LIVE WEBINAR | LAUNCH EVENT

The MSP Advisory
Stack Just Got an
AI Brain

Join us for an in-depth look at the new AI Assistant and MCP Server options for vCIOToolbox users.

Join our Kickoff Event

Thursday, October 1, 2026

2 PM EST – 11 AM PST

Save My Seat
NO HYPE, JUST THE WORK

What the AI Assistant + MCP Server can do for you?

01

Access data quickly from your integrations and build your QBR

Point the AI assistant at an account, and it writes the story — findings, priorities, next steps — in the voice you’d use, ready for you to sharpen.

02

MCP Server connects your tools so the Assistant reads real context

No copy-paste guessing. The MCP Server plugs your stack into the Assistant so it works from actual, current client context.

03

Integrate into your other AI workflows

Create recommendations with your AI tools; they become a structured, client-ready roadmap in a couple of clicks—priorities, timeline, budget lines, and all.

04

Flags GRC gaps before your client’s auditor does

It surfaces the compliance holes early, so you walk into audits with the fix already framed — not caught flat-footed.

SURFACE INFORMATION QUICKLY

Less clicking.

More Advising.

One System, One Story.

All Advisory Services in One Platform. QBR, AI, and GRC live together, unified. Reduce your tool stack.

Get Strategic; keep clients.

Advisory work that makes you the partner they can’t churn — because you’re the one steering the roadmap.

Save My Seat

Roadmaps in minutes.

Build it, share it, done. Budgets and technology plans go from a workday to a coffee break.

One platform doing the work of many.

vCIOToolbox integrates the data from the tools you use, shapes intelligence via smart risk and assessment tools and helps you be the advisor that your client needs.

3

Key Areas trusted advisors must manage for their clients – QBR/TBR, AI, and GRC in one platform

<10s

Amount of time the AI assistant can surface key data points

∞

Strategic opportunities to create using our MCP 

Save My Seat

HOSTED BY

Brian Doyle

Co-founder of the strategy-first advisory platform. Now he will show you what happens when it gets more intelligent

A WORKING DEMO

Watch it happen live, in the actual product.

  • The assistant will surface different data points from natural language requests
  • The MCP Server will be demonstrated in Claude, ChatGPT, and Microsoft Copilot
  • We will generate a GRC presentation from the MCP
  • Your questions answered in Q&A

LAST STEP

Save your free seat.

2 PM EST / 11 AM PST – October 1, 2026

Come see smarter advisory in action.  Can’t make it live? Register for the recording.

Save My Seat