The all-in-one platform
for MSPs
CRM, IT roadmap, compliance, team management and AI-powered automation in one platform. Connect TANSS, Lywand, Sophos and NinjaOne with Claude Desktop or Cursor and manage your entire MSP business using natural language.
Everything an MSP needs
From CRM to compliance to analytics – mspmate.ai unites all areas of your MSP business on one platform.
AI & MCP Server
Natural language for all tools via Claude Desktop or Cursor.
CRM & Sales
Lead pipeline, customer lifecycle and revenue tracking.
IT Roadmap
Plan customer IT with costs, timelines and approvals.
Compliance
Frameworks, assessments and compliance scores per customer.
Team Management
Skills, roles, permissions and team capacities.
Certifications
Expiration dates, alerts and certification status at a glance.
Work Hours
Availability, vacation, holidays and capacity planning.
Analytics & Reports
KPIs, dashboards and Power BI integration.
AI-driven: Natural language for all your tools
The MCP Server connects TANSS, Lywand, Sophos and NinjaOne directly to Claude Desktop and Cursor. Instead of clicking through menus, just say what you need. Cross-tool queries, playbooks and automated workflows – all via natural language.
- All integrations unified in one MCP Server
- 39+ AI playbooks for management, dispatchers, technicians and sales
- Cross-tool queries: Combine data from TANSS + Lywand + Sophos
- Gateway REST API for n8n, Zapier and Power Automate
- Locally installed – your data never leaves your device
From lead to customer – the complete sales lifecycle
Manage your entire sales process in mspmate.ai. From first contact to proposals to won deals – with Kanban pipeline, activity tracking and automatic revenue calculation.
- Kanban pipeline with configurable stages
- Activity tracking: calls, emails, meetings, documents
- Service article catalog with pricing and bundles
- One-click lead-to-customer conversion
- Revenue pipeline and MRR tracking
IT Roadmap: Plan projects, calculate costs
Plan your customers' IT future in a structured way. Define projects with timelines, costs and approval processes. AI helps with prioritization and automatically creates summaries for QBR meetings.
- Roadmap items per customer with timeline planning
- Costs: monthly + annual with automatic calculation
- Approval process: Draft → Approved → In Progress → Completed
- Revenue forecast from roadmap items
- QBR preparation via AI
Meet and demonstrate compliance standards
Manage compliance frameworks like ISO 27001, BSI IT-Grundschutz or NIS-2 per customer. Conduct assessments, track progress and prove compliance with detailed reports.
- Frameworks: ISO 27001, BSI IT-Grundschutz, NIS-2, GDPR and more
- Assessment workflows with scoring and progress tracking
- Compliance score per customer at a glance
- Action planning with timelines and responsibilities
- Audit-ready reports and evidence
Centrally manage skills, certifications and capacities
Capture your team's competencies in a visual skill matrix. AI uses this data for optimal technician assignment. Track certifications and get timely warnings before expiration dates.
- Visual skill matrix with competency levels
- AI-based technician assignment based on skills
- Certification tracking with automatic expiry alerts
- Role-based permissions per module
- Team capacity planning and utilization overview
| Windows | Linux | Network | Security | Cloud | |
|---|---|---|---|---|---|
MM Max Müller | 4 | 3 | 2 | 4 | 3 |
SK Sarah Koch | 3 | 4 | 3 | 2 | 4 |
TW Tom Weber | 2 | 2 | 4 | 3 | 2 |
LS Lisa Schmidt | 3 | 1 | 3 | 4 | 3 |
Availability and capacities at a glance
Plan work schedules, vacation and absences for your entire team. Public holidays and school breaks are automatically considered. AI knows availability and suggests matching technicians.
- Flexible work time models with templates
- Vacation and absence planning
- Automatic public holiday and school break calendars
- Team capacity as a dashboard widget
- AI considers availability during assignment
| Mon | Tue | Wed | Thu | Fri | |
|---|---|---|---|---|---|
MM Max Müller | |||||
SK Sarah Koch | |||||
TW Tom Weber | |||||
LS Lisa Schmidt |
Data-driven decisions with real-time analytics
Monitor KPIs, team utilization and revenue on configurable dashboards. Export data to Power BI via the Reporting API or use the 23 built-in dashboard widgets.
Cross-Tool Intelligence
The real power lies in the combination. See what becomes possible.
Vulnerability → Protection
Lywand finds vulnerability, Sophos checks if endpoint is protected.
Beispiel:
"Show critical vulnerabilities without active endpoint protection"
Offline → Ticket
NinjaOne detects offline device, TANSS creates prioritized ticket.
Beispiel:
"Create tickets for all devices offline for 7 days"
Skills → Assignment
Sophos alert + skill matrix = The right technician for the problem.
Beispiel:
"Who can best handle the Sophos alert?"
Onboarding → TANSS
Customer onboarding automatically starts with TANSS ticket and checklist.
Beispiel:
"Start onboarding for new customer Acme Corp"
Trusted by MSPs across the DACH region
mspmate has completely transformed how we work. CRM, roadmap and compliance in one place – and the AI integration saves us hours every week.
Thomas M.
Managing Director, TechServ GmbH
The compliance dashboards and IT roadmap planning are exactly what we were missing. Finally we can offer our customers professional QBR meetings.
Sarah K.
Team Lead, NetCare Solutions
From sales pipeline to skill matrix – everything in one platform. The cross-tool automations save us real money.
Michael R.
IT Director, ProManaged IT
Frequently Asked Questions
Answers to the most important questions about mspmate.ai
What is mspmate.ai?
mspmate.ai is the all-in-one platform for Managed Service Providers. It combines CRM, IT roadmap, compliance management, team administration and AI-powered tool integrations (TANSS, Lywand, Sophos, NinjaOne) on one platform. Via the MCP Server, you can use all features through natural language in Claude Desktop or Cursor.
Do I need all modules or can I use individual ones?
The platform is modular. Core modules like CRM, team management and work hours are included. Tool integrations (TANSS, Lywand, etc.) can be flexibly added. You only pay for what you actually need.
How does the AI integration work?
The MCP Server runs locally on your device and connects all integrations with Claude Desktop or Cursor. You ask questions in natural language and the AI performs the actions – e.g., creating tickets, checking vulnerabilities or generating reports. Your data never leaves your device.
What does mspmate.ai cost?
mspmate.ai uses a transparent pricing model: A monthly platform fee (from €49) plus costs per seat (from €15/employee) plus optional integrations. Save 2 months with annual payment. The 14-day trial is free.
How secure is my data?
The MCP Server runs locally on your device. Credentials are stored encrypted and never transmitted to our servers. The platform is multi-tenant with strict data separation between organizations.
Can I use mspmate.ai with multiple employees?
Yes, mspmate.ai is multi-tenant with a granular permission system. You can configure roles (Owner, Admin, Dispatcher, Member) and module permissions per employee. Each seat includes 2 device activations.
More questions? Reach out to us at support@mspmate.ai
Ready to transform your MSP business?
14-day free trial. No credit card required. All modules included.