How to Use the HaloPSA MCP in VS Code Copilot

Q: How do we deploy the HaloPSA MCP Server to our entire team in VS Code Copilot?

Create a .vscode/mcp.json file in your repository root containing the server configuration. When team members open the workspace in VS Code 1.96+ with Copilot, the tools load automatically for everyone.

Q: Can VS Code Copilot help assign HaloPSA tickets to specific teams?

Yes, you can use listteams to retrieve the active service desk structure and then run performticketaction to assign the ticket. Copilot handles this directly from the chat interface.

Q: Can we query customer invoices using VS Code Copilot?

Yes, developers can call listinvoices to check payment status before starting work. This helps your team avoid working on accounts that are currently on a financial hold.

Standardize HaloPSA service desk workflows across your engineering team inside VS Code Copilot with shared configurations.

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Connect HaloPSA MCP to VS Code Copilot

Create your Vinkius account to connect HaloPSA to VS Code Copilot 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 VS Code Copilot

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Team-wide ticketing in VS Code Copilot

The `list_tickets` tool enables your entire engineering team to monitor the active support queue directly from VS Code Copilot. By committing a shared configuration file, every developer gets instant access to live ticket lists without manual setup. When a bug is assigned, developers run `get_ticket` to read reproduction steps inside their workspace. This keeps the technical team focused on the code instead of switching contexts to a web browser.

Coordinate updates via VS Code Copilot

This MCP Server uses `perform_ticket_action` to let developers log progress and close issues directly from the VS Code Copilot chat panel. You can commit code changes and update the corresponding ticket state in a single step. Running `list_teams` helps developers find the correct escalation path when a ticket requires specialized attention. This ensures that internal handoffs happen immediately without leaving the development environment.

Audit customer contracts and sites

The `list_contracts` and `list_sites` tools allow your team to verify service level agreements and deployment locations from VS Code Copilot. This prevents engineers from working on out-of-scope tasks or deploying updates to the wrong client environment. You can query `list_invoices` to check if a client has an active billing hold before starting custom development. It aligns engineering effort with financial reality automatically.

Setup guide

Set up HaloPSA MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the HaloPSA MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the HaloPSA tools listed. Try asking: "List my recent HaloPSA transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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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 VS Code Copilot

Create a `.vscode/mcp.json` file in your repository root containing the server configuration. When team members open the workspace in VS Code 1.96+ with Copilot, the tools load automatically for everyone.

Yes, you can use `list_teams` to retrieve the active service desk structure and then run `perform_ticket_action` to assign the ticket. Copilot handles this directly from the chat interface.

Yes, the server handles authentication via environment variables or secure token storage under the MCP configuration block. Each developer can use their own credential set while sharing the same tool configurations.

Yes, developers can call `list_invoices` to check payment status before starting work. This helps your team avoid working on accounts that are currently on a financial hold.

Your billing invoices, client contracts, and ticket updates are sent directly between your local VS Code instance and the HaloPSA API. No customer financial records or ticket text are stored or processed by third-party servers.

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