Cross-Vendor Incident Correlation

Overview

MSP technicians routinely context-switch between PSA (tickets), RMM (device state), documentation (asset records), and configuration monitoring (change detection) when investigating incidents. This skill teaches Claude how to automatically correlate data across these vendor roles, starting from a ticket and producing a unified incident summary.

Four Vendor Roles

Each vendor tool fills one or more roles in incident investigation:

A single vendor may fill multiple roles (e.g., Syncro is both PSA and RMM, Atera is both PSA and RMM).

Normalized Incident Model

The correlation workflow produces this canonical data structure:

Incident Summary
├── TICKET
│   ├── ID, title, description
│   ├── priority (normalized), status (normalized)
│   ├── created date, last updated
│   └── queue, assigned resource
├── COMPANY
│   ├── name (cross-vendor correlation key)
│   ├── company ID (per vendor)
│   └── contract status (if available)
├── CONTACT
│   ├── name, email, phone
│   └── role / VIP flag
├── DEVICE (if identified)
│   ├── hostname, IP, serial, type
│   ├── RMM status (online/offline), last seen, last reboot
│   ├── open alerts (count + top 3)
│   └── documentation link
├── DOCUMENTATION (if available)
│   ├── asset record summary
│   ├── related documents (titles)
│   └── related passwords (names only, never values)
├── CONFIG CHANGES (if available)
│   ├── recent detections (last 7 days)
│   ├── compliance status
│   └── notable changes near ticket creation time
└── CORRELATION INSIGHTS
    ├── temporal correlations
    ├── alert-ticket alignment
    └── suggested next steps

The 6-Step Correlation Workflow

Step 1: Get Ticket from PSA

Fetch the ticket using the ticket ID or number provided by the user.

Extract these fields:

• ticketID / ticket number
• title and description
• companyID (this becomes the cross-vendor key)
• contactID
• priority (normalize using VENDOR-MAPPINGS.md)
• status (normalize using VENDOR-MAPPINGS.md)
• createdDate (needed for temporal correlation in Step 6)
• queue and assignedResource

If ticket not found: Stop and inform the user. Suggest checking the ticket number format.

Step 2: Identify Company and Contact

The company name is the cross-vendor correlation key. Different tools use different company identifiers, but the name is the universal link.

1. From the ticket's companyID, fetch the company name from the PSA
2. From the ticket's contactID, fetch contact details (name, email, phone)
3. Store the company name — you'll use it to search the other platforms

Company Name Matching Strategy:

When searching other platforms by company name:

1. Exact match — Try the full company name first
2. Contains match — If no exact match, search with partial name (e.g., "Acme" instead of "Acme Corporation")
3. Ask user — If multiple matches or no match, present options and ask the user to confirm

Step 3: Find the Device

Identifying the affected device is critical but not always straightforward. Try these methods in order:

1. Configuration item on ticket — If the PSA ticket has a linked CI/config item, use that hostname/serial to search
2. Parse ticket title/description — Look for hostnames, computer names, IP addresses, or serial numbers mentioned in the text
3. User-provided device — The user may specify a hostname or device name directly
4. Ask the user — If no device can be identified, ask: "Which device is this ticket about?"

If no device is relevant (e.g., account/password requests, policy questions): Skip Steps 4-5 device sections and note "No device associated" in the summary.

Step 4: Query RMM for Device State

Using the hostname or device identifier from Step 3, query the RMM platform:

Fetch:

• Device status: online / offline
• Last seen timestamp
• Last reboot timestamp
• Open alerts (count and top 3 by severity)
• Device type, OS, IP addresses

Key insight: If the device is offline and the ticket is about connectivity, this is immediately valuable context. If the device has open alerts that match the ticket description, flag this correlation.

If RMM not available: Mark the DEVICE section as "RMM data unavailable" and continue.

Step 5: Query Documentation Platform

Using the company name and hostname, query the documentation platform:

Fetch:

• Asset/configuration record matching the hostname
• Related documents (titles and links, not full content)
• Related passwords (names only — never retrieve password values during correlation)
• Warranty status (if available)
• Notes or custom fields

If documentation platform not available: Mark the DOCUMENTATION section as "Documentation data unavailable" and continue.

Step 6: Query Configuration Monitoring

Using the company name (mapped to environment), query for recent changes:

Fetch:

• Recent detections in the last 7 days for this environment
• Filter for Critical and High severity first
• Any detections near the ticket creation time (within 24 hours before)
• Compliance metric status (if applicable)

If config monitoring not available: Mark the CONFIG CHANGES section as "Config monitoring data unavailable" and continue.

Correlation Insights Logic

After gathering data from all sources, generate insights:

Temporal Correlation

Compare the ticket createdDate with:

• Config detections: Any changes detected within 24 hours before ticket creation? Flag these as "Change detected shortly before this ticket was created."
• RMM alerts: Any alerts that fired within 24 hours before the ticket? Flag as "Alert preceded this ticket."
• Device reboot: Did the device reboot recently? Could indicate a crash or forced restart.

Alert-Ticket Alignment

Compare the ticket title/description keywords with:

• RMM alert messages: Do any open alerts mention similar issues?
• Detection summaries: Do any recent detections relate to the reported problem?

If keywords overlap (e.g., ticket says "email not working" and a detection says "Exchange mailbox policy changed"), highlight this connection.

Recurring Issues

If you have access to ticket history:

• Has this company had similar tickets in the last 30 days?
• Is this the same device with repeated issues?
• Flag patterns: "This is the 3rd ticket about email issues for this company in 2 weeks."

Unified Summary Output Format

Present the correlated data in this structured format:

═══════════════════════════════════════════════════
INCIDENT CORRELATION SUMMARY
═══════════════════════════════════════════════════

TICKET
  ID:          T20240215.0042
  Title:       Email not working for multiple users
  Priority:    High (normalized)
  Status:      In Progress
  Created:     2024-02-15 09:23 UTC
  Queue:       Service Desk
  Assigned:    Jane Technician

COMPANY
  Name:        Acme Corporation
  Autotask ID: 12345
  Contract:    Managed Services (Active)

CONTACT
  Name:        John Smith
  Email:       john.smith@acme.com
  Phone:       555-0100

DEVICE
  Hostname:    ACME-EXCH01
  Type:        Server
  RMM Status:  Online (last seen 2 min ago)
  Last Reboot: 2024-02-14 22:00 UTC (11 hours ago)
  IP:          192.168.1.50
  Open Alerts: 2
    - HIGH: Exchange transport service stopped (09:15 UTC)
    - MEDIUM: Disk usage 87% on C: driv