Bring Psa
to LlamaIndex
Create your Vinkius account to connect HaloPSA to LlamaIndex and start using all 11 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Subscribe to this server
- Enter your HaloPSA Client ID, Client Secret, Resource URL, and Auth URL
- Start managing your service desk from Claude, Cursor, or any MCP-compatible client
No more manual navigating through complex PSA tabs. Your AI assistant acts as a dedicated Service Desk Coordinator or Operations Specialist.
Who is this for?
- Service Desk Agents — instantly retrieve ticket details and add notes during customer interactions.
- Operations Managers — automate the process of checking asset lists and team assignments.
- IT Directors — maintain a real-time overview of support volume and contract statuses.
Built-in capabilities (11)
Create a new ticket in HaloPSA
Get detailed information about a specific ticket
List all assets defined in HaloPSA
List all clients (customers) in HaloPSA
List all customer contracts
List all invoices in HaloPSA
List all sites/locations
List all teams configured in the service desk
List all tickets in HaloPSA
List all users in the HaloPSA instance
Perform an action on a ticket (e.g., add note, change status)
Why LlamaIndex?
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.
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Data-first architecture: LlamaIndex agents combine HaloPSA tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain HaloPSA tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query HaloPSA, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what HaloPSA tools were called, what data was returned, and how it influenced the final answer
HaloPSA in LlamaIndex
Why run HaloPSA with Vinkius?
The HaloPSA connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 11 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect HaloPSA using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
HaloPSA and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect HaloPSA to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
HaloPSA for LlamaIndex
Every request between LlamaIndex and HaloPSA is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
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.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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