How to Use the HaloPSA MCP in Claude

Q: Can Claude Desktop modify ticket states in HaloPSA automatically?

Yes, the performticketaction tool allows Claude Desktop to change ticket statuses, add notes, and trigger transitions. You control this process by approving the tool execution directly within the chat interface.

Q: How do I search for specific customers using Claude Desktop?

You can run listclients or listsites directly from the chat prompt. Claude Desktop queries the API to pull customer directories and matches them to your current support query.

Run your HaloPSA service desk directly from Claude Desktop using local configuration or secure browser connectors.

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Connect HaloPSA MCP to Claude Desktop

Create your Vinkius account to connect HaloPSA to Claude Desktop 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 Claude Desktop

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Direct ticket triage in Claude Desktop

The `list_tickets` tool pulls active service desk issues directly into your Claude Desktop chat window. You can inspect the exact payload of any ticket using `get_ticket` to identify bottlenecks without opening a separate browser tab. Once you pinpoint the issue, run `perform_ticket_action` to update status codes or append internal notes. This local execution means your service desk updates happen instantly as you converse with your agent.

Audit contracts and invoices during chats

This MCP Server exposes `list_contracts` and `list_invoices` to let Claude Desktop evaluate billing status alongside active support requests. Your agent cross-references client agreements with open workloads to catch unpaid accounts before dispatching engineers. You can query `list_clients` to verify service tiers and ensure billing matches actual work performed. Having this financial data in your chat sidebar keeps your billing accurate and prevents free support cycles.

Map teams and sites locally

The `list_teams` and `list_sites` tools map your internal staffing resources against physical client locations inside Claude Desktop. This spatial and organizational data helps you determine the closest field technician for urgent on-site dispatches. You then run `list_users` to check technician availability before assigning the ticket. This keeps dispatch decisions grounded in real-time staffing realities instead of outdated spreadsheets.

Setup guide

Set up HaloPSA MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The HaloPSA MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the HaloPSA MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under halopsa-mcp.

json

{
  "mcpServers": {
    "halopsa-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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 Claude Desktop

Open your local configuration file and add the server configuration under the MCP configuration block. Enter the command and arguments for the execution path, save the file, and restart Claude Desktop to see the tools in your chat input.

Yes, the `perform_ticket_action` tool allows Claude Desktop to change ticket statuses, add notes, and trigger transitions. You control this process by approving the tool execution directly within the chat interface.

Yes, when configured via the desktop config file, the server runs as a local subprocess using stdio transport. This keeps your API requests and credentials contained on your local machine.

You can run `list_clients` or `list_sites` directly from the chat prompt. Claude Desktop queries the API to pull customer directories and matches them to your current support query.

Your ticket details, customer contracts, and invoice records remain securely inside the HaloPSA platform. This connection uses ephemeral execution, meaning no customer data is cached on external servers or used for model training.

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