Howard's personal MSP client documentation folder imported into shared
ClaudeTools repo via /import command. Scope:
Clients (structured MSP docs under clients/<name>/docs/):
- anaise (NEW) - 13 files
- cascades-tucson - 47 files merged (existing had only reports/)
- dataforth - 18 files merged (alongside incident reports)
- instrumental-music-center - 14 files merged
- khalsa (NEW) - 22 files, multi-site (camden, river)
- kittle (NEW) - 16 files incl. fix-pdf-preview, gpo-intranet-zone
- lens-auto-brokerage (NEW) - 3 files (name matches SOPS vault)
- _client_template - 13-file scaffold for new clients
MSP tooling (projects/msp-tools/):
- msp-audit-scripts/ - server_audit.ps1, workstation_audit.ps1, README
- utilities/ - clean_printer_ports, win11_upgrade,
screenconnect-toolbox-commands
Credential handling:
- Extracted 1 inline password (Anaise DESKTOP-O8GF4SD / david)
to SOPS vault: clients/anaise/desktop-o8gf4sd.sops.yaml
- Redacted overview.md with vault reference pattern
- Scanned all 160 files for keys/tokens/connection strings -
no other credentials found
Skipped:
- Cascades/.claude/settings.local.json (per-machine config)
- Source-root CLAUDE.md (personal, claudetools has its own)
- scripts/server_audit.ps1 and workstation_audit.ps1 at source root
(identical duplicates of msp-audit-scripts versions)
Memory updates:
- reference_client_docs_structure.md (layout, conventions, active list)
- reference_msp_audit_scripts.md (locations, ScreenConnect 80-char rule)
Session log: session-logs/2026-04-16-howard-client-docs-import.md
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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1.7 KiB
name, description, type
| name | description | type |
|---|---|---|
| Client Documentation Structure | Howard's MSP client docs live under clients/<name>/docs/ with a standard subfolder layout (overview, network, servers, cloud, security, rmm, issues). Template at clients/_client_template/. | reference |
Each active client has structured Markdown documentation under clients/<client-name>/docs/:
| File / Folder | Purpose |
|---|---|
overview.md |
Company info, contacts, environment summary, device counts |
network/topology.md |
Switches, APs, cabling, interconnects |
network/vlans.md |
VLAN table, subnets, inter-VLAN routing |
network/dns.md |
DNS servers, zones, records, forwarders |
network/dhcp.md |
Scopes, reservations, relay config |
network/firewall.md |
Rules, NAT, VPN, interfaces |
network/wifi.md |
SSIDs, security, AP assignments |
servers/<name>.md |
Per-server docs (use server_template.md) |
cloud/m365.md |
Tenant, licensing, Exchange, Entra ID |
cloud/azure.md |
Subscriptions, VMs, networking |
security/antivirus.md |
EDR/AV product, deployment status |
security/backup.md |
Backup jobs, targets, DR plan |
rmm/rmm.md |
RMM product, agent counts, patch policy |
issues/log.md |
Historical incident log with root causes |
billing-log.md |
Per-client billing / work log |
Clients currently documented (imported 2026-04-16 from Howard's C:\Users\howar\Clients):
anaise, cascades-tucson, dataforth, instrumental-music-center, khalsa, kittle, lens-auto-brokerage.
Credentials NEVER go inline in these docs — reference SOPS vault instead:
clients/<name>/<system>.sops.yaml field path.
The template at clients/_client_template/ is the scaffold for new clients.