HaloPSA Connector for AI agents.
11 live capabilities
Manage service desk tickets and PSA workflows from your AI client.
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Why people use HaloPSA
HaloPSA PSA Workflow Management for AI Agents
With this Connector, you just ask your AI agent to handle the data retrieval and updates for you. Instead of digging through menus, your agent pulls the exact information you need and performs the action in one step. You get a direct line to your data, letting you stay focused on the customer.
What Vinkius changes
You get a voice-activated service desk that handles the heavy lifting of data entry and retrieval.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Quick Note Addition
An agent is on a call and needs to log that they're waiting on a vendor.
- Real-world use case 02
Asset Audit
A manager needs to know what laptops a specific client has.
- Real-world use case 03
Contract Review
An IT director wants to see which contracts are expiring this month.
Complete set · 11capabilities
The complete HaloPSA capability set.
These are the exact actions your AI can choose when you ask it to work with HaloPSA.
01—04
4 capabilities in this set.
Part of 11 available through HaloPSA.
- 01 Capability
List assets
Shows all hardware and software assets in your system. Use this to track your inventory and equipment.
- 02 Capability
List clients
Shows a list of all customers in your HaloPSA instance. Use this to find client information quickly.
- 03 Capability
List contracts
Pulls a list of all customer contracts. Use this to check renewal dates and terms in one place.
- 04 Capability
List invoices
Shows all the invoices currently in your system. Use this to check payment statuses and billing history.
05—08
4 capabilities in this set.
Part of 11 available through HaloPSA.
- 05 Capability
List sites
Pulls a list of all physical sites and locations. Use this to see where your clients are located.
- 06 Capability
List teams
Shows every team configured in your service desk. This helps you see your organization's structure at a glance.
- 07 Capability
List tickets
Pulls a list of all tickets in your system. Use this to see your current workload and active tasks.
- 08 Capability
List users
Shows all the users registered in your instance. Use this to find contact details for your team members.
09—11
3 capabilities in this set.
Part of 11 available through HaloPSA.
- 09 Capability
Perform ticket action
Updates a ticket's status or adds internal notes. This helps you keep records current while chatting with customers.
- 10 Capability
Create ticket
Opens a new support request in your service desk. Use this to log issues instantly without leaving your chat.
- 11 Capability
Get ticket
Pulls all the details for a specific ticket ID. This gives you the full history and status of a request.
Set up in minutes
One URL. Then ask HaloPSA to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use HaloPSA from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it HaloPSA, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable HaloPSA for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the HaloPSA URL.
- Step 03
Save and start
Save the connection and enable HaloPSA in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"halopsa": {
"url": "https://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using HaloPSA
Open Agent mode in chat and ask: "Using HaloPSA, help me...". 11 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"halopsa": {
"url": "https://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using HaloPSA
Ask Copilot: "Using HaloPSA, help me...". 11 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"halopsa": {
"url": "https://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using HaloPSA
Open Cascade and ask: "Using HaloPSA, help me...". 11 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"halopsa": {
"url": "https://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using HaloPSA
Ask Cline: "Using HaloPSA, help me...". 11 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add halopsa --transport http "https://edge.vinkius.com/vk_preview_BrAcH9qdR6aujSJXX0XF2XDz9Aj5af1FlhpXeO5C/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using HaloPSA
Ask Claude: "Using HaloPSA, show me...". 11 tools are ready
Where the request belongs
Work HaloPSA can move forward.
This is for the service desk team that feels buried in tickets and the IT managers who need to know what's happening across multiple sites without opening twenty different tabs.
Service Desk Agent
Handles customer queries by pulling ticket details and adding notes instantly during live calls.
IT Operations Manager
Audits hardware assets and team assignments across different locations without manual searching.
IT Director
Monitors contract statuses and invoice lists to keep the business side of IT running smoothly.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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AI-powered helpdesk: manage tickets, contacts, and support workflows via agents.
ConnectWise
Equip your AI to seamlessly manage ConnectWise PSA tickets, clients, and technical documentation via text.
Freshservice
Manage your IT service desk, track tickets, and oversee assets via AI agents with Freshservice.
Pylon
Automate B2B support and CRM via Pylon. manage issues, accounts, and knowledge bases with AI.
Bring your own AI
Change the model, client or framework. Keep HaloPSA connected.
-
Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about HaloPSA.
The practical details behind the request, access and result.
Can the HaloPSA MCP create new tickets?
Yes, it can create new support requests directly. This means your agent can log issues as soon as you describe them in chat.
Can I use this to check my company's assets?
Yes, it can pull lists of hardware and software assets. You can ask about specific items or get a general inventory count.
Does this Connector work with Claude and Cursor?
Yes, it works with any MCP-compatible client like Claude, Cursor, and Windsurf.
Can I see my invoices through the agent?
Yes, the Connector can retrieve your invoice list. This helps you check payment statuses and billing history without leaving your chat.
How do I update a ticket status?
You just tell your agent to change the status of a specific ticket. It will use the perform_ticket_action capability to do it for you.
Can I see which clients have contracts with us?
Yes, it can list your customer contracts. This is great for checking renewal dates and terms quickly.
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 capability 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.
One connection away
Give your agent a direct line to HaloPSA.
Connect HaloPSA once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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