Please note: We’ve released the Halo PSA integration in a public beta testing period. Formal support for the Halo PSA integration is not yet available during the beta period. This includes use case workshops and guided implementation sessions specific to Halo PSA. MSPs should plan to self-test and validate workflows internally while we gather feedback and finalize supporting materials.
Prerequisites
MCP functionality in Halo PSA is currently in beta. You may need to update the version of your Halo PSA instance to integrate it with Hatz successfully. If you are not seeing the settings in Halo PSA that are mentioned below then please reach out to Halo support to get help upgrading to a newer version of Halo PSA. Please confirm with Halo support what other parts of Halo PSA the upgrade will impact before moving forward with it.
Getting started
This guide from Halo PSA covers the steps for enabling MCP functionality, creating an app and generating an API key: https://usehalo.com/halopsa/guides/2597/
The Halo PSA integration is a per-user integration. Each user in Hatz that wants access to Halo PSA data needs to set up the integration.
1) Enable MCP Functionality in Halo
Follow the below steps in Halo PSA to enable MCP functionality for the integration:
Select "Configuration" on the left hand menu
Select "AI"
Scroll down to find the "Remote MCP Server" section
Select the checkbox for "Enable the MCP Endpoint"
Copy and store the "server_url" to be used in a later step
Either select the checkbox to "Include all system tools" (recommended) or add individual tools
2) Create an App & Generate an API Key in Halo
Follow the below steps to create an app and generate an API key in Halo PSA for the integration:
Select "Configuration" on the left menu
Select "Integrations" in the Advanced section
Select "HaloPSA API" and then select "View Applications"
Select "+ New" in the top right
Give the app a name and description
Select the checkbox for "API Key" and then copy the generated API key and store it in a safe place
The "Login Type" field should be set to "Agent" and "Agent to log in as" field should be your user
Select the Permissions tab at the top
Either select the checkbox for "all:standard" and "all:teams" (recommended) or customize the permissions to fit your needs
Select "Save" at the bottom
3) Configure the Halo Integration in Hatz
Follow the below steps to setup the integration to Halo PSA in Hatz
Login to your Hatz tenant
Select the Workshop tab at the top
Select Connections on the left menu
Find Halo PSA and click Add
Input your Halo MCP Server URL that was copied in Step 1
Input your API Token that was copied in Step 2
Select Connect