MSPortal
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AI that drafts reports and proposes changes for your team to review

Ask questions about your clients, prepare changes for review, and draft reports, templates and meeting content. The assistant only sees what the signed-in user can access.

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Explore AI features

MSPortal Assistant

A central assistant for questions, product guidance and supported actions using the context your account is allowed to access.

Take action through conversation

  • Prepare supported changes as proposals for review
  • Search permitted companies, devices and tickets
  • Follow links to the relevant records and product guides

Context-aware and permission-gated

  • Tools filtered by user role and permissions
  • Streaming responses with real-time tool status
  • Tenant-scoped, only sees your data

Multi-turn with memory

  • Conversation history preserved across turns
  • Suggestion chips for common follow-ups
  • Also available in the Chrome extension

Chrome extension

The same AI assistant in your browser, for your team and for your clients.

  • Use supported assistant tools within your account’s permissions
  • Attach screenshots for visual context
  • Clients can use it for tickets, training and chat

MSPortal MCP server

Point Claude, ChatGPT, Cursor or Gemini at your portal. More than 150 operations across tickets, devices, reporting, Planner, compliance and meetings, scoped to your own permissions.

  • Browser sign-in with OAuth; no API keys to manage
  • Setup guides for Claude, Cursor, VS Code, Codex and Gemini CLI, with one-click install in Cursor and VS Code
  • Ask for warranty expirations, remediation plans or a QBR draft in plain language

Voice input

Use voice-to-text in supported assistant inputs when your browser and microphone permissions allow it.

  • Microphone controls in supported chat inputs
  • Continuous recognition with interim transcription
  • Availability varies by surface and browser

Guardrails & control

Limits on what AI can see and change

Tenant-aware context

AI only sees data scoped to the signed-in tenant. Suggestions are scoped to the user's permissions and client details.

Human in the loop

Interactive change proposals require review and confirmation. Scheduled and background report generation runs as automation; review the output before using it for decisions.

Full audit trail

Review supported action history and generation status in the relevant workflow. Logging and retention depend on the operation.

  • Each user's AI agent only sees the data they have access to
  • AI tools are filtered by user permissions, no access to actions beyond your role
  • Review the proposed action and its destination before confirming a change
  • Use dedicated credential workflows; avoid putting passwords or API keys into chat
  • Check source coverage and freshness before relying on generated analysis
Powered byClaude AI
Models configured for the needs of each workflow

See AI in action

See how the assistant uses context, presents proposals and keeps the next step in your team’s hands.

Book a 20 minute AI walkthroughSee pricing