sherweb

View payable charges for a Sherweb billing period with pricing breakdown

Change subscription seat/license quantity for a Sherweb customer

List all customers under the Sherweb service provider account

Check subscription details and quantities for a Sherweb customer

Use this agent when an MSP needs to reconcile Sherweb distributor billing — reviewing payable charges for a billing period, drilling into individual charge details, separating Setup/Recurring/Usage charge types, verifying that billed quantities match active subscriptions, and calculating MSP margin between Sherweb cost and customer price. Trigger for: Sherweb billing reconciliation, payable charges, charge details, billing period review, distributor invoice, margin calculation, billing anomaly, cost of goods, Sherweb invoice audit, usage charge review. Examples: "Reconcile this month's Sherweb payable charges against our active subscriptions", "Break down the Setup, Recurring, and Usage charges for the last billing period", "What is our margin on each Sherweb product line", "Find billing anomalies where the charged quantity doesn't match the subscription"

Use this agent when an MSP needs a portfolio-wide health audit of its Sherweb customer accounts — enumerating all customers, checking accounts-receivable standing, correlating each customer's subscription footprint, and flagging accounts that are at financial or provisioning risk. Trigger for: Sherweb customer audit, accounts receivable review, customer health, portfolio audit, overdue balances, customer standing, AR aging, account risk review, Sherweb customer inventory, dormant accounts. Examples: "Audit all our Sherweb customers and flag any with outstanding receivables", "Which customers owe us money and how much", "Give me a portfolio health report across every Sherweb account", "Find customers with no active subscriptions or an unhealthy AR balance"

Use this agent when an MSP needs to provision, right-size, or audit Sherweb customer subscriptions — listing a customer's active subscriptions, looking up catalog products before ordering, planning seat-quantity changes, and walking quantity adjustments through Sherweb's confirmation flow. Trigger for: provision subscription, add seats, change quantity, right-size licenses, Sherweb subscription audit, seat count review, license provisioning, subscription inventory, catalog lookup, Sherweb order planning. Examples: "Add 5 Microsoft 365 seats for Acme Corp in Sherweb", "Show me every active subscription for this customer and flag the over-provisioned ones", "Which Sherweb catalog product should I order for a new Business Premium client", "Right-size all monthly subscriptions across the portfolio"

Use this skill when working with the Sherweb API and MCP tools - OAuth 2.0 client credentials authentication, token management, API endpoints, subscription key header, rate limits, error codes, scopes, Accept-Language support, and best practices.

Use this skill when working with Sherweb distributor billing - payable charges, billing periods, charge types, pricing breakdown, deductions, fees, taxes, invoices, and MSP margin calculations. Covers Setup, Recurring, and Usage charge types, billing cycles (OneTime, Monthly, Yearly), and pricing fields (listPrice, netPrice, prorated, subTotal).

Use this skill when working with Sherweb customers - listing customers, retrieving customer details, accounts receivable, and understanding the distributor > service provider > customer hierarchy. Covers customer lifecycle, customer fields, and cross-referencing with subscriptions and billing data.

Use this skill when working with Sherweb subscriptions - viewing subscriptions, changing quantities, license management, subscription lifecycle, and quantity change workflows. Covers subscription states, seat adjustments, and provisioning status.