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Mspcfo
MSPCFO - MSP profitability from PSA data: client P&L, agreement health and pricing, and technician utilization (hosted MCP, OAuth sign-in)
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin mspcfo Or install all MSP plugins at once:
/plugin marketplace add wyre-technology/msp-claude-plugins Features
- Agreement Pricing Review
- Client Profitability
- Technician Utilization
Skills
This plugin provides 4 skills that teach Claude about Mspcfo:
| Skill | Description |
|---|---|
agreement-pricing-review | Using MSPCFO's profitability data to review managed-services agreements: finding underpriced, over-consumed or declining agreements, ranking the weakest, working out a defensible annual rate increase toward MSPCFO's efficiency target, and drafting a vCIO plan per agreement. |
client-profitability | Reading MSPCFO's Client P&L, Client Segments and Market Segments reports to find which clients make or lose money, why, and what to do about it: margin ranking, flagged clients, segment comparison, separating real margin problems from PSA data problems, and preparing the profitability section of a client review. |
technician-utilization | Reading MSPCFO's Member Work Report, Utilization Hours and Members Billing by Month reports: billable vs. non-billable time, utilization trends, cost per hour and revenue per member, how labor drives client and agreement margin, and handling this employee performance data responsibly. |
api-patterns | MSPCFO MCP fundamentals for this plugin: OAuth 2.0 + PKCE browser sign-in brokered by Conduit (no API key, no headers), the admin-only tool gate while MSPCFO's tools are unclassified in Conduit, discovering tool names at runtime because MSPCFO does not publish them, report parameters and result size, error handling, and data-freshness caveats. |
Agents
This plugin provides 1 agent for autonomous task execution:
| Agent | Description |
|---|---|
profitability-review-analyst | Use this agent when an MSP owner, CFO, service manager or vCIO needs a multi-step profitability review from MSPCFO data — ranking the weakest clients or agreements, explaining each with utilization detail, and drafting a vCIO action plan or rate-increase proposal. |
Commands
Available slash commands:
| Command | Description |
|---|
API Reference
| Base URL | |
| Authentication | |
| Rate Limit | |
| Documentation |
Example Usage
Using Skills
/skill mspcfo:agreement-pricing-review
Using MSPCFO's profitability data to review managed-services agreements: finding underpriced, over-consumed or declining agreements, ranking the weakest, working out a defensible annual rate increase toward MSPCFO's efficiency target, and drafting a vCIO plan per agreement.