HaloPSA MCP Connector for Claude

Connect your HaloPSA instance to any AI agent and take full control of your service desk and PSA workflows through natural conversation.

What you can do

• Ticket Management — List all tickets, retrieve detailed information, and create new support requests effortlessly.
• Client & User Oversight — Access lists of clients (customers) and users defined in your system to ensure data accuracy.
• Asset Tracking — Monitor the hardware and software assets managed within HaloPSA.
• Team Coordination — Browse your organizational teams and sites to facilitate better resource allocation.
• Financial Insights — Retrieve lists of invoices and customer contracts for quick status checks.
• Action Execution — Perform updates on tickets, add internal notes, or change statuses directly from the chat.

How it works

1. Subscribe to this server
2. Enter your HaloPSA Client ID, Client Secret, Resource URL, and Auth URL
3. Start managing your service desk from Claude, Cursor, or any MCP-compatible client

No more manual navigating through complex PSA tabs. Your AI assistant acts as a dedicated Service Desk Coordinator or Operations Specialist.

Who is this for?

• Service Desk Agents — instantly retrieve ticket details and add notes during customer interactions.
• Operations Managers — automate the process of checking asset lists and team assignments.
• IT Directors — maintain a real-time overview of support volume and contract statuses.