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 LlamaIndex 11 tools — connect in under 2 minutes

Name: HaloPSA
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 11 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add HaloPSA as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to HaloPSA. "
            "You have 11 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in HaloPSA?"
    )
    print(response)

asyncio.run(main())

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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.

LlamaIndex agents combine HaloPSA tool responses with indexed documents for comprehensive, grounded answers. Connect 11 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

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 LlamaIndex 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 LlamaIndex via MCP

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

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 11 tools from HaloPSA

Why Use LlamaIndex with the HaloPSA MCP Server

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

Data-first architecture: LlamaIndex agents combine HaloPSA tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain HaloPSA tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query HaloPSA, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what HaloPSA tools were called, what data was returned, and how it influenced the final answer

HaloPSA + LlamaIndex Use Cases

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

Hybrid search: combine HaloPSA real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query HaloPSA to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying HaloPSA for fresh data

Analytical workflows: chain HaloPSA queries with LlamaIndex's data connectors to build multi-source analytical reports

HaloPSA MCP Tools for LlamaIndex (11)

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

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

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

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

HaloPSA + LlamaIndex FAQ

Common questions about integrating HaloPSA MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query HaloPSA tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.