PSA 🧪 Community ✓ Claude Code ✓ Claude Desktop • 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 | Use this skill when working with HaloPSA agents (technicians) and teams — listing technicians, retrieving agent details, and listing team structures. |
assets | Use this skill when working with HaloPSA assets - tracking devices, managing configuration items, hardware lifecycle, and asset relationships. |
clients | Use this skill when working with HaloPSA clients - creating, updating, searching, or managing customer relationships. |
contracts | Use this skill when working with HaloPSA contracts - managing service agreements, recurring billing, prepaid hours, and contract renewals. |
invoices | Use this skill when working with HaloPSA invoices — listing invoices by client or date range, filtering by payment and send status, and retrieving individual invoice details. |
tickets | Use this skill when working with HaloPSA tickets - creating, updating, searching, or managing service desk operations. |
api-patterns | Use this skill when working with the HaloPSA REST API - OAuth 2.0 Client Credentials authentication, tenant-aware URLs, query building, pagination, rate limiting, and error handling. |
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-actionCheck contract status, service entitlements, and billing information for a client
/contract-statusCreate a new service ticket in HaloPSA
/create-ticketSearch the HaloPSA knowledge base for articles and solutions
/kb-searchSearch for configuration items/assets by name, serial number, type, or client
/search-assetsSearch for HaloPSA clients by name, domain, or other attributes
/search-clientsSearch for tickets in HaloPSA by various criteria
/search-ticketsDisplay comprehensive ticket information including history, actions, and related entities
/show-ticketView SLA status across tickets, including approaching breaches and at-risk tickets
/sla-dashboardUpdate fields on an existing HaloPSA ticket including status, priority, and assignment
/update-ticketUsing Skills
/skill halopsa:agents
Use this skill when working with HaloPSA agents (technicians) and teams — listing technicians, retrieving agent details, and listing team structures.