HaloPSA MCP connector
HaloPSA is a professional services automation platform for managing client relationships, service tickets, and organizational infrastructure. The HaloPSA MCP connector allows AI agents to manage clients and their associated sites, create and track support tickets, and organize user accounts across the platform. It also supports querying ticket histories, updating client information, and coordinating multi-site service operations.
Authentication type
- OAuth 2.0 Client Credentials - Requires a client ID and secret to be configured for server-to-server access without user involvement.
Uses
Use the HaloPSA MCP connector to perform the following actions:
- Onboard new clients and assign them to service sites in HaloPSA
- Create and track support tickets from customer requests automatically
- Provision user accounts and manage team member access in HaloPSA
- Monitor ticket status and escalate urgent issues to assigned agents
- Retrieve client information to personalize service delivery workflows
- Organize tickets by type and route them to the correct support team
- Bulk import client and site data to streamline account setup
Example prompts
Use the following example prompts to invoke HaloPSA MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all active clients in HaloPSA.Create a new support ticket for the network outage at Acme Corp.List all open tickets assigned to our support team in HaloPSA.Add a new site for our customer XYZ Industries in HaloPSA.Get details on ticket 12345 and show me who it's assigned to.Create a user account for our new support agent in HaloPSA.What ticket types are available in our HaloPSA instance?List all agents and their current workload in HaloPSA.Delete the client record for the company we no longer serve.Show me all sites associated with our largest client.
HaloPSA MCP connector tools
The HaloPSA MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| listClients | Retrieves a list of all clients in the system. |
| createClient | Creates a new client with the provided information. |
| getClient | Retrieves detailed information about a specific client. |
| deleteClient | Removes a client from the system. |
| listSites | Retrieves a list of all sites in the system. |
| createSite | Creates a new site with the provided information. |
| getSite | Retrieves detailed information about a specific site. |
| deleteSite | Removes a site from the system. |
| listTickets | Retrieves a list of all tickets in the system. |
| createTicket | Creates a new ticket with the provided information. |
| getTicket | Retrieves detailed information about a specific ticket. |
| deleteTicket | Removes a ticket from the system. |
| listUsers | Retrieves a list of all users in the system. |
| createUser | Creates a new user with the provided information. |
| getUser | Retrieves detailed information about a specific user. |
| deleteUser | Removes a user from the system. |
| listTicketTypes | Retrieves a list of all available ticket types. |
| listAgents | Retrieves a list of all agents in the system. |
