Halopsa MCP Server

HaloPSA Workflows MCP Server

Local serverstdio

What is the Halopsa MCP server?

Connect Halopsa to Claude, Cursor or any other MCP client and it stops being a tab you switch to. HaloPSA Workflows MCP Server. The halopsa mcp server is what makes that connection.

What the server does

A scalable, modular Model Context Protocol (MCP) server for integrating HaloPSA workflows with Claude and other AI assistants.

  • Modular Architecture — Clean separation of concerns with dedicated modules for API, server, and tools
  • Scalable Design — Easy to extend with new tools and capabilities
  • Robust Error Handling — Comprehensive error management and recovery
  • Thorough Testing — API, MCP, and end-to-end testing suite
  • Seamless Integration — Works with Claude Desktop and other MCP-compatible AI assistants

Installation

Setup follows the usual MCP pattern — install or clone the server, register it in your client's configuration file, restart the client.

Available tools

The toolset is worth reading before you wire it up, because it tells you what the integration is really for:

  • getWorkflows — Get a list of workflows from HaloPSA
  • getWorkflowSteps — Get workflow steps from HaloPSA
  • getWorkflow — Get a single workflow by ID
  • deleteWorkflow — Delete a workflow by ID
  • createWorkflows — Create new workflows
  • healthcheck — Check server and API health
  • Prerequisites — The Prerequisites tool exposed by this server
  • Installation — 1. Clone the repository: bash git clone https://github.com/ssmanji89/halopsa-workflows-mcp.git cd halopsa-workflows-mcp
  • Usage — The Usage tool exposed by this server

Credentials and setup notes

  • Node.js v20 or higher - HaloPSA account with API access

Worth knowing first

  • It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
  • With 9 tools registered it takes up a noticeable share of the context window; turn it off in projects that never touch Halopsa.
  • Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

Where it fits

Among the developer tooling options, the useful question is rarely "what can it do" but "what does it cost you to run" — permissions, credentials, and how much of your context its toolset consumes. Halopsa's toolset — getWorkflows, getWorkflowSteps, getWorkflow and 6 more — is a fair guide to whether it matches your workflow. It is maintained by sullyman; worth a glance at recent repository activity before you build anything load-bearing on it.

SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.

Available tools

ToolWhat it does
getWorkflowsGet a list of workflows from HaloPSA
getWorkflowStepsGet workflow steps from HaloPSA
getWorkflowGet a single workflow by ID
deleteWorkflowDelete a workflow by ID
createWorkflowsCreate new workflows
healthcheckCheck server and API health
PrerequisitesThe Prerequisites tool exposed by this server.
Installation1. Clone the repository: bash git clone https://github.com/ssmanji89/halopsa-workflows-mcp.git cd halopsa-workflows-mcp
UsageThe Usage tool exposed by this server.

Configuration

  • Node.js v20 or higher - HaloPSA account with API access

Example prompts to try

  • Use Halopsa to getWorkflows.
  • Use Halopsa to getWorkflowSteps.
  • Use Halopsa to getWorkflow.

Frequently asked questions

It connects Halopsa to MCP-compatible AI assistants such as Claude and Cursor, exposing 9 tools (getWorkflows, getWorkflowSteps, getWorkflow, and more) that the assistant can call on your behalf. Instead of copying data back and forth by hand, the assistant works with Halopsa directly.