Full HaloPSA entity management via AI tools and n8n

This scenario exposes HaloPSA functionality through an MCP server in n8n, enabling full CRUD operations (create, read, update, delete) on core entities — clients, sites, tickets, and users. All actions are triggered via AI tools, making HaloPSA accessible within agent-based architectures and automated workflows.

## Who it´s for
- IT professionals managing clients and tickets in HaloPSA
- MSP providers automating service delivery processes
- Developers integrating HaloPSA with AI agents
- Technical administrators requiring fast access to HaloPSA data


## What the automation does
- Processes AI tool requests to retrieve or modify HaloPSA data
- Creates new clients and associated sites without manual input
- Manages ticket lifecycle: creation, status updates, closure
- Synchronizes users between external agents and HaloPSA
- Responds to triggers from AI assistants, voice bots, and other AI channels

## What´s included
- Ready-to-use n8n workflow with configured MCP server
- Logic for handling CRUD operations across key entities
- Integration with HaloPSA API via n8n nodes
- Basic textual guide for deployment and adaptation

## Requirements for setup
- n8n account with server access (self-hosted or Pro)
- HaloPSA API credentials (key and instance URL)
- Configured environment for running MCP server in n8n
- AI tool capable of sending HTTP requests to the MCP server

## Benefits and outcomes
- Eliminates manual data entry into HaloPSA
- Integrates HaloPSA into AI agents without backend development
- Centralized resource management via a single endpoint
- Faster response to support requests and infrastructure changes
- Supports scaling MSP operations through automation

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.