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Halo PSA Integration

Updated today

If the program you are using to connect to the MCP endpoint does not accept any other method of OAuth flows, a static API Key can be used as of v2.212.1+. Navigate to Configuration > Integrations > Halo API > View Applications, and create a new Application.

Please navigate to the Halo PSA documentation to generate your connection.

Getting started

1) Generate an MCP token

2) Configure Hatz Integration

  1. Login to the customer dashboard view

  2. Click the Workshop Tab

  3. Click Connections

  4. Find Halo PSA, click Add

  5. Paste your information in the following format

    1. Your Halo MCP server URL (e.g., https://yourcompany.halopsa.com/api/mcp)

  6. Paste your API Token

  7. Click Connect

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