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Free and open source · Self-hosted · Built by MSPs, for MSPs

Every client's IT plan, in one place.

MSP Align pulls in your clients, devices and backups, shows what needs replacing and what it will cost, and turns it into roadmaps, budgets and QBRs your clients understand. Optional AI does the reading and the first drafts for you.

Install it freeSee screenshotsView on GitHub

A one-minute tour with the demo clients. More screenshots →

What it does

The vCIO work, without the spreadsheets.

Lifecycle at a glance

Warranty, end of life and OS support for every device, with Dell and Lenovo warranty lookups.

Alignment reviews

Score every client against your own standards, then turn each gap into a roadmap project.

Roadmaps and budgets

Projects by quarter and a three-year budget that fills itself from hardware, licenses and services.

Optional AI

Reads vendor invoices into licenses, checks policies against frameworks, drafts missing ones and writes QBR summaries. You check everything first.

QBRs in one click

A polished pack that opens with what changed since the last review, then lifecycle, backups, compliance, roadmap and budget.

Client portal

One place for your clients: their plan and approvals, tickets and quotes from ITFlow, documents to read or sign, a bill pay button and spare parts, every list searchable, with two-factor sign-in.

Security and client health

Huntress, DNSFilter, security awareness training, Microsoft 365 and Google Workspace checked daily, rolled into one health score per client.

Compliance and policies

CIS, NIST CSF, CMMC, PCI DSS, SOC 2, ISO 27001 and more, plus 30 policy templates.

Contracts and e-signatures

Send agreements and documents to sign online, have staff acknowledge policies, countersign and keep the certificate.

Licensing and renewals

Every license and contract with its cost and renewal date, so nothing renews unnoticed.

Tech closet

Spare parts, loaners and spare computers for each client and each of your offices, checked out to people and kept up to date by your team, and by the client's from the portal.

To do and automation

One list of what's waiting on your team, and a REST API for n8n, Zapier and scripts.

Works with your tools

Or without them: clients can also come from your RMM, a CSV file or be added by hand.

  • ITFlow
  • HaloPSA (beta)
  • NinjaOne
  • Tactical RMM (beta)
  • Datto RMM (beta)
  • Veeam Service Provider Console
  • Microsoft 365
  • Google Workspace
  • Huntress
  • Huntress SAT (Curricula)
  • DNSFilter
  • KnowBe4 (beta)
  • SMTP
  • Dell warranties
  • Lenovo warranties
  • CSV import
  • Claude, OpenAI, Grok, Gemini or Ollama (AI, optional)

Secure by default

Your server, your data

Self-hosted on a Debian VM or Docker. No telemetry, no cloud account.

Locked down

Two-factor for every account, a tamper-evident audit log, encrypted secrets and backups.

Safe updates

One click to update, and only releases signed with the project's key are installed.

How client data is protected →

Up and running in minutes

On a fresh Debian 13 VM, run:

curl -fsSL https://raw.githubusercontent.com/MSP-ALIGN/MSP-ALIGN/main/install.sh | sudo -E bash

Install guide · Docker · Test server

Documentation

Install & set upInstall on a Debian 13 VM, connect your tools, and keep it updated and backed up.ScreenshotsA tour of the app and the client portal, in pictures.Install with DockerRun it as a container with Docker Compose: settings, HTTPS, backups and updates.TroubleshootingThe messages you might see, what they mean and what to do: installing, sign-in, integrations, updates, backups.FAQCost, requirements, supported tools, where your data lives, backups, updates and the license.How lifecycle worksWhere in-service dates, end of life, warranty and the replacement forecast come from.Connecting toolsHow PSA, RMM and backup products plug in, and how to write a connector for another one.Writing a connectorAdd a connector for your RMM, PSA, backup or security tool: a command writes a working starting point, with its tests.Connector reviewThe checklist every connector pull request goes through: credentials, untrusted data, deletions, checks and tests.REST APIAutomate with n8n, Zapier, Power Automate, scripts or AI agents: every endpoint, field and permission.Test serverTry the next version on a copy of your data, with nothing reaching clients or your tools.SecurityHow client data is protected, how the app and server are hardened, the security audits, and how to report a vulnerability.Signed releasesHow updates are signed and checked, and how to check a release yourself.What's newRelease notes, newest first.DevelopmentRun it locally, run the tests, add an integration.ContributingQuestions, bug reports, ideas and code: where each goes, and how to send a change.

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