What authentication is required?

You must provide a valid Syncro API key with the necessary permissions to read and write customer and contact data.

How does this skill handle contact searching?

You can search for specific contacts by name, email, or customer ID, making it easy to find the right stakeholders for tickets or communications without leaving your workflow.

What is the Syncro MSP Customer Skill?

It is a specialized capability for Claude Code that allows the AI to interact with the Syncro MSP API to manage client records, contacts, and locations directly from your terminal.

Can this skill help with client onboarding?

Yes, it provides structured workflows for creating customer records, adding primary contacts, and setting up initial billing and tax information in a standardized format.

Does it support data cleanup for duplicate records?

The skill includes documented patterns for identifying and merging duplicate customer entries, helping you maintain a clean and accurate PSA database.

Syncro MSP Customer Management

Name: Syncro MSP Customer Management
Author: wyre-technology

bywyre-technology

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Productivity & Workflow

Manages customer records, contacts, and site locations within the Syncro MSP platform for streamlined client onboarding and administration.

This skill enables Claude to interact seamlessly with the Syncro MSP API to handle the foundational elements of managed service delivery: customer records and contacts. It provides a standardized framework for creating, searching, updating, and organizing client information, including managing complex contact relationships and site locations. This is essential for MSPs looking to automate client onboarding, maintain data hygiene, and ensure that every ticket, asset, and invoice is correctly mapped to the right organizational entity within their PSA and RMM environment.

Key Features

012 GitHub stars

02Integrated API patterns for mapping customers to tickets and assets

03Standardized workflows for client onboarding and duplicate record cleanup

04Comprehensive contact management for technical, billing, and primary stakeholders

05Full CRUD operations for Syncro customer records and business entities

06Advanced search and filtering by name, email, or custom query parameters

Use Cases

01Quickly retrieving and updating technical contact information during active service incidents

02Syncing and cleaning up duplicate customer records across the PSA

03Automating the onboarding process for new managed services clients

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins customers

For use in Claude.ai and ChatGPT

Download Skill