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.

HaloPSA MCP Connector for Claude

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Automate service desk workflows via HaloPSA — manage tickets, clients, users, and assets directly from any AI agent.

11 tools Official Updated Jun 28, 2026 Official Vinkius Partner

More Details Connect to 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

Subscribe to this server
Enter your HaloPSA Client ID, Client Secret, Resource URL, and Auth URL
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.

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