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.

What are the Resource and Auth URLs?

The Resource URL is typically `https://your-tenant.halopsa.com/api` and the Auth URL is `https://your-tenant.halopsa.com/auth`. Replace 'your-tenant' with your actual HaloPSA instance name.

Can I perform actions on tickets, like changing status?

Yes! Use the `perform_ticket_action` tool by providing the ticket ID and the specific action ID configured in your Halo instance. You can also add an optional note.

Is the integration secure?

Yes, it uses industry-standard OAuth2 Client Credentials flow. Your credentials are encrypted and stored securely within the Vinkius Cloud infrastructure.

HaloPSA MCP Server for AutoGen 11 tools — connect in under 2 minutes

Name: HaloPSA
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 11 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add HaloPSA as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

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Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="halopsa_agent",
            tools=tools,
            system_message=(
                "You help users with HaloPSA. "
                "11 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About HaloPSA MCP Server

Connect your HaloPSA instance to any AI agent and take full control of your service desk and PSA workflows through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use HaloPSA tools. Connect 11 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Ticket Management — List all tickets, retrieve detailed information, and create new support requests effortlessly.
Client & User Oversight — Access lists of clients (customers) and users defined in your system to ensure data accuracy.
Asset Tracking — Monitor the hardware and software assets managed within HaloPSA.
Team Coordination — Browse your organizational teams and sites to facilitate better resource allocation.
Financial Insights — Retrieve lists of invoices and customer contracts for quick status checks.
Action Execution — Perform updates on tickets, add internal notes, or change statuses directly from the chat.

The HaloPSA MCP Server exposes 11 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect HaloPSA to AutoGen via MCP

Follow these steps to integrate the HaloPSA MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 11 tools from HaloPSA automatically

Why Use AutoGen with the HaloPSA MCP Server

AutoGen provides unique advantages when paired with HaloPSA through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use HaloPSA tools to solve complex tasks

Role-based architecture lets you assign HaloPSA tool access to specific agents — a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive HaloPSA tool calls

Code execution sandbox: AutoGen agents can write and run code that processes HaloPSA tool responses in an isolated environment

HaloPSA + AutoGen Use Cases

Practical scenarios where AutoGen combined with the HaloPSA MCP Server delivers measurable value.

Collaborative analysis: one agent queries HaloPSA while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from HaloPSA, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using HaloPSA data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process HaloPSA responses in a sandboxed execution environment

HaloPSA MCP Tools for AutoGen (11)

These 11 tools become available when you connect HaloPSA to AutoGen via MCP:

create_ticket

Create a new ticket in HaloPSA

get_ticket

Get detailed information about a specific ticket

list_assets

List all assets defined in HaloPSA

list_clients

List all clients (customers) in HaloPSA

list_contracts

List all customer contracts

list_invoices

List all invoices in HaloPSA

list_sites

List all sites/locations

list_teams

List all teams configured in the service desk

list_tickets

List all tickets in HaloPSA

list_users

List all users in the HaloPSA instance

perform_ticket_action

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

Example Prompts for HaloPSA in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with HaloPSA immediately.

"List all open tickets assigned to me."

"Add an internal note to ticket ID 1021: 'Waiting for vendor feedback'."

"Show me the asset list for Client 'Acme Corp'."

Troubleshooting HaloPSA MCP Server with AutoGen

Common issues when connecting HaloPSA to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

HaloPSA + AutoGen FAQ

Common questions about integrating HaloPSA MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call HaloPSA tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.