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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RMM / Monitoring
RMM Solution
- Product: SyncroRMM (primary, migrating to)
- Previous RMM: Datto RMM (migrating away from)
- Console URL: https://cascades.syncromsp.com (verify exact URL)
- Migration Status: In progress — transitioning from Datto RMM to Syncro
Remote Access
- Product: ScreenConnect (ConnectWise Control)
- Deployed: All machines
Agent Deployment
- Total Devices: TBD (verify in Syncro console)
- Servers Monitored: TBD
- Workstations Monitored: TBD
- Network Devices Monitored: TBD
Migration Notes
- Datto RMM agents may still be installed on some machines alongside Syncro
- Once migration is complete, remove all Datto RMM agents
- ScreenConnect is independent and stays regardless of RMM platform
Notes
- Syncro also provides access to Bitdefender GravityZone and Emsisoft for antivirus (see security/antivirus.md for AV decision)