Integration · Customer support

Connect Claude & ChatGPT to Halo Service Solutions

Ask your AI which tickets are open for a client, what happened on a ticket, or to log a private note with time taken. In HaloPSA it can create tickets, clients and end users, read sites, agents, assets and knowledge base articles, and look up appointments, invoices and quotes.

Connect Halo Service Solutions free

Free plan, no credit card. Takes about a minute.

Try asking

“Which open tickets does Acme Ltd have?”
The AI finds the client and lists its open tickets with summary, status and assigned agent.
“What is the latest on ticket 10452?”
It reads the ticket and its actions, with the customer conversation and the most recent update.
“Log a private note on ticket 10452: replaced the switch, 1.5 hours.”
It looks up the action outcomes and adds a note hidden from the user with the time taken.

What your AI can do

Tickets and actions

Search and read tickets, create new ones, and add notes, emails and time to them.

Clients, sites and users

Search and read clients, sites and end users, and create clients and users.

Assets, agents and billing

Look up assets, agents, knowledge base articles, appointments, invoices and quotes.

“Open a ticket for Jane at Acme: Outlook keeps crashing.”
It finds the user, site and ticket type and creates the ticket. It searches first to avoid a duplicate.
“Which devices are registered to Jane Smith?”
It finds the end user and lists the assets linked to her.
“What is Mark booked on this week?”
It finds the agent and lists his appointments and scheduled work between the two dates.

27 tools for Halo Service Solutions

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_ticket_actionChanges dataAdd an action (update) to a ticket. Pass `items` with one object containing `ticket_id`, `note`, `outcome` or `outcome_id`, and optionally `hiddenfromuser` (private note), `timetaken` (hours), `new_status` and `sendemail`. With `sendemail` true the end user is emailed.
create_clientChanges dataCreate a client. Pass `items` with one object containing the client `name` and optionally `website` and `notes`. Search clients first to avoid duplicates.
create_ticketChanges dataCreate a ticket. Pass `items` with one object containing `summary`, `details`, `client_id`, `site_id`, `user_id`, `tickettype_id` and optionally `priority_id`, `agent_id` or `team`. Search tickets first to avoid duplicates.
create_userChanges dataCreate an end user (client contact). Pass `items` with one object containing `name` (or `firstname` and `surname`), `emailaddress`, `phonenumber`, `client_id` and `site_id`. Search users first to avoid duplicates.
get_agentGet one agent by `agent_id`.
get_assetGet one asset by `asset_id`. Set `includedetails` for the full record.
get_clientGet one client by `customer_id` (the client ID). Set `includedetails` for the full record.
get_current_agentGet the Halo agent this connection acts as. Use to confirm whose account you are working in and to get your own agent ID.
get_invoiceGet one invoice by `invoice_id`. Set `includedetails` for line items.
get_kb_articleGet one knowledge base article by `product_id` (the article ID), including its content when `includedetails` is set.
get_siteGet one site by `site_id`. Set `includedetails` for the full record.
get_ticketGet one ticket by `ticket_id`, with summary, details, client, user, status, priority and assigned agent. Set `includedetails` for the full record and `includelastaction` for the latest update.
get_userGet one end user by `user_id`, with contact details, client and site. Set `includedetails` for the full record.
list_action_outcomesList the action outcomes (e.g. Private Note, Email User) you can use when adding an action to a ticket.
list_agentsList agents (technicians), optionally filtered by `team` or a text `search`. Use to find an `agent_id` for assigning tickets.
list_appointmentsList appointments and scheduled work between `start_date` and `end_date`, optionally for specific `agents`, a `client_id` or a `ticket_id`.
list_assetsSearch assets (devices, licences, equipment) by text `search`, or filter by `client_id`, `site_id`, `user_id` or `ticket_id`.
list_clientsSearch clients (customer organisations) by text `search`, optionally including inactive ones. Use this to find a client's ID.
list_invoicesList invoices, optionally for a `client_id` or `ticket_id`, within a `start_date`/`end_date` range, or matching a text `search`.
list_kb_articlesSearch knowledge base articles by text `search`.
list_prioritiesList ticket priorities. Use to get a `priority_id` for creating a ticket.
list_quotesList quotations, optionally for a `client_id` or `ticket_id`, or only `open` or `closed` ones.
list_sitesList sites (client locations), optionally for one `client_id` or matching a text `search`.
list_ticket_actionsList the actions (notes, emails, time entries) on a ticket by `ticket_id`. Set `excludesys` to hide system actions or `conversationonly` for the customer conversation.
list_ticket_typesList ticket types (e.g. Incident, Service Request). Use to get the `tickettype_id` needed to create a ticket.
list_ticketsSearch tickets by text `search`, or filter by `client_id`, `site_id`, `user_id`, `agent_id`, `status_id`, `open_only`, `mine` or a `startdate`/`enddate` range. Set `pageinate` with `page_no` to page through results. Use this to find a ticket's ID.
list_usersSearch end users (client contacts) by text `search`, or filter by `client_id` or `site_id`. Use this to find a user's ID.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Halo Service Solutions from the app list.
2
Paste your key
Enter your Halo subdomain (the "acme" in acme.halopsa.com), a Client ID and a Client secret. In Halo go to Config › Integrations › Halo API and click View Applications › New. Choose the authentication method 'Client ID and Secret (Services)', pick the agent the app acts as, tick the permissions and save. Then copy the Client ID and Client Secret.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Halo?

It can search and read tickets, ticket actions, clients, sites, end users, agents, assets, knowledge base articles, appointments, invoices and quotes, plus ticket types, priorities and action outcomes. It can create tickets, clients and end users, and add actions such as notes and time to tickets.

Does the AI see my Halo credentials?

No. You paste your Halo Client ID and Client secret into PipMCP once. Your Halo credentials are encrypted at rest, never shown to the AI and never shown again after you save them, not even to you. The AI only sees the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Adding an action with sendemail emails the end user, and actions like that can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Halo account.

Which Halo agent does the AI act as?

The AI works as the agent you pick when you create the application under Config › Integrations › Halo API, with the permissions you tick there. Halo applies those permissions on top of the tools you switch on in PipMCP. The get_current_agent tool shows which agent the connection uses.