How to Use the HaloPSA MCP in Mastra AI

Q: Can I require human approval before Mastra AI modifies a HaloPSA ticket?

Yes. You configure requireToolApproval on your Mastra AI agent for the performticketaction tool. The agent pauses the workflow until an operator approves the status change.

Q: How do I sync HaloPSA customer accounts using Mastra AI?

You write a workflow that queries listclients and listusers. Mastra AI processes the directory data, compares it with your external systems, and runs updates sequentially.

Q: Is my HaloPSA asset and site location data kept private?

Yes. The server reads listassets and listsites within ephemeral, zero-trust environments. Your infrastructure details never touch persistent storage, and access tokens are scrubbed immediately after execution.

Build resilient, self-healing HaloPSA workflows with Mastra AI agents and automated retries.

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Connect HaloPSA MCP to Mastra AI

Create your Vinkius account to connect HaloPSA to Mastra AI 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 Mastra AI

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Perplexity

Automate ticket routing using Mastra AI workflows

This HaloPSA MCP Server connects `list_tickets` and `list_teams` to your Mastra AI workflow engine. You write conditional code that checks ticket backlogs and routes new issues to the correct support team automatically. If an assignment fails, Mastra AI retries the operation using backoff logic. The agent calls `perform_ticket_action` to reassign the ticket without dropping the request or failing silently.

Contract-aware billing updates in Mastra AI

The `list_contracts` and `list_invoices` tools allow Mastra AI to run complex financial checks. Your agent queries active agreements, compares them against outstanding bills, and flags mismatches. You define step-by-step logic to handle billing discrepancies. Mastra AI steps through the invoice list, runs the validation, and updates the ticket status if a contract requires attention.

Automated asset audits via this MCP Server

Our MCP Server provides `list_assets` and `list_sites` to give your Mastra AI agents full visibility into physical infrastructure. Scheduled checks run in the background to map hardware assets to their specific locations. When a site changes, Mastra AI detects the drift. It automatically triggers `create_ticket` to alert the field team, ensuring your inventory records match reality.

Setup guide

Set up HaloPSA MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All HaloPSA tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "halopsa-mcp-client",
  servers: {
    "halopsa-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "HaloPSA Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to HaloPSA tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent HaloPSA transactions"
);
console.log(result.text);

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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 Mastra AI

Mastra AI uses its built-in workflow engine to queue and retry failed calls. If `list_tickets` hits a rate limit, the engine backs off and executes the tool again automatically.

Yes. You configure `requireToolApproval` on your Mastra AI agent for the `perform_ticket_action` tool. The agent pauses the workflow until an operator approves the status change.

You write a workflow that queries `list_clients` and `list_users`. Mastra AI processes the directory data, compares it with your external systems, and runs updates sequentially.

You deploy your Mastra AI project to any cloud provider using their CLI. The integration communicates directly with the hosted Vinkius MCP Server over a secure HTTP endpoint.

Yes. The server reads `list_assets` and `list_sites` within ephemeral, zero-trust environments. Your infrastructure details never touch persistent storage, and access tokens are scrubbed immediately after execution.

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