ScopeStack is the services quoting platform for MSPs and VARs. This connector lets Claude work inside your ScopeStack account, so every rep who scopes in Claude gets the same services, the same prices and the same approval rules.
What you can do:
- Build a project from a discovery call or notes: create it, add services, products, locations, contacts and price adjustments
- Apply your blueprints and questionnaires so standard scope comes out the same way every time
- Look up your service catalog, rate tables, resource rates, payment terms, phases and document templates before anything is added
- Review a project's scope for gaps and check document generation status
- Research a new service offering and turn it into a blueprint or questionnaire for your catalog
- Update services, subservices, blueprints, questionnaires and sales executives in account settings
How it works:
- Sign in with your ScopeStack account. Claude acts as you and sees only what your role allows.
- Read-only tools are marked read-only.
- Pricing comes from your own rate tables, not from the model.
Requires an active ScopeStack account.
