HaloPSA MCP connector
Updated
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:
- Track client tickets from creation through resolution across every site
- Onboard new clients and sites without duplicate data entry
- Automate agent assignment for incoming support tickets
- Maintain accurate user and contact records across client organizations
- Categorize tickets by type for faster triage and reporting
- Remove outdated client, site, or user records to keep data clean
- Give AI agents real-time visibility into open support tickets
- Coordinate multi-site client accounts from a single workflow
Example prompts
Use the following example prompts to invoke HaloPSA MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open tickets assigned to the support team in HaloPSA.Create a new client called Acme Corp in HaloPSA.List every site linked to Acme Corp in HaloPSA.Who are the agents currently available in HaloPSA.Add a new user for the Acme Corp account in HaloPSA.What ticket types do we track in HaloPSA?Delete the closed ticket for the printer issue in HaloPSA.Pull up the details for client ID 245 in HaloPSA.Create a support ticket for a network outage at the Denver site in HaloPSA.List all users registered under the Northwind client in HaloPSA.
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 | List clients |
| createClient | Create a client |
| getClient | Get a client |
| deleteClient | Delete a client |
| listSites | List sites |
| createSite | Create a site |
| getSite | Get a site |
| deleteSite | Delete a site |
| listTickets | List tickets |
| createTicket | Create a ticket |
| getTicket | Get a ticket |
| deleteTicket | Delete a ticket |
| listUsers | List users |
| createUser | Create a user |
| getUser | Get a user |
| deleteUser | Delete a user |
| listTicketTypes | List ticket types |
| listAgents | List agents |
