ScalePad Core (Unified Platform Data)

Overview

Core is ScalePad's read-only unified data surface (US-only). It is the best starting point for cross-product work: resolve client IDs, asset IDs, and serial numbers here before touching Lifecycle Manager, ControlMap, or Quoter. Discover this domain's tools with scalepad_navigate (domain core).

Anti-triggers

Core holds lifecycle records about assets — what was bought, when the warranty ends, which contract covers it. It is not a live view of the machine:

• Live device state — is it online, patched, low on disk, alerting right now? Core's asset rows are synced snapshots. Use the RMM: kaseya/datto-rmm (datto-rmm-devices), ncentral, ninjaone, atera, or connectwise/automate.
• Changing anything — Core is entirely read-only. Once you have the client or asset ID, the write surface is scalepad-lifecycle-manager, scalepad-controlmap, or scalepad-quoter.
• Hardware in Lifecycle Manager — LM keeps its own asset list under opaque hardware_key values that are not the Core asset IDs; do not carry one across. Use scalepad-lifecycle-manager.
• Documented configurations, passwords, and runbooks — use kaseya/it-glue or hudu.

API Tools (24 total, all read-only — every one is listed below)

Clients & People

Tool	Purpose
scalepad_core_clients_list / scalepad_core_clients_get	List/get clients (filter by name, lifecycle, contact/asset counts, record lineage)
scalepad_core_contacts_list / scalepad_core_contacts_get	List/get contacts (upstream is a POST search — the tool behaves like a normal list)
scalepad_core_members_list / scalepad_core_members_get	List/get MSP team members (also a POST search upstream)
scalepad_core_sites_list / scalepad_core_sites_get	List/get client sites
scalepad_core_opportunities_list / scalepad_core_opportunities_get	List/get sales opportunities

Assets & Catalog

Tool	Purpose
scalepad_core_hardware_assets_list / scalepad_core_hardware_assets_get	Hardware assets (filter by client, manufacturer, model, serial_number, type, CPU/RAM/disk configuration)
scalepad_core_saas_assets_list / scalepad_core_saas_assets_get	SaaS subscriptions (filter by product, status, tenant_domain, term dates)
scalepad_core_saas_users_list / scalepad_core_saas_users_get	SaaS seat assignments per user
scalepad_core_product_catalog_list / scalepad_core_product_catalog_get	Product catalog records

Service & Integrations

Tool	Purpose
scalepad_core_contracts_list / scalepad_core_contracts_get	Service contracts (filter by client, type, term, status, recurring)
scalepad_core_tickets_list / scalepad_core_tickets_get	PSA tickets synced into ScalePad
scalepad_core_integration_configurations_list	Configured integrations
scalepad_core_integration_vendors_list	Available integration vendors

Common Workflows

1. Resolve a client — scalepad_core_clients_list with a filter on name; note the client id for downstream calls.
2. Asset inventory for a client — scalepad_core_hardware_assets_list filtered by client.id, paginating with cursor until exhausted.
3. Contract expiry review — scalepad_core_contracts_list filtered by client.id and term.ends_at.

Error Handling

Core returns 402 if the account has no active Core subscription; it is US-only, so X-ScalePad-Region does not affect it. All other error semantics follow api-patterns.

Best Practices

• Everything here is read-only — safe to call freely within the shared 50-req/5-s rate limit.
• Filters map to the API's filter[<key>] params; pass them in the tool's filter object.
• Use record lineage filters to trace which integration a record came from.

Related Skills

• lifecycle-manager - act on the assets you find here
• api-patterns - auth, pagination, errors