HaloPSA MCP

HaloPSA + AI - for Claude, ChatGPT, Codex, Cursor, and any agent that speaks MCP

Unofficial. Community-built Claude Code Skill and MCP server for the HaloPSA, HaloITSM, and HaloCRM APIs. Not affiliated with, endorsed by, or sponsored by Halo Service Solutions Ltd. HaloPSA, HaloITSM, and HaloCRM are trademarks of Halo Service Solutions Ltd.

▶ Watch the 30-second demo - demo data is simulated; every command shown exists in the real CLI.

Add HaloPSA ticket triage, SLA-breach pre-emption, per-client situational awareness, and cross-client analytics to the AI you already use - Claude Code, Claude Desktop, ChatGPT (desktop app), Codex, Cursor, Windsurf, Cline, Continue, Gemini, or GitHub Copilot. Free, open source, runs on your laptop. A local SQLite mirror means your AI can answer cross-client questions the live Halo API can't return in one shot - no rate-limit hits during QBR prep. Built for MSP owners. No code required.

Works with your agent

Security note (until this connector is reprinted). Do not run HTTP mode

(--transport http), not even on localhost. This build has no password,

listens on every network interface, and predates the browser-rebinding guard,

so a web page you open can reach it. The MCP tools can also make changes with

your credentials. Use the default stdio transport. If you set up a tunnel for

a remote agent, shut it down. A fix is on the way.

The five agents MSP owners actually use:

The ChatGPT desktop app runs halopsa-mcp locally and shares MCP configuration with Codex (OpenAI). ChatGPT on the web needs a remote (HTTP) server, and this connector's HTTP mode is paused until it is reprinted (see the security note in mcp-install.md), so msp-skills does not support it yet. If your team works there, a hosted gateway is the better pick; check that your AI app is on the gateway's setup list.

Also works with Cursor, Windsurf, Cline, Continue.dev, Zed, GitHub Copilot, and Gemini CLI - plus Hermes and OpenClaw, both via MCP and the pre-wired skill frontmatter. Full per-tool wire-up: [docs/which-agent.md](../../docs/which-agent.md).

Run more than one agent? Install across all 51+ supported agents in one command: npx skills add Servosity/msp-skills@latest (requires Node.js, then run the per-skill installer for the CLI/MCP binaries). See docs/which-agent.md.

Install in 60 seconds

Fastest for Claude Desktop - one-click .mcpb

Claude Desktop bundle: the .mcpb launches on macOS (Intel and Apple Silicon), Windows x64 and Linux x64. Every tool shells out to the companion halopsa-cli. Releases cut from 2026-09-18 on ship that CLI inside the bundle; older bundles contain only the MCP server, so if yours lacks the companion, run the Path A or Path B installer below first (or set HALOPSA_CLI_PATH to an existing binary). Details: #331.

Download HaloPSA MCP (.mcpb) - then open Claude Desktop > Settings > Extensions and select the file. One click, no JSON, no shell. (Browse every HaloPSA release on the releases page.)

Prefer the Claude Code plugin? Add the marketplace once, then install - works immediately, no directory listing required:

/plugin marketplace add Servosity/msp-skills

/plugin install halopsa@msp-skills

Path A - paste one prompt into your AI agent (recommended)

Copy this into Claude Code, Codex CLI, or Claude Cowork:

Install the HaloPSA Skill and MCP server from Servosity/msp-skills in this agent workspace. If this workspace uses a POSIX shell (macOS, Linux, WSL, or Bash), run bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/halopsa/install.sh). If it uses Windows PowerShell, run iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/halopsa/install.ps1 | iex. Then authenticate with halopsa-cli auth login (Configuration > Integrations > Halo PSA API in your tenant gives you the credentials) and run halopsa-cli --help to explore.

The same prompt works in any agent that can run shell.

Path B - run the installer yourself

Windows (PowerShell):

iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/halopsa/install.ps1 | iex

macOS / Linux:

bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/halopsa/install.sh)

The installer drops both halopsa-cli (the CLI) and halopsa-mcp (the MCP server) into your user bin path. Claude Code, Codex, and Cowork discover the Skill via SKILL.md in this directory; the binary is what the Skill actually drives.

Verify:

halopsa-cli --version

Upgrade to the latest version

The installer always fetches the current release - re-run it to upgrade:

macOS / Linux:

bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/halopsa/install.sh)

Windows (PowerShell):

iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/halopsa/install.ps1 | iex

Claude Desktop .mcpb users: download the latest .mcpb (top of this section) and re-select it in Settings > Extensions. Claude Code plugin users: /plugin update halopsa@msp-skills.

Add to Claude Desktop, Cursor, Windsurf, Cline, Continue, Gemini, or Copilot

After the installer runs, see [mcp-install.md](./mcp-install.md) and [docs/which-agent.md](../../docs/which-agent.md) for the per-agent wire-up. Claude Desktop's Settings > Extensions panel is the simplest path.

Install for Hermes

From the Hermes CLI:

hermes skills install servosity/msp-skills/skills/halopsa --force

Inside a Hermes chat session:

/skills install servosity/msp-skills/skills/halopsa --force

Hermes speaks MCP natively, so it can also use the halopsa-mcp server directly - same install path, same env vars.

Install for OpenClaw

OpenClaw is GA. Install the skill directly from this repo:

openclaw skills install git:Servosity/msp-skills/skills/halopsa@main

Or tell your OpenClaw agent (copy this):

Install the halopsa skill from https://github.com/Servosity/msp-skills/tree/main/skills/halopsa. The metadata.openclaw frontmatter declares the required CLI (halopsa-cli) and env vars; run openclaw doctor if anything is missing.

openclaw also speaks MCP natively (see openclaw mcp set in the OpenClaw MCP docs) so you can wire halopsa-mcp as an MCP server alongside the skill.

Authenticate

HaloPSA uses OAuth2 client_credentials. Create an API application in your tenant under Configuration → Integrations → Halo PSA API (Authentication Method: Client ID and Secret, Services), then:

HALOPSA_TENANT=<yourtenant> halopsa-cli auth login \

--client-id --client-secret

The CLI caches the access token and auto-refreshes before expiry.

What this skill does

Outcome-first, with the single command that answers each question:

Full command reference: guide.md. For the AI-agent operating contract (--agent, --dry-run, when to confirm before mutating), see AGENTS.md.

What makes this different

Most HaloPSA MCP servers and AI integrations proxy each question into a live API call. That's fine for one ticket. It dies at QBR time, when you're asking *"how many backup-failure tickets across all 47 clients last quarter, grouped by contract type?"* - that's 47 paginated REST calls, HaloPSA rate-limit headaches (limits aren't publicly documented; they vary by hosting), and a context window full of raw JSON the model has to re-read.

This skill syncs HaloPSA into a local SQLite mirror with full-text search. Aggregate questions become one local SQL join: instant, offline, and the AI sees the answer, not the raw data. Compound commands like triage, client card, and contracts burn join across tickets, clients, contracts, time, and assets - work a stateless API wrapper can't do.

It complements HaloPSA's built-in ChatGPT integration (which is great for per-ticket work like rewriting replies and sentiment-flagging). The two are non-overlapping.

The pain this closes

Two pains MSP owners name repeatedly:

• Cost-to-serve is rising faster than contract value. The squeeze is operational: queue overload, SLA fires, unpriced work eating margin on every ticket.
• Key-person dependency. "If your best technician left tomorrow, would your clients notice within 30 days?" For most MSPs the answer is yes, because situational awareness lives in one person's head - and in a PSA nobody else triages quickly.

This skill puts the PSA's cross-entity truth one sentence away from any team member or their agent: triage / sla breaching surface what will breach before it does; client card gives any teammate one situational-awareness panel on demand; contracts burn catches unpriced work early; agent workload makes the queue legible across the whole team. The knowledge of how to read the PSA moves from a person into a Skill any teammate (or their agent) can run.

Frequently asked questions

Does this work with ChatGPT?

Yes, in the ChatGPT desktop app. It runs MCP servers locally (STDIO), the way halopsa-mcp runs, and shares MCP configuration with Codex (OpenAI): add halopsa-mcp under Settings > MCP servers as a STDIO server, or add it once to Codex's ~/.codex/config.toml. ChatGPT on the web i