Integrate HaloPSA with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: 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.

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

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create ticket on HaloPSA

Create a new ticket in HaloPSA

get

Get ticket on HaloPSA

Get detailed information about a specific ticket

list

List assets on HaloPSA

List all assets defined in HaloPSA

list

List clients on HaloPSA

List all clients (customers) in HaloPSA

list

List contracts on HaloPSA

List all customer contracts

list

List invoices on HaloPSA

List all invoices in HaloPSA

list

List sites on HaloPSA

List all sites/locations

list

List teams on HaloPSA

List all teams configured in the service desk

list

List tickets on HaloPSA

List all tickets in HaloPSA

list

List users on HaloPSA

List all users in the HaloPSA instance

perform

Perform ticket action on HaloPSA

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

Security & Code Integrity Audit

Every tool in the HaloPSA MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

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.

Supported Use Cases for HaloPSA

The HaloPSA integration provides comprehensive execution endpoints, allowing AI models to orchestrate tasks reliably.

LLM Orchestration for psa

The HaloPSA integration exposes LLM-friendly schemas for psa. Tools like Cursor can map natural language directly into executable helpdesk ticketing commands.

Intelligent service desk Management

The HaloPSA integration allows Cursor and ChatGPT to securely fetch service desk data. It handles the API requests required for helpdesk ticketing operations.