MSP partners
Customer memo samples, identity-risk summaries and incident-report templates for MSPs and MSSPs discussing security with clients.
What you receive
What you receive
Adapt the sample memos and review outlines for customer discussions. Request the private rate card to discuss delivery or co-branded support.
Opening: Before giving your AI assistant access to business systems, document what it can read or change and which actions require approval.
Customer user -> SaaS application -> model context -> MCP server -> Microsoft 365, ticketing, CRM, or code repository.
Review privileged accounts, MFA coverage, conditional access, app consent, mailbox forwarding, audit log availability, and external-sharing posture.
What happened, what artifacts support it, what actions were taken, what remains unknown, and what should change next.
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Explain AI-agent permissions, identity risks and incident preparation in a customer memo.
Sample trust-boundary maps, identity-risk summaries and incident reports to adapt for customer reviews.
Agree on referral, co-branded or private advisory support, including who owns the work and the customer relationship.
Next step
