Advanced Workflows

An advanced workflow is an agent that strings several gateway tools together into a repeatable, often scheduled, end-to-end task such as triaging a queue, reconciling billing, or summarising alerts. There are no servers to run and no code to deploy.

What makes a workflow

Every workflow in this section shares the same shape:

A trigger — usually a Claude-managed scheduled routine running on a cron, occasionally an on-demand run.
Gateway tools — the workflow reads and writes through MCP connectors; the gateway holds the credentials and does the vendor I/O.
A prompt — the agent's logic lives in a well-written prompt. That prompt is the workflow.
A notification — the result is surfaced to a human, typically in Slack or back onto the source record.

Nothing here requires a hosted service. If you can connect the gateway and write a clear prompt, you can build these.

Workflows

Each guide is self-contained — prerequisites, a copy-paste build prompt, the resulting routine prompt, and the platform gotchas that will otherwise cost you an afternoon.

Delivery Adapters — how a workflow routine delivers its report (Slack, IT Glue), and the adapter contract for adding new targets.
Agent → Routine Catalog — every msp-claude-plugins subagent classified by routine-fitness; the backlog future workflows are picked from.
Autotask Ticket Triage Agent — a scheduled agent that classifies new Autotask tickets by priority, advances them to In Progress, and posts a summary to Slack.
Patch Drift Reporter — a weekly scheduled agent that sweeps the Datto RMM fleet for devices behind on patching and posts a site-by-site report to Slack as a canvas.
Device Health Auditor — a daily scheduled agent that checks Datto RMM devices for antivirus, check-in, and reboot problems and posts a grouped report to Slack.
M365 License Auditor — a monthly scheduled agent that checks Microsoft 365 tenants via CIPP, flags unassigned licenses, estimates the wasted spend, and posts a grouped report to Slack.
Compliance Drift Reporter — a weekly scheduled agent that surfaces the week's Liongard configuration-change detections, groups them by system, and posts a drift digest to Slack as a canvas.
Billing Reconciler — a weekly, strictly read-only scheduled agent that reviews QuickBooks Online for overdue invoices and billing anomalies, and posts a reconciliation report to Slack as a canvas.
QBR Prep — a weekly scheduled agent that assembles a Quarterly Business Review pack for one designated client by composing data from four systems, writes it to IT Glue, and posts a summary to Slack.
Contract Renewal Tracker — a weekly scheduled agent that finds Autotask contracts approaching their end date in the next 90 days, buckets them by renewal window with the recurring revenue at risk, and posts a renewal-pipeline report to Slack as a canvas.
Service Desk SLA Triage — an hourly triage agent that surfaces HaloPSA tickets breaching or at risk of breaching SLA, using a one-time triage note as an idempotency guard so reruns only flag newly at-risk tickets, and posts a prioritized digest to Slack.
Cash Flow Analyzer — a weekly, strictly read-only scheduled agent that pulls the QuickBooks Online cash-flow and aged-receivables reports, summarises the near-term cash position and the overdue receivables behind it, and posts a digest to Slack as a canvas.
Pax8 Renewal & License Optimizer — a weekly scheduled agent that sweeps Pax8 subscriptions, buckets upcoming renewals by 30/60/90-day window with committed value, flags over-provisioned subscriptions with the reclaimable monthly spend, and posts a combined digest to Slack as a canvas.
Client Profitability Reporter — a monthly, strictly read-only scheduled agent that ranks clients by revenue from QuickBooks Online and reports company net margin, posting a profitability digest to Slack as a canvas.
Sales Pipeline Pulse — a weekly scheduled agent that summarises open HubSpot pipeline value by stage, flags stalled deals, surfaces deals closing this period, and posts a sales digest to Slack as a canvas.
Pending-Proposal Tracker — a weekly scheduled agent that tracks PandaDoc proposals sent but unsigned, buckets them by age in stage with their outstanding value, flags those nearing expiry, and posts a digest to Slack as a canvas.
IT Glue Documentation Auditor — a monthly scheduled agent that sweeps IT Glue organizations, scores documentation completeness and freshness, and posts a ranked documentation-debt report to Slack as a canvas.
M365 Identity Auditor — a monthly scheduled agent that checks Microsoft 365 tenants via CIPP for MFA coverage, conditional access, and admin-account exposure, and posts a per-tenant identity-posture report to Slack.
Gateway Usage & Anomaly Auditor — a weekly scheduled agent that reviews the WYRE MCP Gateway's own usage, connection health, and credit consumption for anomalies, and posts a gateway-ops digest to Slack.

More workflows will be added here. Have one you'd like documented? Open an issue.

Before you start

Workflows assume you already have a working gateway connection. If you don't, start with the Quick Start and the Gateway overview, then come back here.