An MSP managing 20 Microsoft 365 clients has a problem that single-tenant tools don't solve: knowing which client to call first. Not after an hour of opening dashboards, scanning tiles, and cross-referencing notes — right now, in the next two minutes before a client calls.
M365Clarity's Portfolio Query answers that question. Type a plain-English question about your client base and get an immediate, specific answer drawn from your clients' actual scan data.
No portal switching. No spreadsheet. No memory of which client you last looked at. One question, one answer, specific to your portfolio.
This is the question that matters most for an MSP handling client data. Here is exactly how Portfolio Query is isolated:
1. Authentication. Every query requires a valid signed session. No session = no response.
2. Database scoping. The query that fetches tenant data is bound to your user ID: WHERE t.user_id = [your_id]. No SQL parameter comes from user input — your question goes only into the AI prompt, never into a database query. A crafted question cannot retrieve another client's data from the database.
3. Data injection. The AI only receives the text built from your D1 query results. It has no database access, no API access, no ability to make external requests. Even a question designed to extract other clients' data would return nothing — because that data is not present in the prompt. The guardrail is physical, not just a system instruction.
Client data from your M365Clarity account is never shared with, compared against, or visible to any other MSP account. This applies at the database layer, the application layer, and the AI layer.
Portfolio Query deliberately does not answer questions outside your client data. If you ask for general Microsoft 365 security advice, or anything unrelated to your portfolio, it redirects you back. This is intentional — an AI assistant that drifts off topic during portfolio analysis is more likely to cause confusion than resolve it.
Green (passing) features are not included in the query context. The AI works from red and amber findings across your clients. If you need the full feature breakdown for a specific client, that client's dashboard in M365Clarity shows the complete picture.
Available on the Multi-Tenant plan. Portfolio Query is in the MSP Portfolio → Query tab. Rate limited to 20 queries per hour. Answers reflect the latest complete scan per tenant.
Portfolio Query sits alongside two other features released at the same time: Portfolio Benchmarking, which ranks all your clients by health score and shows which features are most commonly failing across your client base; and Tenant-to-Tenant Benchmarking, which lets you compare any two clients side by side.
Together, these features shift the MSP experience from "I need to open five dashboards to understand my portfolio" to "I asked one question and know exactly which client to call and why."
See it in the live demo
The Portfolio Query demo shows real example questions and answers — no sign-in required.
Try the live demo →