Sherweb Customer Management

Overview

Customers in Sherweb represent the end-client organizations managed by a service provider (MSP) through the Sherweb distribution platform. Sherweb uses a three-tier hierarchy: Distributor (Sherweb) > Service Provider (your MSP) > Customer (your clients). Every subscription, billing charge, and provisioning action is scoped to a specific customer. Understanding this hierarchy is essential for correct API usage and data interpretation.

MCP Tools

Available Tools

List Customers

Call sherweb_customers_list with optional parameters:

• Search by name: Set search to a customer name or partial name
• Paginate: Set page (1-based) and pageSize (default 25)

Example: List all customers:

• sherweb_customers_list with pageSize=100

Example: Search for a customer:

• sherweb_customers_list with search=Acme

Get Customer Details

Call sherweb_customers_get with the customerId parameter.

Example:

• sherweb_customers_get with customerId=cust-abc-123

Get Accounts Receivable

Call sherweb_customers_get_accounts_receivable with the customerId parameter to view outstanding balances and payment history.

Example:

• sherweb_customers_get_accounts_receivable with customerId=cust-abc-123

Key Concepts

Distribution Hierarchy

Sherweb operates a three-tier distribution model:

Sherweb (Distributor)
  |
  +-- Your MSP (Service Provider)
  |     |
  |     +-- Customer A (End Client)
  |     +-- Customer B (End Client)
  |     +-- Customer C (End Client)
  |
  +-- Another MSP (Service Provider)
        |
        +-- Customer D (End Client)
        +-- Customer E (End Client)

Key points:

• Distributor - Sherweb aggregates vendor products and provides them to service providers
• Service Provider - Your MSP account, authenticated via the API. All API calls are scoped to your service provider account
• Customer - Your end clients. Each customer has their own subscriptions, billing, and configuration
• API credentials are tied to the Service Provider level; you can only see your own customers

Customer Lifecycle

Accounts Receivable

Accounts receivable data shows the financial relationship between the service provider and the customer within Sherweb's platform:

Field Reference

Core Customer Fields

Address Fields

Contact Fields

Accounts Receivable Fields

Common Workflows

List All Customers

1. Call sherweb_customers_list with pageSize=100
2. If totalPages > 1, paginate through remaining pages
3. Collect all customer records with IDs, names, and statuses

Find a Customer by Name

1. Call sherweb_customers_list with search set to the customer name
2. Review matching results
3. Note the id for use in subsequent API calls

Customer Onboarding Verification

1. Search for the newly created customer with sherweb_customers_list
2. Call sherweb_customers_get with the customerId to verify all details are correct
3. Verify subscriptions are provisioned with sherweb_subscriptions_list filtered by customerId
4. Check billing data appears correctly in the next billing period

Accounts Receivable Review

1. Call sherweb_customers_list to get all customers
2. For each customer, call sherweb_customers_get_accounts_receivable
3. Flag customers with amounts in 60-day or 90-day aging buckets
4. Generate a collections priority report sorted by overdue amount

Customer Portfolio Report

1. Fetch all customers with sherweb_customers_list (paginate through all pages)
2. For each customer, optionally fetch subscription data to get active subscription count
3. Build a report: customer name, status, subscription count, outstanding balance
4. Identify inactive customers for cleanup and high-balance customers for review

Cross-Reference with PSA

1. List all Sherweb customers
2. Match each customer's externalId to your PSA system's company records
3. Flag customers without an externalId as needing PSA linkage
4. Verify names and addresses match between systems

Response Examples

Customer:

{
  "id": "cust-abc-123",
  "name": "Acme Corporation",
  "externalId": "PSA-12345",
  "status": "Active",
  "address": {
    "street": "123 Main St",
    "city": "Montreal",
    "stateOrProvince": "QC",
    "postalCode": "H2X 1Y4",
    "country": "CA"
  },
  "primaryContact": {
    "firstName": "Jane",
    "lastName": "Smith",
    "email": "jane.smith@acme.com",
    "phone": "514-555-1234"
  },
  "createdDate": "2024-03-15T10:30:00.000Z",
  "modifiedDate": "2026-01-20T14:15:00.000Z"
}

Accounts Receivable:

{
  "customerId": "cust-abc-123",
  "customerName": "Acme Corporation",
  "outstandingBalance": 1247.50,
  "creditLimit": 10000.00,
  "currentAmount": 847.50,
  "thirtyDayAmount": 400.00,
  "sixtyDayAmount": 0.00,
  "ninetyPlusDayAmount": 0.00,
  "lastPaymentDate": "2026-02-15",
  "lastPaymentAmount": 2100.00
}

Error Handling

Common Errors