| `scalepad_lm_action_items_completion_status_update` / `scalepad_lm_action_items_pin_update` | Complete/pin action items |86| Attach/detach pairs | `scalepad_lm_initiatives_goals_attach`, `scalepad_lm_meetings_initiatives_attach`, `scalepad_lm_goals_action_items_attach`, etc. |8788### Assessments, Deliverables, Budget & Contracts8990| Tool | Purpose |91|------|---------|92| `scalepad_lm_assessments_list` / `scalepad_lm_assessments_create` / `scalepad_lm_assessments_evaluate` | Client assessments |93| `scalepad_lm_deliverables_list` / `scalepad_lm_deliverables_create` / `scalepad_lm_deliverables_pdf_get` | QBR deliverables and exports |94| `scalepad_lm_deliverables_share_link_create` / `scalepad_lm_deliverables_share_link_revoke` | Shareable deliverable links |95| `scalepad_lm_budget_summary_get` / `scalepad_lm_budget_it_debt_list` / `scalepad_lm_budget_forecast_pdf_get` / `scalepad_lm_budget_forecast_csv_get` | Budget forecasting |96| `scalepad_lm_contracts_list` / `scalepad_lm_contracts_create` / `scalepad_lm_contracts_update` / `scalepad_lm_contracts_delete` | LM contract CRUD |97| `scalepad_lm_notes_list` / `scalepad_lm_notes_create` / `scalepad_lm_notes_update` | Client notes |98| `scalepad_lm_insights_list` | LM insights |99100## Common Workflows1011021. **Warranty review** — `scalepad_lm_hardware_list` filtered by103 client and `filter[hasscalepadwarranty]`, then104 `scalepad_lm_warranty_pricing_list` for coverage pricing.1052. **Aging hardware to initiative** — find old assets with106 `scalepad_lm_hardware_list` (`filter[age]`), create an initiative107 with `scalepad_lm_initiatives_create`, attach assets with108 `scalepad_lm_initiatives_assets_attach`, set budget with109 `scalepad_lm_initiatives_budget_update`.1103. **QBR prep** — `scalepad_lm_meetings_create_v2`, attach111 initiatives/goals, generate the roadmap PDF with112 `scalepad_lm_roadmap_pdf_generate`.113114## Error Handling115116402 means no active Lifecycle Manager subscription. Deletes117(`*_delete`) are irreversible — confirm IDs first. Export tools118return binary CSV/PDF/XLSX payloads.119120## Best Practices121122- Prefer the v2 initiative/meeting endpoints where both exist.123- Use `client_key`/`hardware_key` values exactly as returned by124 lookup tools — they are opaque keys, not display names.125- Attach/detach operations are reversible; deletes are not.126127## Related Skills128129- [core](../core/SKILL.md) - resolve clients and assets first130- [quoter](../quoter/SKILL.md) - quote the hardware refresh you roadmapped131- [api-patterns](../api-patterns/SKILL.md) - auth, pagination, errors
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