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Documentation Index

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The Purchase License tool allows Neo Agent to buy additional license seats through your configured marketplace provider (Pax8, D&H, Ingram Micro, Sherweb, or Microsoft Partner Center).
This tool increases the subscription seat count but does not assign the license to any user. Assigning purchased seats to users is handled by the Microsoft 365 tools (Microsoft Graph API), gated by your M365 licensing permissions.

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What It Does

When enabled, the agent can:
  • Purchase additional seats for any license SKU
  • Target a specific subscription when your provider has multiple subscriptions for the same license (e.g., separate Monthly and Annual subscriptions)
  • Auto-detect which marketplace provider to use based on the company’s configuration

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Subscription Targeting

Many MSPs maintain multiple subscriptions for the same license (e.g., an 80/20 yearly/monthly split, or separate month-to-month and annual-commitment subscriptions). The agent identifies the exact subscription to modify by calling List License Subscriptions first, which returns the subscription ID, billing term, commitment term, and seat count for each subscription.
The agent always calls List License Subscriptions before purchasing to get the marketplace subscription ID for the target subscription.

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Marketplace Provider Auto-Detection

The marketplace provider is automatically determined from the company’s configuration — you no longer need to select it per tool. Neo checks in this order:
  1. Pax8 — if a Pax8 marketplace company ID is configured
  2. D&H — if a D&H marketplace company ID is configured
  3. Microsoft Partner Center — if a Partner Center marketplace ID is configured, or as a fallback when Partner Center credentials are available

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Waiting for the New Seat to Appear

Marketplaces accept the order asynchronously — Microsoft Graph usually shows the new seat within ~60–90 seconds, but rare cases take longer. For immediate orders, the tool waits up to 5 minutes for the new seat to become visible in Microsoft before returning, so the agent can typically move straight to assigning the license without an extra delay step. If the seat is still not visible after 5 minutes, the tool returns successfully but the next_steps field instructs the agent to wait a few more minutes via the delay tool and re-check via List Licenses before assigning — or to hand off to a technician if it still doesn’t appear. For next-renewal orders, the tool returns immediately and the new seat will only show up on the subscription’s renewal date.

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Pax8 provisioning lock

When Pax8 is in the middle of provisioning a prior change on a subscription, it returns HTTP 500 — Subscription being modified has executing provisioning actions. Neo automatically retries this specific error with exponential backoff (60 / 90 / 120 seconds, up to ~4.5 minutes total) before surfacing the issue. Concurrent calls against the same Pax8 subscription are also serialized at the Neo layer to avoid race conditions when multiple onboarding workflows run in parallel.

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Timing the Purchase

The agent can apply a seat increase either immediately or at the next renewal date. Use custom instructions to direct the agent based on your preference:
  • Immediately (default) — the seat increase applies now and bills for the prorated remainder of the current period.
  • Next renewal — the increase is queued to apply on the subscription’s renewal date so the new quantity bills for the full next period. Useful when you prefer additions to align with billing anniversaries.
Scheduled-at-renewal is supported via API on Ingram Micro and Microsoft Partner Center. For Pax8, D&H, and Sherweb, the API doesn’t expose this — the agent will instead suggest scheduling the workflow itself to run on the renewal day. The agent can also align the renewal date to the end of the calendar month or to the subscription’s existing anniversary when the change applies (Ingram Micro only in v1).

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Settings

SettingDescription
Require technician approvalWhen enabled, the agent sends a Teams approval request before purchasing. Enabled by default.

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Tool Dependencies

When you enable this tool, the following are automatically enabled:
  • List Licenses — so the agent can look up available SKUs
  • List License Subscriptions — so the agent can discover subscriptions and get the subscription ID before purchasing
  • Request Technician Approval — when approval is enabled in settings

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How to Use

Use custom instructions to guide subscription selection: 
When purchasing Microsoft 365 Business Basic licenses:
- Buy 80% of seats on the Annual subscription
- Buy 20% of seats on the Monthly subscription

Always purchase licenses on the Monthly subscription unless
the ticket explicitly requests an annual commitment.