BumblebeeBumblebee

ScalePad

Overview

ScalePad is an MSP operating system spanning five products: Lifecycle Manager, ControlMap, Quoter, Backup Radar, and Cognition360. ScalePad is consolidating its product APIs onto one Core API platform.

The Bumblebee integration wraps four ScalePad API surfaces — the Core API (clients, contacts, hardware inventory, contracts, opportunities), the Lifecycle Manager API (hardware purchase dates, warranty expiry, coverage), Quoter (quotes and catalog), and ControlMap (compliance posture: controls, risks, policies, evidence, framework objectives, remediation work). A single ScalePad API key authorises all four — there is no per-product key.

The integration is read-only, so Bumblebee can list and retrieve data but cannot modify ScalePad records.

Note that hardware appears on two of those surfaces with different data: the Core API returns inventory (identity, CPU/RAM/disks, installed software), while Lifecycle Manager returns the lifecycle view (purchase date, warranty expiry, coverage). Ask for purchase or warranty data and Bumblebee uses the Lifecycle Manager tools.

Not covered by this integration:

  • Backup Radar — a separate API (api.backupradar.com) with its own key.
  • Cognition360 — a BI/analytics product with no public REST API.

Prerequisites & Setup

You need:

  • A ScalePad account with at least one paid product. Any paid subscription unlocks the Core API, Quoter, and ControlMap; the Lifecycle Manager API has a higher subscription requirement
  • An active user with Administrator permission (required to view and use API keys)
  • A personal API key generated from the ScalePad Hub

Generate an API Key

  1. Sign in to ScalePad as an Administrator
  2. Open the ScalePad Hub and go to Personal API Keys
  3. Click New API key, give it a name, and set an expiry (default 2 years)
  4. Click Generate and copy the key immediately

Keys are per-user; if the owning user is deactivated or loses Administrator permission, the key stops working.

Vendor documentation:

Configure in Bumblebee

  1. Go to the Integrations page in Bumblebee
  2. Select ScalePad
  3. Paste your API Key
  4. Set Data Region if your ScalePad tenant is hosted outside the US — see below
  5. Save the configuration
  6. Run a test request (e.g. list clients) from the validation card

Data region (ControlMap only)

ScalePad hosts ControlMap in four regions — US, EU, Canada, and Australia — and each tenant's compliance data lives in exactly one of them. The Core API, Lifecycle Manager, and Quoter are US-only and are unaffected by this setting.

Leave Data Region blank for a US tenant. Enter eu, ca, or au if your tenant was provisioned in one of those regions for data residency reasons.

Warning: Setting the wrong region does not produce an error. ScalePad accepts the key against any region but returns only the data held there, so a European tenant queried as US looks like an account with no controls, risks, or policies. If ControlMap results come back empty when you know the data exists, check this field first.

API Limits

ScalePad enforces 50 requests / 5 seconds; exceeding it returns a 429 with a Retry-After header. Bumblebee backs off and retries automatically. List endpoints use cursor-based pagination — pass the returned cursor back to page through results.

Lifecycle Manager endpoints also return 402 Payment Required if the account is authenticated but has no Lifecycle Manager subscription. ControlMap is unlocked by any paid ScalePad product, so it should not hit this.

Available Tools

All tools are read-only. List tools accept cursor and limit for pagination.

Core API

ToolDescription
list_clientsList managed client organizations
get_clientGet one client by id
list_contactsList contacts at managed clients
get_contactGet one contact by id
list_hardware_assetsList hardware inventory — identity, CPU/RAM/disks, installed software (optionally scoped to a client). No purchase or warranty dates; see Lifecycle Manager below
get_hardware_assetGet one hardware asset's inventory record by id
list_contractsList contracts (start/end dates, value; optionally scoped to a client)
get_contractGet one contract by id
list_opportunitiesList sales opportunities (optionally scoped to a client)

Lifecycle Manager

Hardware purchase dates, warranty expiry, and coverage status. These fields live only on ScalePad's Lifecycle Manager API — the Core API's hardware resource does not carry them.

ToolDescription
list_lifecycle_manager_hardware_assetsList hardware with purchase date, warranty expiry, coverage and renewal availability. Supports free-text search, sorting, and server-side filters (age, warranty, type, manufacturer, …)
list_hardware_lifecycle_recordsList active lifecycle records — purchase date, warranty expiry and its source, manufacturer expiry. Filterable by serial number
get_hardware_asset_overviewGet one asset's lifecycle detail — purchase date and age, warranty expiry and time remaining, coverage status. Looked up by asset id, or by serial number + model + manufacturer

Note: Purchase and warranty dates are populated only when the upstream PSA/RMM reported them, so some assets return null. Lifecycle Manager tools require a Lifecycle Manager subscription on the ScalePad account — without one they return 402 Payment Required.

Quoter

ToolDescription
list_quotesList quotes (status, totals, line items)
get_quoteGet one quote by id, including line items
list_itemsList catalog items (products/services)
list_manufacturersList manufacturers
list_suppliersList suppliers/distributors

ControlMap

Compliance posture per managed client — where each client stands against its frameworks, what is unimplemented, and what remediation work is outstanding.

Start with the health tools: they are the only ones that return the client and framework identifiers the other tools need.

ToolDescription
list_client_compliance_healthCompliance and risk scores across every client, optionally with framework breakdowns, work progress, and score history
get_client_compliance_healthOne client's full health snapshot — compliance score, risk score, frameworks, work progress

Cross-client rollups — one call each, for "how does the whole book of business look on this":

ToolDescription
list_clients_control_summariesControl implementation counts per client (completed, in progress, not started, completion %)
list_clients_risk_summariesRisk score and severity breakdown per client
list_clients_evidence_summariesEvidence collection status per client
list_clients_policy_summariesPolicy counts by approval status per client
list_clients_procedure_summariesProcedure documentation counts per client
list_clients_governance_summariesGovernance document counts per client
list_clients_objective_summariesFramework objective counts by compliance state per client
list_clients_assessment_summariesAssessment questionnaire progress per client
list_clients_action_item_summariesRemediation action item counts per client

Per-client detail, with server-side filtering and sorting:

ToolDescription
search_client_controlsOne client's controls — status, owner, control set and family, linked objectives. Filter by code, status, owner, control set, or program
search_client_risksOne client's risk register — inherent/current/target scores, treatment, owner, department, business impact. Filter by status, treatment, owner, or program
search_client_policiesOne client's policies — approval status, owner, linked objectives. Filter by code, owner, status, or program
search_client_objectivesOne client's objectives (requirements) within one framework, with compliance status. Filter by status or scope
search_client_evidencesOne client's evidence records and requests. Filter by code, title, owner, or program
search_client_action_itemsOne client's remediation backlog — status, responsible person, linked objectives. Filter by status, code, title, owner, or program

Note: Procedures and governance have rollups but no per-client search tool, so Bumblebee can report the counts but not list the individual records. ControlMap coverage is read-only — Bumblebee cannot create or update controls, risks, policies, or evidence.

Use-case filtering — expiring warranties, upcoming renewals, won quotes, overdue evidence — is done by the agent over the list responses; the tools are named after the API surface, not the use case.

Example questions

  • "Which hardware assets at Acme have warranties expiring in the next 90 days?"
  • "When was the hardware at Acme purchased, and how old is it?"
  • "Show me every workstation at Contoso older than four years."
  • "What's the purchase date and warranty status for serial 91DDPY2?"
  • "List contracts renewing this quarter."
  • "Show me open opportunities for Contoso."
  • "What quotes are still pending approval?"
  • "Which of my clients has the weakest compliance score?"
  • "Where is Acme non-compliant against SOC 2?"
  • "Show me every unimplemented control at Contoso."
  • "What are Acme's highest-severity open risks, and who owns them?"
  • "Which clients still have policies sitting in draft?"
  • "What remediation work is outstanding for Acme, and who is responsible?"