/license-summary

description: Aggregate license counts and costs across all Pax8 client companies
argument-hint: "[vendor] [company] [show_optimization]"
arguments: [vendor, company, show_optimization]

Pax8 License Summary

Generate an aggregated license summary across all client companies. Shows per-client license counts, costs, and identifies optimization opportunities such as unused licenses, cost savings from annual commitments, and consolidation recommendations.

Prerequisites

• Pax8 MCP server connected with a valid MCP token
• MCP tools `pax8-list-companies`, `pax8-list-subscriptions`, `pax8-get-product-by-uuid`, and `pax8-get-product-pricing-by-uuid` available

Steps

1. **Fetch all companies**

Call `pax8-list-companies` with `size=200`, `sort=name`, `order=asc`. Paginate through all pages if needed.

2. **For each company, fetch active subscriptions**

Call `pax8-list-subscriptions` with `companyId` set to the company UUID, `status=Active`, and `size=200`. Paginate if needed.

3. **Resolve product names** for each unique product ID

Call `pax8-get-product-by-uuid` with `productId` for each unique product found across all subscriptions. Cache results to avoid duplicate lookups.

4. **Optionally fetch pricing** for margin analysis

Call `pax8-get-product-pricing-by-uuid` with `productId` to get `partnerBuyPrice` and `suggestedRetailPrice`.

5. **Aggregate data** by company, product, and vendor

6. **Analyze for optimization opportunities**

• Monthly subscriptions that could save money on annual terms
• Companies with very low seat counts (potential consolidation)
• Upcoming renewals that need review
• Products with high per-seat costs relative to alternatives

7. **Format and return** the comprehensive summary

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | vendor | string | No | all | Filter by vendor name | | company | string | No | all | Filter to specific company | | show_optimization | boolean | No | true | Show optimization recommendations |

Examples

Full License Summary

/license-summary

Microsoft Only

/license-summary --vendor Microsoft

Single Company

/license-summary --company "Acme Corp"

Without Optimization

/license-summary --show_optimization false

Output

Full Summary

Pax8 License Summary
================================================================
Generated: 2026-02-23
Companies: 47
Active Subscriptions: 312
Total Monthly Cost: $48,275.00

Top 10 Companies by Monthly Spend:
+----------------------------+-------+--------+----------+-------------+
| Company                    | Subs  | Seats  | Monthly  | % of Total  |
+----------------------------+-------+--------+----------+-------------+
| Enterprise Holdings        | 14    | 450    | $9,850.00| 20.4%       |
| Acme Corporation           | 8     | 125    | $4,275.00| 8.9%        |
| TechStart Inc              | 6     | 80     | $2,940.00| 6.1%        |
| Global Services LLC        | 9     | 200    | $2,800.00| 5.8%        |
| Metro Industries           | 5     | 65     | $1,950.00| 4.0%        |
| Riverside Dental           | 4     | 30     | $1,200.00| 2.5%        |
| Summit Financial           | 7     | 55     | $1,150.00| 2.4%        |
| Harbor Consulting          | 3     | 25     | $890.00  | 1.8%        |
| Lakewood Partners          | 4     | 35     | $780.00  | 1.6%        |
| Cedar Grove Realty          | 3     | 20     | $650.00  | 1.3%        |
+----------------------------+-------+--------+----------+-------------+
(37 more companies...)

License Breakdown by Vendor:
+----------------------------+--------+--------+----------+-------------+
| Vendor                     | Subs   | Seats  | Monthly  | % of Total  |
+----------------------------+--------+--------+----------+-------------+
| Microsoft                  | 185    | 2,450  | $32,100  | 66.5%       |
| SentinelOne                | 42     | 1,800  | $8,100   | 16.8%       |
| Acronis                    | 35     | 15TB   | $4,200   | 8.7%        |
| Keeper Security            | 28     | 950    | $2,375   | 4.9%        |
| Other                      | 22     | varies | $1,500   | 3.1%        |
+----------------------------+--------+--------+----------+-------------+

Top Products by Total Seats:
+--------------------------------------------+--------+----------+-----------+
| Product                                    | Seats  | Companies| Monthly   |
+--------------------------------------------+--------+----------+-----------+
| Microsoft 365 Business Premium             | 850    | 32       | $14,535   |
| Microsoft 365 Business Basic               | 420    | 28       | $2,268    |
| SentinelOne Singularity Control            | 1,200  | 38       | $5,400    |
| Microsoft 365 Business Standard            | 380    | 18       | $4,788    |
| Keeper Business                            | 650    | 25       | $1,950    |
+--------------------------------------------+--------+----------+-----------+

================================================================

Optimization Recommendations

Optimization Opportunities
================================================================

1. ANNUAL COMMITMENT SAVINGS
   12 subscriptions on Monthly billing could save by switching to Annual:

   +----------------------------+-----------------------------+------+--------+---------+
   | Company                    | Product                     | Qty  | Save/mo| Save/yr |
   +----------------------------+-----------------------------+------+--------+---------+
   | Acme Corporation           | Microsoft Defender          | 25   | $45.00 | $540    |
   | TechStart Inc              | M365 Business Premium       | 30   | $54.00 | $648    |
   | Global Services LLC        | Microsoft Defender          | 50   | $90.00 | $1,080  |
   | Metro Industries           | Keeper Business