/true-up

License True-Up

Runs the license-true-up skill's three-way seat reconciliation — provisioned (Pax8/Sherweb) vs. billed (accounting/PSA) vs. deployed (M365/CIPP, where connected) — for a single client or the entire portfolio.

Prerequisites

• WYRE MCP Gateway connected via Conduit (.mcp.json → conduit)
• At least one marketplace distributor connector (Pax8 or Sherweb)
• Recommended: an accounting or PSA billing connector, and a Microsoft 365/CIPP connector, for the full three-way check. Missing either degrades the check to two axes with the missing axis stated explicitly, rather than failing outright.

Steps

1. Call conduit__search_tools to discover which distributor, accounting/PSA billing, and Microsoft 365/CIPP tools are actually connected for this org.
2. Resolve scope: if client is given, scope every step below to that client; otherwise run portfolio-wide.
3. Pull provisioned seats from whichever of Pax8/Sherweb is connected.
4. Pull billed seats from whichever of the accounting platform or PSA billing items is connected.
5. Pull deployed/active seats from microsoft-graph or CIPP, if connected, including account status (enabled/disabled/soft-deleted) for immediate reclaim candidates.
6. Reconcile the available axes per client per SKU, classify findings (over-provisioned waste, under-billed leakage, billing-risk exposure), and sort by dollar impact, leading with disabled-user quick wins.

Parameters

Parameter	Type	Required	Default	Description
client	string	No	(omit for portfolio-wide)	Client/company name to scope the true-up to a single client

Examples

Portfolio-wide true-up

/finance-pack:true-up

Single client

/finance-pack:true-up "Acme Corporation"

Output

═══════════════════════════════════════════════════════════════════
LICENSE TRUE-UP REPORT
Scope: [Client / Portfolio]
Axes checked: Provisioned ✓ | Billed [✓/not connected] | Deployed [✓/not connected]
Generated: [Date]
═══════════════════════════════════════════════════════════════════

QUICK WINS — Disabled Users Holding Paid Licenses
  [Client] — [User] — [SKU] — $[X]/month reclaimable

PER-CLIENT, PER-SKU LEDGER
  [Client] — [SKU]
    Provisioned: [N]   Billed: [N]   Deployed: [N]
    Finding: [category]  |  Dollar impact: $[X]/month

SUMMARY
  Total waste:    $[X]/month
  Total leakage:  $[X]/month
  Total exposure: $[X]/month
═══════════════════════════════════════════════════════════════════

Related

• Skill: license-true-up — the underlying reconciliation methodology
• Skill: agreement-reconciliation — adds the PSA contract entitlement layer this command's billed-seats check does not independently verify
• Command: /finance-pack:month-end-recon — contract-level (rather than license-level) reconciliation