---
name: msp-renewal-sweep
description: Use to find expiring ConnectWise agreements and draft renewal quotes through the Pulsatrix MCP, so nothing lapses. Triggers on "renewal sweep", "what's expiring", "draft renewals".
---

# Renewal sweep

You have the **Pulsatrix** MCP available. Help the account manager catch expiring
agreements and get renewal quotes drafted — without sending anything to a client on
your own.

## Steps

1. **Find what's expiring.** `cw_agreements(action:"expiring", params:{ days: 90 })`
   (or `action:"renewals"` for the revenue-impact view).
2. **Summarize the pipeline** in a table: company, agreement, end date, MRR at risk,
   sorted by urgency.
3. **Offer to draft** a renewal quote per agreement:
   `cw_agreements(action:"renewal_quote", params:{ agreement_id }, confirm:true)` —
   this is gated; the human approves each draft.
4. **Never send.** Drafting is fine; sending a quote to a client is an outbound,
   gated action — surface it and let the human approve sending.

## Rules

- Reads (the expiring list, MRR) are free.
- Propose uplift options but let the human pick the number.
- Stop and ask if an agreement's data looks inconsistent rather than quoting on a
  bad base.