myITprocess

Overview

myITprocess is Kaseya's vCIO / strategic IT planning platform for MSPs. The Bumblebee integration exposes the full myITprocess Public API through a single send_request tool — the agent chooses the endpoint (e.g. /clients, /reviews, /recommendations) and query parameters based on the request.

The public API is read-only, so Bumblebee can list and retrieve data but cannot create or modify myITprocess records.

Prerequisites & Setup

Before setting up the myITprocess integration, you need:

• A myITprocess tenant
• Account access with permission to manage API keys
• An API key generated from Account Settings → API Keys

Create an API Key in myITprocess

1. Sign in to your myITprocess tenant as an administrator
2. Open Account Settings
3. Select the API Keys tab
4. Click Add API key, give it a descriptive name (e.g. Bumblebee)
5. Copy the key immediately — store it somewhere secure

Vendor documentation:

• Public API overview: help.myitprocess.kaseya.com
• Knowledge base article: helpdesk.kaseya.com
• Swagger UI: reporting.live.myitprocess.com

Configure in Bumblebee

1. Go to the Integrations page in Bumblebee
2. Select myITprocess
3. Paste your API Key
4. Save the configuration
5. Run a test request (e.g. list clients) from the validation card

API Limits

• 50 requests per minute per IT Provider

Bumblebee handles 429 responses with exponential backoff and retry.

Available Tools

Core (1 tool)

• send_request — Thin wrapper around the myITprocess Public API. Required: endpoint (str, e.g. "/clients" or "/recommendations/42/configurations"). Optional: method (str, default "GET"), params (object, query string), data (object, request body — reserved for future write endpoints).

The agent selects the myITprocess endpoint and parameters based on the workflow. Supported resources include:

Resource	List endpoint	Notes
Clients	/clients	All clients, active and inactive
Reviews	/reviews	Active client reviews
Categories up for review	/reviews/categories/overdue	Categories whose review is overdue
Users	/users	Active myITprocess users
Initiatives	/initiatives	Strategic initiatives
Findings	/findings	Review findings
Meetings	/meetings	Upcoming, in-progress, past, cancelled
Recommendations	/recommendations	All recommendations
Recommendation configurations	/recommendations/{id}/configurations	IT Glue configurations linked to a recommendation

All list endpoints accept three shared optional query parameters:

• queryFilters — list of filter objects with field, predicate (equal, notEqual, greaterThan, lessThan, contains), condition, and optional operator (and, or).
• sortingRules — list of sort objects with field and direction (asc, desc).
• paginationRule — object with page (default 1) and pageSize (default 100).

Dotted field paths address nested fields (e.g. client.name). Arrays are not filterable/sortable.

Example calls

# First page of clients
send_request(
  endpoint="/clients",
  params={"paginationRule": {"page": 1, "pageSize": 100}},
)

# Active clients only, newest first
send_request(
  endpoint="/clients",
  params={
    "queryFilters": [
      {"field": "isActive", "predicate": "equal", "condition": True}
    ],
    "sortingRules": [{"field": "createdDate", "direction": "desc"}],
  },
)

# IT Glue configurations linked to a recommendation
send_request(endpoint="/recommendations/42/configurations")