/lifecycle-manager

name: "ScalePad Lifecycle Manager"
description: >
  ScalePad Lifecycle Manager, the engagement and roadmap workflow product: initiatives,
  goals, meetings, action items, assessments, deliverables, budget forecasting,
  contracts, notes, hardware lifecycle records, and warranty pricing.
when_to_use: >-
  When managing Lifecycle Manager initiatives, goals, meetings, action items,
  assessments, deliverables, budgets, contracts, hardware lifecycles, or warranty
  pricing. Use when: lifecycle manager, scalepad initiative, scalepad roadmap, scalepad
  warranty, scalepad goals, scalepad meetings, scalepad qbr.

ScalePad Lifecycle Manager

Overview

Lifecycle Manager (LM) is ScalePad's client engagement product: asset lifecycle tracking, warranty services, vCIO roadmaps (initiatives and goals), QBR meetings, assessments, deliverables, and budget forecasting. It is full CRUD — most write tools exist alongside the reads. Discover this domain's tools with `scalepad_navigate` (domain `lifecycle-manager`). US-only.

Anti-triggers

LM shares three nouns with its sibling domains and with the wider stack, and each pair is a different object:

• **Assessments and action items in ControlMap** — `scalepad_cm_*` and

`scalepad_lm_*` both have them. LM's are vCIO engagement items on a roadmap; ControlMap's are compliance findings against a framework control. They are separate records with separate tools; use `scalepad-controlmap` for the compliance side.

• **Contracts** — an LM contract is the vCIO agreement backing a

roadmap, not the billing contract that drives invoicing. For the agreement you bill against, use the PSA (`kaseya/autotask`, `connectwise`, `halopsa`).

• **Live device state** — LM hardware rows are lifecycle records, not

RMM telemetry; use `kaseya/datto-rmm`, `ncentral`, or `ninjaone`.

• **Vendor-agnostic warranty or refresh methodology** — the

cross-vendor "how do we run refresh planning" workflow is the `assets-pack` (`warranty-tracking`, `refresh-cycle-planning`); this skill is the ScalePad tool calls that execute it.

• **Quoting the refresh you roadmapped** — use `scalepad-quoter`.

API Tools (193 total — 83 read, 110 write; the high-value subset below, full list in [references/tool-inventory.md](../../references/tool-inventory.md))

Clients & Contacts

| Tool | Purpose | |------|---------| | `scalepad_lm_clients_list` / `scalepad_lm_clients_lookup` | List/search LM clients | | `scalepad_lm_contacts_list` / `scalepad_lm_contacts_get` | Client contacts | | `scalepad_lm_client_groups_list` / `scalepad_lm_client_groups_assign` / `scalepad_lm_client_groups_unassign` | Client group management | | `scalepad_lm_active_users_list` | Active LM users |

Assets & Warranty

| Tool | Purpose | |------|---------| | `scalepad_lm_hardware_list` | Hardware assets (filters: age, assigned end user, backup, warranty, initiatives, software, memory, processor) | | `scalepad_lm_hardware_overview_get` | Hardware detail by `hardware_key` | | `scalepad_lm_hardware_dashboard_get` | Per-client hardware dashboard summary | | `scalepad_lm_hardware_lifecycles_list` | Active hardware lifecycle records (filter by client_id, serial_number) | | `scalepad_lm_warranty_pricing_list` | ScalePad warranty pricing per client/warranty type | | `scalepad_lm_hardware_replacement_settings_get` | Replacement cost settings | | `scalepad_lm_hardware_attached_initiatives_lookup` / `scalepad_lm_hardware_attached_agreements_lookup` | What an asset is attached to |

Initiatives & Roadmaps

| Tool | Purpose | |------|---------| | `scalepad_lm_initiatives_list` / `scalepad_lm_initiatives_list_v2` / `scalepad_lm_initiatives_get` | List/get initiatives (filter by client, status, priority, schedule) | | `scalepad_lm_initiatives_create` / `scalepad_lm_initiatives_update` / `scalepad_lm_initiatives_delete` | Initiative CRUD (delete is irreversible) | | `scalepad_lm_initiatives_status_update` / `scalepad_lm_initiatives_priority_update` / `scalepad_lm_initiatives_schedule_update` | Targeted field updates | | `scalepad_lm_initiatives_budget_update` / `scalepad_lm_initiatives_recurring_update` | One-time and recurring investment line items | | `scalepad_lm_initiatives_assets_attach` / `scalepad_lm_initiatives_assets_detach` | Attach/detach hardware by `hardware_keys` | | `scalepad_lm_initiatives_ticket_create` / `scalepad_lm_initiatives_ticket_get` / `scalepad_lm_initiatives_ticket_detach` | PSA ticket linking | | `scalepad_lm_initiatives_opportunity_create` / `scalepad_lm_initiatives_opportunity_attach` | PSA opportunity linking | | `scalepad_lm_roadmap_pdf_generate` / `scalepad_lm_roadmap_csv_generate` / `scalepad_lm_roadmap_spreadsheet_generate` | Roadmap exports | | `scalepad_lm_initiative_templates_list` / `scalepad_lm_initiatives_template_apply` | Initiative templates |

Goals, Meetings & Action Items

| Tool | Purpose | |------|---------| | `scalepad_lm_goals_list` / `scalepad_lm_goals_create` / `scalepad_lm_goals_update` / `scalepad_lm_goals_delete` | Goal CRUD | | `scalepad_lm_goals_status_update` / `scalepad_lm_goals_schedule_update` | Goal status/target period | | `scalepad_lm_meetings_list` / `scalepad_lm_meetings_get` / `scalepad_lm_meetings_create_v2` / `scalepad_lm_meetings_update_v2` / `scalepad_lm_meetings_delete` | Meeting CRUD (prefer the v2 create/update) | | `scalepad_lm_meetings_user_attendees_add` / `scalepad_lm_meetings_contact_attendees_add` | Attendee management | | `scalepad_lm_action_items_list` / `scalepad_lm_action_items_create` / `scalepad_lm_action_items_update` / `scalepad_lm_action_items_delete` | Action item CRUD | | `scalepad_lm_action_items_completion_status_update` / `scalepad_lm_action_items_pin_update` | Complete/pin action items | | Attach/detach pairs | `scalepad_lm_initiatives_goals_attach`, `scalepad_lm_meetings_initiatives_attach`, `scalepad_lm_goals_action_items_attach`, etc. |

Assessments, Deliverables, Budget & Contracts

| Tool | Purpose | |-