msp-setup

Guides first-run customization of the MSP Operations Kit through phased interviews and file edits.

75|17|Updated Jul 18, 2026
One-click install
npx skills add https://github.com/RTFM-IT-Services-LLC/msp-claude-skills --skill msp-setup-rtfm-it-services-llc
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: msp-setup
Source: https://github.com/RTFM-IT-Services-LLC/msp-claude-skills/tree/main/skills/msp-setup
Command: npx skills add https://github.com/RTFM-IT-Services-LLC/msp-claude-skills --skill msp-setup-rtfm-it-services-llc

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? A freshly downloaded MSP Operations Kit ships with placeholder tokens, example pricing, and unreviewed defaults that cannot go client-facing. This Skill walks the owner through a structured, resumable setup process that collects their real business facts and writes them into every skill file. ## Core Features & Use Cases - Token Propagation: Collects twelve placeholder values (company name, domain, emails, phone, timezone, and more) and replaces them across all skill files, with grammar fixes where context requires. - Phased Workflow with State Tracking: Runs five phases (backup, identity, pricing cost model, per-skill decisions, attorney review, readiness check) tracked in a SETUP-STATE.md file so setup can span multiple sessions. - Numeric Sanity Checks: Validates every rate, fee, and price against the user's own loaded costs and margin floor before writing it in, flagging numbers that would lose money. - Use Case: A new MSP owner downloads the kit, says "set up the kit", and is interviewed phase by phase until the readiness check confirms zero leftover placeholders and all defaults are reviewed. ## Quick Start Ask Claude to set up the kit and walk you through customizing all the MSP skills with your company information.

Frequently Asked Questions about msp-setup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I set up the MSP Operations Kit after downloading it?

Ask Claude to set up the kit, which triggers a guided interview covering your company identity, pricing cost model, and each skill's setup decisions. Progress is tracked in SETUP-STATE.md so you can complete it across multiple sessions.

How do I replace placeholder tokens across all MSP skill files?

The setup process collects values for twelve tokens like company name, domain, and support email, then replaces every occurrence across the skills folder. It excludes the setup skill's own file and fixes grammar where tokens appear in different sentence frames.

Can I resume MSP kit setup in a later session?

Yes, setup state is stored in SETUP-STATE.md in the kit root with a checklist per phase. On each run the skill reads this file first and resumes at the first unchecked phase, logging all decisions and deferrals.

Why does setup require editing the source folder instead of installed skills?

Installed skill copies are read-only, so all edits must happen in the downloaded kit folder containing the skills directory. After each phase you reinstall or re-upload the changed skills so installed copies match the source.

Does the MSP kit setup validate my pricing numbers?

Yes, every rate, fee, or price you supply is checked against your loaded labor costs and stated margin floor before being written in. Numbers that would lose money under your own cost model are challenged with the arithmetic shown.

When is the MSP kit ready to use with clients?

The kit is client-facing ready only after the Phase 5 readiness check passes: no unresolved placeholder tokens, all default-review notes flipped, attorney review done or risk accepted, and a spot-generated artifact confirmed to read as your company.