# HaloPSA MCP for AI Agents AI Agent Connect

> HaloPSA MCP lets you manage your service desk and PSA workflows directly from your AI agent. It handles tickets, assets, clients, and financial data like invoices and contracts without you needing to navigate the HaloPSA dashboard. Don't waste time clicking through complex menus; get your data instantly.

## Overview
- **Category:** helpdesk-ticketing
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/ai-agent-connect
- **Tags:** psa, service-desk, it-service-management, ticket-management, client-management

## Description

HaloPSA MCP lets you manage your service desk and PSA workflows directly from your AI agent. It handles tickets, assets, clients, and financial data like invoices and contracts without you needing to navigate the HaloPSA dashboard. Instead of switching tabs and digging through your PSA system, you just ask your AI client to do it for you. This connection turns your agent into a dedicated service desk coordinator. You can pull up customer lists, check on hardware assets, or grab the latest invoice details while staying focused on a conversation with a customer. It works by giving your agent the ability to see and interact with the core parts of your PSA system. Whether you're looking for a specific user's location or need to add an internal note to a high-priority request, the information comes to you in seconds. Since Vinkius makes it easy to manage these connections, you can get your service desk running with an AI agent in just a few minutes. It's about removing the friction of clicking through complex menus and letting your agent handle the data retrieval and basic updates so you can focus on solving problems. You don't have to worry about keeping multiple windows open or losing your place in a long list of items. Your agent keeps everything organized in the background, pulling the exact data you need right when you need it. This makes it much easier to provide fast, accurate support to your clients while keeping your internal records perfectly up to date.

## Tools

### list_assets
Shows all hardware and software assets in your system. Use this to track your inventory and equipment.

### list_clients
Shows a list of all customers in your HaloPSA instance. Use this to find client information quickly.

### list_contracts
Pulls a list of all customer contracts. Use this to check renewal dates and terms in one place.

### list_invoices
Shows all the invoices currently in your system. Use this to check payment statuses and billing history.

### list_sites
Pulls a list of all physical sites and locations. Use this to see where your clients are located.

### list_teams
Shows every team configured in your service desk. This helps you see your organization's structure at a glance.

### list_tickets
Pulls a list of all tickets in your system. Use this to see your current workload and active tasks.

### list_users
Shows all the users registered in your instance. Use this to find contact details for your team members.

### perform_ticket_action
Updates a ticket's status or adds internal notes. This helps you keep records current while chatting with customers.

### create_ticket
Opens a new support request in your service desk. Use this to log issues instantly without leaving your chat.

### get_ticket
Pulls all the details for a specific ticket ID. This gives you the full history and status of a request.

## Prompt Examples

**Prompt:** 
```
List all open tickets assigned to me.
```

**Response:** 
```
I've retrieved your tickets. You currently have 3 open items:

| Ticket ID | Issue | Status |
| :--- | :--- | :--- |
| 1021 | Internet connectivity issue | Open |
| 1025 | Printer setup request | Pending |
| 1030 | Software license renewal | Open |

Which one would you like to update?
```

**Prompt:** 
```
Add an internal note to ticket ID 1021: 'Waiting for vendor feedback'.
```

**Response:** 
```
Action performed! I've successfully added the internal note to ticket 1021. Would you like to change its status to 'On Hold' as well?
```

**Prompt:** 
```
Show me the asset list for Client 'Acme Corp'.
```

**Response:** 
```
Accessing assets... I found 5 assets linked to Acme Corp, including:

* 3 Laptops (MacBook Pro)
* 1 Server (PowerEdge)
* 1 Firewall (FortiGate)

Shall I list the serial numbers for these items?
```

## Capabilities

### Create support tickets
Log new requests into your service desk using natural language.

### Update ticket status and notes
Change statuses or add internal updates to existing tickets instantly.

### Retrieve ticket details
Pull full history and specific data for any ticket ID.

### Manage client and user lists
Access your customer database and user directory from your chat.

### Track hardware and software
Monitor all assets managed within your HaloPSA instance.

### View invoices and contracts
Check financial records and customer agreements quickly.

## Use Cases

### Quick Note Addition
An agent is on a call and needs to log that they're waiting on a vendor. They ask the agent to add a note to ticket 1021 using perform_ticket_action.

### Asset Audit
A manager needs to know what laptops a specific client has. They ask the agent to pull the list_assets for that client.

### Contract Review
An IT director wants to see which contracts are expiring this month. They ask the agent to pull list_contracts for a quick overview.

### New Ticket Logging
A customer reports a broken printer. The agent creates the request immediately using create_ticket while staying on the phone.

### User Lookup
A technician needs to find a user's contact info to send a link. They ask the agent to use list_users to find the right person.

## Benefits

- Stop digging for info. Use get_ticket to see everything about a request in one spot instead of clicking through multiple pages.
- Faster updates. Use perform_ticket_action to change statuses or add notes immediately while you're talking to a customer.
- Better asset tracking. Pull your hardware and software lists with list_assets to see what's deployed where.
- Quick financial checks. Grab list_invoices and list_contracts to stay on top of the business side of your IT services.
- Instant ticket creation. Use create_ticket to log new issues the moment they come in without leaving your chat.
- Improved user lookup. Use list_users to find contact details for your team members in seconds.

## How It Works

The bottom line is you get a voice-activated service desk that handles the heavy lifting of data entry and retrieval.

1. Subscribe to this Connector on the Vinkius platform.
2. Enter your HaloPSA Client ID, Client Secret, Resource URL, and Auth URL.
3. Start asking your AI agent to manage tickets, assets, or clients.

## Frequently Asked Questions

**Can the HaloPSA MCP create new tickets?**
Yes, it can create new support requests directly. This means your agent can log issues as soon as you describe them in chat.

**Can I use this to check my company's assets?**
Yes, it can pull lists of hardware and software assets. You can ask about specific items or get a general inventory count.

**Does this Connector work with Claude and Cursor?**
Yes, it works with any MCP-compatible client like Claude, Cursor, and Windsurf.

**Can I see my invoices through the agent?**
Yes, the Connector can retrieve your invoice list. This helps you check payment statuses and billing history without leaving your chat.

**How do I update a ticket status?**
You just tell your agent to change the status of a specific ticket. It will use the perform_ticket_action tool to do it for you.

**Can I see which clients have contracts with us?**
Yes, it can list your customer contracts. This is great for checking renewal dates and terms quickly.

**How do I set up my HaloPSA API credentials?**
Log in as an Administrator, go to **Configuration > Integrations > Halo API**. In 'View Applications', create a new app with the 'Agent' login type and grant the necessary permissions. You will receive your Client ID and Client Secret there.

**What are the Resource and Auth URLs?**
The Resource URL is typically `https://your-tenant.halopsa.com/api` and the Auth URL is `https://your-tenant.halopsa.com/auth`. Replace 'your-tenant' with your actual HaloPSA instance name.

**Can I perform actions on tickets, like changing status?**
Yes! Use the `perform_ticket_action` tool by providing the ticket ID and the specific action ID configured in your Halo instance. You can also add an optional note.

**Is the integration secure?**
Yes, it uses industry-standard OAuth2 Client Credentials flow. Your credentials are encrypted and stored securely within the Vinkius Cloud infrastructure.