• CLIENT DATA
  • CONTRACTS
  • INVOICES
  • HUMAN

How to verify billing and contracts with your AI

Connect HaloPSA to your AI client once. From then on, you can pull live billing and contract data through a simple chat interface.

Ask AI about this page

Short answer

How can I check billing and contracts in HaloPSA using AI?

Your AI accesses your HaloPSA data to find specific client details, contract terms, and invoice statuses. You'll get immediate answers to billing questions without leaving your chat window. You'll see exactly what's owed and what's covered.

Data outcomes

What you get from your AI

The specific information your agent pulls from HaloPSA.

CLIENT DATA

Client profiles

The AI identifies the correct customer in your system. You get a clear view of who you are talking to.

CONTRACTS

Service terms

The AI pulls active service agreements. You'll know exactly what is covered under their current plan.

INVOICES

Billing status

The AI checks recent invoice history. You can confirm if payments are pending or overdue.

HUMAN

Manual updates

The AI only reads data. You still need to manually edit contracts or issue new invoices in HaloPSA.

The workflow

What your AI does when the request arrives.

The AI follows a logical path to find the specific billing information you need.

  1. Identify the client

    The AI looks up the specific customer mentioned in your chat to ensure all subsequent data belongs to the right account.

    list_clients

  2. Locate service agreements

    Once the client is identified, the AI finds all active service contracts tied to that account.

    list_contracts

  3. Check invoice history

    The AI pulls the latest billing records to see what has been sent and what is outstanding.

    list_invoices

  4. Summarize findings

    The AI presents the contract terms and invoice status in a plain summary for you to use on your call.

    list_invoices

Try it

Copy these to start.

Use these prompts to get moving.

Starting points

Swap out the bracketed names for your actual client or contract names.

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

  • What is the current contract status for Acme Corp?

  • Show me the last three invoices for Globex Inc.

  • List all active service contracts for the client 'TechFlow'.

  • Is there an outstanding invoice for the client 'Stark Industries'?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect HaloPSA once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted and the setup is handled on our end.

Connect HaloPSA to your AI

FAQ

How this task behaves

  • 01

    Can the AI change a contract amount?

    No. The AI can only read existing data. You must make any changes directly in HaloPSA.

  • 02

    Can the AI delete an invoice?

    No. This MCP is read-only for billing and contract data.

  • 03

    Does the AI see all my clients?

    Yes, it can access the client list to find the specific person you are asking about.

  • 04

    Can I use this with Claude?

    Yes, any MCP-compatible client will work once you connect the HaloPSA MCP.

  • 05

    How does the AI know which client I mean?

    It uses the client list to match the names you provide in your prompt to the records in HaloPSA.

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

Connect HaloPSA to Claude, Cursor, ChatGPT & more