/renewals

Renewals

Lists every upcoming PSA contract/agreement renewal and marketplace subscription renewal within a forward-looking window, sorted chronologically with a recommended lead time per renewal.

Prerequisites

• WYRE MCP Gateway connected via Conduit (.mcp.json → conduit)
• At least one PSA connector (Autotask, HaloPSA, ConnectWise, or Syncro) or one marketplace distributor connector (Pax8 or Sherweb) — either alone still produces a partial calendar, with the other source stated as unavailable

Steps

1. Call conduit__search_tools to discover which PSA and distributor tools are actually connected for this org.
2. Resolve the window: parse window if given (e.g. 90d, 30d, 6m); default to 90d if omitted.
3. Pull PSA contract/agreement term end dates falling inside the window from whichever PSA(s) are connected.
4. Pull marketplace subscription renewal/commitment dates falling inside the window from whichever of Pax8/Sherweb are connected.
5. Assign a recommended lead time per entry based on contract type, value, and whether it auto-renews, then merge both sources into one chronologically sorted calendar grouped by urgency (this week / this month / this quarter).

Parameters

Parameter	Type	Required	Default	Description
window	string	No	90d	Forward-looking window, e.g. 30d, 90d, 6m

Examples

Default 90-day window

/finance-pack:renewals

Custom window

/finance-pack:renewals 30d

Output

═══════════════════════════════════════════════════════════════════
RENEWAL CALENDAR
Window: Next 90 days ([start date] – [end date])
Total Renewals: [N]  |  Total Value at Stake: $[X]
═══════════════════════════════════════════════════════════════════

THIS WEEK
  [Client] — [Item] — [Source] — Renews [date] — Recommended action-start: now

THIS MONTH
  [Client] — [Item] — [Source] — Renews [date] — Recommended action-start: [date]

THIS QUARTER
  [Client] — [Item] — [Source] — Renews [date] — Recommended action-start: [date]

AT RISK — NO RECENT RENEWAL ACTIVITY
  [Client] — [Item] — Renews [date] — no PSA activity found

UNABLE TO VERIFY
  [Vendor family not connected, if any]
═══════════════════════════════════════════════════════════════════

Related

• Agent: renewal-calendar-builder — the underlying calendar-building logic this command runs
• Command: /finance-pack:month-end-recon — for reconciling billing accuracy on contracts once renewed