MSPlex/Resources/Getting Started
Getting Started

Start with the product model, not the hype.

MSPlex should make sense as infrastructure before it ever shows up as a workflow. This page explains what the exchange is, what is in the current build, and how an MSP should evaluate fit before the Q3 2026 early-access wave.

Three things to understand before you evaluate.

Understand the product model

MSPlex is the managed exchange layer between AI clients and real MSP systems. It is not a wrapper generator or an automation marketplace.

Start with the stack fit

The current build is focused on operator workflows across PSA, documentation, and procurement surfaces that MSPs use every day.

Evaluate with the right expectations

This stage is about validating operational fit before launch, not forcing a buyer through a generic self-serve motion too early.

What is in the current build and what is next.

The current build centers on HaloPSA, Hudu, IT Glue, ConnectWise, and PAX8. SentinelOne, Datto BCDR, and Entra ID remain in the planned Q3 wave, with Microsoft 365 in the planned Q4 wave.

Current build

Current build

HaloPSAPSA
HuduDocumentation
IT GlueDocumentation
ConnectWisePSA
PAX8Procurement
Planned Q3

Planned Q3

SentinelOneSecurity
Datto BCDRBCDR
Entra IDIdentity
Planned Q4

Planned Q4

Microsoft 365Productivity

The right sequence for an MSP evaluation.

01

Map your stack

Confirm which systems matter most in your environment and whether the current build already covers them.

02

Pick the first workflows

Identify the workflows you want AI to touch first, especially ticketing, documentation retrieval, procurement, or identity tasks.

03

Review the security fit

Review trust boundaries, auth posture, and tenant isolation so the evaluation stays grounded in operational reality.

04

Request the next step

Use the contact flow to align on rollout timing, current build depth, and what an early-access path would look like.

Best fit for teams that already know where the pain is.

You should engage now if
  • You already run one or more systems in the current build.
  • You have clear AI workflows in mind for PSA, docs, or procurement.
  • You want the gateway layer managed instead of building MCP plumbing internally.
Review next

The strongest next pages after this one are the security posture and the connector catalog. They answer the trust and coverage questions that usually determine whether a buyer is ready to keep moving.

Ready to map your stack?

Bring the systems you care about most, the workflows you want AI to touch first, and the security questions that need answers. We will use that to shape the right early-access conversation.

MSPlexGetting Started