PSA 🧪 Community ✓ Claude Code ✓ Claude Desktop 🔌 Requires MCP Server • Halo

HaloPSA

HaloPSA - tickets, clients, assets, contracts (OAuth 2.0)

🔌 Recommended MCP Server

Pair this plugin with the HaloPSA MCP for direct API access alongside skills and commands.

Installation

Install this plugin individually:

/plugin marketplace add wyre-technology/msp-claude-plugins --plugin halopsa

Or install all MSP plugins at once:

/plugin marketplace add wyre-technology/msp-claude-plugins

Features

Agent Monitoring
Asset Management
Client Operations
Contract Management
Invoice Management
Ticket Management

Skills

This plugin provides 7 skills that teach Claude about HaloPSA:

Skill	Description
`agents`	HaloPSA agents (technicians) and teams as a read-only MCP surface: listing technicians, retrieving agent detail, listing team structures, and the inactive-agent filter.
`assets`	HaloPSA asset/CMDB data model: asset (configuration item) fields, device types and statuses, links to clients, sites, users, tickets, and contracts, plus parent-child asset relationships.
`clients`	HaloPSA CRM data model: client records and their billing/contact fields, sites (locations), contacts (Users), client classification, and parent-child client hierarchy.
`contracts`	HaloPSA contract management: contract types (recurring, prepaid hours, ad-hoc, project, warranty), statuses, billing and coverage fields, recurring invoice items, prepaid hour balances and deduction, SLA association, renewal and billing-reconciliation workflows.
`invoices`	HaloPSA invoices as a read-only MCP surface: listing by client or date range, filtering by payment and send status, retrieving line-item detail on a single invoice, and the reporting and reconciliation workflows built on them.
`tickets`	HaloPSA service desk tickets: ticket fields, statuses, priorities and ticket types, actions (notes and time entries), attachments, SLA behaviour, and the creation and status-transition workflows with their validation rules.
`api-patterns`	HaloPSA REST API fundamentals: OAuth 2.0 client-credentials authentication, authorization vs. resource server URLs, the tenant query parameter, filtering and pagination conventions, array-wrapped POST bodies, rate-limit behavior, scopes, and error codes.

Agents

This plugin provides 2 agents for autonomous task execution:

Agent	Description
`service-desk-ops`	Use this agent when an MSP dispatcher, team lead, or service manager needs to triage and manage the HaloPSA ticket queue.
`sla-performance-reporter`	Use this agent when an MSP service manager, operations lead, or account manager needs SLA compliance reporting and trend analysis in HaloPSA — not live ticket triage, but retrospective reporting on how well the team has met SLA commitments by client, by technician, and by ticket category.

Commands

Available slash commands:

Command	Description
`/add-action`	Add an action (note, update, or response) to an existing HaloPSA ticket
`/contract-status`	Check contract status, service entitlements, and billing information for a client
`/create-ticket`	Create a new service ticket in HaloPSA
`/kb-search`	Search the HaloPSA knowledge base for articles and solutions
`/search-assets`	Search for configuration items/assets by name, serial number, type, or client
`/search-clients`	Search for HaloPSA clients by name, domain, or other attributes
`/search-tickets`	Search for tickets in HaloPSA by various criteria
`/show-ticket`	Display comprehensive ticket information including history, actions, and related entities
`/sla-dashboard`	View SLA status across tickets, including approaching breaches and at-risk tickets
`/update-ticket`	Update fields on an existing HaloPSA ticket including status, priority, and assignment

API Reference

Base URL
Authentication
Rate Limit
Documentation

Example Usage

Add an action (note, update, or response) to an existing HaloPSA ticket

/add-action

Check contract status, service entitlements, and billing information for a client

/contract-status

Create a new service ticket in HaloPSA

/create-ticket

Search the HaloPSA knowledge base for articles and solutions

/kb-search

Search for configuration items/assets by name, serial number, type, or client

/search-assets

Search for HaloPSA clients by name, domain, or other attributes

/search-clients

Search for tickets in HaloPSA by various criteria

/search-tickets

Display comprehensive ticket information including history, actions, and related entities

/show-ticket

View SLA status across tickets, including approaching breaches and at-risk tickets

/sla-dashboard

Update fields on an existing HaloPSA ticket including status, priority, and assignment

/update-ticket

Using Skills

/skill halopsa:agents

HaloPSA agents (technicians) and teams as a read-only MCP surface: listing technicians, retrieving agent detail, listing team structures, and the inactive-agent filter.