PSA integration · Beta
Evaluate the HaloPSA MCP server for your MSP stack.
The Stackyapper HaloPSA connection is available for evaluation. Beta apps may change and should begin with a small set of read-only tools.
What is the Stackyapper HaloPSA MCP integration?
The Stackyapper HaloPSA integration lets compatible AI clients use approved HaloPSA tools without receiving the provider credential.
What can the HaloPSA integration do?
Professional Services Automation — tickets, clients, assets, contracts, and invoicing. Each technician connects with their own HaloPSA credentials. Admin configures the API application first.
Available tools depend on the provider account, workspace settings, and the signed-in user’s permissions.
Who is the HaloPSA MCP integration for?
It is for HaloPSA-based MSPs evaluating AI access to selected service data under each technician’s own HaloPSA identity.
What is the current support status?
| Status | Beta |
|---|---|
| App review | In review |
| What that means | Available for evaluation, may change, and should begin with read-only tools. |
| Catalog category | PSA |
| Catalog audience | msp |
| Credential handling | An administrator configures the HaloPSA API application, and each technician connects their own provider credentials. |
| Customer access | MSP workspace only |
Start in a test workspace with one read-only tool and a request for no more than five records.
What can an MSP use it for?
- Evaluate approved ticket and client details for dispatch.
- Review permitted asset or contract details during service research.
- Test technician-scoped access with a small read-only request.
Exact tools depend on provider authorization, credential ownership, workspace settings, and the signed-in user’s permissions.
What should I expect?
| Provider scope | Professional Services Automation — tickets, clients, assets, contracts, and invoicing. Each technician connects with their own HaloPSA credentials. Admin configures the API application first. |
|---|---|
| Available tools | Compatible clients see only the tools available to the signed-in user in the selected workspace. |
| Write actions | If a write tool is available, Stackyapper applies its permissions and confirmation requirements before it runs. |
| API coverage | This page lists the capabilities Stackyapper currently supports, not every endpoint in the provider API. |
How is HaloPSA access controlled?
- An administrator configures HaloPSA for the intended Stackyapper workspace, and each authorized user connects their own provider identity or credential.
- The administrator grants available tools to specific workspaces, groups, or people.
- Stackyapper resolves the connection within the current credential and tenant scope.
- Stackyapper checks permissions and safety controls again before every request.
- Actions that require confirmation do not execute until the exact request is confirmed.
Does HaloPSA send its API credential to Claude or ChatGPT?
No. Stackyapper keeps the encrypted provider credential secure and does not send it to the AI client.
How do I evaluate the HaloPSA beta?
- Create or select a non-production Stackyapper workspace.
- Find HaloPSA in the app catalog and request beta access if it is not enabled.
- Use the provider authorization described above with the narrowest practical permissions.
- Grant only the read-only tool needed for the evaluation.
- Request no more than five records, confirm the result in Audit, and expand access only when the test succeeds.
Support boundaries
- Stackyapper does not claim that every endpoint in the HaloPSA API is exposed.
- Provider plan, account configuration, API scopes, and upstream availability can limit results.
- Administrators are responsible for correct provider permissions and user grants.
- Support status and available tools can change as provider capabilities evolve.
HaloPSA MCP questions
Is there a HaloPSA MCP server?
Stackyapper has a beta HaloPSA MCP connection available for evaluation. Beta apps may change and should begin with a small set of read-only tools.
Can I connect HaloPSA to Claude or ChatGPT?
Stackyapper has a beta HaloPSA connection for compatible MCP clients. It is available for evaluation and may change. Exact access depends on provider authorization and Stackyapper workspace permissions.
Does Stackyapper expose every HaloPSA API endpoint?
No. This page lists the HaloPSA capabilities Stackyapper currently supports.
Does HaloPSA send its credential to the AI client?
No. Stackyapper keeps the encrypted HaloPSA credential secure and does not send it to the AI client.
Related Stackyapper resources
- How the Stackyapper MCP server works for MSPs
- MCP security, credential, and access-control model
- Connect ChatGPT, Claude, Claude Code, or Codex to Stackyapper
- Complete Stackyapper app catalog
- ConnectWise PSA MCP access (available)
- Autotask PSA MCP access (beta)
- Syncro MCP access (beta)
Stackyapper is an independent product. Provider availability and API capabilities can change.