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Workflowmcpscalepadlifecycle-managerautomationmsp

Multi-Mode Assessment Automation

Automate Lifecycle Manager assessments by gathering data via MCP and auto-scoring based on risk signals.

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Author

Andrew Day

Senior Product Manager · ScalePad

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Requested by

Aaron Bassett

Director, Applied AI · New Charter

This prompt transforms an AI agent into an automated Lifecycle Manager Assessment assistant using the Model Context Protocol (MCP). It instructs the agent to systematically gather data from ScalePad and other connected sources (like IT Glue, Microsoft 365, or RMMs) to automatically score assessment templates.

How to use

  1. 1.Ensure your AI agent (Claude, Cursor, etc.) has the ScalePad MCP and relevant data source MCPs (like Microsoft 365 or IT Glue) connected.
  2. 2.Paste this prompt into the chat.
  3. 3.Provide the required inputs:
  4. 4.- Client Name(s)
  5. 5.- Assessment Template Name
  6. 6.- Mode (Create New or Evaluate Existing)
  7. 7.The agent will iterate through the assessment questions, pull real-time data via MCP, and submit the evaluations.

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