---
id: SEED-002
status: dormant
planted: 2026-07-10
planted_during: v1.0 milestone (Pulse Mobile Shell Redesign), Phase 9.1 in flight
trigger_when: Whenever the developer is ready to start this as its own milestone — surface during the next /gsd-new-milestone scan
scope: Medium
---

# SEED-002: PAX8 Integration

A read-only integration syncing PAX8 (vendor licensing/distribution marketplace)
data into Pulse — companies, subscriptions, product catalog, and orders/invoices —
mapped to existing Autotask companies, surfaced on a new `/pax8` page.

## Why This Matters

Three overlapping needs, all satisfied by the same underlying data sync:
1. **Cost reconciliation** — compare what PAX8 bills per client/subscription
   against what's actually provisioned or invoiced.
2. **License visibility** — see subscription/seat counts per company alongside
   other Pulse company data.
3. **Autotask cost mapping** — tie PAX8 companies and subscription costs to
   Autotask companies/contracts for margin/profitability reporting.

The developer already has a PAX8 client ID + client secret provisioned, so auth
setup is not a blocker — this seed is purely about scope/sequencing, not
credential access.

## When to Surface

**Trigger:** Whenever the developer wants to start this — not gated on any other
milestone closing, but naturally lands after the current Mobile Shell Redesign
wraps. Also surface if a future milestone's scope mentions: "PAX8", "license
reconciliation", "vendor subscription costs", "seat count audit", or "Autotask
contract margin".

## Scope Estimate

**Medium** — roughly 2–4 phases. New external client integration (auth, 4
entities), a sync service, a new migration, a company-matching pass with manual
review for exceptions, and one new UI page. Follows an existing, well-worn
pattern in this codebase (autotask-factory, veeam-sync-service, etc.) — no new
architectural concepts, just new surface area.

## Breadcrumbs

- Auth: PAX8 REST API at `https://api.pax8.com/v1`, OAuth2 client-credentials.
  Client ID + secret already provisioned by the developer.
- Pattern to follow: `lib/services/<name>-client.ts` + `<name>-factory.ts`
  (`is<Name>Configured()`) — see `lib/services/veeam-client.ts` /
  `veeam-factory.ts` or `lib/services/msgraph-client.ts` / `msgraph-factory.ts`
  for the shape.
- Sync pattern: `lib/services/entity-sync.ts` (Autotask) and
  `lib/services/engagement-sync-service.ts` — incremental-if-supported, else
  full upsert via `postgresClient.bulkUpsert()`.
- Env vars: `PAX8_*` (add to the integrations table in `CLAUDE.md` /
  `INTEGRATIONS.md` once built).
- Scheduler: new `pax8-daily` schedule via `lib/services/sync-scheduler.ts`,
  matching cadence of other integrations (see `engagement-daily`).
- Admin disable: wire into `/admin/integrations` (`integration_settings` table,
  migration 081) like other integrations, so it can be toggled without a
  container restart.
- UI: new top-level page (like `/engagement`) — company list, subscriptions,
  cost breakdown. Not folded into the existing company detail modal.
- This is explicitly the first planned data source for [[SEED-003]] (General
  Pulse Data Assistant) — build the Postgres schema with that eventual consumer
  in mind (clean, well-typed tables; avoid PAX8-API-shaped blobs).

## Notes

### Entities in scope (v1)
- Companies (join key to Autotask companies)
- Subscriptions (product, seat count, billing term — current state)
- Products/Catalog (SKUs, categories — needed to make subscriptions readable)
- Orders/Invoices (historical line items — needed for actual cost reconciliation,
  not just current-state seats)

### Key design forks (decided during exploration)
- **Read-only** — no write-back to PAX8 (no seat adjustments, no orders) in v1.
- **Company matching: fuzzy name match at sync time** — auto-match by name
  similarity, flag unmatched/ambiguous companies for manual review. See
  [[RESEARCH-pax8-company-identifiers]] — worth checking whether PAX8 exposes a
  more stable identifier (domain, external ID) before committing to fuzzy
  matching as the permanent strategy.
- **New dedicated `/pax8` page**, not folded into company detail — daily sync
  via the scheduler, not on-demand-only.

### Anti-goals
- Not building write access (seat changes, placing orders) in v1.
- Not building the chatbot/NL query layer here — that's [[SEED-003]], a
  separate initiative that consumes this data once it exists.
