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 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.

Use this skill when working with HaloPSA tickets - creating, updating, searching, or managing service desk operations. Covers ticket fields, statuses, priorities, ticket types, actions, attachments, SLAs, and workflows. Essential for MSP technicians handling service delivery through HaloPSA.