HaloPSA MCP Server

A Model Context Protocol (MCP) server for interacting with HaloPSA, featuring a decision tree architecture for efficient tool loading.

One-Click Deployment

Architecture

This MCP server uses a hierarchical tool loading approach instead of exposing all tools upfront:

1. Navigation Phase: Initially exposes only a navigation tool (halopsa_navigate)
2. Domain Selection: User selects a domain (tickets, clients, assets, agents, invoices)
3. Domain Tools: Server exposes domain-specific tools after selection
4. Lazy Loading: Domain handlers and the HaloPSA client are loaded on-demand

This architecture provides:

• Reduced cognitive load (fewer tools to choose from)
• Faster initial load times
• Better organization of related operations
• Clear navigation state

Installation

npm install @wyre-technology/halopsa-mcp

Configuration

Set the following environment variables:

Usage

Running Standalone

# Set credentials
export HALOPSA_CLIENT_ID="your-client-id"
export HALOPSA_CLIENT_SECRET="your-client-secret"
export HALOPSA_TENANT="yourcompany"

# Run the server
npx @wyre-technology/halopsa-mcp

Claude Desktop Configuration

Add to your Claude Desktop claude_desktop_config.json:

{
  "mcpServers": {
    "halopsa": {
      "command": "npx",
      "args": ["@wyre-technology/halopsa-mcp"],
      "env": {
        "HALOPSA_CLIENT_ID": "your-client-id",
        "HALOPSA_CLIENT_SECRET": "your-client-secret",
        "HALOPSA_TENANT": "yourcompany"
      }
    }
  }
}

Docker

docker build -t halopsa-mcp .
docker run -e HALOPSA_CLIENT_ID=xxx -e HALOPSA_CLIENT_SECRET=xxx -e HALOPSA_TENANT=yourcompany halopsa-mcp

Available Domains

Tickets

Manage support tickets, create new tickets, update status, add actions/notes.

Tools:

• halopsa_tickets_list - List tickets with filters
• halopsa_tickets_get - Get ticket details
• halopsa_tickets_create - Create a new ticket
• halopsa_tickets_update - Update an existing ticket
• halopsa_tickets_add_action - Add a note/action to a ticket

Clients

Manage companies/clients in HaloPSA.

Tools:

• halopsa_clients_list - List clients
• halopsa_clients_get - Get client details
• halopsa_clients_create - Create a new client
• halopsa_clients_search - Search clients by name

Assets

Manage configuration items/assets.

Tools:

• halopsa_assets_list - List assets with filters
• halopsa_assets_get - Get asset details
• halopsa_assets_search - Search assets
• halopsa_assets_list_types - List available asset types

Agents

View technicians and teams.

Tools:

• halopsa_agents_list - List agents/technicians
• halopsa_agents_get - Get agent details
• halopsa_teams_list - List teams

Invoices

View billing and invoices.

Tools:

• halopsa_invoices_list - List invoices with filters
• halopsa_invoices_get - Get invoice details

Navigation Tools

Always available:

• halopsa_navigate - Select a domain to work with
• halopsa_status - Show current state and credential status
• halopsa_back - Return to main menu (when in a domain)

Example Workflow

User: Check my tickets
Claude: [calls halopsa_navigate with domain="tickets"]
       -> Navigated to tickets domain. Available tools: ...

User: List open tickets
Claude: [calls halopsa_tickets_list with open_only=true]
       -> [ticket list results]

User: Now show me clients
Claude: [calls halopsa_back]
       -> Navigated back to main menu.
       [calls halopsa_navigate with domain="clients"]
       -> Navigated to clients domain.

Rate Limiting

HaloPSA has a rate limit of 500 requests per 3-minute window. The underlying @asachs01/node-halopsa client handles this automatically with request throttling.

License

Apache-2.0