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 Windsurf 11 tools — connect in under 2 minutes

Name: HaloPSA
Availability: InStock
Author: Vinkius

docs.windsurf.com/windsurf/mcp

Built by Vinkius GDPR 11 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect HaloPSA through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.

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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.

Windsurf's Cascade agent chains multiple HaloPSA tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 11 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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 Windsurf 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 Windsurf via MCP

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

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using HaloPSA

Open Cascade and ask: "Using HaloPSA, help me..." — 11 tools available

Why Use Windsurf with the HaloPSA MCP Server

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

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 11 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

HaloPSA + Windsurf Use Cases

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

Automated code generation: ask Cascade to fetch data from HaloPSA and generate models, types, or handlers based on real API responses

Live debugging: query HaloPSA tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from HaloPSA and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine HaloPSA data with Cascade's code generation to scaffold entire features in minutes

HaloPSA MCP Tools for Windsurf (11)

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

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

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

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

HaloPSA + Windsurf FAQ

Common questions about integrating HaloPSA MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system — it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.