• INVENTORY
  • LOCATIONS
  • DISCREPANCIES
  • REPORTS

How to audit client assets and sites with your AI

Connect HaloPSA to your AI client to pull real-time inventory data. Once connected, you can query specific client details without manual exports.

Ask AI about this page

Short answer

How can I audit client assets and sites using AI?

Your AI uses HaloPSA tools to fetch lists of hardware, software, and physical locations for any client you specify. You'll get organized data to compare against your own records or physical counts.

Audit outcomes

What you get from an audit

The AI pulls raw data from HaloPSA and organizes it into these specific views.

INVENTORY

Hardware and software lists

The AI pulls every registered device and software license for a client. You get a clean list to check for outdated or missing equipment.

LOCATIONS

Physical site mapping

Get a breakdown of all registered sites and offices for a client. This helps you plan on-site visits or verify remote setups.

DISCREPANCIES

Human-led verification

The AI flags missing data or mismatches. You'll need to step in to physically verify items that don't show up in the system.

REPORTS

Client-ready summaries

Turn the raw asset lists into organized summaries. You can use these to show clients exactly what they currently own.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your HaloPSA database.

  1. Identify the client

    The AI finds the correct client profile in your system to ensure you're looking at the right data.

    list_clients

  2. Pull site data

    The AI retrieves the specific physical locations associated with that client.

    list_sites

  3. Gather equipment

    The AI pulls the full list of hardware and software assets tied to the client.

    list_assets

  4. Analyze and report

    The AI compares the lists and presents the findings in your chat window.

    list_assets

Try it

Copy these to start.

Use these prompts to kick off an audit.

Starting points

Replace the bracketed text with your actual client names or specific hardware types.

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"
    }
  }
}
Copy into chat04

  • List all hardware assets for [Client Name].

  • Show me all physical sites registered under [Client Name].

  • What software is currently assigned to [Client Name]?

  • Compare the asset list for [Client Name] against their known office locations.

  • Claude
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Start here

Connect HaloPSA once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can start asking questions immediately.

Connect HaloPSA to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete assets in HaloPSA?

    No. The AI only has permission to read and list data. It cannot modify or delete anything in your system.

  • 02

    Can I add new hardware via the AI?

    No. This specific setup is for retrieving and auditing existing data, not for creating new records.

  • 03

    Does the AI see all my clients?

    Yes, it uses the list tool to see all clients you have access to in HaloPSA.

  • 04

    Can the AI find assets not in HaloPSA?

    No. The AI can only report on what is already documented in your HaloPSA instance.

  • 05

    How does the AI know which site an asset belongs to?

    It uses the site and asset lists to map the relationships defined in your database.

  • More questions about HaloPSA? The Connector page answers them. See everything the HaloPSA Connector can do

Connect HaloPSA to Claude, Cursor, ChatGPT & more