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Connectors · MSP & PSA

ScalePad MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to ScalePad and the rest of your systems. It gives your agent 378 ScalePad actions (167 reads, 144 writes and 67 that wait for a confirmation) and holds the ScalePad credential itself, so the agent never does. It paces ScalePad's limits and records every call.

Connect ScalePad freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "scalepad.action_items.list",  intent: "check which ScalePad account is connected"}# List action items · read · 1 upstream call
  • 378actionsin one signed file
  • 167readlook, never change
  • 144writecreate and update
  • 67wait for a yesdestructive, confirmed first

Set up

Connect ScalePad in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect ScalePad.

    API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.

    • api_keyScalePad personal API key
    account { op: "connections.requirements", service: "scalepad" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "scalepad.action_items.list" }# list action items · read · 1 upstream callcheck { action: "scalepad.action_items.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

ScalePad at a glance

Sign-in
API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide
api_key
Limits we pace to
50 calls per 5 seconds, per connection
API covered
ScalePad (Core API + Lifecycle Manager) API v1api.scalepad.com
Built from
ScalePad's documentation, read 20 September 2026developer.scalepad.comdeveloper.scalepad.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
167 of 167 reads, for up to an hour; a write clears what it affects
Ready-made plans
9 in the store
Shared entities
17, so ask can line ScalePad up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in ScalePad.

378 actions in 79 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 167readlook, never change
  • 144writecreate and update
  • 67destructivewait for a confirmation

  1. Deliverable schedules

    15

    6 read · 7 write · 2 destructive

    List a deliverable schedule's runs · List deliverable schedules · Create a deliverable schedule from a template · List deliverable schedule template variables

  2. Meeting links

    15

    5 read · 5 write · 5 destructive

    List the deliverables linked to a meeting · List the initiatives linked to a meeting · Attach a deliverable to a meeting · List the notes linked to a meeting

  3. Agreements

    13

    3 read · 5 write · 5 destructive

    List agreements · Create an agreement import draft from a document · Create an agreement · Get an agreement

  4. Initiative links

    13

    5 read · 4 write · 4 destructive

    List the meetings linked to an initiative · List the assessment questions linked to an initiative · List the action items linked to an initiative · List the goals linked to an initiative

  5. Assessments

    10

    3 read · 6 write · 1 destructive

    List assessments · Create an assessment · Get an assessment · Evaluate an assessment

  6. Goals

    10

    2 read · 7 write · 1 destructive

    Create a goal · Create a goal from a template · List goals · Archive a goal

  7. Deliverable templates

    9

    2 read · 4 write · 3 destructive

    List deliverable templates · Create a deliverable template · Create a deliverable template from a deliverable · Get a deliverable template

  8. Goal links

    9

    3 read · 3 write · 3 destructive

    List the meetings linked to a goal · List the action items linked to a goal · List the initiatives linked to a goal · Attach an action item to a goal

71 more areas · 284 actions
  • Hardware assets 9
  • Hardware configuration 9
  • Initiatives 9
  • Action items 8
  • Assessment templates 8
  • Initiative integrations 8
  • Meetings 8
  • Assessment questions 7
  • Client groups 7
  • Deliverables 7
  • Initiative templates 7
  • Legacy contracts 7
  • Account team 6
  • Budget 6
  • Contacts 6
  • Deliverable content 6
  • Initiative configuration 6
  • Initiative planning 6
  • Meeting templates 6
  • Notes 6
  • Software assets 6
  • Agreement templates 5
  • Assessment links 5
  • Clients 5
  • Goal templates 5
  • Saa S management 5
  • Users 5
  • Saa S 4
  • Action item integrations 4
  • Agreement items 4
  • Client iq 4
  • Deliverable sharing 4
  • Meeting attendees 4
  • Meeting types 4
  • Plan 4
  • Saved views 4
  • Tags 4
  • Verticals 4
  • Account 3
  • Deliverable catalog 3
  • Goal outcomes 3
  • Licenses 3
  • Meeting integrations 3
  • Clients 2
  • Contacts 2
  • Contracts 2
  • Hardware assets 2
  • Integrations 2
  • Members 2
  • Opportunities 2
  • Product catalog 2
  • Sites 2
  • Tickets 2
  • Analytics 2
  • Deliverable integrations 2
  • Insights 2
  • Meeting attachments 2
  • Opportunities 2
  • Products 2
  • Rich text 2
  • Saa S assets 2
  • Tickets 2
  • Asset output 1
  • Calendar 1
  • Client access groups 1
  • Deliverable output 1
  • Quotes 1
  • Saved view defaults 1
  • Segments 1
  • Settings 1
  • Warranty 1

Top actions

The ScalePad API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 191 of ScalePad's 201 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
scalepad.action_items.listList action itemsList Action Items.readwork.task.list122 connectors
scalepad.users.listList active usersList Active Users.readidentity.user.list474 connectors
scalepad.deliverables.listList deliverablesList Deliverables.readcontent.document.list28 connectors
scalepad.initiatives.listList initiativesList Initiatives v2.readwork.project.list109 connectors
scalepad.contacts.listList contactsList Contacts.readcrm.contact.list177 connectors
scalepad.clients.listList clientsList Clients.readcrm.company.list162 connectors
scalepad.products.listList productsList Products.readcommerce.product.list112 connectors
scalepad.action_items.createCreate an action itemCreate Action Item.writework.task.create127 connectors
scalepad.managed_users.listList managed usersList managed users.readidentity.user.list474 connectors
scalepad.deliverables.createCreate a deliverable for a clientCreate Deliverable.writecontent.document.create29 connectors
scalepad.deliverables.create_from_templateCreate a deliverable for a client from a templateCreate Deliverable from Template.writecontent.document.create29 connectors
scalepad.deliverables.deleteDelete a deliverableDelete Deliverable.destructivecontent.document.delete28 connectors

Try it

Prompts to paste into Claude.

Each one names the ScalePad actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which ScalePad tickets have been open the longest? Show me the ten oldest with their status.

    callsscalepad.tickets.list

  2. Planwrite

    Set up a new client's account plan in ScalePad. Ask me before anything is sent or changed.

    callsscalepad.clients.getscalepad.client_settings.getscalepad.client_iq.generatescalepad.goals.create_from_templatescalepad.meetings.create_v1+2 more

  3. Planwrite

    Build a quarterly business review pack for a client in ScalePad. Ask me before anything is sent or changed.

    callsscalepad.clients.getscalepad.client_dmi_score.getscalepad.initiatives.list_v1scalepad.goals.listscalepad.insights.list+2 more

  4. Writewrite

    Create an action item in ScalePad. Show me exactly what you will send before you save it.

    callsscalepad.action_items.create

  5. Across systemsread

    For each customer, how many tickets are in ScalePad and how many invoices in NetSuite?

    callsscalepad.tickets.listnetsuite.views.invoices

Across your systems

ScalePad, joined to the rest of your business.

One ask fetches from ScalePad and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many tickets are in ScalePad and how many invoices in NetSuite?

    scalepad.tickets.list + netsuite.views.invoices, on crm.company · NetSuite

  • Which customers with tickets in ScalePad are also companies in HubSpot CRM?

    scalepad.tickets.list + hubspot_crm.companies.list, on crm.company · HubSpot CRM

Also mapped by other connectorsidentity.user 517crm.company 227crm.contact 192work.project 116commerce.product 109work.task 105service.ticket 62crm.location 49
ask
ask {  intent: "for each customer, how many tickets are in ScalePad and how many invoices in NetSuite",  steps: [    { action: "scalepad.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { action: "netsuite.views.invoices", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "tix",        right: "inv",        on: "crm.company",        group_by: "tix.company_name",        select: ["tix.company_name", "count(tix.id) as tickets", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

The plan store

Ready-made plans for ScalePad.

9 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

  1. Archive stale initiatives for a client

    Use it when A client's initiative board is cluttered with unscheduled, unassigned initiatives that nobody is working on.

    A person decidesArchive the unassigned initiatives among number of stale unscheduled initiatives for this client. Each one is checked for an assignee before it is archived; any initiative with an owner is skipped.

    Effect
    write
    Steps
    5 · loops
    Needs
    client id
    Install
    scalepad-archive-stale-initiatives

  2. Sweep expiring agreements and raise renewals

    Use it when Contracts or agreements for a client are approaching expiry and you want a renewal task raised for each one.

    Effect
    write
    Steps
    5 · loops
    Needs
    client id, client key and owner user id
    Install
    scalepad-expiring-agreement-renewal-sweep

  3. Chase overdue action items for a client

    Use it when Action items for a client have slipped past their due date and you want them surfaced and pinned rather than silently rotting.

    Effect
    write
    Steps
    5 · loops
    Needs
    client id
    Install
    scalepad-overdue-action-item-chase

  4. Review SaaS spend against actual utilisation

    Use it when Someone asks whether a client is paying for SaaS licences that nobody is using, over a given date range.

    Effect
    write
    Steps
    6
    Needs
    client id, client key, start date, end date and owner user id
    Install
    scalepad-saas-spend-utilization-review

  5. Turn assessment findings into a linked initiative

    Use it when You want a client assessment run and its findings tied to a remediation initiative rather than left as a score.

    A person decidesLink number of question ids assessment findings to initiative title.

    Effect
    write
    Steps
    7
    Needs
    client key, assessment template id, evaluate user id, evaluate at, initiative id and question ids
    Install
    scalepad-assessment-to-initiative-pipeline

  6. Prepare a client meeting and close it out

    Use it when A client meeting is scheduled and you want its material attached beforehand and the meeting closed out afterwards.

    Effect
    write
    Steps
    7
    Needs
    meeting id and deliverable id
    Install
    scalepad-meeting-prep-and-followup

  7. Turn aging hardware into a refresh initiative

    Use it when A client has hardware past its replacement age and you want a single refresh initiative raised with the affected assets attached.

    A person decidesCreate a hardware refresh initiative for this client covering aging count aging assets.

    Effect
    write
    Steps
    8 · loops
    Needs
    client id and initiative template id
    Install
    scalepad-aging-hardware-refresh-initiatives

  8. Set up a new client's account plan

    Use it when A client has just been onboarded into ScalePad and needs its first goal, kickoff meeting and owner action item created.

    A person decidesCreate the onboarding goal, kickoff meeting and owner action item for name.

    Effect
    write
    Steps
    8
    Needs
    client id, client key, goal template id and owner user id
    Install
    scalepad-client-onboarding-plan-setup

  9. Build a quarterly business review pack for a client

    Use it when An account manager is preparing a quarterly business review for a specific ScalePad client and wants the deliverable assembled and shared.

    A person decidesCreate and share a QBR deliverable for name covering number of items initiatives and number of items goals.

    Effect
    write
    Steps
    8
    Needs
    client id
    Install
    scalepad-quarterly-business-review-pack
install a plan
account { op: "plans.install", slug: "scalepad-archive-stale-initiatives" }
# then ask for it by name; a schedule can run it on a timetable

Governance for ScalePad

Destructive actions wait for a yes.

67 ScalePad actions are destructive. The first 10:

  • Delete a deliverablescalepad.deliverables.delete
  • Delete an action itemscalepad.action_items.delete
  • Delete an initiativescalepad.initiatives.delete
  • Revoke access from managed usersscalepad.managed_users.revoke
  • Delete a meeting attachmentscalepad.meeting_attachments.delete
  • Delete a meetingscalepad.meetings.delete
  • Delete the opportunity linked to an initiativescalepad.initiative_opportunities.delete
  • Delete an assessmentscalepad.assessments.delete
  • Clear an assessment question's answerscalepad.assessment_question_answers.clear
  • Delete a goal templatescalepad.goal_templates.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doscalepad.deliverables.deleteconfirm_policy: human

Delete a deliverable?

intent: the user asked me to delete a deliverable

run suspended · waiting for a named person · key scalepad-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "scalepad-agent",  allowed_actions: ["scalepad.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "scalepad.deliverables.delete", approver: "[email protected]" },    { match: "scalepad.action_items.delete", approver: "[email protected]" },    { match: "scalepad.initiatives.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to ScalePad only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What ScalePad costs on actionlake.

Every ScalePad action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call ScalePad refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 378 ScalePad actions
  • 43actions pageeach page of a long list is one call
  • 167reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every ScalePad action.

378 actions by area: the id your agent calls, what it does, and its effect.

Deliverable schedules15
  • scalepad.deliverable_schedule_runs.listList a deliverable schedule's runsread
  • scalepad.deliverable_schedule_template_variables.listList deliverable schedule template variablesread
  • scalepad.deliverable_schedules.createCreate a deliverable schedule from a templatewrite
  • scalepad.deliverable_schedules.listList deliverable schedulesread
  • scalepad.deliverable_schedule_recipients.createAdd a recipient to a deliverable schedulewrite
  • scalepad.deliverable_schedule_recipients.deleteRemove a recipient from a deliverable scheduledestructive
  • and 9 more in this area
Meeting links15
  • scalepad.meeting_deliverables.attachAttach a deliverable to a meetingwrite
  • scalepad.meeting_deliverables.listList the deliverables linked to a meetingread
  • scalepad.meeting_initiatives.listList the initiatives linked to a meetingread
  • scalepad.meeting_notes.listList the notes linked to a meetingread
  • scalepad.meeting_action_items.attachAttach an action item to a meetingwrite
  • scalepad.meeting_action_items.detachDetach an action item from a meetingdestructive
  • and 9 more in this area
Agreements13
  • scalepad.agreement_import_drafts.createCreate an agreement import draft from a documentwrite
  • scalepad.agreements.createCreate an agreementwrite
  • scalepad.agreements.getGet an agreementread
  • scalepad.agreements.listList agreementsread
  • scalepad.agreement_assets.attachAttach assets to an agreementwrite
  • scalepad.agreement_assets.detachDetach assets from an agreementdestructive
  • and 7 more in this area
Initiative links13
  • scalepad.initiative_action_items.listList the action items linked to an initiativeread
  • scalepad.initiative_assessment_questions.listList the assessment questions linked to an initiativeread
  • scalepad.initiative_goals.listList the goals linked to an initiativeread
  • scalepad.initiative_meetings.listList the meetings linked to an initiativeread
  • scalepad.initiative_action_items.attachAttach an action item to an initiativewrite
  • scalepad.initiative_action_items.detachDetach an action item from an initiativedestructive
  • and 7 more in this area
Assessments10
  • scalepad.assessments.createCreate an assessmentwrite
  • scalepad.assessments.evaluateEvaluate an assessmentwrite
  • scalepad.assessments.getGet an assessmentread
  • scalepad.assessments.listList assessmentsread
  • scalepad.assessment_client_access.getGet a client's assessment access moderead
  • scalepad.assessments.deleteDelete an assessmentdestructive
  • and 4 more in this area
Goals10
  • scalepad.goals.archiveArchive a goalwrite
  • scalepad.goals.createCreate a goalwrite
  • scalepad.goals.create_from_templateCreate a goal from a templatewrite
  • scalepad.goals.listList goalsread
  • scalepad.goals.deleteDelete a goaldestructive
  • scalepad.goals.getGet a goalread
  • and 4 more in this area
Deliverable templates9
  • scalepad.deliverable_templates.createCreate a deliverable templatewrite
  • scalepad.deliverable_templates.create_from_deliverableCreate a deliverable template from a deliverablewrite
  • scalepad.deliverable_templates.getGet a deliverable templateread
  • scalepad.deliverable_templates.listList deliverable templatesread
  • scalepad.deliverable_template_components.deleteDelete a deliverable template componentdestructive
  • scalepad.deliverable_template_sections.deleteDelete a deliverable template sectiondestructive
  • and 3 more in this area
Goal links9
  • scalepad.goal_action_items.attachAttach an action item to a goalwrite
  • scalepad.goal_action_items.listList the action items linked to a goalread
  • scalepad.goal_initiatives.listList the initiatives linked to a goalread
  • scalepad.goal_meetings.listList the meetings linked to a goalread
  • scalepad.goal_action_items.detachDetach an action item from a goaldestructive
  • scalepad.goal_initiatives.attachAttach an initiative to a goalwrite
  • and 3 more in this area
Hardware assets9
  • scalepad.hardware_attached_agreements.lookupLook up the agreements attached to hardware assetsread
  • scalepad.hardware_attached_initiatives.lookupLook up the initiatives attached to hardware assetsread
  • scalepad.lm_hardware_assets.listList Lifecycle Manager hardware assetsread
  • scalepad.lm_hardware_assets.set_visibilityHide or unhide hardware assetswrite
  • scalepad.hardware_dashboard.getGet the hardware dashboard summaryread
  • scalepad.hardware_lifecycles.listList active hardware lifecycle recordsread
  • and 3 more in this area
Hardware configuration9
  • scalepad.hardware_custom_fields.createCreate a hardware custom field definitionwrite
  • scalepad.hardware_custom_fields.listList hardware custom field definitionsread
  • scalepad.hardware_report_asset_types.listList report asset typesread
  • scalepad.hardware_report_asset_types.updateSet the report asset type of hardware assetswrite
  • scalepad.hardware_custom_field_values.assignAssign a hardware custom field value to assetswrite
  • scalepad.hardware_custom_field_values.unassignUnassign a hardware custom field value from assetsdestructive
  • and 3 more in this area
Initiatives9
  • scalepad.initiatives.createCreate an initiativewrite
  • scalepad.initiatives.getGet an initiativeread
  • scalepad.initiatives.listList initiativesread
  • scalepad.initiatives.list_v1List initiatives (v1, deprecated)read
  • scalepad.initiatives.archiveArchive an initiativewrite
  • scalepad.initiatives.deleteDelete an initiativedestructive
  • and 3 more in this area
Action items8
  • scalepad.action_items.createCreate an action itemwrite
  • scalepad.action_items.getGet an action itemread
  • scalepad.action_items.listList action itemsread
  • scalepad.action_items.set_pinnedPin or unpin an action itemwrite
  • scalepad.action_items.deleteDelete an action itemdestructive
  • scalepad.action_items.repositionReposition an action itemwrite
  • and 2 more in this area
Assessment templates8
  • scalepad.assessment_template_question_responses.listList responses to an assessment template questionread
  • scalepad.assessment_templates.createCreate an assessment templatewrite
  • scalepad.assessment_templates.getGet an assessment templateread
  • scalepad.assessment_templates.listList assessment templatesread
  • scalepad.assessment_template_question_tags.updateUpdate an assessment template question's tagswrite
  • scalepad.assessment_templates.deleteDelete an assessment templatedestructive
  • and 2 more in this area
Initiative integrations8
  • scalepad.initiative_opportunities.createCreate a PSA opportunity from an initiativewrite
  • scalepad.initiative_opportunities.getGet the opportunity linked to an initiativeread
  • scalepad.initiative_quotes.listList the quotes linked to an initiativeread
  • scalepad.initiative_tickets.createCreate and link a PSA ticket to an initiativewrite
  • scalepad.initiative_opportunities.attachAttach an existing opportunity to an initiativewrite
  • scalepad.initiative_opportunities.deleteDelete the opportunity linked to an initiativedestructive
  • and 2 more in this area
Meetings8
  • scalepad.meetings.createCreate a meetingwrite
  • scalepad.meetings.create_v1Create a meeting (v1, deprecated)write
  • scalepad.meetings.getGet a meetingread
  • scalepad.meetings.listList meetingsread
  • scalepad.meetings.deleteDelete a meetingdestructive
  • scalepad.meetings.set_completionSet a meeting's completion statuswrite
  • and 2 more in this area
Assessment questions7
  • scalepad.assessment_criterion_labels.listList assessment criterion label typesread
  • scalepad.assessment_question_answers.clearClear an assessment question's answerdestructive
  • scalepad.assessment_question_comments.update_internalSet an assessment question's internal commentwrite
  • scalepad.assessment_question_comments.update_publicSet an assessment question's public commentwrite
  • scalepad.assessment_question_criteria.createAdd an additional answer to an assessment questionwrite
  • scalepad.assessment_question_criteria.deleteDelete a custom answer from an assessment questiondestructive
  • and 1 more in this area
Client groups7
  • scalepad.client_groups.createCreate a client groupwrite
  • scalepad.client_groups.getGet a client groupread
  • scalepad.client_groups.listList client groupsread
  • scalepad.client_groups.updateUpdate a client groupwrite
  • scalepad.client_group_members.assignAssign clients to a client groupwrite
  • scalepad.client_group_members.unassignUnassign clients from a client groupdestructive
  • and 1 more in this area
Deliverables7
  • scalepad.deliverables.createCreate a deliverable for a clientwrite
  • scalepad.deliverables.create_from_templateCreate a deliverable for a client from a templatewrite
  • scalepad.deliverables.listList deliverablesread
  • scalepad.deliverables.list_by_clientList a client's deliverables (deprecated)read
  • scalepad.deliverables.deleteDelete a deliverabledestructive
  • scalepad.deliverables.getGet a deliverableread
  • and 1 more in this area
Initiative templates7
  • scalepad.initiative_templates.applyApply an initiative template to an initiativewrite
  • scalepad.initiative_templates.createCreate an initiative templatewrite
  • scalepad.initiative_templates.getGet an initiative templateread
  • scalepad.initiative_templates.listList initiative templatesread
  • scalepad.initiative_templates.deleteDelete an initiative templatedestructive
  • scalepad.initiative_templates.duplicateDuplicate an initiative templatewrite
  • and 1 more in this area
Legacy contracts7
  • scalepad.legacy_contracts.createCreate a legacy contract (deprecated)write
  • scalepad.legacy_contracts.getGet a legacy contract (deprecated)read
  • scalepad.legacy_contracts.listList legacy contracts (deprecated)read
  • scalepad.legacy_contracts.updateUpdate a legacy contract (deprecated)write
  • scalepad.legacy_contract_assets.attachAttach assets to a legacy contract (deprecated)write
  • scalepad.legacy_contract_assets.detachDetach assets from a legacy contract (deprecated)destructive
  • and 1 more in this area
Account team6
  • scalepad.account_team_members.listList account team membersread
  • scalepad.account_team_roles.listList account team member rolesread
  • scalepad.client_team_members.assignAssign account team members to clientswrite
  • scalepad.client_team_members.unassignUnassign account team members from clientsdestructive
  • scalepad.client_key_contacts.assignAssign key contacts to a clientwrite
  • scalepad.client_key_contacts.unassignUnassign key contacts from a clientdestructive
Budget6
  • scalepad.account_budget_summary.listList the account-wide budget summary rowsread
  • scalepad.budget_contracts.listList a client's budget contractsread
  • scalepad.budget_initiatives.listList a client's budget initiativesread
  • scalepad.budget_it_debt.listList a client's budget IT debtread
  • scalepad.budget_availabilities.getGet a client's budget availabilitiesread
  • scalepad.client_budget_summary.listList a client's budget summary rowsread
Contacts6
  • scalepad.lm_contacts.bulk_set_hiddenHide or unhide several contactswrite
  • scalepad.lm_contacts.createCreate a contactwrite
  • scalepad.lm_contacts.getGet a Lifecycle Manager contactread
  • scalepad.lm_contacts.listList Lifecycle Manager contactsread
  • scalepad.lm_contacts.set_hiddenHide or unhide a contactwrite
  • scalepad.lm_contacts.summaryGet the contacts summaryread
Deliverable content6
  • scalepad.deliverable_assessment_reports.createAppend an assessment report to a deliverablewrite
  • scalepad.deliverable_components.deleteDelete a deliverable componentdestructive
  • scalepad.deliverable_components.refreshRefresh a deliverable componentwrite
  • scalepad.deliverable_sections.refreshRefresh a deliverable sectionwrite
  • scalepad.deliverable_component_files.getGet a deliverable component's file as base64read
  • scalepad.deliverable_sections.deleteDelete a deliverable sectiondestructive
Initiative configuration6
  • scalepad.initiative_custom_statuses.createCreate a custom initiative statuswrite
  • scalepad.initiative_status_labels.listList initiative status labelsread
  • scalepad.initiative_tags.assignAssign tags to an initiativewrite
  • scalepad.initiative_tags.unassignUnassign tags from an initiativedestructive
  • scalepad.initiative_custom_statuses.deleteDelete a custom initiative statusdestructive
  • scalepad.initiative_status_labels.updateUpdate an initiative status labelwrite
Initiative planning6
  • scalepad.initiatives.update_budgetUpdate an initiative's one-time investmentswrite
  • scalepad.initiatives.update_priorityUpdate an initiative's prioritywrite
  • scalepad.initiatives.update_recurringUpdate an initiative's recurring investmentswrite
  • scalepad.initiatives.update_scheduleSchedule an initiative's fiscal quarterwrite
  • scalepad.initiatives.update_assigned_userUpdate an initiative's assigned userwrite
  • scalepad.initiatives.update_statusUpdate an initiative's statuswrite
Meeting templates6
  • scalepad.meeting_templates.createCreate a meeting templatewrite
  • scalepad.meeting_templates.deleteDelete a meeting templatedestructive
  • scalepad.meeting_templates.listList meeting templatesread
  • scalepad.meeting_templates.updateUpdate a meeting templatewrite
  • scalepad.meeting_template_users.assignAssign user attendees to a meeting templatewrite
  • scalepad.meeting_template_users.unassignUnassign user attendees from a meeting templatedestructive
Notes6
  • scalepad.notes.createCreate a notewrite
  • scalepad.notes.listList notesread
  • scalepad.notes.set_archivedArchive or unarchive a notewrite
  • scalepad.notes.updateUpdate a notewrite
  • scalepad.notes.deleteDelete a notedestructive
  • scalepad.notes.getGet a noteread
Software assets6
  • scalepad.software_assets.getGet a software assetread
  • scalepad.software_assets.listList software assetsread
  • scalepad.software_product_devices.listList the devices running a software productread
  • scalepad.software_products.listList software productsread
  • scalepad.software_assets.summaryGet the software summaryread
  • scalepad.software_products.summaryGet a software product's summaryread
Agreement templates5
  • scalepad.agreement_templates.createCreate an agreement templatewrite
  • scalepad.agreement_templates.getGet an agreement templateread
  • scalepad.agreement_templates.listList agreement templatesread
  • scalepad.agreement_templates.updateUpdate an agreement templatewrite
  • scalepad.agreement_templates.deleteDelete an agreement templatedestructive

Assessment links 5Clients 5Goal templates 5Saa S management 5Users 5Saa S 4Action item integrations 4Agreement items 4Client iq 4Deliverable sharing 4Meeting attendees 4Meeting types 4Plan 4Saved views 4Tags 4Verticals 4Account 3Deliverable catalog 3Goal outcomes 3Licenses 3Meeting integrations 3Clients 2Contacts 2Contracts 2Hardware assets 2Integrations 2Members 2Opportunities 2Product catalog 2Sites 2Tickets 2Analytics 2Deliverable integrations 2Insights 2Meeting attachments 2Opportunities 2Products 2Rich text 2Saa S assets 2Tickets 2Asset output 1Calendar 1Client access groups 1Deliverable output 1Quotes 1Saved view defaults 1Segments 1Settings 1Warranty 1

This index shows a sample of each area. All 378 actions, with their inputs and prices, are in the catalogue, which a free sandbox key can search.

Questions

The ScalePad MCP server, answered.

Is there a ScalePad MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 378 ScalePad actions across deliverable schedules, meeting links, agreements and initiative links, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by ScalePad.

What do I need to connect ScalePad?

ScalePad personal API key. The free call account { op: "connections.requirements", service: "scalepad" } lists exactly what to paste.

Can an AI agent delete or change things in ScalePad?

Only if its key allows it, and only with an explicit confirmation. 67 ScalePad actions are destructive, including delete a deliverable, delete an action item and delete an initiative. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my ScalePad API limit?

actionlake paces every call to the limits in the ScalePad service file: 50 calls per 5 seconds per connection. Repeated reads are answered from cache (167 ScalePad actions can be), which never reaches ScalePad.

What does a ScalePad action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (43 ScalePad actions page). Cache hits, searches, dry runs and calls ScalePad refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which ScalePad API does it cover?

The ScalePad (Core API + Lifecycle Manager) API v1 at api.scalepad.com. It is built from ScalePad's documentation as read on 20 September 2026. 378 actions in 79 areas, each one in the signed service file (version 1.0.0).

Can I combine ScalePad with my other systems?

Yes. ask joins ScalePad to NetSuite or HubSpot CRM on the same customer and returns the answer rather than every row. ScalePad maps crm.company, which 227 other connectors also map.

Does actionlake keep my ScalePad data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your ScalePad credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by ScalePad; the name is the vendor's own. Counts are from the ScalePad service file, version 1.0.0.

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