HaloPSA

io.github.wyre-technology由 GitHub 账号 wyre-technology 发布v1.7.11更新于 Oct 24, 2026

MCP server for HaloPSA — clients, tickets, and PSA workflows via the HaloPSA REST API.

已验证STDIO仅桌面效率与工作流商业与电商

概览

AI 生成的概览

面向 HaloPSA 的本地 MCP 服务器,让助手通过 HaloPSA REST API 浏览和管理工单、客户、资产、客服人员与发票。

可以做什么
在 HaloPSA 各领域(工单、客户、资产、客服人员、发票、分类)之间切换导航,并查看当前状态与凭据状态,工具按领域按需加载。列出、查看、创建和更新支持工单,并为工单添加备注或操作记录。分页或按 ID 查询工单分类,便于在分诊时指定分类层级。列出、查看、创建和搜索客户,以及列出、查看和搜索资产与资产类型。列出客服人员、团队和发票,并查看发票详情。
适用场景
适合让助手直接在 HaloPSA 服务台中工作:分诊和更新工单、添加备注、查询客户及其资产,或查看账单与团队信息,而无需切换到 HaloPSA 网页界面。
运行要求
以本地进程方式运行(npx 包或容器镜像),使用 stdio 传输。需要 HaloPSA OAuth 凭据 HALOPSA_CLIENT_ID 和 HALOPSA_CLIENT_SECRET,以及 HALOPSA_TENANT 或 HALOPSA_BASE_URL 之一。安装 npm 包需要具备 read:packages 权限的 GitHub 令牌,通过 NODE_AUTH_TOKEN 提供。需要能访问 HaloPSA 实例的网络。
安装前请注意
HALOPSA_CLIENT_SECRET 是敏感的 OAuth 密钥,不要放入共享配置或日志。多个工具会写入 HaloPSA:创建和更新工单、添加工单操作或备注、创建客户。AUTH_MODE=gateway 时凭据由网关注入,而非本地读取。HaloPSA 限制每 3 分钟 500 次请求。

安装

在 SourceWeft 中

  1. 打开 控制台中的 HaloPSA,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Desktop only,通过 STDIO。 STDIO 服务会启动本地进程,因此需要 SourceWeft 桌面宿主。

其他 MCP 客户端

参照 仓库 中的启动说明。

README

HaloPSA MCP Server

A Model Context Protocol (MCP) server for interacting with HaloPSA, featuring a decision tree architecture for efficient tool loading.

One-Click Deployment

[!IMPORTANT] Before you click: this server depends on @wyre-technology/node-halopsa, which is hosted on the GitHub Packages npm registry. GitHub Packages has no anonymous access — even though the package is public, every npm install needs a token. The cloud builder runs npm install for you, so you must give it one, or the build fails with npm error 401 Unauthorized ... npm.pkg.github.com.

  1. Create a GitHub Personal Access Token with the read:packages scope (classic token). Any GitHub account works — you do not need to be a member of the wyre-technology org to read its public packages.
  2. Add it as a build variable when prompted by the deploy flow:
    • Cloudflare Workers → set a build variable named NODE_AUTH_TOKEN to your PAT (Workers → Settings → Build → Variables and Secrets).
    • DigitalOcean App Platform → set an encrypted env var named GITHUB_TOKEN with scope Build Time to your PAT (the .do/app.yaml already declares it).

[Deploy to DO]

[Deploy to Cloudflare Workers]

[!NOTE] The DigitalOcean target builds the full Docker image and runs the complete MCP server over HTTP — this is the recommended path for operators. The Cloudflare Workers target is currently a thin entrypoint (the /mcp route returns 501 until the Workers transport adapter lands) and is best suited to gateway-style deployments; for a full self-hosted server prefer DigitalOcean or the prebuilt container image (ghcr.io/wyre-ai/halopsa-mcp).

Architecture

This MCP server uses a hierarchical tool loading approach instead of exposing all tools upfront:

  1. Navigation Phase: Initially exposes only a navigation tool (halopsa_navigate)
  2. Domain Selection: User selects a domain (tickets, clients, assets, agents, invoices, categories)
  3. Domain Tools: Server exposes domain-specific tools after selection
  4. Lazy Loading: Domain handlers and the HaloPSA client are loaded on-demand

This architecture provides:

  • Reduced cognitive load (fewer tools to choose from)
  • Faster initial load times
  • Better organization of related operations
  • Clear navigation state

Interactive Ticket Card (MCP Apps)

halopsa_tickets_get renders as an interactive card in MCP Apps hosts (Claude Desktop/web) with an in-card "Add note" round-trip via halopsa_tickets_add_action; plain-JSON behavior is unchanged in other hosts. The card is neutral by default and brandable via window.__BRAND__ injection or MCP_BRAND_* env vars (MCP_BRAND_NAME, MCP_BRAND_LOGO_URL, MCP_BRAND_PRIMARY_COLOR, MCP_BRAND_ACCENT_COLOR, MCP_BRAND_BG, MCP_BRAND_TEXT) — no rebuild needed.

Installation

This package is published to the GitHub Packages npm registry, which requires a token even for public packages. Authenticate once, then install:

bash
# Authenticate npm to GitHub Packages (token needs the read:packages scope)export NODE_AUTH_TOKEN=$(gh auth token)   # or a PAT with read:packages
npm install @wyre-ai/halopsa-mcp

The repo's .npmrc already points the @wyre-technology scope at GitHub Packages and reads the token from NODE_AUTH_TOKEN, so no further config is needed.

Configuration

Set the following environment variables:

VariableRequiredDescription
HALOPSA_CLIENT_IDYesOAuth 2.0 Client ID
HALOPSA_CLIENT_SECRETYesOAuth 2.0 Client Secret
HALOPSA_TENANTOne ofTenant name (e.g., yourcompany)
HALOPSA_BASE_URLtheseExplicit base URL (e.g., https://yourcompany.halopsa.com)

Usage

Running Standalone

bash
# Set credentialsexport HALOPSA_CLIENT_ID="your-client-id"export HALOPSA_CLIENT_SECRET="your-client-secret"export HALOPSA_TENANT="yourcompany"
# Run the servernpx @wyre-ai/halopsa-mcp

Claude Desktop Configuration

Add to your Claude Desktop claude_desktop_config.json:

json
{  "mcpServers": {    "halopsa": {      "command": "npx",      "args": ["@wyre-ai/halopsa-mcp"],      "env": {        "HALOPSA_CLIENT_ID": "your-client-id",        "HALOPSA_CLIENT_SECRET": "your-client-secret",        "HALOPSA_TENANT": "yourcompany"      }    }  }}

Docker

bash
docker build -t halopsa-mcp .docker run -e HALOPSA_CLIENT_ID=xxx -e HALOPSA_CLIENT_SECRET=xxx -e HALOPSA_TENANT=yourcompany halopsa-mcp

Available Domains

Tickets

Manage support tickets, create new tickets, update status, add actions/notes.

Tools:

  • halopsa_tickets_list - List tickets with filters (category_1 only; category_2–category_4 are rejected)
  • halopsa_tickets_get - Get ticket details
  • halopsa_tickets_create - Create a new ticket (optional category_1–category_4)
  • halopsa_tickets_update - Update an existing ticket (optional category_1–category_4)
  • halopsa_tickets_add_action - Add a note/action to a ticket

Categories

Look up Halo ticket categories so triage can assign category_1–category_4 (the category name, matched to its level).

Tools:

  • halopsa_categories_list - List one page of ticket categories (limit defaults to 50; page_no starts at 1)
  • halopsa_categories_get - Get a category by ID

Clients

Manage companies/clients in HaloPSA.

Tools:

  • halopsa_clients_list - List clients
  • halopsa_clients_get - Get client details
  • halopsa_clients_create - Create a new client
  • halopsa_clients_search - Search clients by name

Assets

Manage configuration items/assets.

Tools:

  • halopsa_assets_list - List assets with filters
  • halopsa_assets_get - Get asset details
  • halopsa_assets_search - Search assets
  • halopsa_assets_list_types - List available asset types

Agents

View technicians and teams.

Tools:

  • halopsa_agents_list - List agents/technicians
  • halopsa_agents_get - Get agent details
  • halopsa_teams_list - List teams

Invoices

View billing and invoices.

Tools:

  • halopsa_invoices_list - List invoices with filters
  • halopsa_invoices_get - Get invoice details

Navigation Tools

Always available:

  • halopsa_navigate - Select a domain to work with
  • halopsa_status - Show current state and credential status
  • halopsa_back - Return to main menu (when in a domain)

Example Workflow

User: Check my ticketsClaude: [calls halopsa_navigate with domain="tickets"]       -> Navigated to tickets domain. Available tools: ...
User: List open ticketsClaude: [calls halopsa_tickets_list with open_only=true]       -> [ticket list results]
User: Now show me clientsClaude: [calls halopsa_back]       -> Navigated back to main menu.       [calls halopsa_navigate with domain="clients"]       -> Navigated to clients domain.

Rate Limiting

HaloPSA has a rate limit of 500 requests per 3-minute window. The underlying @asachs01/node-halopsa client handles this automatically with request throttling.

License

Apache-2.0

来源:README.md,提交 9a99f35

工具

0
SourceWeft 尚未在沙箱中启动过该软件包,因此其工具未知。

版本历史

1
  1. v1.7.11最新Sep 16, 2026

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