HaloPSA MCP. Manage ticketing, clients, and assets with chat.
HaloPSA connects your service desk and PSA tools directly to your AI client. Manage entire support workflows—from opening a new ticket to tracking assets, reviewing contracts, or updating statuses—all through natural conversation. It lets you run full operations using only text prompts.
Give Claude and any AI agent real-world access
You generate new support requests in HaloPSA using simple text commands.
The agent pulls detailed information on specific tickets or provides a complete list of all open items for review.
You retrieve comprehensive lists of customers, users, sites, and teams to verify data accuracy across your organization.
The system pulls records for hardware assets, customer contracts, and invoices, giving you quick financial oversight.
You perform necessary actions like adding internal notes or updating a ticket's status directly from your chat session.
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What AI agents can do with HaloPSA: 11 Tools for PSA Management
These tools let your agent read, write, and act across every part of your service desk system, from user directories to billing records.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using HaloPSA MCPCreate Ticket
Generates and submits a brand new support ticket directly into the HaloPSA system.
Get Ticket
Retrieves all detailed information for one specific ticket ID, including its history...
List Assets
Pulls a comprehensive list of every piece of hardware or software asset recorded in...
List Clients
Provides a full roster of all customer accounts defined within HaloPSA.
List Contracts
Lists every active and expired customer contract for status review.
List Invoices
Retrieves a list of all generated invoices, allowing you to check payment statuses.
List Sites
Shows an inventory of every physical location or operational site tracked by the service desk.
List Teams
Lists all organizational teams configured for support and resource allocation within...
List Tickets
Fetches a bulk list of tickets based on criteria like status or assignee.
List Users
Presents the complete directory of all individual users managed by your service desk...
Perform Ticket Action
Allows you to execute specific changes on a ticket, such as updating its status or...
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with HaloPSA, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by HaloPSA. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS CLOUD
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The pain of context switching in service desk management
Today, resolving a single issue means bouncing between five different panels. You open the ticketing system to get the ticket details, then switch to the client portal to verify their contact info, move to an asset registry to check warranty status, and finally jump to a financial tab just to see if they're under contract terms. This constant clicking is where hours vanish.
With this MCP, your agent acts like a single brain for all that data. Instead of tabs, you talk to the chat window. You ask about an asset, and it pulls the record; you ask about billing, and it checks contracts. The result? Your AI client handles the complexity, giving you only the answer you need.
HaloPSA: Control your support workflow with HaloPSA MCP
You no longer have to manually copy a ticket ID and paste it into another tool just to update its status or add an internal note. You tell the agent what needs doing, referencing specific tools like get_ticket and perform_ticket_action.
It's not just data retrieval; it's execution. The system becomes your hands on the keyboard, making you a true Operations Specialist right from your chat.
What HaloPSA MCP does for your AI
Using this MCP, your agent gains complete control over your service desk and PSA data. Instead of navigating multiple tabs in the HaloPSA portal, you simply ask for what you need. For instance, if a client calls about an issue, you can immediately list all their assets or retrieve details on their current contract status, all without leaving the chat window.
You can create new support tickets instantly, look up who used which site, and even perform actions like adding internal notes or changing ticket statuses. It’s like having a dedicated Operations Specialist sitting next to you, ready to execute any command against your system.
019d75ad-caea-70f2-9f9b-01a6492dd145 How to set up HaloPSA MCP
The bottom line is you stop jumping between dashboards and start managing service desk operations entirely through conversation.
Subscribe to this MCP and provide your HaloPSA credentials (Client ID, Client Secret, etc.).
Your AI client authenticates the connection through Vinkius's catalog and makes your agent capable of communicating with HaloPSA.
You prompt your agent in natural language—for example, 'List all open tickets for Acme Corp'—and get real-time data or confirmation that an action was performed.
Who uses HaloPSA MCP
Anyone who spends too much time clicking, copying data, or cross-referencing information across different PSA tabs will need this. It's for the people whose job is to know everything about a client and their service history.
You use it to instantly pull ticket histories, add internal notes during calls, or confirm asset ownership without switching screens.
You run audits on team assignments, review all active customer contracts, and manage the overall flow of service requests across sites.
You get a real-time overview of support volume by listing tickets or checking financial status via invoices to assess departmental load.
Benefits of connecting HaloPSA MCP
Stop manually checking asset lists. You can ask the agent to list all assets linked to a client or site, getting that data instantly for your audit.
Never lose context again. Need to add an internal note while talking to a user? Use perform_ticket_action to update status and notes in one go.
Get financial clarity without logging into accounting. List invoices or check customer contracts right alongside ticket details to understand the full picture.
The agent handles client data retrieval, so you don't have to run separate reports for list_clients or list_users before a meeting.
Manage everything from one place. You can create new tickets using create_ticket and then immediately get more details with get_ticket—all in the same chat thread.
HaloPSA MCP use cases
Investigating an Account Issue
A customer calls, upset about a service gap. You tell your agent to list_clients for their company, then check list_assets to see what equipment they own, and finally retrieve the latest contract status using list_contracts.
Daily Team Handoffs
It's end of day. Instead of printing out reports, you prompt your agent to list_tickets for all sites and check list_teams to see which teams are currently overloaded or underutilized.
Billing Inquiry Resolution
A client questions a charge. You ask the agent to pull the most recent list_invoices, cross-reference it with their contracts using list_contracts, and then use get_ticket if the billing issue started as a support request.
Onboarding New Hardware
A new laptop arrives. You ask your agent to list_assets to verify its serial number is logged, and you can simultaneously create_ticket for setup help while checking if the user exists via list_users.
HaloPSA MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Switching between tabs
Checking a ticket status on the main dashboard, then copying the client ID to run a separate report on assets, and finally pasting that data into an email draft.
Just ask your agent: 'For the ticket assigned to Client XYZ, show me their current contract details and list all associated assets.' It handles the cross-referencing for you.
Manual status updates
Finding a ticket, manually changing its status from 'Open' to 'Pending', then having to remember to add a note about why.
Use perform_ticket_action. Tell the agent: 'Set ticket 1025 status to Pending and add an internal note stating I'm waiting for vendor feedback.' Two steps in one prompt.
Overloading prompts
Asking the agent to list all users, then list all teams, and then list all sites—all in one massive block of text.
Break it up. Start with: 'Show me a summary list of active organizational sites.' Then follow up: 'Now show me which support teams are assigned to those sites.'
When to use HaloPSA MCP
Use this MCP if your job requires you to read, write, and act upon data spread across multiple functional areas—support tickets, asset inventories, client records, and financials. If the answer is yes, this connector saves massive amounts of time because it centralizes all that operational knowledge into a single chat interface.
Don't use it if your goal is only to view one type of data (like just viewing a list of users). In those cases, connecting an MCP with dedicated read-only tools might be enough. But if you need the ability to act—to create records or change statuses using tools like create_ticket or perform_ticket_action—this is what you need.
Frequently asked questions about HaloPSA MCP
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.