Sherweb
Run your Sherweb Service Provider billing conversationally - customers, catalogs, subscriptions, license changes, and orders.
Dex connects to the Sherweb Service Provider API so MSPs can manage customer billing without leaving the conversation. Read customer catalogs, platforms, subscriptions, meters, pricing, and receivable charges, then change license quantities, cancel subscriptions, and place new orders - with approval on every billing change. Deploys as an MSP global app: one shared Service Provider OAuth client and APIM subscription key covers every customer, and each Dex tenant is confined to its own Sherweb customer via a customer UUID. The MSP master connection can list the full customer roster; scoped child tenants see only their own data.
What Dex does with Sherweb
Dex handles both admin workflows and employee self-service — all policy-guardrailed and audit-logged.
For admins (Dex Pro)
- List every Sherweb customer from the MSP master connection to map each tenant to its customer UUID
- Read a customer catalog, platforms, and platform configurations, details, and meter usages
- Review billing subscriptions, subscription details, meters, pricing information, and receivable charges
- Look up platforms required by SKUs, platform required parameters, catalog item pricing, and product-to-SKU mappings
- Change license quantities on a customer's subscriptions - with approval
- Cancel subscriptions and place new orders - with approval
- Validate an order before placing it, then track amendment, cancellation, and order status by id
- Deploy as an MSP global app - one Service Provider OAuth client and APIM key, each tenant confined to its Sherweb customer
Just ask Dex
Your team types a request in plain language. Dex investigates, plans, and executes — with the right guardrails.
Admin prompts
- >List the Sherweb customers so I can map this tenant to its customer id
- >Show me the active subscriptions and current license counts for this customer
- >Add 10 licenses to the Microsoft 365 Business Premium subscription - what's the current and new total?
- >What receivable charges are outstanding for this customer?
- >Validate an order for 5 seats of that SKU, then place it and track the status
Policy actions
Every action Dex can take on Sherweb is declared, scoped, and guardrailed. Admins control which apply, who approves them, and whether they're limited to self-service.
| Action | What it does |
|---|---|
sherweb_list_customers | List Sherweb customers (MSP master connection only; denied on a scoped child) |
sherweb_list_platforms | List Sherweb platforms (shared read-only catalog) |
sherweb_get_platforms_for_skus | Look up platforms required by SKUs (shared lookup) |
sherweb_get_platform_required_parameters | Look up platform required parameters (shared lookup) |
sherweb_get_customer_catalog | Get the customer catalog for this Sherweb customer |
sherweb_get_catalog_items_pricing | Get catalog item pricing for this Sherweb customer |
sherweb_list_platforms_configurations | List platforms configurations for this Sherweb customer |
sherweb_get_platform_details | Get platform details for this Sherweb customer |
sherweb_get_platform_meter_usages | Get platform meter usages for this Sherweb customer |
sherweb_configure_platforms | Configure a platform for this Sherweb customer |
sherweb_list_subscriptions | List billing subscriptions for this Sherweb customer |
sherweb_list_subscription_details | List subscription details for this Sherweb customer |
sherweb_list_subscription_meters | List subscription meters for this Sherweb customer |
sherweb_list_subscription_pricing | List subscription pricing information for this Sherweb customer |
sherweb_list_receivable_charges | List receivable charges for this Sherweb customer |
sherweb_get_product_sku_mapping | Map platform product ids to SKUs (shared lookup) |
sherweb_amend_subscriptions | Change license quantities on this Sherweb customer's subscriptions (billing change) |
sherweb_cancel_subscriptions | Cancel this Sherweb customer's subscriptions (billing change) |
sherweb_get_amendment_status | Check a subscription amendment status |
sherweb_get_cancellation_status | Check a subscription cancellation status |
sherweb_validate_order | Validate an order for this Sherweb customer without placing it |
sherweb_place_order | Place a new Sherweb order for this customer (billing change) |
sherweb_track_request | Check an order or request tracking status |
How to configure Sherweb
Onboarding takes minutes. Dex validates your credentials before saving them.
Setup steps
- 1In the Sherweb Partner/Service Provider portal, create Service Provider API credentials (OAuth client id and client secret).
- 2In the Sherweb Partner portal, obtain the Ocp-Apim-Subscription-Key (APIM subscription key).
- 3In Dex, enable the Sherweb integration as an MSP global app and paste the client id, client secret, and subscription key on the master connection - leave the customer id blank.
- 4Dex validates the credentials with a live call before saving, then discovery lists customers and maps each tenant to its Sherweb customer UUID.
- 5On each tenant connection, set the customer id (UUID) discovered from the master roster so every call is confined to that customer.
Credentials required
- client_id
- Sherweb Service Provider OAuth client id
- client_secret
- Sherweb Service Provider OAuth client secret
- subscription_key
- Ocp-Apim-Subscription-Key (APIM subscription key) from the Sherweb Partner portal
- customer_id
- This tenant's Sherweb customer UUID - leave blank on the MSP master connection, set it on each tenant for per-customer isolation
Requirements
- •A Sherweb Service Provider account with API credentials (OAuth client plus APIM subscription key)
- •The MSP master connection lists the full customer roster; scoped child tenants are confined to their own customer and cannot list the roster
- •License changes, cancellations, and orders are real billing changes and require approval by default
- •For MSPs, deploy as a global app with one shared credential and per-tenant scoping by customer UUID
Related integrations
- Licensing
Pax8
Run your Pax8 cloud marketplace from chat - companies, catalog and pricing, orders, subscriptions, invoices, and usage, with a confirmation step before anything is written.
Learn more → - Licensing
Microsoft 365 Licenses
Assign, reclaim, and forecast Microsoft 365 licenses — no more digging through the admin center.
Learn more →
Ticketing & ITSMConnectWise PSA (Manage)
Resolve ConnectWise PSA tickets end-to-end - Dex picks them up, works them, and writes status, notes, and time entries back.
Learn more →
See Dex run Sherweb
Book a 30-minute walkthrough with our team and see how autonomous IT works in your environment — or get started for free.