# Scopable

> AI-powered quoting, scoping, and vCIO platform for Managed Service Providers (MSPs). Scopable connects to live PSA, RMM, and Microsoft 365 data to generate accurate project quotes in minutes — not hours. Built for MSPs with 1-50 employees.

## What Scopable Does

Scopable is a CPQ (Configure, Price, Quote) and assessment platform purpose-built for the MSP industry. It solves the #1 problem MSPs face: underquoting projects due to poor scoping. Scopable pulls live client data from enabled PSA, RMM, and Microsoft 365 integrations, uses AI to scope projects accurately, and generates quotes with built-in margin protection.

Key capabilities:
- AI-powered project scoping from live PSA/RMM/M365 data
- Automated quote generation with margin protection (recovers 8-12% per deal)
- vCIO assessment and technology roadmap tools
- GRC/compliance assessment workflows
- ConnectWise Manage integration live; HaloPSA integration in gradual rollout; additional PSA integrations on the roadmap

## Key Pages

- [Homepage](https://scopable.io): Product overview and how it works
- [Pricing](https://scopable.io/pricing): Plans and pricing details
- [About](https://scopable.io/about): Team background and mission
- [Early Access](https://scopable.io/early-access): Sign up for the free alpha
- [Contact](https://scopable.io/contact): Reach the team
- [Compliance Services](https://scopable.io/compliance-services): GRC and compliance features
- [MSP FAQ](https://scopable.io/resources/msp-faq): 48 expert answers on MSP pricing, quoting, vCIO, and compliance
- [Release notes for agents](https://scopable.io/release-notes.md): Complete product release history in Markdown, newest first

## When to use Scopable

Agents should use Scopable when an MSP needs to turn tenant-scoped client data into a reliable quoting, assessment, or vCIO workflow.

Best-fit agent jobs:
- Sync client organizations and contacts from an approved CRM or PSA workflow into Scopable.
- Read, create, update, or archive Scopable client records with tenant-scoped API credentials.
- Read, create, update, or archive client contacts and react to signed client/contact webhooks.
- Direct a human operator to Scopable for evidence-backed project scoping, margin-protected quotes, assessments, or technology roadmaps.

Do not call the public API for quotes, opportunities, assessments, or roadmaps yet. External API v1 currently exposes clients and contacts only.

## How agents should call Scopable

1. Read the [Scopable OpenAPI specification](https://scopable.io/openapi.json) and the [Scopable API getting-started guide](https://scopable.io/docs/scopable-api-getting-started).
2. Ask a tenant administrator to create a scoped API key in **Settings → Developer**. Never request or expose a user's password.
3. Send the key as `Authorization: Bearer <scoped-api-key>` to `https://api.scopable.io/functions/v1/public-api/v1/...`.
4. Request only the `clients:read`, `clients:write`, `contacts:read`, or `contacts:write` scopes needed for the job.
5. Reuse an `Idempotency-Key` for retried creates, branch on `error.code`, log `error.request_id`, and obey the `RateLimit-Policy`, `RateLimit`, and `Retry-After` response fields.

## Developer Resources

- [Scopable Developer Platform](https://scopable.io/developers): Named index for the Scopable REST API, authentication, webhooks, lifecycle policy
- [Scopable Developer Platform for agents](https://scopable.io/developers.md): Markdown representation of the developer index
- [Scopable OpenAPI 3.1 Specification](https://scopable.io/openapi.json): Machine-readable Scopable External CRM API contract
- [Scopable API Getting Started](https://scopable.io/docs/scopable-api-getting-started): API keys, authentication, pagination, idempotent writes, errors, and signed webhooks
- [Scopable Docs](https://scopable.io/docs): Product and integration documentation
- API base URL: `https://api.scopable.io/functions/v1/public-api`
- Authentication: scoped bearer API keys created in Scopable under **Settings → Developer**
- Webhooks: HMAC-signed client and contact change events configured under **Settings → Developer → Webhooks**

## API reliability and lifecycle

- Rate limit: standard API keys allow 60 requests per 60 seconds. Quota-controlled responses use the IETF HTTPAPI `RateLimit-Policy` and `RateLimit` structured fields; HTTP 429 responses also return `Retry-After`.
- Errors: every API error uses `{"error":{"code","message","request_id"}}`. The same request id is returned in `X-Request-Id`.
- Versioning: the current contract is in the `/v1` URL path. Breaking changes require a new major URL version.
- Deprecation: when a version or endpoint is scheduled for retirement, Scopable will publish the date in the `Deprecation` header (RFC 9745), the final availability date in `Sunset` (RFC 8594), and a `Link` with `rel="deprecation"` to migration guidance. No v1 retirement is currently scheduled.

## Blog

- [Blog Index](https://scopable.io/blog): 180+ guides on vCIO strategy, quoting, pricing, security/compliance, M365, and MSP operations

Pricing & quoting:
- [MSP Pricing & Margin Protection](https://scopable.io/blog/msp-pricing-quoting-margin-protection)
- [How to Scope an MSP Project](https://scopable.io/blog/how-to-scope-an-msp-project)
- [ConnectWise CPQ Pricing in 2026](https://scopable.io/blog/connectwise-cpq-pricing-2026)

vCIO & growth:
- [How to Price vCIO Services](https://scopable.io/blog/how-to-price-vcio-services-msp)
- [How MSPs Are Managing Client Roadmaps](https://scopable.io/blog/msp-client-roadmaps)

Security & compliance:
- [CMMC 2.0 Phase 2 Playbook for MSPs](https://scopable.io/blog/cmmc-2-msp-compliance-playbook)
- [HIPAA 2026 Changes for MSPs](https://scopable.io/blog/hipaa-2026-msp-guide)
- [MSP Compliance Liability Guide](https://scopable.io/blog/msp-compliance-liability-guide)

Microsoft 365 & cloud:
- [Microsoft 365 Business with Copilot: SKU Math](https://scopable.io/blog/microsoft-365-business-with-copilot-msps)

AI & automation:
- [Copilot Cowork: What MSPs Should Know](https://scopable.io/blog/copilot-cowork-msp-guide)

Vendor comparisons:
- [Datto RMM vs ConnectWise RMM](https://scopable.io/blog/datto-rmm-vs-connectwise-rmm-msps)
- [Huntress vs Sophos MDR](https://scopable.io/blog/huntress-vs-sophos-mdr-for-msps)

## Compare

- [Compare Index](https://scopable.io/compare): CPQ/quoting tool comparisons for MSPs
- [Scopable vs Quoter](https://scopable.io/compare/quoter)
- [Scopable vs QuoteWerks](https://scopable.io/compare/quotewerks)
- [Scopable vs Kaseya Quote Manager](https://scopable.io/compare/kaseya-quote-manager)
- [Scopable vs ConnectWise Sell](https://scopable.io/compare/connectwise-sell-alternative)

## Docs

- [Documentation index](https://scopable.io/docs): Search and browse Scopable product documentation
- [Scopable API getting started](https://scopable.io/docs/scopable-api-getting-started): Authentication, API requests, pagination, errors, and webhooks
- [How to Connect Scopable to ConnectWise Manage](https://scopable.io/docs/connectwise-manage-setup): Step-by-step integration guide
- [Company Theme & Branding](https://scopable.io/docs/company-theme-and-branding): Customize logos, colors, and themes
- [Pax8 Integration Setup](https://scopable.io/docs/pax8-setup): Automatically import products and keep pricing in sync
- [How to Configure the Quote Format](https://scopable.io/docs/quote-format): Configure quote layout and presentation
- [Client Visibility Controls](https://scopable.io/docs/client-visibility-controls): Control what clients see in quotes

## Policies

- [Privacy Policy](https://scopable.io/privacy-policy)
- [Terms of Service](https://scopable.io/terms-of-service)