HaloPSA

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

[!IMPORTANT] Before you click: this server depends on @wyre-technology/node-halopsa, which is hosted on the GitHub Packages npm registry. GitHub Packages has no anonymous access — even though the package is public, every npm install needs a token. The cloud builder runs npm install for you, so you must give it one, or the build fails with npm error 401 Unauthorized ... npm.pkg.github.com.

1. Create a GitHub Personal Access Token with the read:packages scope (classic token). Any GitHub account works — you do not need to be a member of the wyre-technology org to read its public packages.
2. Add it as a build variable when prompted by the deploy flow:
   • Cloudflare Workers → set a build variable named NODE_AUTH_TOKEN to your PAT (Workers → Settings → Build → Variables and Secrets).
   • DigitalOcean App Platform → set an encrypted env var named GITHUB_TOKEN with scope Build Time to your PAT (the .do/app.yaml already declares it).

[!NOTE] The DigitalOcean target builds the full Docker image and runs the complete MCP server over HTTP — this is the recommended path for operators. The Cloudflare Workers target is currently a thin entrypoint (the /mcp route returns 501 until the Workers transport adapter lands) and is best suited to gateway-style deployments; for a full self-hosted server prefer DigitalOcean or the prebuilt container image (ghcr.io/wyre-ai/halopsa-mcp).

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, categories)
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

Interactive Ticket Card (MCP Apps)

halopsa_tickets_get renders as an interactive card in MCP Apps hosts (Claude Desktop/web) with an in-card "Add note" round-trip via halopsa_tickets_add_action; plain-JSON behavior is unchanged in other hosts. The card is neutral by default and brandable via window.__BRAND__ injection or MCP_BRAND_* env vars (MCP_BRAND_NAME, MCP_BRAND_LOGO_URL, MCP_BRAND_PRIMARY_COLOR, MCP_BRAND_ACCENT_COLOR, MCP_BRAND_BG, MCP_BRAND_TEXT) — no rebuild needed.

Installation

This package is published to the GitHub Packages npm registry, which requires a token even for public packages. Authenticate once, then install:

# Authenticate npm to GitHub Packages (token needs the read:packages scope)
export NODE_AUTH_TOKEN=$(gh auth token)   # or a PAT with read:packages

npm install @wyre-ai/halopsa-mcp

The repo's .npmrc already points the @wyre-technology scope at GitHub Packages and reads the token from NODE_AUTH_TOKEN, so no further config is needed.

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-ai/halopsa-mcp

Claude Desktop Configuration

Add to your Claude Desktop claude_desktop_config.json:

{
  "mcpServers": {
    "halopsa": {
      "command": "npx",
      "args": ["@wyre-ai/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 (category_1 only; category_2–category_4 are rejected)
• halopsa_tickets_get - Get ticket details
• halopsa_tickets_create - Create a new ticket (optional category_1–category_4)
• halopsa_tickets_update - Update an existing ticket (optional category_1–category_4)
• halopsa_tickets_add_action - Add a note/action to a ticket

Categories

Look up Halo ticket categories so triage can assign category_1–category_4 (the category name, matched to its level).

Tools:

• halopsa_categories_list - List one page of ticket categories (limit defaults to 50; page_no starts at 1)
• halopsa_categories_get - Get a category by ID

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