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 Cline 11 tools — connect in under 2 minutes

Name: HaloPSA
Availability: InStock
Author: Vinkius

cline.bot/docs/mcp

Built by Vinkius GDPR 11 Tools IDE

Cline is an autonomous AI coding agent inside VS Code that plans, executes, and iterates on tasks. Wire HaloPSA through the Vinkius and Cline gains direct access to every tool — from data retrieval to workflow automation — without leaving the terminal.

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Classic Setup·json

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

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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.

Cline operates autonomously inside VS Code — it reads your codebase, plans a strategy, and executes multi-step tasks including HaloPSA tool calls without waiting for prompts between steps. Connect 11 tools through the Vinkius and Cline can fetch data, generate code, and commit changes in a single autonomous run.

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 Cline 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 Cline via MCP

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

Open Cline MCP Settings

Click the MCP Servers icon in the Cline sidebar panel

Add remote server

Click "Add MCP Server" and paste the configuration above

Enable the server

Toggle the server switch to ON

Start using HaloPSA

Ask Cline: "Using HaloPSA, help me..." — 11 tools available

Why Use Cline with the HaloPSA MCP Server

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

Cline operates autonomously — it reads your codebase, plans a strategy, and executes multi-step tasks including MCP tool calls without step-by-step prompts

Runs inside VS Code, so you get MCP tool access alongside your existing extensions, terminal, and version control in a single window

Cline can create, edit, and delete files based on MCP tool responses, enabling end-to-end automation from data retrieval to code generation

Transparent execution: every tool call and file change is shown in Cline's activity log for full visibility and approval before committing

HaloPSA + Cline Use Cases

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

Autonomous feature building: tell Cline to fetch data from HaloPSA and scaffold a complete module with types, handlers, and tests

Codebase refactoring: use HaloPSA tools to validate live data while Cline restructures your code to match updated schemas

Automated testing: Cline fetches real responses from HaloPSA and generates snapshot tests or mocks based on actual payloads

Incident response: query HaloPSA for real-time status and let Cline generate hotfix patches based on the findings

HaloPSA MCP Tools for Cline (11)

These 11 tools become available when you connect HaloPSA to Cline 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 Cline

Ready-to-use prompts you can give your Cline 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 Cline

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

Server shows error in sidebar

Click the server name to see logs. Verify the URL and token are correct.

HaloPSA + Cline FAQ

Common questions about integrating HaloPSA MCP Server with Cline.

How does Cline connect to MCP servers?

Cline reads MCP server configurations from its settings panel in VS Code. Add the server URL and Cline discovers all available tools on initialization.