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Connect HaloPSA to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire PSA workflow through a chat interface.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 11 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 11 available through HaloPSA.

  1. 01

    List assets

    This capability pulls a complete list of all hardware and software assets recorded in HaloPSA.

  2. 02

    List clients

    Use this to get a list of all customers and clients currently in your HaloPSA system.

  3. 03

    List contracts

    This capability retrieves all customer contracts managed within your HaloPSA instance.

  4. 04

    List invoices

    Get a list of all invoices stored in HaloPSA to check billing status.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 11 available through HaloPSA.

  1. 05

    List sites

    This capability returns a list of all physical sites and locations defined in your system.

  2. 06

    List teams

    Use this to see all the different teams configured in your service desk.

  3. 07

    List tickets

    This capability provides a list of tickets currently in your HaloPSA environment.

  4. 08

    List users

    Get a list of all users registered in your HaloPSA instance.

Capability set03 / 03

09-11

3 capabilities in this set.

Part of 11 available through HaloPSA.

  1. 09

    Perform ticket action

    This capability lets you execute specific actions on a ticket, like adding an internal note or changing its status.

  2. 10

    Create ticket

    Use this to instantly generate a new support request in HaloPSA.

  3. 11

    Get ticket

    This capability retrieves the full, detailed information for a specific ticket ID.

Real work

What teams actually run

01

Rapid Ticket Updates

Add internal notes or change ticket statuses while staying in your coding or chat environment.

02

Client Onboarding

Quickly verify a new client's existing assets and site locations.

03

Billing Verification

Check the status of invoices and customer contracts during a support interaction.

04

Resource Planning

Review team configurations and site lists to manage technician workloads.

Automate a task

Put HaloPSA to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

HaloPSA works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put HaloPSA to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

905ms average. Fast in production.

HaloPSA is checked daily against the live service.

Daily averagePeak 1194ms
Oct 3Today
Fastest day
745ms
Slowest day
1194ms
14-day trend
Slowing+7%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 11 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of HaloPSA, so you can see the experience inside your AI.

It does not authenticate your account with HaloPSA. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

HaloPSA Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — HaloPSA capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "halopsa-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up HaloPSA in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work HaloPSA owners hand off.

This MCP is built for IT service providers and operations teams who live in HaloPSA and want to reduce manual data entry and searching.

  • 01

    Service Desk Agents

    They use the agent to pull ticket details and add notes during live calls.

  • 02

    Operations Managers

    They use the agent to check asset lists and team assignments quickly.

  • 03

    IT Directors

    They use the agent to monitor support volume and contract statuses.

FAQ

Questions HaloPSA owners ask.

  • 01

    How do I connect my HaloPSA instance?

    You need to provide your Client ID, Client Secret, Resource URL, and Auth URL during the setup process on Vinkius.

  • 02

    Which AI clients can I use with this MCP?

    You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

  • 03

    Can I actually change ticket statuses through the chat?

    Yes, you can use the perform_ticket_action capability to change statuses or add internal notes directly.

  • 04

    Does this MCP handle financial data?

    Yes, it includes capabilities to list invoices and customer contracts from your HaloPSA instance.

  • 05

    Is my data secure?

    Vinkius hosts the MCP and manages your credentials securely so you can connect your client once and stay connected.

  • 06

    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.

  • 07

    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.

  • 08

    Can I perform actions on tickets, like changing status?

    Yes! Use the perform_ticket_action capability by providing the ticket ID and the specific action ID configured in your Halo instance. You can also add an optional note.

  • 09

    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.

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