How to Use the HaloPSA MCP in AutoGen

Q: How do I add HaloPSA tools to an AutoGen MCP agent?

Install autogen-extmcp and use mcpservertools with your server's URL. This automatically converts the HaloPSA tools into the schema format required by your AssistantAgent.

Q: Can AutoGen agents update a HaloPSA ticket status?

Yes, AutoGen agents can use performticketaction to modify statuses or add notes. They discuss the ticket state first, reach an agreement, and then trigger the action.

Q: How do AutoGen agents handle HaloPSA asset verification?

One agent can run listassets to gather hardware details, while another agent checks client ownership via listclients. They cross-reference the data in their conversation to verify the asset's status.

Q: How is my HaloPSA invoice and contract data protected in AutoGen MCP setups?

All data retrieved from listinvoices and listcontracts is processed in an isolated, ephemeral V8 sandbox. Vinkius secures the connection with a single token, ensuring your financial and contract details are never stored or exposed.

Build AutoGen agent teams that debate and resolve HaloPSA tickets using consensus-driven workflows.

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Create your Vinkius account to connect HaloPSA to AutoGen and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup HaloPSA with AutoGen

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AutoGen Agent Teams for HaloPSA Ticket Routing

The `list_tickets` tool feeds unassigned HaloPSA service desk items into your AutoGen multi-agent conversation. A triage agent analyzes the issue, while an operations agent checks team availability using `list_teams`. Once they reach a consensus, the coordinator AutoGen agent executes `perform_ticket_action` to assign the HaloPSA ticket. You get an automated, audited decision loop that runs without human triage overhead.

Resolve Billing Disputes with AutoGen MCP Server

The `list_invoices` tool provides your AutoGen billing agents with immediate access to HaloPSA financial records. When a client disputes a charge, a billing agent retrieves the invoice while a contract agent runs `list_contracts` to check active agreements. These agents negotiate the validity of the dispute by comparing the contract terms to the invoiced amounts. If they find an error, the AutoGen agents collaborate to run `create_ticket` in HaloPSA.

Verify Client Sites and Users via AutoGen Agents

The `list_users` tool lets your AutoGen security agent verify the identity of a HaloPSA requester. Simultaneously, a facility agent uses `list_sites` to confirm the user is assigned to an active office location. If the requester is verified, the AutoGen agents proceed with ticket creation via `create_ticket` in HaloPSA. This multi-agent verification loop ensures that only authorized users can trigger service desk actions.

Setup guide

Set up HaloPSA MCP in AutoGen

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] package
Active Vinkius subscription with a valid endpoint token

1

Install AutoGen with MCP
Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.
2

Fetch tools from the MCP
Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Run your agent
Pass the tools to AssistantAgent and call agent.run(). The agent invokes HaloPSA tools and returns structured results.

agent.py

from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="HaloPSA_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent HaloPSA data")
print(result.messages[-1].content)

Get your connection token →

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] + autogen-agentchat
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Same packages as above. McpWorkbench is ideal when your agent needs stateful sessions across multiple tool calls.
2

Use McpWorkbench as context manager
Wrap your agent in async with McpWorkbench(...) to maintain shared state and resources. The workbench manages the full MCP session lifecycle.
3

Run with workbench
Pass workbench=workbench to your agent. State is preserved across multiple tool calls within the same session.

agent.py

from autogen_ext.tools.mcp import McpWorkbench, SseServerParams
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

async with McpWorkbench(server_params) as workbench:
    agent = AssistantAgent(
        name="HaloPSA_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent HaloPSA data")
    print(result.messages[-1].content)

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by HaloPSA. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about HaloPSA MCP in AutoGen

Install `autogen-ext[mcp]` and use `mcp_server_tools` with your server's URL. This automatically converts the HaloPSA tools into the schema format required by your `AssistantAgent`.

Yes, AutoGen agents can use `perform_ticket_action` to modify statuses or add notes. They discuss the ticket state first, reach an agreement, and then trigger the action.

Yes, the AutoGen integration supports both stdio and streamable HTTP transports. You configure this in your connection parameters when initializing the MCP server tools.

One agent can run `list_assets` to gather hardware details, while another agent checks client ownership via `list_clients`. They cross-reference the data in their conversation to verify the asset's status.

All data retrieved from `list_invoices` and `list_contracts` is processed in an isolated, ephemeral V8 sandbox. Vinkius secures the connection with a single token, ensuring your financial and contract details are never stored or exposed.

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