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HaloPSA MCP Server

Name: HaloPSA
Availability: InStock
Author: Vinkius

halopsa.com

Built by Vinkius GDPR ToolsFree for Subscribers

Automate service desk workflows via HaloPSA — manage tickets, clients, users, and assets directly from any AI agent.

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What is the HaloPSA MCP Server?

The HaloPSA MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to HaloPSA via 11 tools. Automate service desk workflows via HaloPSA — manage tickets, clients, users, and assets directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (11)

create_ticketget_ticketlist_assetslist_clientslist_contractslist_invoiceslist_siteslist_teamslist_ticketslist_usersperform_ticket_action

Tools for your AI Agents to operate HaloPSA

Ask your AI agent "List all open tickets assigned to me." and get the answer without opening a single dashboard. With 11 tools connected to real HaloPSA data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

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HaloPSA MCP Server capabilities

11 tools

create_ticket

Create a new ticket in HaloPSA

get_ticket

Get detailed information about a specific ticket

list_assets

List all assets defined in HaloPSA

list_clients

List all clients (customers) in HaloPSA

list_contracts

List all customer contracts

list_invoices

List all invoices in HaloPSA

list_sites

List all sites/locations

list_teams

List all teams configured in the service desk

list_tickets

List all tickets in HaloPSA

list_users

List all users in the HaloPSA instance

perform_ticket_action

Perform an action on a ticket (e.g., add note, change status)

What the HaloPSA MCP Server unlocks

Connect your HaloPSA instance to any AI agent and take full control of your service desk and PSA workflows through natural conversation.

What you can do

Ticket Management — List all tickets, retrieve detailed information, and create new support requests effortlessly.
Client & User Oversight — Access lists of clients (customers) and users defined in your system to ensure data accuracy.
Asset Tracking — Monitor the hardware and software assets managed within HaloPSA.
Team Coordination — Browse your organizational teams and sites to facilitate better resource allocation.
Financial Insights — Retrieve lists of invoices and customer contracts for quick status checks.
Action Execution — Perform updates on tickets, add internal notes, or change statuses directly from the chat.

How it works

1. Subscribe to this server
2. Enter your HaloPSA Client ID, Client Secret, Resource URL, and Auth URL
3. Start managing your service desk from Claude, Cursor, or any MCP-compatible client

No more manual navigating through complex PSA tabs. Your AI assistant acts as a dedicated Service Desk Coordinator or Operations Specialist.

Who is this for?

Service Desk Agents — instantly retrieve ticket details and add notes during customer interactions.
Operations Managers — automate the process of checking asset lists and team assignments.
IT Directors — maintain a real-time overview of support volume and contract statuses.

Frequently asked questions about the HaloPSA MCP Server

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.