HaloPSAをChatGPT、Claude、Geminiに接続

• 01 / 03資産の監査方法
• 02 / 03チケットの更新方法
• 03 / 03請求情報と契約内容の確認方法

最速日

745ms

最遅日

1194ms

14日間の傾向

遅延傾向+7%

HaloPSA Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "halopsa-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp"
    }
  }
}

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ HaloPSAをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  サービスデスク担当者

  顧客対応中に、即座にチケットの詳細を確認したりメモを追加したりできます。

• 02

  運用マネージャー

  資産リストの確認やチームへの割り当て作業を自動化できます。

• 03

  ITディレクター

  サポートのボリュームや契約状況をリアルタイムで把握できます。

• 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.

• 

  ConnectWise AIコネクタ

  Equip your AI to seamlessly manage ConnectWise PSA tickets, clients, and technical documentation via text.

  表示
• 

  Jira Service Management (JSM) AIコネクタ

  Manage service desks, customer requests, and queues via Jira JSM API.

  表示
• 

  Zoho CRM Service AIコネクタ

  Manage support cases and knowledge base solutions — customer service operations through Zoho CRM.

  表示
• 

  ServiceNow AIコネクタ

  Manage incidents, service requests, change orders, and CMDB records on ServiceNow — the enterprise ITSM backbo

  表示

おすすめ

• 

  Ticket Tailor AIコネクタ

  Sell event tickets with low fees, custom branding, and seating charts that give you full control over the tick

  表示
• 

  HubSpot Service Hub AIコネクタ

  Manage support tickets, track pipelines, and view customer feedback through natural conversation.

  表示
• 

  Clientjoy AIコネクタ

  Manage your entire client lifecycle from proposals and contracts through invoicing and payments in one streaml

  表示
• 

  Clientjoy AIコネクタ

  Manage your entire client lifecycle from proposals and contracts through invoicing and payments in one streaml

  表示