Guides & Documentation
Everything you need to master BrainstormMSP—from quick-start guides to advanced automation
Quick Start
Get up and running in 15 minutes
Video Tutorials
Watch step-by-step walkthroughs
API Docs
Build custom integrations
Downloads
Templates and resources
Getting Started with BrainstormMSP
Getting Started
Complete onboarding guide covering account setup, integrations, and your first control evaluation
What you'll learn:
- Account Setup
- Integration Configuration
- Client Mapping
- +1 more
ConnectWise Integration Setup
Integrations
Step-by-step instructions for connecting your ConnectWise PSA to BrainstormMSP with OAuth 2.0
What you'll learn:
- Prerequisites
- OAuth Configuration
- Client Mapping
- +1 more
HaloPSA Integration Setup
Integrations
Configure HaloPSA integration with automatic client sync and bi-directional ticket updates
What you'll learn:
- API Setup
- Authentication
- Bulk Client Mapping
- +1 more
Acronis Cyber Protect Cloud Integration
Integrations
Connect Acronis for automated backup verification and ransomware protection monitoring
What you'll learn:
- API Token Generation
- Client Linking
- Backup Policies
- +1 more
Microsoft 365 Security Controls
Security Controls
Enable and configure Microsoft 365 security control evaluation across all clients
What you'll learn:
- App Registration
- Admin Consent
- Control Library
- +1 more
Understanding Security Control Evaluation
Security Controls
Learn how AI agents evaluate controls, interpret results, and generate remediation recommendations
What you'll learn:
- Control Types
- Evaluation Logic
- Pass/Fail Criteria
- +1 more
Automated Ticketing Workflows
Automation
Configure rules for automatic ticket creation when security controls fail
What you'll learn:
- Ticket Templates
- Priority Rules
- Assignment Logic
- +1 more
Compliance Reporting Guide
Reporting
Generate white-label compliance reports for clients and insurance carriers
What you'll learn:
- Report Types
- Customization
- Scheduling
- +1 more
Insurance Attestation Automation
Compliance
Set up quarterly insurance attestations with automatic evidence collection
What you'll learn:
- Carrier Integration
- Evidence Mapping
- Auto-Submission
- +1 more
Edge Agent Setup & Deployment
Getting Started
Deploy the cross-platform edge agent with enrollment tokens, auto-update, and remote management capabilities
What you'll learn:
- Enrollment Token
- Platform Installation
- Auto-Update
- +1 more
Brain Command Center
Product Guides
Master the Evolutionary Brain — OODA loops, signal processing, evidence chains, and learning from outcomes
What you'll learn:
- Evolutionary Brain
- OODA Loop
- Signal Processing
- +2 more
Sentinel Grid Monitoring
Product Guides
Understand the 30-sentinel monitoring grid — probe, assess, heal, and escalate across 5 tiers
What you'll learn:
- 5 Sentinel Tiers
- Probe Cycle
- Self-Healing
- +2 more
Agentic Architecture Deep Dive
Product Guides
Explore the 5 core intelligence systems, 20 agents, approval tiers, and how they coordinate autonomously
What you'll learn:
- Intelligence Systems
- 20 Agents
- Approval Tiers
- +2 more
Multi-LLM Routing & AI Providers
Product Guides
How BrainstormMSP routes tasks across 5 AI providers — Claude, OpenAI, Gemini, Perplexity, and Grok
What you'll learn:
- 5 AI Providers
- Routing Logic
- Model Selection
- +2 more
AI Agents: Backup, Security, Capacity, Cost
AI & Automation
Deep dive into how autonomous AI agents monitor and remediate issues across your clients
What you'll learn:
- Agent Overview
- Configuration
- Custom Prompts
- +1 more
Building Custom Security Controls
Advanced
Create custom controls tailored to your MSP's specific compliance requirements
What you'll learn:
- Control Builder
- Evaluation Logic
- API Integration
- +1 more
API Documentation & Developer Guide
Developer Resources
Complete API reference for building custom integrations and automation
What you'll learn:
- Authentication
- Endpoints
- Webhooks
- +2 more
Need More Help?
Our support team is here to help you get the most out of BrainstormMSP