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 Cursor 11 tools — connect in under 2 minutes

Name: HaloPSA
Availability: InStock
Author: Vinkius

docs.cursor.com/context/model-context-protocol

Built by Vinkius GDPR 11 Tools IDE

Cursor is an AI-first code editor built on VS Code that integrates LLM-powered coding assistance directly into the development workflow. Its Agent mode enables autonomous multi-step coding tasks, and MCP support lets agents access external data sources and APIs during code generation.

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Classic Setup·json

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

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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.

Cursor's Agent mode turns HaloPSA into an in-editor superpower. Ask Cursor to generate code using live data from HaloPSA and it fetches, processes, and writes — all in a single agentic loop. 11 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.

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 Cursor 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 Cursor via MCP

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

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"

Add the server config

Paste the JSON configuration above into the mcp.json file that opens

Save the file

Cursor will automatically detect the new MCP server

Start using HaloPSA

Open Agent mode in chat and ask: "Using HaloPSA, help me..." — 11 tools available

Why Use Cursor with the HaloPSA MCP Server

Cursor AI Code Editor provides unique advantages when paired with HaloPSA through the Model Context Protocol.

Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context

Cursor's Composer feature can generate entire files using real-time data fetched through MCP — no copy-pasting from external dashboards

MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment

VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools

HaloPSA + Cursor Use Cases

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

Code generation with live data: ask Cursor to generate a security report module using live DNS and subdomain data fetched through MCP

Automated documentation: have Cursor query your API's tool schemas and generate TypeScript interfaces or OpenAPI specs automatically

Infrastructure-as-code: Cursor can fetch domain configurations and generate corresponding Terraform or CloudFormation templates

Test scaffolding: ask Cursor to pull real API responses via MCP and generate unit test fixtures from actual data

HaloPSA MCP Tools for Cursor (11)

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

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

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

Tools not appearing in Cursor

Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.

Server shows as disconnected

Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.

HaloPSA + Cursor FAQ

Common questions about integrating HaloPSA MCP Server with Cursor.

What is Agent mode and why does it matter for MCP?

Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.

Where does Cursor store MCP configuration?

Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.

Can Cursor use MCP tools in inline edits?

No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design — tool calls require user visibility and approval.

How do I verify MCP tools are loaded?

Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.