halopsa

Add an action (note, update, or response) to an existing HaloPSA ticket

Check contract status, service entitlements, and billing information for a client

Create a new service ticket in HaloPSA

Search the HaloPSA knowledge base for articles and solutions

Search for configuration items/assets by name, serial number, type, or client

Use this agent when an MSP dispatcher, team lead, or service manager needs to triage and manage the HaloPSA ticket queue. Trigger for: ticket triage, SLA monitoring, dispatch suggestions, recurring issues, queue review, halo service desk, halopsa queue. Examples: "Which tickets are closest to breaching SLA?", "Show me all unassigned tickets by priority", "Are there any clients with unusual ticket volume today?", "What tickets need a follow-up sent to the customer?"

Use this agent when an MSP service manager, operations lead, or account manager needs SLA compliance reporting and trend analysis in HaloPSA — not live ticket triage, but retrospective reporting on how well the team has met SLA commitments by client, by technician, and by ticket category. Trigger for: SLA performance report HaloPSA, SLA compliance report, SLA trends, SLA by technician, SLA by client, monthly SLA report, QBR SLA data, SLA failures HaloPSA, response time trends. Examples: "Generate the monthly SLA compliance report for all clients", "Which technicians are missing SLA most often?", "Show me clients with deteriorating response times over the last 90 days", "What are our worst SLA categories this quarter?"

Use this skill when working with HaloPSA agents (technicians) and teams — listing technicians, retrieving agent details, and listing team structures. Essential for MSP service managers assigning tickets, understanding team capacity, and looking up technician IDs for ticket assignment. Use when: halopsa agent, halopsa technician, halopsa team, list agents halopsa, halopsa tech list, halopsa teams, find technician halopsa, agent details halopsa, or team list halopsa.

Use this skill when working with the HaloPSA REST API - OAuth 2.0 Client Credentials authentication, tenant-aware URLs, query building, pagination, rate limiting, and error handling. Covers token acquisition, request patterns, retry strategies, and best practices for HaloPSA API integration.

Use this skill when working with HaloPSA assets - tracking devices, managing configuration items, hardware lifecycle, and asset relationships. Covers asset fields, types, statuses, links to clients/sites, and RMM integration. Essential for MSP asset management and CMDB operations.

Use this skill when working with HaloPSA clients - creating, updating, searching, or managing customer relationships. Covers client fields, sites/locations, contacts, client types, and onboarding workflows. Essential for MSP account managers handling CRM in HaloPSA.

Use this skill when working with HaloPSA contracts - managing service agreements, recurring billing, prepaid hours, and contract renewals. Covers contract types, billing periods, recurring items, SLA associations, and financial workflows. Essential for MSP account managers handling service agreements in HaloPSA.