How to Use the HaloPSA MCP in Windsurf

Q: Can I use Windsurf to assign teams in HaloPSA?

Yes. Windsurf can fetch your team roster using listteams and then run performticketaction to route the ticket to the right group. It does this autonomously based on the rules you set in your prompt.

Q: Does the HaloPSA integration in Windsurf support contract checks?

Absolutely. The agent runs listcontracts to check service levels before executing any ticketing changes, ensuring your team stays within SLA boundaries.

Run autonomous multi-step service desk workflows directly in Windsurf with the managed HaloPSA MCP Server.

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Connect HaloPSA MCP to Windsurf

Create your Vinkius account to connect HaloPSA to Windsurf 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 Windsurf

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Auto-resolve service desk issues using Windsurf

Let Cascade run your triage loop without you clicking through web pages. Here's the thing: when a new ticket alerts your team, Windsurf pulls the context using `get_ticket`, checks the client history via `list_contracts`, and updates the status with `perform_ticket_action` in one go. You set the trigger, and the agent handles the coordination. This setup removes the manual steps of looking up SLA targets or contract details. The agent reads the ticket details, maps them to your active service agreements, and assigns the correct team immediately.

Map client assets inside your Windsurf IDE

Your agent uses this MCP integration to run `list_assets` and `list_sites` to match incoming support requests to physical hardware locations. Instead of digging through the customer portal, Cascade correlates the hardware ID with the user record from `list_users` to pinpoint the exact broken system. It plans the entire resolution path. The tool lets the agent verify if the client has an active agreement using `list_clients` before creating a follow-up task, saving hours of manual lookup.

Auditing billing and invoices via Windsurf MCP Server

Let Cascade audit billing discrepancies directly against your actual ticket history. The agent runs `list_invoices` to pull recent billing records, matches them against closed issues, and flags any unbilled work. It writes the summary notes directly into the system. It uses `perform_ticket_action` to log the audit results on the ticket, keeping your finance records accurate without manual copying.

Setup guide

Set up HaloPSA MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the HaloPSA MCP

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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my HaloPSA payment history." If connected, Cascade will call the HaloPSA tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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 Windsurf

Cascade uses the server to fetch and update records directly. It calls `list_tickets` to scan active issues and uses `perform_ticket_action` to apply updates or close items based on the context of your workspace.

Yes. Windsurf can fetch your team roster using `list_teams` and then run `perform_ticket_action` to route the ticket to the right group. It does this autonomously based on the rules you set in your prompt.

Absolutely. The agent runs `list_contracts` to check service levels before executing any ticketing changes, ensuring your team stays within SLA boundaries.

Open your Windsurf settings and add the server configuration to your `mcp_config.json` file. Once refreshed, Cascade immediately detects the ticketing and asset tools for your next prompt.

Your ticket details, client lists, and contract data remain strictly inside your local environment or secure Vinkius sandbox. This MCP Server never logs your API keys or customer records on external servers, keeping your customer directory safe.

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