Connect HaloPSA

Written By Christopher Scaminaci

Last updated 3 days ago

HaloPSA is a professional services automation (PSA) platform — the system your MSP uses for tickets, clients, assets, contracts, invoices, and projects. Connecting HaloPSA to StackJack lets your AI assistant (Claude, Copilot, or any other MCP-capable client) read and update that data through StackJack's tool catalog. StackJack passes tool results through as raw HaloPSA API responses, so what your AI sees is exactly what HaloPSA returns.

The HaloPSA integration exposes tools with the halo_ prefix spanning:

Family	Examples of what the AI can do
Tickets & service desk	Search, create, and update tickets; actions, SLAs, approval processes, changes, ticket filters
Clients & CRM	Clients, sites, users, address book, CRM records, call logs, mail campaigns
Assets	Assets, asset groups, discovery results
Contracts & billing	Contracts, contract rules and schedules, invoices, CSP invoices, billing templates, accounting details
Sales	Quotations, sales orders, products and items, purchase orders, suppliers
Projects	Projects and project tickets
Knowledge & content	Knowledge base, FAQ lists, canned text, email and PDF templates
Reporting & analytics	Reports, custom queries, custom tables, analytics summaries
Scheduling & time	Appointments, timesheets, downtime, service availability
Automation & admin	Workflows, webhooks, integrations, agents, roles, teams, notifications, tags

See the generated HaloPSA tool reference for the current inventory, input schemas, plan tiers, and safety notes.

Tool availability depends on your HaloPSA connector plan tier — the in-portal tool selector and the Permissions page (/permissions) show exactly which tools your plan includes.

Choose an authentication method

HaloPSA is one of only two connectors (with NinjaOne) where you choose between two authentication methods in the setup dialog:

Authorization Code (User OAuth) — recommended. Each team member signs into HaloPSA with their own identity, so ticket updates and audit trails in HaloPSA are attributed to the actual person whose AI session made the change. StackJack maintains the connection automatically with refresh tokens.
Client Credentials. One shared application identity for the whole team. Simpler to set up, but all activity in HaloPSA is attributed to the API application.

Prerequisites in HaloPSA

You need HaloPSA administrator access to create an API application.

Option A — Authorization Code (User OAuth)

In HaloPSA, go to Configuration > Integrations > Halo API, click View Applications, and create a new application.
Set Authentication Method to Authorisation Code (Native Application), choose Use a client secret for the token request, and enable Allow Agent Logins.
Set the application's redirect URL to the StackJack OAuth callback URL shown in the StackJack connector setup form (there is a copy button next to it).
On the Permissions tab, enable only the scopes required for the tools you want to use (see the permission summary below).
Copy the Client ID and one-time Client Secret, then return to StackJack and click Authorize to complete the flow.

Option B — Client Credentials

In HaloPSA, go to Configuration > Integrations > Halo API, click View Applications, and create a new application. Set Authentication Method to Client ID and Secret (Services).
Set Agent to log in as to Application identity. Assign least-privilege Identity Roles so StackJack changes are auditable as the application rather than a shared human agent.
On the Permissions tab, enable only the scopes required for the tools you want to use. The identity role and the selected scopes both restrict access.
Save the application and its permissions, then edit it and generate/copy the Client ID and Client Secret. Halo hides the secret after you leave the page.
Return to StackJack and paste them into the connector setup form.

HaloPSA permissions

HaloPSA API applications use granular permission groups. Enable read (and, where you want write tools, edit) access for the areas you plan to use:

Area	Permissions
Tickets	read:tickets / edit:tickets
Customers	read:customers / edit:customers
Assets	read:assets / edit:assets
Contracts	read:contracts / edit:contracts
Invoices	read:invoices / edit:invoices
Projects	read:projects / edit:projects
Knowledge Base	read:kb / edit:kb
Reporting	read:reporting / edit:reporting
Timesheets	read:timesheets / edit:timesheets
Suppliers	read:suppliers / edit:suppliers
Quotes	read:quotes / edit:quotes
Items	read:items / edit:items
Purchase Orders	read:pos / edit:pos
Sales Orders	read:sos / edit:sos
Calendar	read:calendar / edit:calendar
CRM	read:sales / edit:sales
Software/Releases	read:software / edit:software
Software Licensing (incl. Microsoft CSP / M365 subscriptions)	read:softwarelicensing / edit:softwarelicensing
Configuration area and Integrations — Instance & System Setup; Agents, Roles & Security; Custom Fields & Types; Custom Tables; Lookups & Reference; SLA, Workflow & Approvals; Views & Canned Text; Ticket Structure; Mailbox & Email Config; Notifications & Distribution; PDF Templates; Email Templates; Email Rules; Mail Campaigns; MCP & AI; the configuration tools in KB, Projects & Collaboration and in Assets & Stock Extras; and every Integrations group (Integration Data, Integration Data (Extended), Integration Management, Integration Sync, Accounting Details, Integration Connectors, Integration Config: A-E / E-M / M-S / S-X, Integration Mappings, Integration Data Actions, Integration Diagnostics)	`admin` — HaloPSA's Configuration-area scope. HaloPSA's scope vocabulary has no `configuration` scope and no integrations scope, so StackJack's permission mapping shows every tool in these groups under `admin`, reads and writes alike. (Some of these groups displayed a different label before the 2026-08-28 and 2026-08-29 corrections; those names were StackJack's own, never HaloPSA permissions, and are gone.) For the integration passthroughs, access additionally follows the API application's identity/roles and the integration's own connection state rather than a scope toggle. Two tools sit outside this: `halo_get_periodic_history` (Integration Diagnostics) is mapped to `read:invoices` (the Invoices row above), and `halo_list_licence_role` (Agents, Roles & Security) to `read:softwarelicensing` (the Software Licensing row above).

Tip: the StackJack Permissions page (/permissions) maps every StackJack tool to the exact HaloPSA permission it needs, so you can scope the application to least privilege.

Set up the connector in StackJack

In the StackJack portal, go to Connectors and find the HaloPSA card.
Optional: click How To Connect for the in-portal version of this guide.
Click Configure.
Fill in the fields:

Field	What to enter
Authentication Method	Authorization Code (User OAuth) — Recommended or Client Credentials
Instance URL	Your HaloPSA URL, e.g. `https://yourcompany.halopsa.com`. StackJack derives your Halo tenant name from the subdomain automatically.
Client ID	From the HaloPSA API application
Client Secret	From the HaloPSA API application (required in both modes — in OAuth mode StackJack uses it during the token exchange)
Redirect URI (OAuth mode, read-only)	Copy this into the HaloPSA application before clicking Authorize

Click Save (Client Credentials) or Authorize (OAuth). In OAuth mode you are sent to HaloPSA to sign in and approve access, then returned to StackJack.

What happens when you save

Your credentials are stored in Azure Key Vault — never in the StackJack database.
A Free-tier connector subscription is created automatically if you don't already have one (upgrade any time from the connector card).
StackJack immediately test-calls your HaloPSA instance (an authenticated "who am I" request). Success shows a confirmation toast; a failed or timed-out test shows a warning toast but does not block the save — StackJack retries validation in the background.
StackJack proactively refreshes OAuth tokens and re-validates credentials in the background. After 3 consecutive definitive failures the credential is auto-disabled, tool calls stop, and the tenant owner is emailed. The connector card then offers Re-enable and Update Credentials; an invalid-but-enabled card offers Re-test.

If HaloPSA completes the OAuth flow but does not return a refresh token, StackJack refuses to save the connection and shows a missing_refresh_token error — this means the HaloPSA application is missing the offline access / refresh token capability. Fix the application configuration in HaloPSA and authorize again.

Instance URL guidance

There is no region selector — enter your full HaloPSA URL (for example https://yourcompany.halopsa.com). StackJack derives your Halo tenant name from the URL's subdomain and appends API paths automatically; enter only the base URL.

Per-user connections for team members

If you configured HaloPSA with Authorization Code, each team member can connect their own HaloPSA identity:

The member signs into StackJack, opens the Connectors page, and finds the HaloPSA card in their Your personal sign-ins section.
The HaloPSA card shows Authorization Required with a Connect button. (Members only see the card if they have at least one HaloPSA tool assigned and the connector subscription is active.)
Clicking Connect reuses your OAuth application — the member signs into HaloPSA with their own credentials.
On the member's first HaloPSA sign-in, StackJack automatically creates a personal MCP client key for them (named "member's HaloPSA key") and shows it once on a one-time credentials page. The member pastes it into their AI client. Members who connect through a sign-in AI app (Claude, ChatGPT, Microsoft Copilot) can ignore the key.
When the member signs in again later — Re-authorize or Reconnect on the card — StackJack renews the sign-in and keeps the key they already have. No new key is created, no key page is shown, and nothing changes in their AI app. StackJack also updates that key's tool list to the member's current tools, so a tool or role granted since the first sign-in reaches it. A member who lost their key can select Revoke my key on the card; their next sign-in then creates a new key and shows it once.

From then on, that member's AI activity runs under their own HaloPSA identity. If a member's connection breaks (for example, their refresh token is revoked in Halo), their card shows Re-authorize Required. If HaloPSA refuses the organization's application instead (its client secret changed, or it does not allow the sign-in method), the card shows Administrator Action Required: an owner or administrator fixes the organization's HaloPSA connection first, and signing in again does not help until then.

When you re-save the shared OAuth application configuration — for example after rotating the client secret in HaloPSA — StackJack copies the new application settings onto each team member's connection and keeps that member's own sign-in, so in the normal case members do not need to reconnect. Three cases fall outside it: a member StackJack could not reach during the save is left unchanged and shows Re-authorize Required; moving the connector to a different HaloPSA address never carries members' sign-ins across, so everyone signs in again; and widening the scopes does not re-consent anyone, so members may need to authorize again before the new scopes work for them. See Updating & Rotating Credentials.

Limits and behavior

Behavior	Detail
Request pacing	StackJack paces outbound HaloPSA requests to 300 requests per 5 minutes per organization, with backoff on HaloPSA 429 responses, to protect your Halo instance. StackJack itself imposes no per-minute limit on your MCP usage — your monthly plan call cap is the enforcement point.
Page size	List tools return at most 200 records per page; use page parameters to fetch more.
Long-running reports	Halo report generation can take minutes; StackJack allows up to 3 minutes per request.
Token lifecycle	Access tokens are cached and refreshed automatically (client-credential tokens re-minted, OAuth refresh tokens rotated proactively in the background). You never manage tokens yourself.

Microsoft CSP / M365 subscriptions

HaloPSA's Microsoft CSP integration writes each M365 subscription as a Software Licence record — the tenant, offer/SKU, purchased seats, seats in use, seats available, term, billing cycle, auto-renew, dates, status, and price all live on the licence record. To answer subscription questions, use the licence tools, which read Halo's own records:

halo_list_software_licences — per-client subscription lists, Microsoft-tenant pivots (tenantId), and cancelled/expired history (includeInactive).
halo_get_software_licence — full detail on one subscription.
halo_list_licence_changes — the seat-count change history.
halo_list_csp_invoices / halo_get_csp_invoice — Partner Center invoices.
halo_list_csp_consumption_data — Azure metered usage.

halo_get_microsoft_csp_data is different: it is a live passthrough into Halo's Partner Center connection. It only answers when the CSP integration is fully connected in Halo (two Azure app registrations plus GDAP admin consent), and Halo provides full subscription data to Tier 1 direct CSP partners only — indirect partners get the "All Subscribed SKUs" import.

Troubleshooting

Symptom	Likely cause and fix
`missing_refresh_token` error after authorizing	The HaloPSA API application doesn't grant refresh tokens. Check the application's authentication settings in HaloPSA, then authorize again.
403 from `halo_get_microsoft_csp_data` (or other integration-data tools)	The integration is not fully connected in Halo, the linked Agent lacks integration-data access, or — for Microsoft CSP — the Partner Centre/GDAP setup is incomplete or the partnership is indirect (Tier 2). For subscription questions, use the licence tools above; they do not depend on the live connection.
Validation fails right after save (Client Credentials)	Client ID/Secret mistyped, or the application was created with the wrong authentication method. The connector card shows the upstream HaloPSA error with a recommended action.
Tools return permission errors	The API application is missing the relevant `read:` / `edit:` permission group in HaloPSA, or the connection was authorized before that permission was added. Tick the permission on the API application, then re-authorize the connection. For the organization's shared connection: Connectors → HaloPSA → Configure, enter the client ID and secret again, Authorize and sign in to HaloPSA. For a team member's personal sign-in: that member opens Your personal sign-ins on the Connectors page and selects Reconnect on the HaloPSA card — re-saving the shared connection does not renew personal sign-ins. A sign-in keeps the permissions it had when it was granted, so a permission added afterwards never reaches it until it is authorized again. If HaloPSA also refuses the same action to the agent who authorized the connection, that agent's role needs the permission under Configuration → Teams & Agents → Roles. Use the StackJack Permissions page to see exactly which permission each tool needs.
The organization's HaloPSA card shows Disabled	3 consecutive validation failures auto-disabled the credential. Fix the cause shown in the card's error details, then click Re-enable (StackJack validates against HaloPSA before re-enabling) or Update Credentials.
Dashboard shows HaloPSA — Disabled (your personal connection)	Only your own HaloPSA sign-in is disabled. The organization's connection is unchanged, so do not change its authentication method. Open Connectors and go to Your personal sign-ins. If the organization uses Client Credentials, the sign-in shows as an Old personal sign-in card: select Remove. If the organization uses Authorization Code, it shows as a Re-authorize Required card: select Re-authorize. An owner or administrator can also remove it from Team. If you are the organization's primary owner, your own old sign-in appears under Your personal sign-ins on the Connectors page once a separate shared connection exists and the old sign-in is disabled; select Remove there. Team does not list the primary owner's sign-in.
Dashboard shows HaloPSA — Authentication failed (your personal connection)	Your own HaloPSA sign-in is still switched on but no longer works, so your tool calls that use it fail. The organization's connection is unchanged. Open Connectors and go to Your personal sign-ins. If the organization uses Client Credentials, the sign-in shows as an Old personal sign-in card with an Authentication failed badge: select Remove, and your tool calls then use the organization's credential. If the organization uses Authorization Code, select Reconnect on your HaloPSA card and sign in again.
Team member sees "Re-authorize Required"	The member's own Halo refresh token was revoked or expired. The member selects Re-authorize in their personal sign-ins on the Connectors page.
Everything broke after rotating the app secret in Halo	Update the shared credential on the Connectors page. Member connections are usually updated with it; check for any member still showing Re-authorize Required.

Disconnecting: the Disconnect button deletes the stored credentials for that connection from Key Vault, and HaloPSA calls on it stop immediately. Where the card holds several connections, the others keep working and the connector stays connected until you remove the last one. Removing a connection also removes the team members' HaloPSA sign-ins made on it. Disconnecting does not cancel a paid connector subscription — cancel the plan separately from the connector card if you no longer want it. See Disconnecting a Connector.

HaloPSA tools

halo_ · 1479 tools · Free 781 · Pro 698

Tickets & Actions

Tool	What it does
`halo_add_action` Free · Write	Add an action (note / email / reply / internal note / time entry / status change) to an existing ticket.
`halo_add_action_reaction` Pro · Write	Add an emoji reaction to a ticket action.
`halo_add_internal_note` Free · Write	Add a private/internal note to a ticket — hidden from the end user/customer.
`halo_bulk_change_ticket_status` Pro · Destructive	Change the status of up to 50 tickets in one call, with per-ticket read-back verification.
`halo_change_ticket_status_with_note` Free · Write	Change a ticket's status and record an audit-trail note.
`halo_create_draft` Pro · Write	Create a draft ticket or action.
`halo_create_ticket` Free · Write	Create a new helpdesk ticket.
`halo_delete_action` Pro · Destructive	Delete a ticket action (note, email, or time entry).
`halo_get_action` Free · Read-only	Retrieve full details for a single action (note, email, or time entry).
`halo_get_ticket` Free · Read-only	Retrieve a single ticket by numeric ID.
`halo_list_actions` Free · Read-only	List ticket actions (notes, emails, time entries) with optional filters.
`halo_list_ticket_actions` Free · Read-only	Fetch all actions for a single ticket in one call.
`halo_list_ticket_types` Free · Read-only	List all available ticket types with ticket counts.
`halo_list_tickets` Free · Read-only	List tickets with optional filters.
`halo_log_time` Free · Write	Log work time on a ticket.
`halo_review_action` Pro · Write	Manager approval/rejection of a ticket action (typically a time entry).
`halo_search_tickets` Free · Read-only	Full-text search across ticket summaries, details, and action notes.
`halo_send_email_reply` Free · Write	Send an outbound email reply on a ticket.
`halo_update_action` Free · Write	Update an existing action.
`halo_update_ticket` Free · Write	Update an existing ticket's fields such as status, assignment, priority, or custom fields, with best-effort read-back verification: after the write the ticket is re-read, and a value Halo accepted but then overrode (for example a ticket type's Status After Tech Update rule, an allowed-status list, or a status freeze) surfaces as an error naming the field instead of a false success — retrying after that error will not change the outcome.
`halo_vote_ticket` Pro · Write	Submit a vote on a ticket.

Clients

Tool	What it does
`halo_create_client` Pro · Write	Create a new client (customer organization) record.
`halo_get_client` Free · Read-only	Retrieve full details for a single client by numeric ID.
`halo_list_clients` Free · Read-only	List all clients (customer organizations) with pagination.
`halo_list_users` Free · Read-only	List end users (contacts), optionally filtered by client.
`halo_search_clients` Free · Read-only	Search clients by name or reference number.
`halo_update_client` Pro · Write	Update an existing client's fields such as name, contact details, or custom fields.

Assets

Tool	What it does
`halo_create_asset` Pro · Write	Create a new asset (device, hardware, or software) record.
`halo_get_asset` Free · Read-only	Retrieve full details for a single asset by numeric ID.
`halo_get_asset_next_tag` Free · Read-only	Retrieve the next available asset tag number from HaloPSA's auto-numbering sequence.
`halo_list_asset_changes` Free · Read-only	List change history for assets.
`halo_list_asset_software` Free · Read-only	List software discovered on assets, optionally filtered by device.
`halo_list_asset_software_versions` Free · Read-only	List software version records across assets.
`halo_list_asset_types` Free · Read-only	List all available asset types defined in HaloPSA.
`halo_list_assets` Free · Read-only	List assets (devices, hardware, software) with optional filters for client and asset type.
`halo_list_device_licences` Free · Read-only	List software licences assigned to devices/assets.
`halo_search_assets` Free · Read-only	Search assets by name, serial number, or asset tag.
`halo_update_asset` Pro · Write	Update an existing asset's fields such as status, assignment, or custom fields.

Agents & Teams

Tool	What it does
`halo_clear_agent_cache` Pro · Write	Clear the cached agent data in HaloPSA.
`halo_get_agent` Free · Read-only	Retrieve full details for a single agent by numeric ID.
`halo_get_agent_me` Free · Read-only	Retrieve details for the currently authenticated agent.
`halo_list_agents` Free · Read-only	List helpdesk agents (technicians) with optional team and department filters.
`halo_list_teams` Free · Read-only	List all teams defined in HaloPSA.
`halo_search_agents` Free · Read-only	Search agents (technicians) by name or email.

Contracts

Tool	What it does
`halo_create_contract` Pro · Write	Create a new client contract/agreement.
`halo_get_contract` Free · Read-only	Retrieve full details for a single contract by numeric ID, including contract lines and billing items.
`halo_get_supplier_contract` Free · Read-only	Retrieve full details for a single supplier contract by numeric ID.
`halo_list_charge_rates` Free · Read-only	List all charge rates defined in HaloPSA.
`halo_list_contracts` Free · Read-only	List contracts/agreements with optional client filter.
`halo_list_invoices` Free · Read-only	List invoices with optional client and date filters.
`halo_list_supplier_contracts` Free · Read-only	List supplier contracts/agreements with optional filters and pagination.

Invoices

Tool	What it does
`halo_create_invoice` Pro · Write	Create a new invoice.
`halo_generate_invoice_pdf` Pro · Write	Generate a PDF document for an invoice.
`halo_get_invoice` Free · Read-only	Retrieve a single invoice by numeric ID.
`halo_list_invoice_lines` Free · Read-only	List invoice line items.
`halo_list_invoice_payments` Free · Read-only	List invoice payments with optional filters.
`halo_record_invoice_payment` Pro · Write	Record a payment against an invoice.
`halo_update_invoice` Pro · Write	Update an EXISTING invoice by fetch-merge-write.
`halo_void_invoice` Pro · Destructive	Void an existing invoice by ID.

Knowledge Base

Tool	What it does
`halo_create_kb_article` Pro · Write	Create a NEW knowledge base article — never pass an existing article's 'id' here (Halo's POST /api/KBArticle is an upsert, so an id turns this into an overwrite of that live article).
`halo_get_kb_article` Free · Read-only	Retrieve full details for a single knowledge base article by numeric ID.
`halo_list_kb_articles` Free · Read-only	List knowledge base articles with pagination.
`halo_search_kb` Free · Read-only	Search the knowledge base for articles matching a query.
`halo_update_kb_article` Pro · Destructive	Overwrite an existing knowledge base article.

Projects

Tool	What it does
`halo_create_project` Pro · Write	Create a new project.
`halo_get_project` Free · Read-only	Retrieve full details for a single project by numeric ID.
`halo_list_project_tasks` Free · Read-only	List tickets/tasks associated with a specific project.
`halo_list_projects` Free · Read-only	List projects with optional client filter.
`halo_update_project` Pro · Write	Update an existing project's fields such as name, dates, status, or budget.

Reports

Tool	What it does
`halo_create_report_pdf` Pro · Write	Generate a PDF from a saved report.
`halo_get_report_parameters` Free · Read-only	Discover the parameters/filters of a saved report so it can be run parameterized.
`halo_list_reports` Free · Read-only	List all saved reports available in HaloPSA.
`halo_run_report` Free · Read-only	Execute a saved report by its numeric ID and return the result rows as JSON (via GET api/Report/{id}?loadreport=true).

SLAs

Tool	What it does
`halo_get_sla` Free · Read-only	Get full SLA definition by ID including response time targets, resolution time targets, priority-based conditions, and applicable hours.
`halo_list_slas` Free · Read-only	List all SLA (Service Level Agreement) definitions configured in HaloPSA.

Sites

Tool	What it does
`halo_create_site` Pro · Write	Create a new site (physical location) record.
`halo_get_site` Free · Read-only	Retrieve full details for a single site by numeric ID.
`halo_list_sites` Free · Read-only	List sites (physical locations), optionally filtered by client.
`halo_update_site` Pro · Write	Update an existing site's fields such as name, address, or contact information.

Users

Tool	What it does
`halo_create_user` Pro · Write	Create a new client end user (contact) record.
`halo_get_user` Free · Read-only	Retrieve full details for a single end user (contact) by numeric ID.
`halo_search_users` Free · Read-only	Search end users (contacts) by name or email.
`halo_update_user` Pro · Write	Update an existing end user's (contact's) fields such as name, email, phone, or site assignment.
`halo_update_user_prefs` Pro · Write	Update preferences for an end user (contact).

Timesheets

Tool	What it does
`halo_create_timesheet` Pro · Write	Create a new timesheet entry.
`halo_get_my_timesheets` Free · Read-only	Retrieve timesheet entries for the currently authenticated agent.
`halo_get_timesheet` Free · Read-only	Retrieve a single timesheet entry by numeric ID.
`halo_list_timesheets` Free · Read-only	List individual time entries with optional filters for agent, client, and date range.

Lookups

Tool	What it does
`halo_get_lookup_values` Free · Read-only	Retrieve values for a specific lookup list by numeric lookup ID.
`halo_list_categories` Free · Read-only	List all ticket categories configured in the system.
`halo_list_currencies` Free · Read-only	List all currencies configured in HaloPSA.
`halo_list_outcomes` Free · Read-only	List all action outcome types configured in the system.
`halo_list_priorities` Free · Read-only	List all priority levels configured in the system.
`halo_list_statuses` Free · Read-only	List all ticket statuses configured in the system.
`halo_list_tax_rules` Free · Read-only	List all tax rules configured in HaloPSA.
`halo_list_taxes` Free · Read-only	List all tax configurations defined in HaloPSA.

Tool	What it does
`halo_create_category` Pro · Write	Create a new ticket category.
`halo_delete_category` Pro · Destructive	Permanently delete a category record by numeric ID.
`halo_update_category` Pro · Write	Update an existing category.

Suppliers

Tool	What it does
`halo_create_supplier` Pro · Write	Create a new supplier/vendor record.
`halo_create_supplier_user` Pro · Write	Create a new supplier-side user (contact) attached to an existing supplier.
`halo_get_supplier` Free · Read-only	Retrieve a single supplier by numeric ID.
`halo_list_suppliers` Free · Read-only	List suppliers/vendors with optional filters.

Quotations

Tool	What it does
`halo_add_quotation_lines` Pro · Write	Append NEW line items to an existing quotation (e.g. bulk quote-import workflows).
`halo_approve_quotation` Pro · Write	Approve or reject a quotation.
`halo_create_quotation` Pro · Write	Create a new quotation/quote.
`halo_get_quotation` Free · Read-only	Retrieve a single quotation by numeric ID.
`halo_list_quotations` Free · Read-only	List quotations/quotes with optional filters.
`halo_remove_quotation_lines` Pro · Destructive	Remove one or more EXISTING line items from a quotation.
`halo_update_quotation_lines` Pro · Write	Update EXISTING line items on a quotation (change pricing/quantity on lines that already exist).
`halo_view_quotation` Free · Read-only	View a quotation in a rendered/presentable format.

Items & Stock

Tool	What it does
`halo_create_item` Pro · Write	Create a new product/item in the catalogue.
`halo_create_item_account_link` Pro · Write	Create a link between an item and an accounting system account.
`halo_create_item_group` Pro · Write	Create a new item group/category for organising products in the catalogue.
`halo_create_item_supplier_link` Pro · Write	Link a supplier to an item/product.
`halo_create_stock_bin` Pro · Write	Create a new stock bin/warehouse location for storing inventory.
`halo_delete_item_group` Pro · Destructive	Delete an item group by numeric ID.
`halo_delete_item_supplier_link` Pro · Destructive	Remove a supplier link from an item by numeric link ID.
`halo_delete_stock_bin` Pro · Destructive	Delete a stock bin/warehouse location by numeric ID.
`halo_get_item` Free · Read-only	Retrieve a single product/item by numeric ID.
`halo_get_item_group` Free · Read-only	Retrieve a single item group by numeric ID.
`halo_get_stock_bin` Free · Read-only	Retrieve a single stock bin/warehouse location by numeric ID.
`halo_list_item_account_links` Free · Read-only	List accounting integation links for items.
`halo_list_item_groups` Free · Read-only	List item groups/categories used to organise products in the catalogue.
`halo_list_item_stock` Free · Read-only	List stock levels for items/products.
`halo_list_item_stock_history` Free · Read-only	List stock level history for items, showing how inventory quantities have changed over time.
`halo_list_item_suppliers` Free · Read-only	List supplier links for items/products.
`halo_list_items` Free · Read-only	List products/items in the catalogue with optional search filter.
`halo_list_stock_bins` Free · Read-only	List stock bin/warehouse locations where inventory is stored.
`halo_list_stock_traces` Free · Read-only	List stock trace records showing the movement history of inventory items.

Purchase Orders

Tool	What it does
`halo_confirm_receipt` Pro · Destructive	Confirm receipt of goods on a purchase order.
`halo_create_purchase_order` Pro · Write	Create a new purchase order.
`halo_get_purchase_order` Free · Read-only	Retrieve a single purchase order by numeric ID.
`halo_list_purchase_orders` Free · Read-only	List purchase orders with optional filters.

Sales Orders

Tool	What it does
`halo_create_sales_order` Pro · Write	Create a NEW sales order.
`halo_get_sales_order` Free · Read-only	Retrieve a single sales order by numeric ID.
`halo_list_sales_orders` Free · Read-only	List sales orders with optional filters.
`halo_update_sales_order_lines` Pro · Destructive	Update EXISTING line items on a sales order (change price, quantity or text on lines that already exist).

Finance

Tool	What it does
`halo_create_expense` Pro · Write	Create a new expense record.
`halo_create_prepay_entry` Pro · Write	Create a new prepay/retainer entry for a client.
`halo_create_recurring_invoice` Pro · Write	Create a new recurring invoice template for automated billing.
`halo_create_software_licence` Pro · Write	Create a new software licence record.
`halo_get_recurring_invoice` Free · Read-only	Retrieve a single recurring invoice by numeric ID.
`halo_get_software_licence` Free · Read-only	Retrieve a single software licence by numeric ID — including a Microsoft CSP / M365 subscription, which Halo stores AS a Software Licence record.
`halo_list_billing_lines` Free · Read-only	List billing line items with optional filters by client, contract, and date range.
`halo_list_expenses` Free · Read-only	List expense records with optional filters.
`halo_list_prepay_history` Free · Read-only	List client prepay/retainer history with optional filters.
`halo_list_recurring_invoices` Free · Read-only	List recurring invoice templates with optional client filter.
`halo_list_software_licences` Free · Read-only	List software licence records — INCLUDING Microsoft CSP / M365 subscriptions: Halo's Microsoft CSP integration writes each subscription AS a Software Licence record carrying the Microsoft tenant (tenant_id/tenant_name), offer and SKU, purchased seats (count), seats in use (licences_in_use/consumedcount), seats available (licences_available), term length (term_duration), billing cycle, auto-renew, start/end dates, status, and monthly cost/price.
`halo_process_recurring_invoices` Pro · Destructive	Trigger invoice generation from one or more recurring invoice templates by their IDs.
`halo_update_recurring_invoice_lines` Pro · Write	Amend the line items on an existing recurring invoice template — change quantities, prices, descriptions, deactivate a line, or add new ones.
`halo_update_recurring_invoice_schedule` Pro · Destructive	Change the schedule of a recurring invoice template: the start date that drives when the next invoice is generated.

Change Management

Tool	What it does
`halo_create_cab_meeting` Pro · Write	Create a new CAB meeting.
`halo_create_release` Pro · Write	Create a new release for change management.
`halo_get_cab_meeting` Free · Read-only	Retrieve a single CAB meeting by numeric ID.
`halo_get_release` Free · Read-only	Retrieve a single release by numeric ID.
`halo_list_cab_meetings` Free · Read-only	List Change Advisory Board (CAB) meetings with pagination.
`halo_list_cab_members` Free · Read-only	List all Change Advisory Board members.
`halo_list_cab_roles` Free · Read-only	List all CAB roles.
`halo_list_release_types` Free · Read-only	List all available release types.
`halo_list_releases` Free · Read-only	List releases with optional filters.

Service Catalog

Tool	What it does
`halo_create_service_status` Pro · Write	Create a new service status entry.
`halo_get_service` Free · Read-only	Retrieve a single service by numeric ID.
`halo_list_service_categories` Free · Read-only	List all service categories.
`halo_list_service_statuses` Free · Read-only	List service status history with optional service filter.
`halo_list_services` Free · Read-only	List services in the service catalogue with optional filters.

Scheduling

Tool	What it does
`halo_create_appointment` Pro · Write	Create a new appointment/calendar entry.
`halo_create_todo` Pro · Write	Create a new to-do checklist item on a ticket.
`halo_get_appointment` Free · Read-only	Retrieve a single appointment by numeric ID.
`halo_get_timesheet_event_mine` Free · Read-only	Retrieve the current timesheet event for the authenticated agent.
`halo_list_appointments` Free · Read-only	List appointments/calendar entries with optional filters.
`halo_list_available_slots` Free · Read-only	List available time slots for scheduling appointments.
`halo_list_booking_types` Free · Read-only	List all available booking/appointment types.
`halo_list_holidays` Free · Read-only	List configured holidays.
`halo_list_schedules` Free · Read-only	List agent schedules with optional filters.
`halo_list_timesheet_events` Free · Read-only	List timesheet events (clock-in/clock-out, breaks, and time tracking events).
`halo_list_todos` Free · Read-only	List to-do checklist items, optionally filtered by ticket ID.
`halo_list_workdays` Free · Read-only	List workday definitions (business hours configuration).
`halo_update_todo` Pro · Write	Update an existing to-do checklist item — correct its wording ('text'), mark it complete ('done': true), or re-order it ('sequence').

CRM

Tool	What it does
`halo_create_crm_note` Pro · Write	Create a new CRM note against a client or supplier.
`halo_create_opportunity` Pro · Write	Create a new CRM opportunity/deal.
`halo_get_opportunity` Free · Read-only	Retrieve a single CRM opportunity by numeric ID.
`halo_list_contact_groups` Free · Read-only	List all contact groups.
`halo_list_crm_notes` Free · Read-only	List CRM notes with optional client or supplier filter.
`halo_list_feedback` Free · Read-only	Returns ALL customer satisfaction (CSAT) feedback records from Halo (raw passthrough).
`halo_list_opportunities` Free · Read-only	List CRM opportunities/deals with optional filters.
`halo_list_ticket_approvals` Free · Read-only	List pending ticket approvals with pagination.
`halo_manage_contact_group_members` Pro · Write	Add or remove contacts from a contact group.
`halo_process_approval` Pro · Write	Process one or more pending approval requests by their IDs.
`halo_update_opportunity` Pro · Write	Update an existing CRM opportunity's fields such as stage, value, probability, or expected close date.

Audit

Tool	What it does
`halo_get_audit_entry` Free · Read-only	Retrieve a single audit log entry by numeric ID.
`halo_get_field` Free · Read-only	Retrieve a single CUSTOM FIELD definition by numeric ID (GET /FieldInfo/{id}).
`halo_list_audit_entries` Free · Read-only	List audit log entries with pagination.

Attachments

Tool	What it does
`halo_delete_attachment` Pro · Destructive	Delete an attachment by numeric ID.
`halo_delete_attachment_document` Pro · Destructive	Permanently delete an attachment's document by ID.
`halo_delete_attachment_image` Pro · Destructive	Permanently delete an attachment's image by its image ID (a GUID).
`halo_download_attachment` Free · Read-only	Download an attachment's binary content by ID.
`halo_download_attachment_document` Free · Read-only	Download an attachment's document representation by ID.
`halo_download_attachment_image` Free · Read-only	Download an attachment's image representation by its image ID (a GUID).
`halo_get_attachment` Free · Read-only	Retrieve attachment metadata by numeric ID.
`halo_list_attachments` Free · Read-only	List attachments with optional action/ticket filter and pagination.
`halo_upload_attachment` Pro · Write	Upload a file attachment to a ticket (and optionally a specific action/note).

Discovery & Config

Tool	What it does
`halo_global_search` Free · Read-only	Search across all entity types (tickets, clients, users, assets, knowledge base, etc.) in a single query.
`halo_list_custom_fields` Free · Read-only	List custom field definitions (GET /FieldInfo), optionally filtered by ticket type.
`halo_list_request_types` Free · Read-only	List all request types (service catalogue items) configured in the system.
`halo_list_status_details` Free · Read-only	List detailed status configurations including workflow transitions, colour codes, and associated ticket types.
`halo_list_ticket_areas` Free · Read-only	List all ticket areas (sub-categories or functional groupings) configured in the system.
`halo_list_ticket_type_details` Free · Read-only	List detailed ticket type configurations including workflow rules, field mappings, SLA associations, and default values.
`halo_list_ticket_type_fields` Free · Read-only	List fields configured for a ticket type, including custom fields and their validation rules.
`halo_system_info` Free · Read-only	Retrieve HaloPSA instance information including version, licence details, and system configuration.

Analytics

Tool	What it does
`halo_client_ticket_trends` Free · Read-only	Track ticket volume trends for a specific client over multiple periods to identify patterns.
`halo_open_ticket_summary` Free · Read-only	Snapshot of all open tickets grouped by status, priority, team, and ticket type with counts.
`halo_priority_distribution` Free · Read-only	Breakdown of open tickets by priority level including average age per priority.
`halo_queue_performance_comparison` Free · Read-only	Compare team/queue performance KPIs: average resolution time, resolution rate, open ticket count, and SLA compliance.
`halo_stale_ticket_report` Free · Read-only	Identify open tickets with no activity beyond a threshold, indicating potential neglect or bottlenecks.
`halo_team_workload_balance` Free · Read-only	View open ticket distribution across agents to identify workload imbalances.
`halo_ticket_categorization_analysis` Free · Read-only	Analyze ticket distribution across categories, types, or priorities for a date range.
`halo_ticket_resolution_analytics` Free · Read-only	Analyze ticket resolution times and rates for a date range, grouped by a chosen dimension.
`halo_ticket_source_analysis` Free · Read-only	Analyze how tickets are being created (email, portal, phone, API, etc.) for a date range.
`halo_unassigned_ticket_report` Free · Read-only	List all open tickets that have no agent assigned, grouped by priority and client.

Advanced Analytics

Tool	What it does
`halo_asset_ticket_correlation` Pro · Read-only	Find assets with recurring ticket activity above a threshold.
`halo_asset_warranty_expiry_report` Pro · Read-only	Identify assets with warranties expiring within a specified number of days.
`halo_contract_utilization_tracker` Pro · Read-only	Track Pre-Pay contract balance utilization (used vs prepaid allowance) from the contract prepay balance fields.
`halo_csat_report` Pro · Read-only	Customer satisfaction report with ratings breakdown by agent.
`halo_sla_breach_alerts` Pro · Read-only	Identify open tickets at risk of breaching SLA or already breached.
`halo_sla_compliance_dashboard` Pro · Read-only	SLA compliance metrics including response and resolution rates for a date range.
`halo_technician_utilization_report` Pro · Read-only	Analyze technician time utilization including billable vs total hours and utilization rate.
`halo_ticket_aging_report` Pro · Read-only	Open tickets grouped by age buckets (today, 1-3 days, 3-7 days, 1-2 weeks, 2-4 weeks, 1-3 months, 3+ months) with counts and details per bucket.
`halo_timesheet_summary` Pro · Read-only	Summarize timesheet data by agent and client for a date range.

Intelligence

Tool	What it does
`halo_after_hours_impact_report` Pro · Read-only	Analyze ticket volume outside business hours (before 8am, after 6pm, and weekends).
`halo_bulk_ticket_update` Pro · Destructive	Update multiple tickets at once with the same field changes, with per-ticket read-back verification.
`halo_client_360_view` Pro · Read-only	Comprehensive 360-degree view of a client combining contacts, open tickets, assets, contracts, invoices, CSAT scores, and sites into a single consolidated report.
`halo_client_offboarding_audit` Pro · Read-only	Audit a client for offboarding readiness.
`halo_client_onboarding_checklist` Pro · Read-only	Generate an onboarding completeness checklist for a client.
`halo_client_risk_assessment` Pro · Read-only	Assess client churn risk based on ticket volume, SLA breaches, CSAT ratings, and resolution efficiency.
`halo_compliance_snapshot` Pro · Read-only	Generate a compliance snapshot covering SLA compliance rates, ticket closure rates, response time compliance, and time documentation completeness.
`halo_contract_renewal_pipeline` Pro · Read-only	View upcoming contract renewals sorted by expiry date.
`halo_daily_operations_briefing` Pro · Read-only	Generate a daily operations briefing with new tickets since yesterday, SLA warnings, stale tickets, unassigned tickets, and priority breakdown.
`halo_dispatch_optimizer` Pro · Read-only	Analyze agent availability and workload to optimize ticket dispatch.
`halo_draft_kb_from_ticket` Pro · Read-only	Generate a draft KB article from a resolved ticket.
`halo_first_contact_resolution` Pro · Read-only	Measure first-contact resolution (FCR) rate — tickets resolved within 24 hours of creation.
`halo_kb_gap_analysis` Pro · Read-only	Identify knowledge base gaps by comparing ticket categories to existing KB article coverage.
`halo_project_budget_status` Pro · Read-only	Check project budget status by comparing budgeted hours/cost against actual time logged on project tickets.
`halo_recurring_issue_detector` Pro · Read-only	Detect recurring issues by grouping tickets by client and category, then filtering for groups that meet a minimum occurrence threshold.
`halo_revenue_leakage_scan` Pro · Read-only	Scan for revenue leakage by identifying billable-but-unbilled time entries, zero-value entries, and comparing billed revenue to logged hours.
`halo_scope_creep_detector` Pro · Read-only	Detect scope creep by comparing ticket categories against contract scope definitions.
`halo_ticket_backlog_analysis` Pro · Read-only	Analyze the open ticket backlog with age distribution buckets, per-agent breakdown, priority distribution, and top clients by backlog size.
`halo_ticket_handoff_analysis` Pro · Read-only	Analyze ticket handoffs (reassignments, transfers, escalations) to identify tickets that bounce between agents.
`halo_ticket_similarity_search` Pro · Read-only	Find tickets similar to a given ticket based on summary text matching.
`halo_ticket_triage_assist` Pro · Read-only	AI-assisted triage for a ticket.
`halo_time_entry_anomaly_scan` Pro · Read-only	Scan timesheet entries for anomalies including zero-minute entries, very long entries (>12 hours), very short entries (<5 minutes), and per-agent daily hour statistics.
`halo_unbilled_time_report` Pro · Read-only	Find billable time entries that haven't been invoiced yet.

Premium Analytics

Tool	What it does
`halo_agreement_profitability_analysis` Pro · Read-only	Analyze a single agreement's profitability by comparing revenue to hours worked.
`halo_client_health_score` Pro · Read-only	Composite client health score based on ticket volume, resolution rates, SLA compliance, and CSAT.
`halo_effective_hourly_rate` Pro · Read-only	Calculate effective hourly rate across all billable work compared to a target rate.
`halo_escalation_analysis` Pro · Read-only	Analyze escalation patterns including frequency by ticket type and agent.
`halo_monthly_recurring_revenue` Pro · Read-only	Calculate current MRR from recurring invoices with optional client breakdown and historical trend.
`halo_qbr_data_pack` Pro · Read-only	Comprehensive quarterly business review data pack for a client.
`halo_unprofitable_agreements_report` Pro · Read-only	Identify agreements with negative profitability over a period.

Ticket Filters

Tool	What it does
`halo_list_high_priority_tickets` Free · Read-only	List open tickets with high priority (default priority ID 1 = Critical).
`halo_list_my_tickets` Free · Read-only	List tickets assigned to the current authenticated agent.
`halo_list_open_tickets` Free · Read-only	List all open/active tickets.
`halo_list_overdue_sla_tickets` Free · Read-only	List open tickets with overdue SLA targets.
`halo_list_past_due_tickets` Free · Read-only	List open tickets that have breached their SLA target.
`halo_list_tickets_by_client` Free · Read-only	List all tickets for a specific client.
`halo_list_unassigned_tickets` Free · Read-only	List open tickets with no agent assigned.

Address Book

Tool	What it does
`halo_create_address_book_entry` Pro · Write	Create a new address book entry.
`halo_delete_address_book_entry` Pro · Destructive	Delete an address book entry by numeric ID.
`halo_get_address_book_entry` Free · Read-only	Retrieve a single address book entry by numeric ID.
`halo_list_address_book` Free · Read-only	List address book entries with optional search and pagination.
`halo_update_address_book_entry` Pro · Write	Update an existing address book entry's fields such as name, email, or phone.

Roles

Tool	What it does
`halo_create_role` Pro · Write	Create a new role.
`halo_delete_role` Pro · Destructive	Delete a role by numeric ID.
`halo_get_role` Free · Read-only	Retrieve a single role by numeric ID.
`halo_list_roles` Free · Read-only	List roles with pagination.
`halo_update_role` Pro · Write	Update an existing role's fields such as name, description, or permissions.

Tool	What it does
`halo_create_tag` Pro · Write	Create a new tag.
`halo_delete_tag` Pro · Destructive	Delete a tag by numeric ID.
`halo_get_tag` Free · Read-only	Retrieve a single tag by numeric ID.
`halo_list_tags` Free · Read-only	List tags with optional search and pagination.

Notifications

Tool	What it does
`halo_create_notification` Pro · Write	Create a new notification.
`halo_get_notification` Free · Read-only	Retrieve a single notification by numeric ID.
`halo_list_notifications` Free · Read-only	List notifications with optional filters and pagination.
`halo_send_notification_message` Pro · Write	Send a notification message to one or more agents.

Canned Text

Tool	What it does
`halo_create_canned_text` Pro · Write	Create a new canned text (quick reply template).
`halo_delete_canned_text` Pro · Destructive	Delete a canned text template by numeric ID.
`halo_get_canned_text` Free · Read-only	Retrieve a single canned text template by numeric ID.
`halo_list_canned_text` Free · Read-only	List canned text (quick reply templates) with optional filters and pagination.
`halo_update_canned_text` Pro · Write	Update an existing canned text template's fields such as name, content, or team assignment.

Webhooks

Tool	What it does
`halo_create_webhook` Pro · Write	Create a new webhook subscription.
`halo_delete_webhook` Pro · Destructive	Delete a webhook by numeric ID.
`halo_get_webhook` Free · Read-only	Retrieve a single webhook by numeric ID.
`halo_list_webhook_events` Free · Read-only	List webhook event delivery history with optional webhook filter and pagination.
`halo_list_webhooks` Free · Read-only	List configured webhooks with pagination.
`halo_update_webhook` Pro · Write	Update an existing webhook's fields such as name, URL, events, or enabled status.

Automation

Tool	What it does
`halo_create_automation_rule` Pro · Write	Create a new automation rule.
`halo_delete_automation_rule` Pro · Destructive	Delete an automation rule by numeric ID.
`halo_get_automation_rule` Free · Read-only	Retrieve a single automation rule by numeric ID.
`halo_list_automation_rules` Free · Read-only	List automation rules with pagination.
`halo_update_automation_rule` Pro · Write	Update an existing automation rule's fields such as name, conditions, actions, or enabled status.

Workflows

Tool	What it does
`halo_create_workflow` Pro · Write	Create a new workflow.
`halo_delete_workflow` Pro · Destructive	Delete a workflow by numeric ID.
`halo_get_workflow` Free · Read-only	Retrieve a single workflow by numeric ID.
`halo_list_workflow_steps` Free · Read-only	List steps for a specific workflow by workflow ID.
`halo_list_workflows` Free · Read-only	List workflows with pagination.
`halo_update_workflow` Pro · Write	Update an existing workflow's fields such as name, description, or configuration.

Asset Groups

Tool	What it does
`halo_create_asset_group` Pro · Write	Create a new asset group.
`halo_delete_asset_group` Pro · Destructive	Delete an asset group by numeric ID.
`halo_get_asset_group` Free · Read-only	Retrieve a single asset group by numeric ID.
`halo_list_asset_groups` Free · Read-only	List asset groups with pagination.
`halo_update_asset_group` Pro · Write	Update an existing asset group's fields such as name or description.

Release Pipeline

Tool	What it does
`halo_create_release_pipeline` Pro · Write	Create a new release pipeline.
`halo_delete_release_pipeline` Pro · Destructive	Delete a release pipeline by numeric ID.
`halo_get_release_pipeline` Free · Read-only	Retrieve a single release pipeline by numeric ID.
`halo_list_release_pipelines` Free · Read-only	List release pipelines with pagination.

Products & Components

Tool	What it does
`halo_create_product` Pro · Write	Create a new product.
`halo_create_product_component` Pro · Write	Create a new product component.
`halo_delete_product` Pro · Destructive	Delete a product by numeric ID.
`halo_get_product` Free · Read-only	Retrieve a single product by numeric ID.
`halo_list_product_components` Free · Read-only	List product components with optional product filter and pagination.
`halo_list_products` Free · Read-only	List products with optional search and pagination.

Downtime

Tool	What it does
`halo_create_downtime` Pro · Write	Create a new downtime record.
`halo_delete_downtime` Pro · Destructive	Delete a downtime record by numeric ID.
`halo_get_downtime` Free · Read-only	Retrieve a single downtime record by numeric ID.
`halo_list_downtime` Free · Read-only	List downtime records with optional filters and pagination.

Service Availability

Tool	What it does
`halo_create_service_availability` Pro · Write	Create a new service availability record.
`halo_delete_service_availability` Pro · Destructive	Delete a service availability record by numeric ID.
`halo_get_service_availability` Free · Read-only	Retrieve a single service availability record by numeric ID.
`halo_list_service_availability` Free · Read-only	List service availability records with optional filters and pagination.

Contract Rules

Tool	What it does
`halo_create_contract_rule` Pro · Write	Create or update a contract billing rule that defines how time and items are charged.
`halo_delete_contract_rule` Pro · Destructive	Delete a contract billing rule by ID.
`halo_get_contract_rule` Free · Read-only	Retrieve a single contract billing rule by numeric ID.
`halo_list_contract_rules` Free · Read-only	List contract billing rules that define how time and items are charged.

Contract Schedules

Tool	What it does
`halo_create_contract_schedule` Pro · Write	Create or update a contract billing schedule that defines when charges are generated.
`halo_delete_contract_schedule` Pro · Destructive	Delete a contract billing schedule by ID.
`halo_get_contract_schedule` Free · Read-only	Retrieve a single contract billing schedule by numeric ID.
`halo_list_contract_schedules` Free · Read-only	List contract billing schedules that define when charges are generated.

Billing Templates

Tool	What it does
`halo_create_billing_template` Pro · Write	Create or update a reusable billing template for contracts.
`halo_delete_billing_template` Pro · Destructive	Delete a billing template by ID.
`halo_get_billing_template` Free · Read-only	Retrieve a single billing template by numeric ID.
`halo_list_billing_templates` Free · Read-only	List reusable billing templates for contracts.
`halo_update_billing_template_clients` Pro · Destructive	Push a billing template's configuration out to the clients assigned to it — the "Update Clients" button on a HaloPSA billing template.

Budget Types

Tool	What it does
`halo_create_budget_type` Pro · Write	Create or update a budget type for project and contract budgeting.
`halo_delete_budget_type` Pro · Destructive	Delete a budget type by ID.
`halo_get_budget_type` Free · Read-only	Retrieve a single budget type by numeric ID.
`halo_list_budget_types` Free · Read-only	List budget types used for project and contract budgeting.

Cost Centres

Tool	What it does
`halo_create_cost_centre` Pro · Write	Create or update a cost centre for financial categorisation and reporting.
`halo_delete_cost_centre` Pro · Destructive	Delete a cost centre by ID.
`halo_get_cost_centre` Free · Read-only	Retrieve a single cost centre by numeric ID.
`halo_list_cost_centres` Free · Read-only	List cost centres for financial categorisation and reporting.

CSP Invoices

Tool	What it does
`halo_create_csp_invoice` Pro · Write	Create or update a CSP invoice record.
`halo_delete_csp_invoice` Pro · Destructive	Delete a CSP invoice by ID.
`halo_get_csp_invoice` Free · Read-only	Retrieve a single CSP invoice by numeric ID.
`halo_list_csp_invoices` Free · Read-only	List Microsoft Cloud Solution Provider (CSP) invoices synced from partner centre.

Custom Queries

Tool	What it does
`halo_create_custom_query` Pro · Write	Create or update a custom database query for reporting and data extraction.
`halo_delete_custom_query` Pro · Destructive	Delete a custom query by ID.
`halo_get_custom_query` Free · Read-only	Retrieve a single custom query by numeric ID.
`halo_list_custom_queries` Free · Read-only	List custom database queries used for reporting and data extraction.

Custom Tables

Tool	What it does
`halo_create_custom_table` Pro · Write	Create or update a custom data table for extending Halo's data model.
`halo_delete_custom_table` Pro · Destructive	Delete a custom table by ID.
`halo_get_custom_table` Free · Read-only	Retrieve a single custom table by numeric ID.
`halo_list_custom_tables` Free · Read-only	List custom data tables used for extending Halo's data model.

PDF Templates

Tool	What it does
`halo_create_pdf_template` Pro · Write	Create or update a PDF template used for generating documents like invoices, quotes, and delivery notes.
`halo_delete_pdf_template` Pro · Destructive	Delete a PDF template by numeric ID.
`halo_generate_document` Pro · Write	Generate a PDF document from a template.
`halo_get_pdf_template` Free · Read-only	Retrieve full details for a single PDF template by numeric ID.
`halo_get_pdf_template_library_item` Free · Read-only	Retrieve full details for a single item from the HaloPSA PDF template repository by numeric ID.
`halo_list_pdf_template_library` Free · Read-only	Browse the HaloPSA pre-built PDF template repository.
`halo_list_pdf_templates` Free · Read-only	List PDF templates used for generating invoices, quotes, delivery notes, and other documents.

Email Templates

Tool	What it does
`halo_create_email_template` Pro · Write	Create or update an email template for automated notifications and customer communications.
`halo_create_email_template_variable` Pro · Write	Create a custom email template merge variable.
`halo_delete_email_template` Pro · Destructive	Delete an email template by numeric ID.
`halo_delete_email_template_variable` Pro · Destructive	Delete a custom email template variable by numeric ID.
`halo_get_email_template` Free · Read-only	Retrieve full details for a single email template by numeric ID.
`halo_get_email_template_variable` Free · Read-only	Retrieve full details for a single email template variable by numeric ID.
`halo_list_email_template_variables` Free · Read-only	List all available email template merge variables.
`halo_list_email_templates` Free · Read-only	List email templates used for automated notifications, ticket replies, and customer communications.
`halo_preview_email_template` Free · Read-only	Render a live preview of an email template with variable substitution against real ticket data.

Email Rules

Tool	What it does
`halo_create_email_rule` Pro · Write	Create or update an email rule for inbound email processing.
`halo_delete_email_rule` Pro · Destructive	Delete an email rule by numeric ID.
`halo_get_email_rule` Free · Read-only	Retrieve full details for a single email rule by numeric ID.
`halo_list_email_rules` Free · Read-only	List email rules that control how inbound emails are processed into tickets.

Mail Campaigns

Tool	What it does
`halo_create_campaign_email` Pro · Write	Create or update an individual email within a mail campaign.
`halo_create_mail_campaign` Pro · Write	Create or update a mail campaign for bulk customer communications.
`halo_delete_campaign_email` Pro · Destructive	Delete a campaign email by numeric ID.
`halo_delete_mail_campaign` Pro · Destructive	Delete a mail campaign by numeric ID.
`halo_get_campaign_email` Free · Read-only	Retrieve full details for a single campaign email by numeric ID.
`halo_get_campaign_log` Free · Read-only	Retrieve full details for a single campaign delivery log entry by numeric ID.
`halo_get_mail_campaign` Free · Read-only	Retrieve full details for a single mail campaign by numeric ID.
`halo_list_campaign_emails` Free · Read-only	List individual email messages within mail campaigns.
`halo_list_campaign_logs` Free · Read-only	List delivery logs for mail campaigns.
`halo_list_mail_campaigns` Free · Read-only	List mail campaigns for bulk customer communications.

Integration Management

Tool	What it does
`halo_get_integration_config` Free · Read-only	Retrieve full details for a single integration configuration by numeric ID.
`halo_get_integration_error` Free · Read-only	Retrieve full details for a single integration error by numeric ID.
`halo_get_integration_request` Free · Read-only	Retrieve full details for a single integration request by numeric ID.
`halo_list_integration_configs` Free · Read-only	List all configured integrations with their authentication status and module details.
`halo_list_integration_errors` Free · Read-only	List integration sync errors with pagination.
`halo_list_integration_field_mappings` Free · Read-only	List field mappings between Halo and third-party integration fields.
`halo_list_integration_requests` Free · Read-only	List integration API requests (inbound and outbound) with pagination.
`halo_list_integration_site_mappings` Free · Read-only	List site mappings between Halo and third-party integrations.

Integration Data

Tool	What it does
`halo_get_automate_data` Free · Read-only	Retrieve ConnectWise Automate / LabTech data (computers, monitors, scripts) from Halo's connected Automate integration.
`halo_get_auvik_data` Free · Read-only	Retrieve Auvik data (networks, devices, alerts) from Halo's connected Auvik network monitoring integration.
`halo_get_avalara_data` Free · Read-only	Retrieve Avalara tax data from Halo's connected tax integration.
`halo_get_azure_ad_data` Free · Read-only	Retrieve Azure Active Directory / Entra ID data (users, groups, licenses) from Halo's connected Azure AD integration.
`halo_get_azure_sentinel_data` Free · Read-only	Retrieve Azure Sentinel / Microsoft Sentinel data (incidents, alerts, analytics rules) from Halo's connected Sentinel integration.
`halo_get_business_central_data` Free · Read-only	Retrieve Microsoft Dynamics 365 Business Central data from Halo's connected accounting integration.
`halo_get_connectwise_manage_data` Free · Read-only	Retrieve ConnectWise Manage data (tickets, companies, contacts) from Halo's connected ConnectWise integration.
`halo_get_datto_rmm_data` Free · Read-only	Retrieve Datto RMM data (devices, alerts, patch status) from Halo's connected Datto integration.
`halo_get_domotz_data` Free · Read-only	Retrieve Domotz data (agents, devices, alerts) from Halo's connected Domotz network monitoring integration.
`halo_get_exact_online_data` Free · Read-only	Retrieve Exact Online accounting data from Halo's connected integration.
`halo_get_fortnox_data` Free · Read-only	Retrieve Fortnox accounting data from Halo's connected integration.
`halo_get_gocardless_data` Free · Read-only	Retrieve GoCardless data from Halo's connected payments integration.
`halo_get_gocardless_payments` Free · Read-only	Retrieve GoCardless payments from Halo's connected payments integration.
`halo_get_intacct_data` Free · Read-only	Retrieve Sage Intacct accounting data from Halo's connected integration.
`halo_get_intune_data` Free · Read-only	Retrieve Microsoft Intune data (devices, compliance policies, app deployments) from Halo's connected Intune integration.
`halo_get_itglue_data` Free · Read-only	Retrieve IT Glue data (configurations, flexible assets, documents) from Halo's connected IT Glue integration.
`halo_get_kaseya_vsa_data` Free · Read-only	Retrieve Kaseya VSA data (agents, machine groups, procedures) from Halo's connected Kaseya VSA integration.
`halo_get_kashflow_data` Free · Read-only	Retrieve KashFlow accounting data from Halo's connected integration.
`halo_get_liongard_data` Free · Read-only	Retrieve Liongard data (inspectors, metrics, timelines) from Halo's connected Liongard integration.
`halo_get_microsoft_csp_data` Free · Read-only	Retrieve LIVE Microsoft Partner Center data through Halo's Microsoft CSP integration passthrough.
`halo_get_myob_data` Free · Read-only	Retrieve MYOB accounting data from Halo's connected integration.
`halo_get_ncentral_data` Free · Read-only	Retrieve N-able N-central data (devices, service items, tasks) from Halo's connected N-central integration.
`halo_get_pax8_data` Free · Read-only	Retrieve Pax8 data (subscriptions, products, companies) from Halo's connected Pax8 distributor integration.
`halo_get_prtg_data` Free · Read-only	Retrieve PRTG data (sensors, devices, alerts) from Halo's connected PRTG Network Monitor integration.
`halo_get_quickbooks_data` Free · Read-only	Retrieve QuickBooks Online data (e.g. Account, Customer, Payment, Invoice, Item, Vendor) from Halo's connected QuickBooks integration.
`halo_get_sage_business_cloud_data` Free · Read-only	Retrieve Sage Business Cloud accounting data from Halo's connected integration.
`halo_get_sentinelone_data` Free · Read-only	Retrieve the SentinelOne integration connection details configured in Halo (returns the /SentinelOneDetails resource).
`halo_get_snelstart_data` Free · Read-only	Retrieve SnelStart accounting data from Halo's connected integration.
`halo_get_solarwinds_rmm_data` Free · Read-only	Retrieve SolarWinds RMM / N-able RMM data (devices, alerts, patch status) from Halo's connected SolarWinds RMM integration.
`halo_get_sophos_data` Free · Read-only	Retrieve the Sophos integration connection details configured in Halo (returns the /SophosDetails resource).
`halo_get_stripe_data` Free · Read-only	Retrieve Stripe data from Halo's connected payments integration.
`halo_get_xero_data` Free · Read-only	Retrieve Xero data from Halo's connected Xero accounting integration.

Accounting Details

Tool	What it does
`halo_get_avalara_detail` Free · Read-only	Get a single Avalara connection detail by ID.
`halo_get_business_central_detail` Free · Read-only	Get a single Business Central connection detail by ID.
`halo_get_fortnox_detail` Free · Read-only	Get a single Fortnox connection detail by ID.
`halo_get_kashflow_detail` Free · Read-only	Get a single KashFlow connection detail by ID.
`halo_get_myob_detail` Free · Read-only	Get a single MYOB connection detail by ID.
`halo_get_quickbooks_detail` Free · Read-only	Get a single QuickBooks Online connection detail by ID.
`halo_get_sage_business_cloud_detail` Free · Read-only	Get a single Sage Business Cloud connection detail by ID.
`halo_get_xero_detail` Free · Read-only	Get a single Xero connection detail by ID.
`halo_list_avalara_details` Free · Read-only	List Avalara tax-integration connection details configured in Halo.
`halo_list_business_central_details` Free · Read-only	List Microsoft Dynamics 365 Business Central connection details configured in Halo.
`halo_list_fortnox_details` Free · Read-only	List Fortnox connection details configured in Halo.
`halo_list_kashflow_details` Free · Read-only	List KashFlow connection details configured in Halo.
`halo_list_myob_details` Free · Read-only	List MYOB connection details configured in Halo.
`halo_list_quickbooks_details` Free · Read-only	List QuickBooks Online connection details configured in Halo.
`halo_list_sage_business_cloud_details` Free · Read-only	List Sage Business Cloud connection details configured in Halo.
`halo_list_xero_details` Free · Read-only	List Xero connection details configured in Halo.

MCP & AI

Tool	What it does
`halo_create_mcp_connection` Pro · Destructive	Create a new MCP (Model Context Protocol) connection.
`halo_create_pii_detection` Pro · Destructive	Create a new PII (Personally Identifiable Information) detection rule.
`halo_delete_mcp_connection` Pro · Destructive	Delete an MCP connection by numeric ID.
`halo_get_mcp_connection` Free · Read-only	Retrieve a single MCP connection by numeric ID.
`halo_get_pii_detection` Free · Read-only	Retrieve a single PII detection rule by numeric ID.
`halo_get_virtual_agent_mcp` Free · Read-only	Retrieve the MCP (Model Context Protocol) configuration linked to a virtual agent.
`halo_link_virtual_agent_mcp` Pro · Destructive	Link MCP (Model Context Protocol) capabilities to a virtual agent.
`halo_list_mcp_connections` Free · Read-only	List all MCP (Model Context Protocol) connections configured in HaloPSA.
`halo_list_pii_detections` Free · Read-only	List all PII (Personally Identifiable Information) detection rules configured in HaloPSA.
`halo_unlink_virtual_agent_mcp` Pro · Destructive	Unlink MCP (Model Context Protocol) capabilities from a virtual agent.

Integration Diagnostics

Tool	What it does
`halo_create_integration_cursor` Pro · Destructive	Create or update an integration cursor.
`halo_create_intermedia_detail` Pro · Destructive	Create or update an Intermedia connection detail.
`halo_create_sftp_detail` Pro · Destructive	Create or update an SFTP connection detail.
`halo_delete_integration_cursor` Pro · Destructive	Delete an integration cursor by numeric ID.
`halo_delete_intermedia_detail` Pro · Destructive	Delete an Intermedia connection detail by numeric ID.
`halo_delete_sftp_detail` Pro · Destructive	Delete an SFTP connection detail by numeric ID.
`halo_get_cluster` Free · Read-only	Retrieve a single cluster by numeric ID.
`halo_get_integration_cursor` Free · Read-only	Retrieve a single integration cursor by numeric ID.
`halo_get_intermedia_detail` Free · Read-only	Retrieve a single Intermedia connection detail by numeric ID.
`halo_get_periodic_history` Free · Read-only	Retrieve periodic (recurring) invoice/billing history.
`halo_get_sftp_detail` Free · Read-only	Retrieve a single SFTP connection detail by numeric ID.
`halo_list_clusters` Free · Read-only	List Halo clusters.
`halo_list_integration_cursors` Free · Read-only	List integration cursors.
`halo_list_intermedia_details` Free · Read-only	List configured Intermedia (Unite / cloud PBX) connection details used by Halo's telephony integration.
`halo_list_sftp_details` Free · Read-only	List configured SFTP connection details used by Halo integrations and imports.

Invoice & Order Extras

Tool	What it does
`halo_create_invoice_status` Pro · Destructive	Create a new invoice status.
`halo_delete_invoice_status` Pro · Destructive	Delete an invoice status by numeric ID.
`halo_expire_client_prepay` Pro · Destructive	Expire one or more client prepay balances.
`halo_get_invoice_status` Free · Read-only	Retrieve a single invoice status by numeric ID.
`halo_list_invoice_statuses` Free · Read-only	List all invoice statuses configured in HaloPSA.
`halo_register_invoice_view` Pro · Write	Record that a user or contact has viewed an invoice.
`halo_register_kb_article_view` Pro · Write	Record that a user or contact has viewed a knowledge base article.
`halo_register_purchase_order_view` Pro · Write	Record that a user or contact has viewed a purchase order.
`halo_register_sales_order_view` Pro · Write	Record that a user or contact has viewed a sales order.
`halo_review_expense` Pro · Destructive	Mark one or more expenses as reviewed.
`halo_update_invoice_lines` Pro · Destructive	Update one or more invoice line items in bulk.

CRM & Service Extras

Tool	What it does
`halo_create_crm_note_reply` Pro · Write	Create a reply against a CRM note.
`halo_create_service` Pro · Write	Create a new service in the service catalog/service-status surface.
`halo_delete_crm_note_reply` Pro · Destructive	Delete a CRM note reply by numeric ID.
`halo_delete_service` Pro · Destructive	Delete a service from the service catalog by numeric ID.
`halo_get_crm_note_reply` Free · Read-only	Retrieve a single CRM note reply by numeric ID.
`halo_get_security_question_call` Free · Read-only	Retrieve the security question to verify a caller for a given call/ticket by numeric ID.
`halo_list_crm_note_replies` Free · Read-only	List replies left against CRM notes.
`halo_list_milestones` Free · Read-only	List project milestones.
`halo_list_users_onbehalf` Free · Read-only	List the users the current agent can act on behalf of.
`halo_unsubscribe_service` Pro · Destructive	Unsubscribe the current user/agent from a service so they stop receiving status notifications.
`halo_validate_security_question` Pro · Write	Validate a user's answer to a security question.
`halo_validate_security_question_call` Pro · Write	Validate a caller's answer to a security question for a call/ticket.

Integration Data (Extended)

Tool	What it does
`halo_get_atera_data` Free · Read-only	Retrieve Atera data from Halo's connected Atera integration.
`halo_get_autotask_data` Free · Read-only	Retrieve Autotask data from Halo's connected Autotask integration.
`halo_get_barracuda_data` Free · Read-only	Retrieve Barracuda data from Halo's connected Barracuda integration.
`halo_get_connectwise_control_data` Free · Read-only	Retrieve ConnectWise Control data from Halo's connected ConnectWise Control integration.
`halo_get_connectwise_rmm_data` Free · Read-only	Retrieve ConnectWise RMM data from Halo's connected ConnectWise RMM integration.
`halo_get_datto_commerce_data` Free · Read-only	Retrieve Datto Commerce data from Halo's connected Datto Commerce integration.
`halo_get_device42_data` Free · Read-only	Retrieve Device42 data from Halo's connected Device42 integration.
`halo_get_devops_data` Free · Read-only	Retrieve Azure DevOps data from Halo's connected Azure DevOps integration.
`halo_get_dynamics_crm_data` Free · Read-only	Retrieve Dynamics CRM data from Halo's connected Dynamics CRM integration.
`halo_get_freshdesk_data` Free · Read-only	Retrieve Freshdesk data from Halo's connected Freshdesk integration.
`halo_get_google_calendars_data` Free · Read-only	Retrieve Google Calendars data from Halo's connected Google Calendars integration.
`halo_get_google_workplace_data` Free · Read-only	Retrieve Google Workplace data from Halo's connected Google Workplace integration.
`halo_get_gotoassist_data` Free · Read-only	Retrieve GoToAssist data from Halo's connected GoToAssist integration.
`halo_get_hubspot_data` Free · Read-only	Retrieve HubSpot data from Halo's connected HubSpot integration.
`halo_get_jamf_data` Free · Read-only	Retrieve Jamf data from Halo's connected Jamf integration.
`halo_get_jira_data` Free · Read-only	Retrieve Jira data from Halo's connected Jira integration.
`halo_get_jira_service_management_data` Free · Read-only	Retrieve Jira Service Management data from Halo's connected Jira Service Management integration.
`halo_get_lansweeper_data` Free · Read-only	Retrieve Lansweeper data from Halo's connected Lansweeper integration.
`halo_get_logicmonitor_data` Free · Read-only	Retrieve LogicMonitor data from Halo's connected LogicMonitor integration.
`halo_get_meraki_data` Free · Read-only	Retrieve Meraki data from Halo's connected Meraki integration.
`halo_get_ninja_rmm_data` Free · Read-only	Retrieve NinjaRMM data from Halo's connected NinjaRMM integration.
`halo_get_okta_data` Free · Read-only	Retrieve Okta data from Halo's connected Okta integration.
`halo_get_pagerduty_data` Free · Read-only	Retrieve PagerDuty data from Halo's connected PagerDuty integration.
`halo_get_passportal_data` Free · Read-only	Retrieve Passportal data from Halo's connected Passportal integration.
`halo_get_qualys_data` Free · Read-only	Retrieve Qualys data from Halo's connected Qualys integration.
`halo_get_salesforce_data` Free · Read-only	Retrieve Salesforce data from Halo's connected Salesforce integration.
`halo_get_servicenow_data` Free · Read-only	Retrieve ServiceNow data from Halo's connected ServiceNow integration.
`halo_get_servicenow_integration_data` Free · Read-only	Retrieve ServiceNow Integration data from Halo's connected ServiceNow Integration integration.
`halo_get_shopify_data` Free · Read-only	Retrieve Shopify data from Halo's connected Shopify integration.
`halo_get_slack_data` Free · Read-only	Retrieve Slack data from Halo's connected Slack integration.
`halo_get_snow_data` Free · Read-only	Retrieve Snow data from Halo's connected Snow integration.
`halo_get_splashtop_data` Free · Read-only	Retrieve Splashtop data from Halo's connected Splashtop integration.
`halo_get_splunk_oncall_data` Free · Read-only	Retrieve Splunk On-Call data from Halo's connected Splunk On-Call integration.
`halo_get_syncro_data` Free · Read-only	Retrieve Syncro data from Halo's connected Syncro integration.
`halo_get_tanium_data` Free · Read-only	Retrieve Tanium data from Halo's connected Tanium integration.
`halo_get_zabbix_data` Free · Read-only	Retrieve Zabbix data from Halo's connected Zabbix integration.

Integration Sync

Tool	What it does
`halo_adjust_csp_quantity` Pro · Destructive	Change the seat quantity of a Microsoft CSP licence via Halo's connected Microsoft Partner Center integration.
`halo_adjust_pax8_quantity` Pro · Destructive	Change the seat quantity of a Pax8 subscription licence via Halo's connected Pax8 integration.
`halo_clear_csp_licence_cache` Pro · Write	Clear Halo's cached Microsoft CSP licence-key lookups, forcing a fresh fetch from Microsoft Partner Center on the next read.
`halo_import_business_central` Pro · Destructive	Trigger an import sync against the connected Microsoft Dynamics 365 Business Central accounting integration.
`halo_import_exact_online` Pro · Destructive	Trigger an import sync against the connected Exact Online accounting integration.
`halo_import_fortnox` Pro · Destructive	Trigger an import sync against the connected Fortnox accounting integration.
`halo_import_intacct` Pro · Destructive	Trigger an import sync against the connected Sage Intacct accounting integration.
`halo_import_kashflow` Pro · Destructive	Trigger an import sync against the connected KashFlow accounting integration.
`halo_import_myob` Pro · Destructive	Trigger an import sync against the connected MYOB accounting integration.
`halo_import_quickbooks_online` Pro · Destructive	Trigger an import sync against the connected QuickBooks Online accounting integration.
`halo_import_sage_business_cloud` Pro · Destructive	Trigger an import sync against the connected Sage Business Cloud accounting integration.
`halo_import_snelstart` Pro · Destructive	Trigger an import sync against the connected SnelStart accounting integration.
`halo_import_xero` Pro · Destructive	Trigger an import sync against the connected Xero accounting integration.
`halo_send_xero_invoice` Pro · Destructive	Push an invoice to the connected Xero accounting integration.
`halo_stripe_create_payment_intent` Pro · Destructive	Create a Stripe PaymentIntent via Halo's connected Stripe payments integration.
`halo_stripe_create_portal_session` Pro · Destructive	Create a Stripe customer billing portal session via Halo's connected Stripe payments integration.
`halo_stripe_create_setup_intent` Pro · Destructive	Create a Stripe SetupIntent via Halo's connected Stripe payments integration.
`halo_stripe_create_webhook` Pro · Destructive	Create a Stripe webhook endpoint via Halo's connected Stripe payments integration.
`halo_stripe_update_invoice_payment` Pro · Destructive	Update an invoice payment record in Stripe via Halo's connected Stripe payments integration.

Standard Request Templates

Tool	What it does
`halo_create_template` Pro · Write	Create a new standard request template.
`halo_delete_template` Pro · Destructive	Delete a standard request template by numeric ID.
`halo_get_template` Free · Read-only	Retrieve full details for a single standard request template by numeric ID.
`halo_list_templates` Free · Read-only	List standard request templates (pre-configured ticket blueprints) with pagination.

Call Scripts

Tool	What it does
`halo_get_call_script` Free · Read-only	Retrieve full details for a single call script by numeric ID.
`halo_list_call_scripts` Free · Read-only	List all call scripts configured in the system.

Live Chat

Tool	What it does
`halo_get_chat` Free · Read-only	Retrieve full details for a single live chat session by numeric ID.
`halo_get_chat_profile` Free · Read-only	Retrieve full details for a single chat profile by numeric ID.
`halo_list_chat_messages` Free · Read-only	List messages in a live chat session.
`halo_list_chat_profiles` Free · Read-only	List all live chat profiles configured in the system.
`halo_list_chats` Free · Read-only	List live chat sessions with optional filtering.
`halo_send_chat_message` Pro · Write	Send a message in a live chat session.

Remote Sessions

Tool	What it does
`halo_create_remote_session` Pro · Write	Create a new remote support session.
`halo_get_remote_session` Free · Read-only	Retrieve full details for a single remote support session by numeric ID.
`halo_list_remote_session_teams` Free · Read-only	List teams configured for remote support sessions.
`halo_list_remote_sessions` Free · Read-only	List remote support sessions with optional filtering by agent or client.

Approval Processes

Tool	What it does
`halo_create_approval_process` Pro · Write	Create a new approval process.
`halo_create_approval_rule` Pro · Write	Create a new approval rule that defines conditions for triggering approvals.
`halo_get_approval_process` Free · Read-only	Retrieve full details for a single approval process by numeric ID.
`halo_list_approval_processes` Free · Read-only	List all approval processes configured in the system.
`halo_list_approval_rules` Free · Read-only	List approval rules that define when and how approvals are triggered.

Saved Views

Tool	What it does
`halo_get_view` Free · Read-only	Retrieve full details for a single saved view by numeric ID.
`halo_list_view_columns` Free · Read-only	List available column definitions that can be used in saved views.
`halo_list_view_filters` Free · Read-only	List available filter definitions that can be used in saved views.
`halo_list_views` Free · Read-only	List saved views configured in the system.

PowerShell Scripts

Tool	What it does
`halo_create_script` Pro · Write	Create a new PowerShell script in the Halo script library.
`halo_get_script` Free · Read-only	Retrieve full details for a single PowerShell script by numeric ID.
`halo_list_script_executions` Free · Read-only	List PowerShell script execution history.
`halo_list_scripts` Free · Read-only	List PowerShell scripts stored in the Halo script library.

Call Logs

Tool	What it does
`halo_create_call_log` Pro · Write	Create a new telephone call log entry.
`halo_list_call_logs` Free · Read-only	List telephone call logs recorded in the system.

External Links

Tool	What it does
`halo_create_external_link` Pro · Write	Create a new external link on a Halo entity.
`halo_generate_external_link` Pro · Write	Generate a shareable external link (portal link or guest access URL) for a Halo entity.
`halo_list_external_links` Free · Read-only	List external links associated with Halo entities.

FAQ Lists

Tool	What it does
`halo_get_faq_list` Free · Read-only	Retrieve full details for a single FAQ list by numeric ID.
`halo_list_faq_lists` Free · Read-only	List FAQ lists (frequently asked questions collections) configured in the system.

Tool	What it does
`halo_list_popup_notes` Free · Read-only	List popup notes configured for clients, sites, or users.
`halo_mark_popup_read` Pro · Write	Mark a popup note as read/acknowledged for the current agent.

Secure Secret Links

Tool	What it does
`halo_create_secure_link` Pro · Write	Create a new secure secret link for sharing sensitive information.
`halo_list_secure_links` Free · Read-only	List secure secret links (one-time-use password/secret sharing URLs).
`halo_validate_secure_link` Free · Read-only	Validate a secure secret link token and retrieve the secret if valid.

Cross-Domain

Tool	What it does
`halo_bulk_status_summary` Pro · Read-only	Quick counts of open items across all domains: open tickets, active contracts, active assets, pending approvals, and open opportunities.
`halo_client_financial_summary` Pro · Read-only	For a client: total invoiced revenue, total hours logged, active contracts with values, prepay balance, and recent billing lines.
`halo_entity_relationship_map` Pro · Read-only	Scatter-gather: given a client, fetch open tickets, assets, contracts, users, sites, and opportunities in parallel and return counts and summaries for each entity type.
`halo_queue_health_dashboard` Pro · Read-only	Health metrics for a specific team/queue: open ticket count, SLA status, per-agent workload distribution, and ticket age distribution buckets.
`halo_technician_dashboard` Pro · Read-only	For a given agent: their open tickets by priority, today's timesheets, upcoming appointments, and SLA breach warnings.
`halo_weekly_operations_report` Pro · Read-only	Weekly operations snapshot: new tickets created, tickets closed, total time logged, SLA breaches, and contracts expiring soon.

Integration Config: A-E

Tool	What it does
`halo_create_addigy_details` Pro · Write	Create or update an Addigy integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_adobe_acrobat_details` Pro · Write	Create or update an Adobe Acrobat integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_adobe_commerce_details` Pro · Write	Create or update an Adobe Commerce integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_amazon_seller_details` Pro · Write	Create or update an Amazon Seller integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_armis_details` Pro · Write	Create or update an Armis integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_arrow_sphere_details` Pro · Write	Create or update an ArrowSphere integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_assetbots_details` Pro · Write	Create or update an Assetbots integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_avalara_details` Pro · Write	Create or update an Avalara tax-integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_aws_details` Pro · Write	Create or update an AWS integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_business_central_details` Pro · Write	Create or update a Microsoft Dynamics 365 Business Central connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_confluence_details` Pro · Write	Create or update a Confluence integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_datto_commerce_details` Pro · Write	Create or update a Datto Commerce integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_datto_rmm_details` Pro · Write	Create or update a Datto RMM integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_dynamics365_crm_details` Pro · Write	Create or update a Microsoft Dynamics 365 CRM integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_dynatrace_details` Pro · Write	Create or update a Dynatrace integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_eracent_details` Pro · Write	Create or update an Eracent integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_delete_addigy_details` Pro · Destructive	Delete an Addigy integration connection-detail record by numeric ID.
`halo_delete_adobe_acrobat_details` Pro · Destructive	Delete an Adobe Acrobat integration connection-detail record by numeric ID.
`halo_delete_adobe_commerce_details` Pro · Destructive	Delete an Adobe Commerce integration connection-detail record by numeric ID.
`halo_delete_amazon_seller_details` Pro · Destructive	Delete an Amazon Seller integration connection-detail record by numeric ID.
`halo_delete_armis_details` Pro · Destructive	Delete an Armis integration connection-detail record by numeric ID.
`halo_delete_arrow_sphere_details` Pro · Destructive	Delete an ArrowSphere integration connection-detail record by numeric ID.
`halo_delete_assetbots_details` Pro · Destructive	Delete an Assetbots integration connection-detail record by numeric ID.
`halo_delete_avalara_details` Pro · Destructive	Delete an Avalara tax-integration connection-detail record by numeric ID.
`halo_delete_aws_details` Pro · Destructive	Delete an AWS integration connection-detail record by numeric ID.
`halo_delete_business_central_details` Pro · Destructive	Delete a Microsoft Dynamics 365 Business Central connection-detail record by numeric ID.
`halo_delete_confluence_details` Pro · Destructive	Delete a Confluence integration connection-detail record by numeric ID.
`halo_delete_datto_commerce_details` Pro · Destructive	Delete a Datto Commerce integration connection-detail record by numeric ID.
`halo_delete_datto_rmm_details` Pro · Destructive	Delete a Datto RMM integration connection-detail record by numeric ID.
`halo_delete_dynamics365_crm_details` Pro · Destructive	Delete a Microsoft Dynamics 365 CRM integration connection-detail record by numeric ID.
`halo_delete_dynatrace_details` Pro · Destructive	Delete a Dynatrace integration connection-detail record by numeric ID.
`halo_delete_eracent_details` Pro · Destructive	Delete an Eracent integration connection-detail record by numeric ID.
`halo_get_addigy_details` Free · Read-only	Retrieve a single Addigy integration connection-detail record by numeric ID.
`halo_get_adobe_acrobat_details` Free · Read-only	Retrieve a single Adobe Acrobat integration connection-detail record by numeric ID.
`halo_get_adobe_commerce_details` Free · Read-only	Retrieve a single Adobe Commerce integration connection-detail record by numeric ID.
`halo_get_amazon_seller_details` Free · Read-only	Retrieve a single Amazon Seller integration connection-detail record by numeric ID.
`halo_get_armis_details` Free · Read-only	Retrieve a single Armis integration connection-detail record by numeric ID.
`halo_get_arrow_sphere_details` Free · Read-only	Retrieve a single ArrowSphere integration connection-detail record by numeric ID.
`halo_get_assetbots_details` Free · Read-only	Retrieve a single Assetbots integration connection-detail record by numeric ID.
`halo_get_aws_details` Free · Read-only	Retrieve a single AWS integration connection-detail record by numeric ID.
`halo_get_confluence_details` Free · Read-only	Retrieve a single Confluence integration connection-detail record by numeric ID.
`halo_get_datto_commerce_details` Free · Read-only	Retrieve a single Datto Commerce integration connection-detail record by numeric ID.
`halo_get_datto_rmm_details` Free · Read-only	Retrieve a single Datto RMM integration connection-detail record by numeric ID.
`halo_get_dynamics365_crm_details` Free · Read-only	Retrieve a single Microsoft Dynamics 365 CRM integration connection-detail record by numeric ID.
`halo_get_dynatrace_details` Free · Read-only	Retrieve a single Dynatrace integration connection-detail record by numeric ID.
`halo_get_eracent_details` Free · Read-only	Retrieve a single Eracent integration connection-detail record by numeric ID.
`halo_list_addigy_details` Free · Read-only	List Addigy integration connection-detail records configured in HaloPSA.
`halo_list_adobe_acrobat_details` Free · Read-only	List Adobe Acrobat integration connection-detail records configured in HaloPSA.
`halo_list_adobe_commerce_details` Free · Read-only	List Adobe Commerce integration connection-detail records configured in HaloPSA.
`halo_list_amazon_seller_details` Free · Read-only	List Amazon Seller integration connection-detail records configured in HaloPSA.
`halo_list_armis_details` Free · Read-only	List Armis integration connection-detail records configured in HaloPSA.
`halo_list_arrow_sphere_details` Free · Read-only	List ArrowSphere integration connection-detail records configured in HaloPSA.
`halo_list_assetbots_details` Free · Read-only	List Assetbots integration connection-detail records configured in HaloPSA.
`halo_list_aws_details` Free · Read-only	List AWS integration connection-detail records configured in HaloPSA.
`halo_list_confluence_details` Free · Read-only	List Confluence integration connection-detail records configured in HaloPSA.
`halo_list_datto_commerce_details` Free · Read-only	List Datto Commerce integration connection-detail records configured in HaloPSA.
`halo_list_datto_rmm_details` Free · Read-only	List Datto RMM integration connection-detail records configured in HaloPSA.
`halo_list_dynamics365_crm_details` Free · Read-only	List Microsoft Dynamics 365 CRM integration connection-detail records configured in HaloPSA.
`halo_list_dynatrace_details` Free · Read-only	List Dynatrace integration connection-detail records configured in HaloPSA.
`halo_list_eracent_details` Free · Read-only	List Eracent integration connection-detail records configured in HaloPSA.

Integration Config: E-M

Tool	What it does
`halo_create_exact_details` Pro · Write	Create or update an Exact Online integration connection detail (upsert — include an id in the body to update).
`halo_create_facebook_details` Pro · Write	Create or update a Facebook integration connection detail (upsert — include an id in the body to update).
`halo_create_forecast_details` Pro · Write	Create or update a Forecast integration connection detail (upsert — include an id in the body to update).
`halo_create_forethought_details` Pro · Write	Create or update a Forethought integration connection detail (upsert — include an id in the body to update).
`halo_create_fortnox_details` Pro · Write	Create or update a Fortnox integration connection detail (upsert — include an id in the body to update).
`halo_create_google_business_details` Pro · Write	Create or update a Google Business Messages integration connection detail (upsert — include an id in the body to update).
`halo_create_gworkspace_details` Pro · Write	Create or update a Google Workspace integration connection detail (upsert — include an id in the body to update).
`halo_create_ingram_micro_details` Pro · Write	Create or update an Ingram Micro integration connection detail (upsert — include an id in the body to update).
`halo_create_ingram_micro_reseller_details` Pro · Write	Create or update an Ingram Micro Reseller integration connection detail (upsert — include an id in the body to update).
`halo_create_jamf_details` Pro · Write	Create or update a Jamf integration connection detail (upsert — include an id in the body to update).
`halo_create_jira_details` Pro · Write	Create or update a Jira integration connection detail (upsert — include an id in the body to update).
`halo_create_kandji_details` Pro · Write	Create or update a Kandji integration connection detail (upsert — include an id in the body to update).
`halo_create_kaseya_vsax_details` Pro · Write	Create or update a Kaseya VSA X integration connection detail (upsert — include an id in the body to update).
`halo_create_kashflow_details` Pro · Write	Create or update a KashFlow integration connection detail (upsert — include an id in the body to update).
`halo_create_manage_engine_details` Pro · Write	Create or update a ManageEngine integration connection detail (upsert — include an id in the body to update).
`halo_create_mattermost_details` Pro · Write	Create or update a Mattermost integration connection detail (upsert — include an id in the body to update).
`halo_delete_exact_details` Pro · Destructive	Delete an Exact Online integration connection detail by numeric ID.
`halo_delete_facebook_details` Pro · Destructive	Delete a Facebook integration connection detail by numeric ID.
`halo_delete_forecast_details` Pro · Destructive	Delete a Forecast integration connection detail by numeric ID.
`halo_delete_forethought_details` Pro · Destructive	Delete a Forethought integration connection detail by numeric ID.
`halo_delete_fortnox_details` Pro · Destructive	Delete a Fortnox integration connection detail by numeric ID.
`halo_delete_google_business_details` Pro · Destructive	Delete a Google Business Messages integration connection detail by numeric ID.
`halo_delete_gworkspace_details` Pro · Destructive	Delete a Google Workspace integration connection detail by numeric ID.
`halo_delete_ingram_micro_details` Pro · Destructive	Delete an Ingram Micro integration connection detail by numeric ID.
`halo_delete_ingram_micro_reseller_details` Pro · Destructive	Delete an Ingram Micro Reseller integration connection detail by numeric ID.
`halo_delete_jamf_details` Pro · Destructive	Delete a Jamf integration connection detail by numeric ID.
`halo_delete_jira_details` Pro · Destructive	Delete a Jira integration connection detail by numeric ID.
`halo_delete_kandji_details` Pro · Destructive	Delete a Kandji integration connection detail by numeric ID.
`halo_delete_kaseya_vsax_details` Pro · Destructive	Delete a Kaseya VSA X integration connection detail by numeric ID.
`halo_delete_kashflow_details` Pro · Destructive	Delete a KashFlow integration connection detail by numeric ID.
`halo_delete_manage_engine_details` Pro · Destructive	Delete a ManageEngine integration connection detail by numeric ID.
`halo_delete_mattermost_details` Pro · Destructive	Delete a Mattermost integration connection detail by numeric ID.
`halo_get_exact_details` Free · Read-only	Retrieve a single Exact Online integration connection detail by numeric ID.
`halo_get_facebook_details` Free · Read-only	Retrieve a single Facebook integration connection detail by numeric ID.
`halo_get_forecast_details` Free · Read-only	Retrieve a single Forecast integration connection detail by numeric ID.
`halo_get_forethought_details` Free · Read-only	Retrieve a single Forethought integration connection detail by numeric ID.
`halo_get_google_business_details` Free · Read-only	Retrieve a single Google Business Messages integration connection detail by numeric ID.
`halo_get_gworkspace_details` Free · Read-only	Retrieve a single Google Workspace integration connection detail by numeric ID.
`halo_get_ingram_micro_details` Free · Read-only	Retrieve a single Ingram Micro integration connection detail by numeric ID.
`halo_get_ingram_micro_reseller_details` Free · Read-only	Retrieve a single Ingram Micro Reseller integration connection detail by numeric ID.
`halo_get_jamf_details` Free · Read-only	Retrieve a single Jamf integration connection detail by numeric ID.
`halo_get_jira_details` Free · Read-only	Retrieve a single Jira integration connection detail by numeric ID.
`halo_get_kandji_details` Free · Read-only	Retrieve a single Kandji integration connection detail by numeric ID.
`halo_get_kaseya_vsax_details` Free · Read-only	Retrieve a single Kaseya VSA X integration connection detail by numeric ID.
`halo_get_manage_engine_details` Free · Read-only	Retrieve a single ManageEngine integration connection detail by numeric ID.
`halo_get_mattermost_details` Free · Read-only	Retrieve a single Mattermost integration connection detail by numeric ID.
`halo_list_exact_details` Free · Read-only	List Exact Online integration connection details configured in HaloPSA.
`halo_list_facebook_details` Free · Read-only	List Facebook integration connection details configured in HaloPSA.
`halo_list_forecast_details` Free · Read-only	List Forecast integration connection details configured in HaloPSA.
`halo_list_forethought_details` Free · Read-only	List Forethought integration connection details configured in HaloPSA.
`halo_list_google_business_details` Free · Read-only	List Google Business Messages integration connection details configured in HaloPSA.
`halo_list_gworkspace_details` Free · Read-only	List Google Workspace integration connection details configured in HaloPSA.
`halo_list_ingram_micro_details` Free · Read-only	List Ingram Micro integration connection details configured in HaloPSA.
`halo_list_ingram_micro_reseller_details` Free · Read-only	List Ingram Micro Reseller integration connection details configured in HaloPSA.
`halo_list_jamf_details` Free · Read-only	List Jamf integration connection details configured in HaloPSA.
`halo_list_jira_details` Free · Read-only	List Jira integration connection details configured in HaloPSA.
`halo_list_kandji_details` Free · Read-only	List Kandji integration connection details configured in HaloPSA.
`halo_list_kaseya_vsax_details` Free · Read-only	List Kaseya VSA X integration connection details configured in HaloPSA.
`halo_list_manage_engine_details` Free · Read-only	List ManageEngine integration connection details configured in HaloPSA.
`halo_list_mattermost_channel_details` Free · Read-only	List Mattermost channel details available for the configured Mattermost integration in HaloPSA.
`halo_list_mattermost_details` Free · Read-only	List Mattermost integration connection details configured in HaloPSA.

Integration Config: M-S

Tool	What it does
`halo_create_myob_details` Pro · Write	Create or update a MYOB integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_ncentral_details` Pro · Write	Create or update an N-central integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_pax8_details` Pro · Write	Create or update a Pax8 integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_prtg_details` Pro · Write	Create or update a PRTG integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_quickbooks_details` Pro · Write	Create or update a QuickBooks integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_raynet_details` Pro · Write	Create or update a Raynet integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_sage_business_cloud_details` Pro · Write	Create or update a Sage Business Cloud integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_sailpoint_details` Pro · Write	Create or update a SailPoint integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_seatgeek_details` Pro · Write	Create or update a SeatGeek integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_sentinelone_details` Pro · Write	Create or update a SentinelOne integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_shopify_details` Pro · Write	Create or update a Shopify integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_slack_details` Pro · Write	Create or update a Slack integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_snipeit_details` Pro · Write	Create or update a Snipe-IT integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_snow_details` Pro · Write	Create or update a Snow integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_create_sophos_details` Pro · Write	Create or update a Sophos integration detail record (upsert — include an "id" in the body to update an existing record).
`halo_delete_myob_details` Pro · Destructive	Delete a MYOB integration detail record by numeric ID.
`halo_delete_ncentral_details` Pro · Destructive	Delete an N-central integration detail record by numeric ID.
`halo_delete_pax8_details` Pro · Destructive	Delete a Pax8 integration detail record by numeric ID.
`halo_delete_prtg_details` Pro · Destructive	Delete a PRTG integration detail record by numeric ID.
`halo_delete_quickbooks_details` Pro · Destructive	Delete a QuickBooks integration detail record by numeric ID.
`halo_delete_raynet_details` Pro · Destructive	Delete a Raynet integration detail record by numeric ID.
`halo_delete_sage_business_cloud_details` Pro · Destructive	Delete a Sage Business Cloud integration detail record by numeric ID.
`halo_delete_sailpoint_details` Pro · Destructive	Delete a SailPoint integration detail record by numeric ID.
`halo_delete_seatgeek_details` Pro · Destructive	Delete a SeatGeek integration detail record by numeric ID.
`halo_delete_sentinelone_details` Pro · Destructive	Delete a SentinelOne integration detail record by numeric ID.
`halo_delete_shopify_details` Pro · Destructive	Delete a Shopify integration detail record by numeric ID.
`halo_delete_slack_details` Pro · Destructive	Delete a Slack integration detail record by numeric ID.
`halo_delete_snipeit_details` Pro · Destructive	Delete a Snipe-IT integration detail record by numeric ID.
`halo_delete_snow_details` Pro · Destructive	Delete a Snow integration detail record by numeric ID.
`halo_delete_sophos_details` Pro · Destructive	Delete a Sophos integration detail record by numeric ID.
`halo_get_ncentral_details` Free · Read-only	Retrieve a single N-central integration detail record by numeric ID.
`halo_get_pax8_details` Free · Read-only	Retrieve a single Pax8 integration detail record by numeric ID.
`halo_get_prtg_details` Free · Read-only	Retrieve a single PRTG integration detail record by numeric ID.
`halo_get_raynet_details` Free · Read-only	Retrieve a single Raynet integration detail record by numeric ID.
`halo_get_sailpoint_details` Free · Read-only	Retrieve a single SailPoint integration detail record by numeric ID.
`halo_get_seatgeek_details` Free · Read-only	Retrieve a single SeatGeek integration detail record by numeric ID.
`halo_get_sentinelone_details` Free · Read-only	Retrieve a single SentinelOne integration detail record by numeric ID.
`halo_get_service_request_details` Free · Read-only	Retrieve a single service request detail record by numeric ID.
`halo_get_shopify_details` Free · Read-only	Retrieve a single Shopify integration detail record by numeric ID.
`halo_get_slack_details` Free · Read-only	Retrieve a single Slack integration detail record by numeric ID.
`halo_get_snipeit_details` Free · Read-only	Retrieve a single Snipe-IT integration detail record by numeric ID.
`halo_get_snow_details` Free · Read-only	Retrieve a single Snow integration detail record by numeric ID.
`halo_get_sophos_details` Free · Read-only	Retrieve a single Sophos integration detail record by numeric ID.
`halo_list_ncentral_details` Free · Read-only	List all N-central integration detail records configured in HaloPSA.
`halo_list_pax8_details` Free · Read-only	List all Pax8 integration detail records configured in HaloPSA.
`halo_list_prtg_details` Free · Read-only	List all PRTG integration detail records configured in HaloPSA.
`halo_list_raynet_details` Free · Read-only	List all Raynet integration detail records configured in HaloPSA.
`halo_list_sailpoint_details` Free · Read-only	List all SailPoint integration detail records configured in HaloPSA.
`halo_list_seatgeek_details` Free · Read-only	List all SeatGeek integration detail records configured in HaloPSA.
`halo_list_service_request_details` Free · Read-only	List all service request detail records configured in HaloPSA.
`halo_list_shopify_details` Free · Read-only	List all Shopify integration detail records configured in HaloPSA.
`halo_list_slack_details` Free · Read-only	List all Slack integration detail records configured in HaloPSA.
`halo_list_snipeit_details` Free · Read-only	List all Snipe-IT integration detail records configured in HaloPSA.
`halo_list_snow_details` Free · Read-only	List all Snow integration detail records configured in HaloPSA.
`halo_uninstall_slack_details` Pro · Destructive	Uninstall the Slack integration (POST /SlackDetails/Uninstall).

Integration Config: S-X

Tool	What it does
`halo_create_streamone_ion_details` Pro · Write	Create or update a StreamOne Ion integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_synnex_details` Pro · Write	Create or update a Synnex integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_tanium_details` Pro · Write	Create or update a Tanium integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_techdata_reseller_details` Pro · Write	Create or update a TechData Reseller integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_tenable_details` Pro · Write	Create or update a Tenable integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_twilio_whatsapp_details` Pro · Write	Create or update a Twilio WhatsApp integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_twitter_details` Pro · Write	Create or update a Twitter integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_virima_details` Pro · Write	Create or update a Virima integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_vmworkspace_details` Pro · Write	Create or update a VMware Workspace integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_wordpress_details` Pro · Write	Create or update a WordPress integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_wordpress_org_details` Pro · Write	Create or update a WordPress Org integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_xero_details` Pro · Write	Create or update a Xero accounting-integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_delete_streamone_ion_details` Pro · Destructive	Delete a StreamOne Ion integration connection-detail record by numeric ID.
`halo_delete_synnex_details` Pro · Destructive	Delete a Synnex integration connection-detail record by numeric ID.
`halo_delete_tanium_details` Pro · Destructive	Delete a Tanium integration connection-detail record by numeric ID.
`halo_delete_techdata_reseller_details` Pro · Destructive	Delete a TechData Reseller integration connection-detail record by numeric ID.
`halo_delete_tenable_details` Pro · Destructive	Delete a Tenable integration connection-detail record by numeric ID.
`halo_delete_twilio_whatsapp_details` Pro · Destructive	Delete a Twilio WhatsApp integration connection-detail record by numeric ID.
`halo_delete_twitter_details` Pro · Destructive	Delete a Twitter integration connection-detail record by numeric ID.
`halo_delete_virima_details` Pro · Destructive	Delete a Virima integration connection-detail record by numeric ID.
`halo_delete_vmworkspace_details` Pro · Destructive	Delete a VMware Workspace integration connection-detail record by numeric ID.
`halo_delete_wordpress_details` Pro · Destructive	Delete a WordPress integration connection-detail record by numeric ID.
`halo_delete_wordpress_org_details` Pro · Destructive	Delete a WordPress Org integration connection-detail record by numeric ID.
`halo_delete_xero_details` Pro · Destructive	Delete a Xero accounting-integration connection-detail record by numeric ID.
`halo_get_streamone_ion_details` Free · Read-only	Retrieve a single StreamOne Ion integration connection-detail record by numeric ID.
`halo_get_synnex_details` Free · Read-only	Retrieve a single Synnex integration connection-detail record by numeric ID.
`halo_get_tanium_details` Free · Read-only	Retrieve a single Tanium integration connection-detail record by numeric ID.
`halo_get_techdata_reseller_details` Free · Read-only	Retrieve a single TechData Reseller integration connection-detail record by numeric ID.
`halo_get_tenable_details` Free · Read-only	Retrieve a single Tenable integration connection-detail record by numeric ID.
`halo_get_twilio_whatsapp_details` Free · Read-only	Retrieve a single Twilio WhatsApp integration connection-detail record by numeric ID.
`halo_get_twitter_details` Free · Read-only	Retrieve a single Twitter integration connection-detail record by numeric ID.
`halo_get_virima_details` Free · Read-only	Retrieve a single Virima integration connection-detail record by numeric ID.
`halo_get_vmworkspace_details` Free · Read-only	Retrieve a single VMware Workspace integration connection-detail record by numeric ID.
`halo_get_wordpress_details` Free · Read-only	Retrieve a single WordPress integration connection-detail record by numeric ID.
`halo_get_wordpress_org_details` Free · Read-only	Retrieve a single WordPress Org integration connection-detail record by numeric ID.
`halo_list_streamone_ion_details` Free · Read-only	List StreamOne Ion integration connection-detail records configured in HaloPSA.
`halo_list_synnex_details` Free · Read-only	List Synnex integration connection-detail records configured in HaloPSA.
`halo_list_tanium_details` Free · Read-only	List Tanium integration connection-detail records configured in HaloPSA.
`halo_list_techdata_reseller_details` Free · Read-only	List TechData Reseller integration connection-detail records configured in HaloPSA.
`halo_list_tenable_details` Free · Read-only	List Tenable integration connection-detail records configured in HaloPSA.
`halo_list_twilio_details` Free · Read-only	List Twilio integration connection-detail records configured in HaloPSA.
`halo_list_twilio_whatsapp_details` Free · Read-only	List Twilio WhatsApp integration connection-detail records configured in HaloPSA.
`halo_list_twitter_details` Free · Read-only	List Twitter integration connection-detail records configured in HaloPSA.
`halo_list_virima_details` Free · Read-only	List Virima integration connection-detail records configured in HaloPSA.
`halo_list_vmworkspace_details` Free · Read-only	List VMware Workspace integration connection-detail records configured in HaloPSA.
`halo_list_wordpress_details` Free · Read-only	List WordPress integration connection-detail records configured in HaloPSA.
`halo_list_wordpress_org_details` Free · Read-only	List WordPress Org integration connection-detail records configured in HaloPSA.

Integration Connectors

Tool	What it does
`halo_create_action_halo_integration` Pro · Write	Create a Halo action via the HaloIntegration/CreateAction inbound-integration endpoint.
`halo_create_azure_ad_connection` Pro · Write	Create or update an Azure AD (Entra ID) connection record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_azure_delta` Pro · Write	Create or update an Azure Delta record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_azure_dev_ops` Pro · Write	Create or update an Azure DevOps integration connection-detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_config_commit` Pro · Write	Create or update a configuration-commit record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_connected_instance` Pro · Write	Create or update a connected-instance record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_csv_template` Pro · Write	Create or update a CSV import-template record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_import_csv` Pro · Write	Create or update a CSV import record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_incoming_event` Pro · Write	Create or update an incoming-event record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_incoming_webhook` Pro · Write	Create or update an incoming-webhook record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_integration_configuration` Pro · Write	Create or update an integration-configuration record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_integration_delta` Pro · Write	Create or update an integration-delta record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_integration_error` Pro · Write	Create or update an integration-error record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_integration_export` Pro · Write	Create or update an integration-export record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_ticket_halo_integration` Pro · Write	Create a Halo ticket via the HaloIntegration/CreateTicket inbound-integration endpoint.
`halo_delete_azure_ad_connection` Pro · Destructive	Delete an Azure AD (Entra ID) connection record by numeric ID.
`halo_delete_azure_delta` Pro · Destructive	Delete an Azure Delta record by numeric ID.
`halo_delete_azure_dev_ops` Pro · Destructive	Delete an Azure DevOps integration connection-detail record by numeric ID.
`halo_delete_config_commit` Pro · Destructive	Delete a configuration-commit record by numeric ID.
`halo_delete_connected_instance` Pro · Destructive	Delete a connected-instance record by numeric ID.
`halo_delete_csv_template` Pro · Destructive	Delete a CSV import-template record by numeric ID.
`halo_delete_import_csv` Pro · Destructive	Delete a CSV import record by numeric ID.
`halo_delete_incoming_event` Pro · Destructive	Delete an incoming-event record by numeric ID.
`halo_delete_incoming_webhook` Pro · Destructive	Delete an incoming-webhook record by numeric ID.
`halo_delete_integration_delta` Pro · Destructive	Delete an integration-delta record by numeric ID.
`halo_delete_integration_error` Pro · Destructive	Delete an integration-error record by numeric ID.
`halo_delete_integration_export` Pro · Destructive	Delete an integration-export record by numeric ID.
`halo_get_azure_ad_connection` Free · Read-only	Retrieve a single Azure AD (Entra ID) connection record by numeric ID.
`halo_get_azure_delta` Free · Read-only	Retrieve a single Azure Delta record by numeric ID.
`halo_get_azure_dev_ops` Free · Read-only	Retrieve a single Azure DevOps integration connection-detail record by numeric ID.
`halo_get_config_commit` Free · Read-only	Retrieve a single configuration-commit record by numeric ID.
`halo_get_connected_instance` Free · Read-only	Retrieve a single connected-instance record by numeric ID.
`halo_get_csv_template` Free · Read-only	Retrieve a single CSV import-template record by numeric ID.
`halo_get_halo_integration` Free · Read-only	Retrieve HaloIntegration inbound-integration data via the HaloIntegration/Get endpoint.
`halo_get_import_csv` Free · Read-only	Retrieve a single CSV import record by numeric ID.
`halo_get_incoming_event` Free · Read-only	Retrieve a single incoming-event record by numeric ID.
`halo_get_incoming_webhook` Free · Read-only	Retrieve a single incoming-webhook record by numeric ID.
`halo_get_integration_delta` Free · Read-only	Retrieve a single integration-delta record by numeric ID.
`halo_list_azure_ad_connection` Free · Read-only	List Azure AD (Entra ID) connection records configured in HaloPSA.
`halo_list_azure_ad_mapping` Free · Read-only	List Azure AD (Entra ID) field-mapping records configured in HaloPSA.
`halo_list_azure_delta` Free · Read-only	List Azure Delta records configured in HaloPSA.
`halo_list_azure_dev_ops` Free · Read-only	List Azure DevOps integration connection-detail records configured in HaloPSA.
`halo_list_config_commit` Free · Read-only	List configuration-commit records in HaloPSA.
`halo_list_connected_instance` Free · Read-only	List connected-instance records in HaloPSA.
`halo_list_csv_template` Free · Read-only	List CSV import-template records in HaloPSA.
`halo_list_import_csv` Free · Read-only	List CSV import records in HaloPSA.
`halo_list_incoming_event` Free · Read-only	List incoming-event records in HaloPSA.
`halo_list_incoming_webhook` Free · Read-only	List incoming-webhook records in HaloPSA.
`halo_list_integration_delta` Free · Read-only	List integration-delta records in HaloPSA.
`halo_list_integration_export` Free · Read-only	List integration-export records in HaloPSA.
`halo_process_incoming_event` Pro · Destructive	Process pending incoming events via the IncomingEvent/Process endpoint.
`halo_process_incoming_webhook` Pro · Destructive	Process queued incoming webhook attempts via the IncomingWebhook/Process endpoint.

Integration Mappings

Tool	What it does
`halo_create_integration_field_data` Pro · Write	Create or update an integration field-data mapping record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_integration_request` Pro · Write	Create or update an integration request record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_microsoft_subscription_mapping` Pro · Write	Create or update a Microsoft subscription mapping record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_microsoft_teams_mapping` Pro · Write	Create or update a Microsoft Teams mapping record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_outbound_integration` Pro · Write	Create or update an outbound (custom) integration (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_outbound_integration_method` Pro · Write	Create or update an outbound (custom) integration method (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_slack_chat_app` Pro · Write	Create or update a Slack chat app record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_sql_import` Pro · Write	Create or update a SQL import configuration (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_webhook_event` Pro · Write	Create or update a webhook event record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_delete_integration_field_data` Pro · Destructive	Delete an integration field-data mapping record by numeric ID.
`halo_delete_integration_request` Pro · Destructive	Delete an integration request record by numeric ID.
`halo_delete_microsoft_subscription_mapping` Pro · Destructive	Delete a Microsoft subscription mapping record by numeric ID.
`halo_delete_microsoft_teams_mapping` Pro · Destructive	Delete a Microsoft Teams mapping record by numeric ID.
`halo_delete_outbound_integration` Pro · Destructive	Delete an outbound (custom) integration by numeric ID.
`halo_delete_outbound_integration_method` Pro · Destructive	Delete an outbound (custom) integration method by numeric ID.
`halo_delete_slack_chat_app` Pro · Destructive	Delete a Slack chat app record by numeric ID.
`halo_delete_sql_import` Pro · Destructive	Delete a SQL import configuration by numeric ID.
`halo_get_integration_field_data` Free · Read-only	Retrieve a single integration field-data mapping record by numeric ID.
`halo_get_integration_runbook_variable_group` Free · Read-only	Retrieve a single integration runbook variable group by numeric ID.
`halo_get_microsoft_subscription_mapping` Free · Read-only	Retrieve a single Microsoft subscription mapping record by numeric ID.
`halo_get_microsoft_teams_mapping` Free · Read-only	Retrieve a single Microsoft Teams mapping record by numeric ID.
`halo_get_outbound_integration` Free · Read-only	Retrieve a single outbound (custom) integration by numeric ID.
`halo_get_outbound_integration_method` Free · Read-only	Retrieve a single outbound (custom) integration method by numeric ID.
`halo_get_outbound_integration_repository` Free · Read-only	Retrieve a single outbound (custom) integration repository entry by numeric ID.
`halo_get_slack_chat_app` Free · Read-only	Retrieve a single Slack chat app record by numeric ID.
`halo_get_sql_import` Free · Read-only	Retrieve a single SQL import configuration by numeric ID.
`halo_get_webhook_event` Free · Read-only	Retrieve a single webhook event record by its GUID.
`halo_get_webhook_repository` Free · Read-only	Retrieve a single webhook repository entry by its GUID.
`halo_get_xtype_mapping` Free · Read-only	Retrieve a single asset-type (XType) mapping record by numeric ID.
`halo_list_integration_field_data` Free · Read-only	List integration field-data mapping records configured in HaloPSA.
`halo_list_integration_runbook_variable_group` Free · Read-only	List integration runbook variable groups configured in HaloPSA.
`halo_list_microsoft_subscription_mapping` Free · Read-only	List Microsoft subscription mapping records configured in HaloPSA.
`halo_list_microsoft_teams_mapping` Free · Read-only	List Microsoft Teams mapping records configured in HaloPSA.
`halo_list_object_mapping_profile` Free · Read-only	List object-mapping profiles configured in HaloPSA.
`halo_list_outbound_integration` Free · Read-only	List outbound (custom) integrations configured in HaloPSA.
`halo_list_outbound_integration_method` Free · Read-only	List outbound (custom) integration methods configured in HaloPSA.
`halo_list_outbound_integration_method_value` Free · Read-only	List outbound (custom) integration method values configured in HaloPSA.
`halo_list_outbound_integration_repository` Free · Read-only	List the outbound (custom) integration repository entries available in HaloPSA.
`halo_list_pagerduty_mapping` Free · Read-only	List PagerDuty mapping records configured in HaloPSA.
`halo_list_sailpoint_role_mapping` Free · Read-only	List SailPoint role mapping records configured in HaloPSA.
`halo_list_sailpoint_user_mapping` Free · Read-only	List SailPoint user mapping records configured in HaloPSA.
`halo_list_slack_chat_app` Free · Read-only	List Slack chat app records configured in HaloPSA.
`halo_list_sql_import` Free · Read-only	List SQL import configurations defined in HaloPSA.
`halo_list_webhook_repository` Free · Read-only	List the webhook repository entries available in HaloPSA.
`halo_list_xtype_mapping` Free · Read-only	List asset-type (XType) mapping records configured in HaloPSA.
`halo_list_xtype_role` Free · Read-only	List asset-type (XType) role records configured in HaloPSA.

Custom Fields & Types

Tool	What it does
`halo_add_field_to_all` Pro · Write	Add an existing ASSET-TYPE field to all field groups via the Field/AddFieldToAll action.
`halo_create_field` Pro · Write	Create or update an ASSET-TYPE field definition — the fields that make up an asset type's field_list (POST /Field; HaloPSA POST is an upsert, so include an "id" to update an existing field).
`halo_create_field_group` Pro · Write	Create or update a field group (HaloPSA POST is an upsert — include an "id" field to update).
`halo_create_field_info` Pro · Write	Create or update a CUSTOM FIELD definition (POST /FieldInfo; HaloPSA POST is an upsert, so include an "id" to update).
`halo_create_screen_layout` Pro · Write	Create or update a screen layout (HaloPSA POST is an upsert — include an "id" field to update).
`halo_create_section_detail` Pro · Write	Create or update an agent team / section (HaloPSA POST is an upsert — include an "id" field to update).
`halo_create_style_profile` Pro · Write	Create or update a style profile (HaloPSA POST is an upsert — include an "id" field to update).
`halo_create_toutcome` Pro · Write	Create or update a ticket action outcome (HaloPSA POST is an upsert — include an "id" field to update).
`halo_create_tree` Pro · Write	Create or update a top-level tree node (TopLevel) (HaloPSA POST is an upsert — include an "id" field to update).
`halo_create_tstatus` Pro · Write	Create or update a ticket status (HaloPSA POST is an upsert — include an "id" field to update).
`halo_create_xtype` Pro · Write	Create or update an asset type (HaloPSA POST is an upsert — include an "id" field to update).
`halo_delete_field` Pro · Destructive	Delete an ASSET-TYPE field definition by numeric ID (DELETE /Field/{id}).
`halo_delete_field_group` Pro · Destructive	Delete a field group by numeric ID.
`halo_delete_field_info` Pro · Destructive	Delete a CUSTOM FIELD definition by numeric ID (DELETE /FieldInfo/{id}).
`halo_delete_screen_layout` Pro · Destructive	Delete a screen layout by numeric ID.
`halo_delete_section_detail` Pro · Destructive	Delete an agent team / section by numeric ID.
`halo_delete_style_profile` Pro · Destructive	Delete a style profile by numeric ID.
`halo_delete_toutcome` Pro · Destructive	Delete a ticket action outcome by numeric ID.
`halo_delete_tree` Pro · Destructive	Delete a top-level tree node (TopLevel) by numeric ID.
`halo_delete_tstatus` Pro · Destructive	Delete a ticket status by numeric ID.
`halo_delete_xtype` Pro · Destructive	Delete an asset type by numeric ID.
`halo_get_category_detail` Free · Read-only	Retrieve a single category definition by numeric ID from the HaloPSA Category configuration.
`halo_get_field_group` Free · Read-only	Retrieve a single field group by numeric ID.
`halo_get_screen_layout` Free · Read-only	Retrieve a single screen layout by numeric ID.
`halo_get_section_detail` Free · Read-only	Retrieve a single agent team / section by numeric ID from the HaloPSA Team configuration.
`halo_get_section_detail_tree` Free · Read-only	Retrieve the agent team (section) hierarchy as a tree via the Team/Tree endpoint.
`halo_get_style_profile` Free · Read-only	Retrieve a single style profile by numeric ID.
`halo_get_toutcome` Free · Read-only	Retrieve a single ticket action outcome by numeric ID from the HaloPSA Outcome configuration.
`halo_get_tree` Free · Read-only	Retrieve a single top-level tree node (TopLevel) by numeric ID.
`halo_get_tstatus` Free · Read-only	Retrieve a single ticket status by numeric ID from the HaloPSA Status configuration.
`halo_get_xtype` Free · Read-only	Retrieve a single asset type by numeric ID from the HaloPSA AssetType configuration.
`halo_list_criteria_group` Free · Read-only	List criteria groups configured in HaloPSA — the reusable condition sets referenced by rules, automations and views.
`halo_list_field_group` Free · Read-only	List field groups configured in HaloPSA — the containers that organise custom fields into sections on forms.
`halo_list_halo_field` Free · Read-only	List the built-in HaloField catalog — the standard (system) field definitions available across HaloPSA.
`halo_list_screen_layout` Free · Read-only	List screen layouts configured in HaloPSA — the form/screen designs that control how fields are arranged for ticket types, assets and other entities.
`halo_list_style_profile` Free · Read-only	List style profiles configured in HaloPSA — the branding/appearance profiles that control colours and styling of portals and emails.
`halo_list_tree` Free · Read-only	List top-level tree nodes (TopLevel) configured in HaloPSA — the top-level category groupings used to organise ticket types and areas.
`halo_list_type_info` Free · Read-only	List asset type info (AssetTypeInfo) — a lightweight summary of the asset types configured in HaloPSA.

Ticket Structure

Tool	What it does
`halo_area_new_accounts_id` Pro · Write	Allocate/return the next new account ID for a HaloPSA Client (Area) via the /Client/NewAccountsId endpoint.
`halo_area_payment_method_update` Pro · Write	Update the stored payment method for a HaloPSA Client (Area) via the /Client/PaymentMethodUpdate endpoint.
`halo_create_autoassign` Pro · Write	Create or update a ticket auto-assign rule via the /TicketRules endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing rule).
`halo_create_confirm_closure` Pro · Write	Create or update a confirm-closure rule via the /ConfirmClosure endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing rule).
`halo_create_journey` Pro · Write	Create or update a journey via the /Journey endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing journey).
`halo_create_qualification` Pro · Write	Create or update a qualification via the /Qualification endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing qualification).
`halo_create_request_type` Pro · Write	Create or update a ticket request type via the /TicketType endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing request type).
`halo_create_request_type_group` Pro · Write	Create or update a ticket request-type group via the /TicketTypeGroup endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing group).
`halo_create_setup_tab` Pro · Write	Create or update a setup tab via the /SetupTab endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing setup tab).
`halo_create_tabname` Pro · Write	Create or update a tab name via the /Tabs endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing tab name).
`halo_create_ticket_area` Pro · Write	Create or update a ticket-area record via the /TicketArea endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_workflow_target` Pro · Write	Create or update a workflow target via the /WorkflowTarget endpoint (HaloPSA POST is an upsert — include an "id" field to update an existing target).
`halo_delete_area` Pro · Destructive	Delete a HaloPSA Client (Area) record by numeric ID via the /Client/{id} endpoint.
`halo_delete_area_note` Pro · Destructive	Delete an Area (Client) CRM note by numeric ID via the /CRMNote/{id} endpoint.
`halo_delete_autoassign` Pro · Destructive	Delete a ticket auto-assign rule by numeric ID via the /TicketRules/{id} endpoint.
`halo_delete_confirm_closure` Pro · Destructive	Delete a confirm-closure rule by numeric ID via the /ConfirmClosure/{id} endpoint.
`halo_delete_journey` Pro · Destructive	Delete a journey by numeric ID via the /Journey/{id} endpoint.
`halo_delete_qualification` Pro · Destructive	Delete a qualification by numeric ID via the /Qualification/{id} endpoint.
`halo_delete_request_type` Pro · Destructive	Delete a ticket request type by numeric ID via the /TicketType/{id} endpoint.
`halo_delete_request_type_group` Pro · Destructive	Delete a ticket request-type group by numeric ID via the /TicketTypeGroup/{id} endpoint.
`halo_delete_tabname` Pro · Destructive	Delete a tab name by numeric ID via the /Tabs/{id} endpoint.
`halo_delete_ticket_area` Pro · Destructive	Delete a ticket-area record by numeric ID via the /TicketArea/{id} endpoint.
`halo_delete_workflow_target` Pro · Destructive	Delete a workflow target by numeric ID via the /WorkflowTarget/{id} endpoint.
`halo_get_area_me` Free · Read-only	Retrieve the HaloPSA Client (Area) record associated with the currently authenticated user via the /Client/me endpoint.
`halo_get_area_note` Free · Read-only	Retrieve a single Area (Client) CRM note by numeric ID via the /CRMNote/{id} endpoint.
`halo_get_area_request_type` Free · Read-only	Retrieve a single Area↔request-type link by numeric ID via the /AreaRequestType/{id} endpoint.
`halo_get_autoassign` Free · Read-only	Retrieve a single ticket auto-assign rule by numeric ID via the /TicketRules/{id} endpoint.
`halo_get_confirm_closure` Free · Read-only	Retrieve a single confirm-closure rule by numeric ID via the /ConfirmClosure/{id} endpoint.
`halo_get_journey` Free · Read-only	Retrieve a single journey by numeric ID via the /Journey/{id} endpoint.
`halo_get_qualification` Free · Read-only	Retrieve a single qualification by numeric ID via the /Qualification/{id} endpoint.
`halo_get_request_type` Free · Read-only	Retrieve a single ticket request type by numeric ID via the /TicketType/{id} endpoint.
`halo_get_request_type_group` Free · Read-only	Retrieve a single ticket request-type group by numeric ID via the /TicketTypeGroup/{id} endpoint.
`halo_get_setup_tab` Free · Read-only	Retrieve a single setup tab by numeric ID via the /SetupTab/{id} endpoint.
`halo_get_setup_tab_group` Free · Read-only	Retrieve a single setup-tab group by numeric ID via the /SetupTabGroup/{id} endpoint.
`halo_get_tabname` Free · Read-only	Retrieve a single tab name by numeric ID via the /Tabs/{id} endpoint.
`halo_get_ticket_area` Free · Read-only	Retrieve a single ticket-area record by numeric ID via the /TicketArea/{id} endpoint.
`halo_get_workflow_target` Free · Read-only	Retrieve a single workflow target by numeric ID via the /WorkflowTarget/{id} endpoint.
`halo_list_area_azure_tenant` Free · Read-only	List the Azure-tenant links associated with HaloPSA Areas (Clients).
`halo_list_area_item` Free · Read-only	List Area recurring-item records via the /RecurringItem endpoint.
`halo_list_autoassign` Free · Read-only	List ticket auto-assign rules via the /TicketRules endpoint.
`halo_list_confirm_closure` Free · Read-only	List confirm-closure rules via the /ConfirmClosure endpoint.
`halo_list_journey` Free · Read-only	List journeys via the /Journey endpoint.
`halo_list_qualification` Free · Read-only	List qualifications via the /Qualification endpoint.
`halo_list_request_type_group` Free · Read-only	List ticket request-type groups via the /TicketTypeGroup endpoint.
`halo_list_setup_tab` Free · Read-only	List setup tabs via the /SetupTab endpoint.
`halo_list_setup_tab_group` Free · Read-only	List setup-tab groups via the /SetupTabGroup endpoint.
`halo_list_tabname` Free · Read-only	List tab names via the /Tabs endpoint.
`halo_list_workflow_target` Free · Read-only	List workflow targets via the /WorkflowTarget endpoint.

Mailbox & Email Config

Tool	What it does
`halo_add_to_ticket_incoming_email` Pro · Destructive	Ingest an incoming email onto a ticket via the incomingemail/AddToTicket endpoint.
`halo_azure_mail` Pro · Destructive	Invoke the Mail/Azure endpoint, which connects/authorises an Azure (Microsoft 365) mailbox for HaloPSA mail processing.
`halo_create_email_store` Pro · Write	Create or update an email-store record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_formatted_email` Pro · Write	Create or update a formatted (templated) email record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_incoming_email` Pro · Write	Create or update an incoming-email record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_mailbox` Pro · Write	Create or update a mailbox configuration (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_mailbox_credential` Pro · Write	Create or update a mailbox-credential record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_outgoing_email` Pro · Write	Create or update an outgoing-email record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_sales_mailbox` Pro · Write	Create or update a sales-mailbox configuration (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_create_sales_mailbox_detail` Pro · Write	Create or update a sales-mailbox detail record (HaloPSA POST is an upsert — include an "id" field to update an existing record).
`halo_delete_email_store` Pro · Destructive	Delete an email-store record by numeric ID.
`halo_delete_formatted_email` Pro · Destructive	Delete a formatted (templated) email record by numeric ID.
`halo_delete_incoming_email` Pro · Destructive	Delete an incoming-email record by numeric ID.
`halo_delete_mailbox` Pro · Destructive	Delete a mailbox configuration by numeric ID.
`halo_delete_mailbox_credential` Pro · Destructive	Delete a mailbox-credential record by numeric ID.
`halo_delete_outgoing` Pro · Destructive	Delete an outgoing-mail server configuration by numeric ID.
`halo_delete_outgoing_email` Pro · Destructive	Delete an outgoing-email record by numeric ID.
`halo_delete_sales_mailbox` Pro · Destructive	Delete a sales-mailbox configuration by numeric ID.
`halo_get_email_store` Free · Read-only	Retrieve a single email-store record by numeric ID.
`halo_get_formatted_email` Free · Read-only	Retrieve a single formatted (templated) email record by numeric ID.
`halo_get_incoming_email` Free · Read-only	Retrieve a single incoming-email record by numeric ID.
`halo_get_mailbox` Free · Read-only	Retrieve a single mailbox configuration by numeric ID.
`halo_get_mailbox_credential` Free · Read-only	Retrieve a single mailbox-credential record by numeric ID.
`halo_get_outgoing` Free · Read-only	Retrieve a single outgoing-mail server configuration by numeric ID.
`halo_get_sales_mailbox` Free · Read-only	Retrieve a single sales-mailbox configuration by numeric ID.
`halo_integrator_azure_mail` Pro · Destructive	Invoke the Mail/Integrator/Azure endpoint, which runs the Azure mail-integrator connect/process action for HaloPSA mailbox ingestion.
`halo_integrator_google_mail` Pro · Destructive	Invoke the Mail/Integrator/Google endpoint, which runs the Google (Gmail/Workspace) mail-integrator connect/process action for HaloPSA mailbox ingestion.
`halo_integrator_imap_mail` Pro · Destructive	Invoke the Mail/Integrator/IMAP endpoint, which runs the IMAP mail-integrator connect/process action for HaloPSA mailbox ingestion.
`halo_integrator_pop3_mail` Pro · Destructive	Invoke the Mail/Integrator/Pop3 endpoint, which runs the POP3 mail-integrator connect/process action for HaloPSA mailbox ingestion.
`halo_list_email_address_book` Free · Read-only	List the email address book (users/contacts available as email recipients) configured in HaloPSA.
`halo_list_email_store` Free · Read-only	List email-store records in HaloPSA (stored/queued email items).
`halo_list_formatted_email` Free · Read-only	List formatted (templated) email records in HaloPSA.
`halo_list_incoming_email` Free · Read-only	List incoming-email records in HaloPSA (emails received into the system).
`halo_list_mailbox` Free · Read-only	List mailbox configurations in HaloPSA (the mailboxes HaloPSA polls for inbound email).
`halo_list_mailbox_credential` Free · Read-only	List mailbox-credential records in HaloPSA (the stored auth credentials used to connect to mailboxes).
`halo_list_mailbox_outlook_contacts` Free · Read-only	List the Outlook contacts associated with a HaloPSA mailbox via the Mailbox/{id}/OutlookContacts endpoint.
`halo_list_outgoing` Free · Read-only	List outgoing-mail server configurations in HaloPSA (the SMTP/send profiles HaloPSA uses to send email).
`halo_list_outgoing_email` Free · Read-only	List outgoing-email records in HaloPSA (emails sent/queued for sending by the system).
`halo_list_sales_mailbox` Free · Read-only	List sales-mailbox configurations in HaloPSA (mailboxes used for CRM/sales lead ingestion).
`halo_list_sales_mailbox_detail` Free · Read-only	List sales-mailbox detail records in HaloPSA (the detailed per-mailbox sales configuration entries).
`halo_process_mail` Pro · Destructive	Invoke the Mail/ProcessMail endpoint, which processes the specified queued mailbox items in HaloPSA (creating/updating tickets and firing notifications).
`halo_process_outgoing` Pro · Destructive	Act on queued outgoing mail items by ID (POST /Outgoing).

Notifications & Distribution

Tool	What it does
`halo_create_address_store` Pro · Write	Create or update an AddressStore record (POST /Address).
`halo_create_distribution_list` Pro · Write	Create or update a distribution list (POST /DistributionLists).
`halo_create_distribution_list_log` Pro · Write	Create or update a distribution list log entry (POST /DistributionListsLog).
`halo_create_esc_msg` Pro · Write	Create or update an escalation/notification message (POST /Notifications).
`halo_create_event_rule` Pro · Write	Create or update an event rule (POST /EventRule).
`halo_create_marketing_open` Pro · Write	Create or update a marketing open record (POST /MO).
`halo_create_marketing_unsubscribe` Pro · Write	Create or update a marketing unsubscribe record (POST /MarketingUnsubscribe).
`halo_create_unsub_email_service_users` Pro · Write	Create or update an unsubscribed email service user record (POST /UnsubServiceEmails).
`halo_delete_address_store` Pro · Destructive	Delete an AddressStore record by numeric ID (DELETE /Address/{id}).
`halo_delete_distribution_list` Pro · Destructive	Delete a distribution list by numeric ID (DELETE /DistributionLists/{id}).
`halo_delete_distribution_list_log` Pro · Destructive	Delete a distribution list log entry by numeric ID (DELETE /DistributionListsLog/{id}).
`halo_delete_esc_msg` Pro · Destructive	Delete an escalation/notification message by ID (DELETE /Notifications/{id}).
`halo_delete_event` Pro · Destructive	Delete an event definition by numeric ID (DELETE /Event/{id}).
`halo_delete_event_rule` Pro · Destructive	Delete an event rule by numeric ID (DELETE /EventRule/{id}).
`halo_delete_marketing_open` Pro · Destructive	Delete a marketing open record by numeric ID (DELETE /MO/{id}).
`halo_delete_marketing_unsubscribe` Pro · Destructive	Delete a marketing unsubscribe record by numeric ID (DELETE /MarketingUnsubscribe/{id}).
`halo_delete_notification_content` Pro · Destructive	Delete a notification content record by numeric ID (DELETE /NotificationMessage/{id}).
`halo_delete_teams_chat_message` Pro · Destructive	Delete an external (Teams) chat message record by numeric ID (DELETE /ExternalChatMessage/{id}).
`halo_delete_unsub_email_service_users` Pro · Destructive	Delete an unsubscribed email service user record by numeric ID (DELETE /UnsubServiceEmails/{id}).
`halo_get_address_store` Free · Read-only	Retrieve a single AddressStore record by numeric ID (GET /Address/{id}).
`halo_get_distribution_list` Free · Read-only	Retrieve a single distribution list by numeric ID (GET /DistributionLists/{id}).
`halo_get_distribution_list_log` Free · Read-only	Retrieve a single distribution list log entry by numeric ID (GET /DistributionListsLog/{id}).
`halo_get_esc_msg` Free · Read-only	Retrieve a single escalation/notification message by ID (GET /Notifications/{id}).
`halo_get_event` Free · Read-only	Retrieve a single event by numeric ID (GET /Event/{id}).
`halo_get_event_rule` Free · Read-only	Retrieve a single event rule by numeric ID (GET /EventRule/{id}).
`halo_get_marketing_open` Free · Read-only	Retrieve a single marketing open record by numeric ID (GET /MO/{id}).
`halo_get_marketing_unsubscribe` Free · Read-only	Retrieve a single marketing unsubscribe record by numeric ID (GET /MarketingUnsubscribe/{id}).
`halo_get_notification_content` Free · Read-only	Retrieve a single notification content record by numeric ID (GET /NotificationMessage/{id}).
`halo_get_teams_chat_message` Free · Read-only	Retrieve a single external (Teams) chat message by numeric ID (GET /ExternalChatMessage/{id}).
`halo_get_unsub_email_service_users` Free · Read-only	Retrieve a single unsubscribed email service user record by numeric ID (GET /UnsubServiceEmails/{id}).
`halo_list_address_store` Free · Read-only	List AddressStore records (GET /Address) — the marketing/distribution address book HaloPSA uses for bulk email.
`halo_list_distribution_list` Free · Read-only	List distribution lists (GET /DistributionLists) — the recipient groups HaloPSA uses for bulk/marketing email.
`halo_list_distribution_list_log` Free · Read-only	List distribution list log entries (GET /DistributionListsLog) — the send/activity history for HaloPSA distribution lists.
`halo_list_esc_msg` Free · Read-only	List escalation/notification messages (GET /Notifications) — the EscMsg records that drive HaloPSA escalation notifications.
`halo_list_event` Free · Read-only	List configured events (GET /Event) — the event definitions HaloPSA uses to trigger notifications and automation.
`halo_list_event_rule` Free · Read-only	List event rules (GET /EventRule) — the conditions/criteria that gate HaloPSA event firing.
`halo_list_marketing_open` Free · Read-only	List marketing open records (GET /MO) — the email-open tracking records for HaloPSA marketing campaigns.
`halo_list_marketing_unsubscribe` Free · Read-only	List marketing unsubscribe records (GET /MarketingUnsubscribe) — the opt-out list for HaloPSA marketing email.
`halo_list_notification_content` Free · Read-only	List notification content records (GET /NotificationMessage) — the rendered notification message bodies HaloPSA has generated.
`halo_list_teams_chat_message` Free · Read-only	List external (Microsoft Teams) chat messages (GET /ExternalChatMessage) tracked by HaloPSA.
`halo_list_unsub_email_service_users` Free · Read-only	List unsubscribed email service users (GET /UnsubServiceEmails) — the service users who have opted out of HaloPSA email.
`halo_marketing_open_b` Free · Read-only	Undocumented HaloPSA endpoint (/MO/b) — exact semantics are not in the API spec; passes through raw.
`halo_marketing_open_r` Free · Read-only	Undocumented HaloPSA endpoint (/MO/r) — exact semantics are not in the API spec; passes through raw.
`halo_process_esc_msg` Pro · Destructive	Trigger processing of pending HaloPSA escalation/notification messages (POST /Notifications/process).
`halo_process_event` Pro · Destructive	Act on event records by ID (POST /Event).
`halo_send_teams_chat_message` Pro · Destructive	Send an external (Microsoft Teams) chat message via HaloPSA (POST /ExternalChatMessage).

Instance & System Setup

Tool	What it does
`halo_create_audit` Pro · Write	Create an audit-log entry.
`halo_create_contract_schedule_plan` Pro · Write	Create or update a contract schedule plan (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_dashboard_link` Pro · Write	Create or update a dashboard link (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_halo_news` Pro · Write	Create or update a Halo news/announcement item (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_organisation` Pro · Write	Create or update an organisation (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_publish_profile` Pro · Write	Create or update a publish profile (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_release_note_group` Pro · Write	Create or update a release note group (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_view_list_group` Pro · Write	Create or update a view list group (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_delete_audit` Pro · Destructive	Delete an audit-log entry by numeric ID.
`halo_delete_company` Pro · Destructive	Delete a company/supplier record by numeric ID (HaloPSA models companies under the Supplier resource).
`halo_delete_contract_schedule_plan` Pro · Destructive	Delete a contract schedule plan by numeric ID.
`halo_delete_dashboard_link` Pro · Destructive	Delete a dashboard link by numeric ID.
`halo_delete_halo_news` Pro · Destructive	Delete a Halo news/announcement item by numeric ID.
`halo_delete_nhserver_config` Pro · Destructive	Delete an NH server configuration record by numeric ID.
`halo_delete_organisation` Pro · Destructive	Delete an organisation by numeric ID.
`halo_delete_publish_profile` Pro · Destructive	Delete a publish profile by numeric ID.
`halo_delete_release_note_group` Pro · Destructive	Delete a release note group by numeric ID.
`halo_delete_view_list_group` Pro · Destructive	Delete a view list group by numeric ID.
`halo_get_contract_schedule_plan` Free · Read-only	Retrieve a single contract schedule plan by numeric ID.
`halo_get_dashboard_link` Free · Read-only	Retrieve a single dashboard link by numeric ID.
`halo_get_dashboard_link_filter_values` Free · Read-only	Retrieve the available filter values for dashboard links.
`halo_get_dashboard_links_repository` Free · Read-only	Retrieve a single dashboard links repository entry by numeric ID.
`halo_get_halo_news` Free · Read-only	Retrieve a single Halo news/announcement item by numeric ID.
`halo_get_instance` Free · Read-only	Retrieve a single HaloPSA instance configuration record by numeric ID.
`halo_get_module_setup` Free · Read-only	Retrieve a single module/feature setup record by numeric ID (HaloPSA models module setup under the Features resource).
`halo_get_nhserver_config` Free · Read-only	Retrieve a single NH server configuration record by numeric ID.
`halo_get_organisation` Free · Read-only	Retrieve a single organisation by numeric ID.
`halo_get_publish_profile` Free · Read-only	Retrieve a single publish profile by numeric ID.
`halo_get_release_note_group` Free · Read-only	Retrieve a single release note group by numeric ID.
`halo_get_report_repository` Free · Read-only	Retrieve a single report repository entry (AnalyzerProfile) by numeric ID.
`halo_get_view_list_group` Free · Read-only	Retrieve a single view list group by numeric ID.
`halo_list_contract_schedule_plan` Free · Read-only	List contract schedule plans with pagination.
`halo_list_dashboard_link` Free · Read-only	List dashboard links with pagination.
`halo_list_dashboard_links_repository` Free · Read-only	List the dashboard links repository (shared/template dashboard links) with pagination.
`halo_list_halo_news` Free · Read-only	List Halo news/announcement items with pagination.
`halo_list_instance` Free · Read-only	List HaloPSA instance configuration records with pagination.
`halo_list_module_setup` Free · Read-only	List module/feature setup records with pagination (HaloPSA models module setup under the Features resource).
`halo_list_nhserver_config` Free · Read-only	List NH server configuration records with pagination.
`halo_list_organisation` Free · Read-only	List organisations with pagination.
`halo_list_publish_profile` Free · Read-only	List publish profiles with pagination.
`halo_list_release_note_group` Free · Read-only	List release note groups with pagination.
`halo_list_report_repository` Free · Read-only	List the report repository (shared/template report AnalyzerProfiles) with pagination.
`halo_list_report_repository_categories` Free · Read-only	List the report categories available in the report repository.
`halo_list_tenant` Free · Read-only	List tenant configuration records with pagination.
`halo_list_user_change` Free · Read-only	List user change records with pagination.
`halo_list_view_list_group` Free · Read-only	List view list groups with pagination.
`halo_mark_halo_news_read` Pro · Write	Mark Halo news/announcement item(s) as read for the current user.
`halo_update_instance` Pro · Write	Update HaloPSA instance configuration (POST is an upsert — include the 'id' field to target an existing instance record).
`halo_update_module_setup` Pro · Write	Update module/feature setup (POST is an upsert — include the 'id' field to target an existing feature; HaloPSA models module setup under the Features resource).
`halo_update_nhserver_config` Pro · Write	Update NH server configuration (POST is an upsert — include the 'id' field to target an existing record).
`halo_update_tenant` Pro · Write	Update tenant configuration (POST is an upsert — include the 'id' field to target an existing tenant record).

Agents, Roles & Security

Tool	What it does
`halo_create_audit_password_field` Pro · Write	Create a new audit password field.
`halo_create_certificate` Pro · Destructive	Create a new certificate.
`halo_create_custom_button` Pro · Write	Create a new custom button.
`halo_create_custom_button_audit` Pro · Write	Create a custom button audit record (logs a custom-button invocation/change).
`halo_create_identity_application` Pro · Write	Create a new identity/OAuth application registration.
`halo_create_identity_application_federated_credentials` Pro · Write	Add federated credentials to an identity/OAuth application.
`halo_create_key_vault` Pro · Destructive	Create a new key vault entry (stored secret/credential).
`halo_create_ldap_connection` Pro · Destructive	Create a new LDAP/Active Directory connection.
`halo_create_policy` Pro · Destructive	Create a new policy (HaloPSA models policies under the Priority resource).
`halo_create_security_question` Pro · Write	Create a new security question.
`halo_create_sso_application` Pro · Destructive	Create a new single sign-on (SSO/SAML) application.
`halo_create_user_role` Pro · Write	Create a new user role.
`halo_delete_certificate` Pro · Destructive	Delete a certificate by numeric ID.
`halo_delete_custom_button` Pro · Destructive	Delete a custom button by numeric ID.
`halo_delete_identity_application` Pro · Destructive	Delete an identity/OAuth application by numeric ID.
`halo_delete_key_vault` Pro · Destructive	Delete a key vault entry by numeric ID.
`halo_delete_ldap_connection` Pro · Destructive	Delete an LDAP/Active Directory connection by numeric ID.
`halo_delete_policy` Pro · Destructive	Delete a policy by numeric ID (HaloPSA models policies under the Priority resource).
`halo_delete_security_question` Pro · Destructive	Delete a security question by numeric ID.
`halo_delete_sso_application` Pro · Destructive	Delete a single sign-on (SSO/SAML) application by numeric ID.
`halo_delete_user_role` Pro · Destructive	Delete a user role by numeric ID.
`halo_get_agent_image` Free · Read-only	Retrieve an agent's image/avatar by numeric agent ID.
`halo_get_audit_password_field` Free · Read-only	Retrieve a single audit password field by numeric ID.
`halo_get_certificate` Free · Read-only	Retrieve a single certificate by numeric ID.
`halo_get_custom_button` Free · Read-only	Retrieve a single custom button by numeric ID.
`halo_get_identity_application` Free · Read-only	Retrieve a single identity/OAuth application by numeric ID.
`halo_get_key_vault` Free · Read-only	Retrieve a single key vault entry by numeric ID.
`halo_get_ldap_connection` Free · Read-only	Retrieve a single LDAP/Active Directory connection by numeric ID.
`halo_get_policy` Free · Read-only	Retrieve a single policy by numeric ID (HaloPSA models policies under the Priority resource).
`halo_get_security_question` Free · Read-only	Retrieve a single security question by numeric ID.
`halo_get_sso_application` Free · Read-only	Retrieve a single single sign-on (SSO/SAML) application by numeric ID.
`halo_get_team_image` Free · Read-only	Retrieve a team's image/avatar by numeric team ID.
`halo_get_user_role` Free · Read-only	Retrieve a single user role by numeric ID.
`halo_list_audit_password_field` Free · Read-only	List audit password fields (password-field audit configuration) with pagination.
`halo_list_certificate` Free · Read-only	List certificates with pagination.
`halo_list_custom_button` Free · Read-only	List custom buttons with pagination.
`halo_list_identity_application` Free · Read-only	List identity/OAuth applications (the NHD identity application registrations) with pagination.
`halo_list_key_vault` Free · Read-only	List key vault entries (stored secrets/credentials configuration) with pagination.
`halo_list_ldap_connection` Free · Read-only	List LDAP/Active Directory connections with pagination.
`halo_list_licence_role` Free · Read-only	List software licence roles (from the SoftwareLicenceRole resource) with pagination.
`halo_list_security_question` Free · Read-only	List security questions with pagination.
`halo_list_security_question_validate` Free · Read-only	List the security-question validation configuration with pagination.
`halo_list_service_restriction` Free · Read-only	List service restrictions with pagination.
`halo_list_sso_application` Free · Read-only	List single sign-on (SSO/SAML) applications with pagination.
`halo_list_user_role` Free · Read-only	List user roles with pagination.

Lookups & Reference

Tool	What it does
`halo_clear_lookup_cache` Pro · Write	Clear the server-side lookup cache (POST /Lookup/ClearCache).
`halo_create_currency` Pro · Write	Create or update a currency (POST /Currency).
`halo_create_holidays` Pro · Write	Create or update a holiday / holiday-set entry (POST /Holiday).
`halo_create_language_pack` Pro · Write	Create or update a language pack (POST /Languages).
`halo_create_license_info` Pro · Write	Create or update HaloPSA licence information (POST /LicenseInfo).
`halo_create_lookup` Pro · Write	Create or update a lookup value (POST /Lookup).
`halo_create_release_type` Pro · Write	Create or update a release type (POST /ReleaseType).
`halo_create_service_category` Pro · Write	Create or update a service category (POST /ServiceCategory).
`halo_create_tax` Pro · Write	Create or update a tax (POST /Tax).
`halo_create_tax_rule` Pro · Write	Create or update a tax rule (POST /TaxRule).
`halo_create_translation` Pro · Write	Create or update a custom language-pack translation override (POST /Translation).
`halo_create_workdays` Pro · Write	Create or update a workday / work-pattern entry (POST /Workday).
`halo_delete_currency` Pro · Destructive	Delete a currency by numeric ID (DELETE /Currency/{id}).
`halo_delete_holidays` Pro · Destructive	Delete a holiday entry by numeric ID (DELETE /Holiday/{id}).
`halo_delete_language_pack` Pro · Destructive	Delete a language pack by numeric ID (DELETE /Languages/{id}).
`halo_delete_lookup` Pro · Destructive	Delete a lookup value by numeric ID (DELETE /Lookup/{id}).
`halo_delete_release_type` Pro · Destructive	Delete a release type by numeric ID (DELETE /ReleaseType/{id}).
`halo_delete_service_category` Pro · Destructive	Delete a service category by numeric ID (DELETE /ServiceCategory/{id}).
`halo_delete_tax` Pro · Destructive	Delete a tax by numeric ID (DELETE /Tax/{id}).
`halo_delete_tax_rule` Pro · Destructive	Delete a tax rule by numeric ID (DELETE /TaxRule/{id}).
`halo_delete_workdays` Pro · Destructive	Delete a workday / work-pattern entry by numeric ID (DELETE /Workday/{id}).
`halo_get_charge_rate` Free · Read-only	Retrieve a single charge rate by numeric ID (GET /ChargeRate/{id}).
`halo_get_currency` Free · Read-only	Retrieve a single currency by numeric ID (GET /Currency/{id}).
`halo_get_holidays` Free · Read-only	Retrieve a single holiday entry by numeric ID (GET /Holiday/{id}).
`halo_get_language_pack` Free · Read-only	Retrieve a single language pack by numeric ID (GET /Languages/{id}).
`halo_get_license_info_password` Free · Read-only	Retrieve the licence-info password value (GET /LicenseInfo/password).
`halo_get_lookup` Free · Read-only	Retrieve a single lookup value by numeric ID (GET /Lookup/{id}).
`halo_get_release_type` Free · Read-only	Retrieve a single release type by numeric ID (GET /ReleaseType/{id}).
`halo_get_resource_type` Free · Read-only	Retrieve a single resource type by numeric ID (GET /ResourceType/{id}).
`halo_get_service_category` Free · Read-only	Retrieve a single service category by numeric ID (GET /ServiceCategory/{id}).
`halo_get_tax` Free · Read-only	Retrieve a single tax by numeric ID (GET /Tax/{id}).
`halo_get_tax_rule` Free · Read-only	Retrieve a single tax rule by numeric ID (GET /TaxRule/{id}).
`halo_get_workdays` Free · Read-only	Retrieve a single workday / work-pattern entry by numeric ID (GET /Workday/{id}).
`halo_list_language_pack` Free · Read-only	List the language packs configured in HaloPSA (GET /Languages).
`halo_list_license_info` Free · Read-only	List HaloPSA licence information (GET /LicenseInfo).
`halo_list_resource_type` Free · Read-only	List resource types (GET /ResourceType).
`halo_list_translation` Free · Read-only	List custom language-pack translations (GET /Translation).

SLA, Workflow & Approvals

Tool	What it does
`halo_create_fault_approval` Pro · Write	Create or update a ticket approval record (POST /TicketApproval).
`halo_create_schedule` Pro · Write	Create or update a schedule (POST /Schedule).
`halo_create_sla` Pro · Write	Create or update an SLA (POST /SLA).
`halo_delete_approval_process` Pro · Destructive	Delete an approval process by numeric ID (DELETE /ApprovalProcess/{id}).
`halo_delete_approval_process_rule` Pro · Destructive	Delete an approval process rule by numeric ID (DELETE /ApprovalProcessRule/{id}).
`halo_delete_fault_approval` Pro · Destructive	Delete a ticket (fault) approval by its composite key (DELETE /TicketApproval/{id}&{seq}).
`halo_delete_sla` Pro · Destructive	Delete an SLA by numeric ID (DELETE /SLA/{id}).
`halo_get_approval_process_rule` Free · Read-only	Retrieve a single approval process rule by numeric ID (GET /ApprovalProcessRule/{id}).
`halo_get_fault_approval` Free · Read-only	Retrieve a single ticket (fault) approval by numeric ID (GET /TicketApproval/{id}).
`halo_get_schedule` Free · Read-only	Retrieve a single schedule by numeric ID (GET /Schedule/{id}).
`halo_get_schedule_occurrence` Free · Read-only	Retrieve a single schedule occurrence by numeric ID (GET /ScheduleOccurrence/{id}).
`halo_list_schedule_occurrence` Free · Read-only	List schedule occurrences (GET /ScheduleOccurrence).
`halo_process_schedule_occurrences` Pro · Destructive	Act on schedule occurrences by ID (POST /ScheduleOccurrence).

Views & Canned Text

Tool	What it does
`halo_create_view_columns` Pro · Write	Create or update a view columns definition (POST /ViewColumns).
`halo_create_view_filter` Pro · Write	Create or update a view filter (POST /ViewFilter).
`halo_create_view_list` Pro · Write	Create or update a view list (POST /ViewLists).
`halo_delete_view_columns` Pro · Destructive	Delete a view columns definition by numeric ID (DELETE /ViewColumns/{id}).
`halo_delete_view_filter` Pro · Destructive	Delete a view filter by numeric ID (DELETE /ViewFilter/{id}).
`halo_delete_view_list` Pro · Destructive	Delete a view list by numeric ID (DELETE /ViewLists/{id}).
`halo_favourite_canned_text` Pro · Write	Mark a canned text (predefined reply snippet) as a favourite for quick access (POST /CannedText/favourite).
`halo_get_view_columns` Free · Read-only	Retrieve a single view columns definition by numeric ID (GET /ViewColumns/{id}).
`halo_get_view_filter` Free · Read-only	Retrieve a single view filter by numeric ID (GET /ViewFilter/{id}).

Integration Data Actions

Tool	What it does
`halo_export_integration_lansweeper` Pro · Destructive	Start an outbound export to Lansweeper via HaloPSA's connected integration (passthrough to POST /IntegrationData/Export/Lansweeper).
`halo_format_integration_json_array` Free · Read-only	Format / normalize a JSON array using HaloPSA's IntegrationData helper (passthrough to POST /IntegrationData/FormatJsonArray).
`halo_get_integration_amazon_seller` Free · Read-only	Retrieve Amazon Seller data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/AmazonSeller).
`halo_get_integration_arrowsphere` Free · Read-only	Retrieve ArrowSphere data from HaloPSA's connected distributor integration (passthrough to GET /IntegrationData/Get/ArrowSphere).
`halo_get_integration_azure_ad_delta` Free · Read-only	Retrieve the Azure AD / Entra ID delta (incremental change) feed from HaloPSA's connected Azure AD integration (passthrough to GET /IntegrationData/Get/AzureAD/Delta).
`halo_get_integration_beyondtrust_code` Free · Read-only	Retrieve BeyondTrust authorization/session code data from HaloPSA's connected BeyondTrust integration (passthrough to GET /IntegrationData/Get/BeyondTrust/Code).
`halo_get_integration_bigpanda_device_list` Free · Read-only	Retrieve the BigPanda device list from HaloPSA's connected BigPanda integration (passthrough to GET /IntegrationData/BigPanda/GetDeviceList).
`halo_get_integration_cloud_marketplace` Free · Read-only	Retrieve Cloud Marketplace data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/CloudMarketplace).
`halo_get_integration_confluence` Free · Read-only	Retrieve Confluence data (spaces, pages) from HaloPSA's connected Confluence integration (passthrough to GET /IntegrationData/Get/Confluence).
`halo_get_integration_datagate` Free · Read-only	Retrieve Datagate telecom billing data from HaloPSA's connected Datagate integration (passthrough to GET /IntegrationData/Get/Datagate).
`halo_get_integration_deleted_mail` Free · Read-only	Retrieve deleted-mail data from HaloPSA's connected mailbox integration (passthrough to GET /IntegrationData/Get/DeletedMail).
`halo_get_integration_dicker_data` Free · Read-only	Retrieve Dicker Data distributor data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/DickerData).
`halo_get_integration_dynatrace` Free · Read-only	Retrieve Dynatrace monitoring data from HaloPSA's connected Dynatrace integration (passthrough to GET /IntegrationData/Get/Dynatrace).
`halo_get_integration_etilize` Free · Read-only	Retrieve Etilize product-catalog data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Etilize).
`halo_get_integration_exchange_calendars` Free · Read-only	Retrieve Microsoft Exchange calendar data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/ExchangeCalendars).
`halo_get_integration_exchange_calendars_ews` Free · Read-only	Retrieve Microsoft Exchange calendar data via EWS (Exchange Web Services) from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/ExchangeCalendars/EWS).
`halo_get_integration_facebook` Free · Read-only	Retrieve Facebook data (pages, messages) from HaloPSA's connected Facebook integration (passthrough to GET /IntegrationData/Get/Facebook).
`halo_get_integration_giacom` Free · Read-only	Retrieve Giacom cloud-marketplace data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Giacom).
`halo_get_integration_google_business` Free · Read-only	Retrieve Google Business Profile data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/GoogleBusiness).
`halo_get_integration_halo_link` Free · Read-only	Retrieve HaloLink (Halo-to-Halo linked instance) data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/HaloLink).
`halo_get_integration_holiday_api` Free · Read-only	Retrieve public-holiday data from HaloPSA's connected Holiday API integration (passthrough to GET /IntegrationData/Get/HolidayAPI).
`halo_get_integration_icinga` Free · Read-only	Retrieve Icinga monitoring data (hosts, services, alerts) from HaloPSA's connected Icinga integration (passthrough to GET /IntegrationData/Get/Icinga).
`halo_get_integration_ingram_micro` Free · Read-only	Retrieve Ingram Micro distributor data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/IngramMicro).
`halo_get_integration_interact` Free · Read-only	Retrieve Interact intranet data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Interact).
`halo_get_integration_inty` Free · Read-only	Retrieve intY (CASCADE cloud-marketplace) data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/intY).
`halo_get_integration_logmein` Free · Read-only	Retrieve LogMeIn remote-access data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/LogMeIn).
`halo_get_integration_mail` Free · Read-only	Retrieve mail data from HaloPSA's connected mailbox integration (passthrough to GET /IntegrationData/Get/Mail).
`halo_get_integration_mattermost` Free · Read-only	Retrieve Mattermost data (teams, channels) from HaloPSA's connected Mattermost integration (passthrough to GET /IntegrationData/Get/Mattermost).
`halo_get_integration_microsoft_skus` Free · Read-only	Retrieve the Microsoft SKU / subscribed-license catalog from HaloPSA's connected Microsoft integration (passthrough to GET /IntegrationData/Get/MicrosoftSkus).
`halo_get_integration_new_relic` Free · Read-only	Retrieve New Relic observability data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/NewRelic).
`halo_get_integration_prometheus` Free · Read-only	Retrieve Prometheus monitoring data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Prometheus).
`halo_get_integration_quoter` Free · Read-only	Retrieve Quoter quoting data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Quoter).
`halo_get_integration_rhipe` Free · Read-only	Retrieve Rhipe (Pax8 EMEA) subscription data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Rhipe).
`halo_get_integration_sales_mailbox` Free · Read-only	Retrieve sales-mailbox data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/SalesMailbox).
`halo_get_integration_sales_mailbox_by_id` Free · Read-only	Retrieve a single sales mailbox by numeric ID from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/SalesMailbox/{id}).
`halo_get_integration_saml_sp_metadata` Free · Read-only	Retrieve this HaloPSA instance's SAML Service Provider (SP) metadata (passthrough to GET /IntegrationData/SAML/SP/Metadata).
`halo_get_integration_sherweb` Free · Read-only	Retrieve Sherweb distributor data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Sherweb).
`halo_get_integration_shopify_verify` Free · Read-only	Verify / retrieve Shopify connection data from HaloPSA's connected Shopify integration (passthrough to GET /IntegrationData/Get/ShopifyVerify).
`halo_get_integration_snipeit` Free · Read-only	Retrieve Snipe-IT asset-management data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/SnipeIT).
`halo_get_integration_streamone_ion` Free · Read-only	Retrieve TD SYNNEX StreamOne Ion data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/StreamOneIon).
`halo_get_integration_synnex` Free · Read-only	Retrieve TD SYNNEX distributor data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Synnex).
`halo_get_integration_techdata` Free · Read-only	Retrieve Tech Data distributor data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/TechData).
`halo_get_integration_twitter` Free · Read-only	Retrieve Twitter / X data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Twitter).
`halo_get_integration_vm_workspace` Free · Read-only	Retrieve VMware Workspace ONE data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/VMWorkspace).
`halo_get_integration_wordpress_com` Free · Read-only	Retrieve WordPress.com data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/WordpressCom).
`halo_get_integration_wordpress_org` Free · Read-only	Retrieve self-hosted WordPress.org data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/WordpressOrg).
`halo_get_integration_xensam` Free · Read-only	Retrieve Xensam software-asset-management data from HaloPSA's connected integration (passthrough to GET /IntegrationData/Get/Xensam).
`halo_import_integration_beyondtrust` Pro · Destructive	Import data from BeyondTrust into HaloPSA via the connected integration (passthrough to POST /IntegrationData/Import/BeyondTrust).
`halo_import_integration_devops` Pro · Destructive	Import work items from Azure DevOps into HaloPSA via the connected integration (passthrough to POST /IntegrationData/Import/DevOps).
`halo_import_integration_exchange_calendars_ews` Pro · Destructive	Import Exchange calendar data via EWS into HaloPSA (passthrough to POST /IntegrationData/Import/ExchangeCalendars/EWS).
`halo_import_integration_ingram_micro_subscriptions` Pro · Destructive	Import subscriptions from Ingram Micro into HaloPSA via the connected integration (passthrough to POST /IntegrationData/Import/IngramMicro/Subscriptions).
`halo_import_integration_jira` Pro · Destructive	Import issues from Jira into HaloPSA via the connected integration (passthrough to POST /IntegrationData/Import/Jira).
`halo_link_integration_devops` Pro · Destructive	Link a HaloPSA record to an Azure DevOps work item via the connected integration (passthrough to POST /IntegrationData/Link/DevOps).
`halo_link_integration_jira` Pro · Destructive	Link a HaloPSA record to a Jira issue via the connected integration (passthrough to POST /IntegrationData/Link/Jira).
`halo_move_integration_mail` Pro · Destructive	Move a mail item in the connected mailbox via HaloPSA's integration (passthrough to POST /IntegrationData/Move/Mail).
`halo_post_integration_confluence_create_webhook` Pro · Destructive	Create a webhook in Confluence via HaloPSA's connected integration (passthrough to POST /IntegrationData/Post/Confluence/create-webhook).
`halo_post_integration_google_calendars` Pro · Destructive	Post / write Google Calendar data via HaloPSA's connected integration (passthrough to POST /IntegrationData/Post/GoogleCalendars).
`halo_post_integration_liongard_customer` Pro · Destructive	Post / write a customer to Liongard via HaloPSA's connected integration (passthrough to POST /IntegrationData/Post/Liongard/Customer).
`halo_post_integration_liongard_metrics` Pro · Destructive	Post / write metrics to Liongard via HaloPSA's connected integration (passthrough to POST /IntegrationData/Post/Liongard/Metrics).
`halo_post_integration_mattermost_create_webhook` Pro · Destructive	Create a webhook in Mattermost via HaloPSA's connected integration (passthrough to POST /IntegrationData/Post/Mattermost/create-webhook).
`halo_post_integration_mattermost_delete_webhook` Pro · Destructive	Delete a webhook in Mattermost via HaloPSA's connected integration (passthrough to POST /IntegrationData/Post/Mattermost/delete-webhook).
`halo_post_integration_mattermost_send_webhook` Pro · Destructive	Send a message through a Mattermost webhook via HaloPSA's connected integration (passthrough to POST /IntegrationData/Post/Mattermost/send-webhook).
`halo_post_integration_microsoft_teams_manifest` Pro · Write	Generate the Microsoft Teams app manifest for the HaloPSA Teams integration (passthrough to POST /IntegrationData/MicrosoftTeams/Manifest; request schema TeamsManifestCreate).
`halo_post_integration_openai` Pro · Destructive	Send a request to OpenAI via HaloPSA's connected OpenAI integration (passthrough to POST /IntegrationData/Post/OpenAi).
`halo_post_integration_saml_idp_metadata` Pro · Destructive	Submit SAML Identity Provider (IdP) metadata to configure single sign-on in HaloPSA (passthrough to POST /IntegrationData/SAML/IdP/Metadata).
`halo_search_integration_devops` Free · Read-only	Search Azure DevOps work items via HaloPSA's connected Azure DevOps integration (passthrough to GET /IntegrationData/Search/DevOps).
`halo_search_integration_jira` Free · Read-only	Search Jira issues via HaloPSA's connected Jira integration (passthrough to GET /IntegrationData/Search/Jira).
`halo_unlink_integration_devops` Pro · Destructive	Remove the link between a HaloPSA record and an Azure DevOps work item (passthrough to POST /IntegrationData/Unlink/DevOps).
`halo_unlink_integration_halo_link` Pro · Destructive	Remove a HaloLink (Halo-to-Halo linked instance) linkage (passthrough to POST /IntegrationData/Unlink/HaloLink).
`halo_unlink_integration_jira` Pro · Destructive	Remove the link between a HaloPSA record and a Jira issue (passthrough to POST /IntegrationData/Unlink/Jira).
`halo_validate_integration_jira` Free · Read-only	Validate the HaloPSA Jira integration connection (passthrough to GET /IntegrationData/Validate/Jira).

KB, Projects & Collaboration

Tool	What it does
`halo_approve_client_contract` Pro · Write	Approve (or record an approval decision on) a client contract.
`halo_book_appointment` Pro · Write	Book an appointment against an available slot.
`halo_bookmark_report` Pro · Write	Bookmark (favourite) a saved report so it surfaces in the reporting shortcuts.
`halo_create_chat` Pro · Write	Create or update a live chat session header (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_chat_flow` Pro · Write	Create or update a chatbot conversation flow (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_chat_matching_data` Pro · Write	Create or update chatbot matching data (intent/keyword matching used to route conversations).
`halo_create_chat_profile` Pro · Write	Create or update a chat profile (a chatbot channel/behaviour configuration).
`halo_create_faq` Pro · Write	Create or update a FAQ list (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_mcp_server` Pro · Write	Create or update the HaloPSA instance's MCP (Model Context Protocol) server configuration (POST api/mcp — upsert).
`halo_create_project_setup_lines` Pro · Write	Create or update project setup lines (the task/phase template lines that seed a project).
`halo_create_report` Pro · Write	Create or update a saved report / analyzer profile (HaloPSA POST is an upsert — include an 'id' field to update an existing report).
`halo_create_supplier_contract` Pro · Write	Create or update a supplier contract (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_create_virtual_agent` Pro · Write	Create or update an AI virtual agent (HaloPSA POST is an upsert — include an 'id' field to update).
`halo_delete_appointment` Pro · Destructive	Delete a calendar appointment by numeric ID.
`halo_delete_chat_profile` Pro · Destructive	Delete a chat profile by numeric ID.
`halo_delete_client_contract` Pro · Destructive	Delete a client contract (ClientContract / contract header) by numeric ID.
`halo_delete_external_link` Pro · Destructive	Delete an external link by numeric ID.
`halo_delete_faq` Pro · Destructive	Delete a FAQ list by numeric ID.
`halo_delete_kb_article` Pro · Destructive	Delete a knowledge base article by numeric ID.
`halo_delete_mcp_server` Pro · Destructive	Delete the HaloPSA instance's MCP (Model Context Protocol) server configuration (DELETE api/mcp).
`halo_delete_project` Pro · Destructive	Delete a project by numeric ID.
`halo_delete_release` Pro · Destructive	Delete a release by numeric ID.
`halo_delete_release_component` Pro · Destructive	Delete a release (product) component by numeric ID.
`halo_delete_remote_session` Pro · Destructive	Delete a remote support session record by numeric ID.
`halo_delete_report` Pro · Destructive	Delete a saved report / analyzer profile by numeric ID.
`halo_delete_secure_link` Pro · Destructive	Delete a secure secret link by numeric ID.
`halo_delete_supplier_contract` Pro · Destructive	Delete a supplier contract by numeric ID.
`halo_delete_virtual_agent` Pro · Destructive	Delete an AI virtual agent by its UUID/GUID.
`halo_generate_appointments` Pro · Write	Generate recurring / scheduled appointments from their definitions.
`halo_get_downtime_calendar` Free · Read-only	Retrieve the downtime calendar — scheduled/recorded downtime events rendered for a calendar view (GET api/Downtime/DowntimeCalendar).
`halo_get_external_link` Free · Read-only	Retrieve a single external link by numeric ID (GET api/ExternalLink/{id}).
`halo_get_kb_article_anon` Free · Read-only	Retrieve a single anonymously-accessible (self-service portal) knowledge base article by its slug (GET api/KBArticleAnon/{slug}).
`halo_get_mcp_server` Free · Read-only	Retrieve the HaloPSA instance's MCP (Model Context Protocol) server configuration (GET api/mcp).
`halo_get_release_component` Free · Read-only	Retrieve a single release (product) component by numeric ID (GET api/ProductComponent/{id}).
`halo_get_secure_link` Free · Read-only	Retrieve a single secure secret link by numeric ID (GET api/SecureSecretLink/{id}).
`halo_get_virtual_agent` Free · Read-only	Retrieve a single AI virtual agent by its UUID/GUID (GET api/VirtualAgent/{id}).
`halo_list_kb_articles_anon` Free · Read-only	List anonymously-accessible (self-service portal) knowledge base articles with pagination (GET api/KBArticleAnon).
`halo_list_release_branches` Free · Read-only	List release (product) branches with pagination (GET api/ProductBranch).
`halo_list_virtual_agents` Free · Read-only	List AI virtual agents configured in HaloPSA with pagination (GET api/VirtualAgent).
`halo_next_ref_client_contract` Pro · Write	Get the next auto-generated reference for a client contract.
`halo_next_ref_supplier_contract` Pro · Write	Get the next auto-generated reference for a supplier contract.
`halo_print_report` Pro · Write	Produce a printable rendering of a saved report.
`halo_query_projects_view` Pro · Write	Query projects against a server-side view/filter definition.
`halo_run_automation_runbook` Pro · Destructive	Execute an automation runbook by its numeric runbook ID.
`halo_send_chat_typing_indicator` Pro · Destructive	Send an 'is typing' presence signal into a live chat conversation.
`halo_vote_kb_article` Pro · Write	Record a helpful/not-helpful vote on a knowledge base article.

Scripts & Automation

Tool	What it does
`halo_create_call_script` Pro · Write	Create or update a call script (an agent-facing scripted question/answer flow used when logging a ticket).
`halo_create_powershell_script_criteria` Pro · Write	Create or update PowerShell script criteria (targeting rules for a script).
`halo_create_powershell_script_processing` Pro · Destructive	Create a PowerShell script processing record — this queues/dispatches a PowerShell script for execution against its targets.
`halo_delete_call_script` Pro · Destructive	Delete a call script by numeric ID.
`halo_delete_powershell_script` Pro · Destructive	Delete a PowerShell script by numeric ID.
`halo_delete_powershell_script_criteria` Pro · Destructive	Delete a PowerShell script criteria record by numeric ID.
`halo_delete_powershell_script_processing` Pro · Destructive	Delete a PowerShell script processing record by numeric ID.
`halo_get_powershell_script_criteria` Free · Read-only	Retrieve a single PowerShell script criteria record by numeric ID.
`halo_get_powershell_script_processing` Free · Read-only	Retrieve a single PowerShell script processing record by numeric ID.
`halo_list_powershell_script_criteria` Free · Read-only	List PowerShell script criteria — the targeting/matching rules that decide which devices or tickets a PowerShell script applies to.

Tickets & Collaboration Extras

Tool	What it does
`halo_complete_attachment_presigned_upload` Pro · Write	Register a completed direct-to-S3 attachment upload (api/Attachment/PresignedURLUploadComplete).
`halo_create_ai_suggestion` Pro · Write	Create or update an AI suggestion rule.
`halo_create_ticket_object` Pro · Write	Create or update a ticket through the object endpoint (api/Tickets/Object), which accepts a single ticket object rather than the array HaloPSA's main ticket endpoint expects.
`halo_create_timesheet_event` Pro · Write	Create or update a timesheet event — an entry on an agent's timesheet such as logged work, a break, an appointment or holiday.
`halo_create_todo_group` Pro · Write	Create or update a to-do group (checklist template).
`halo_create_transcription` Pro · Write	Create or update a stored transcription record.
`halo_delete_ai_suggestion` Pro · Destructive	Delete an AI suggestion rule by numeric ID.
`halo_delete_cab_meeting` Pro · Destructive	Delete a CAB (Change Advisory Board) meeting by numeric ID.
`halo_delete_service_status` Pro · Destructive	Delete a service status record by numeric ID.
`halo_delete_ticket` Pro · Destructive	Delete a ticket by numeric ID.
`halo_delete_timesheet_event` Pro · Destructive	Delete a timesheet event by numeric ID.
`halo_delete_todo_group` Pro · Destructive	Delete a to-do group (checklist template) by numeric ID.
`halo_delete_transcription` Pro · Destructive	Delete a stored transcription by numeric ID.
`halo_get_ai_suggestion` Free · Read-only	Retrieve a single AI suggestion rule by numeric ID.
`halo_get_attachment_image` Free · Read-only	Retrieve an inline attachment image using a HaloPSA-issued access token (api/Attachment/image).
`halo_get_attachment_nhserver` Free · Read-only	Retrieve an attachment served through the HaloPSA NHServer (on-premises agent/file-server) route by numeric attachment ID, using a HaloPSA-issued access token (api/Attachment/nhserver/{id}).
`halo_get_attachment_presigned_url` Pro · Write	Request an S3 presigned upload URL for a large attachment (api/Attachment/GetS3PresignedURL).
`halo_get_call_log` Free · Read-only	Retrieve a single telephony call log entry by numeric ID.
`halo_get_change_calendar` Free · Read-only	Retrieve the change management calendar — the scheduled change windows and change requests plotted against dates.
`halo_get_service_status` Free · Read-only	Retrieve a single service status record by numeric ID.
`halo_get_service_status_subscription` Free · Read-only	Retrieve the status-notification subscription for a service by its numeric service ID.
`halo_get_tickets_sales_mailbox` Free · Read-only	Retrieve the sales mailbox configuration used for ticket intake — the mailbox HaloPSA monitors to raise sales/opportunity tickets from inbound email.
`halo_get_tickets_zapier` Free · Read-only	Retrieve the Zapier ticket feed — the trimmed ticket payload HaloPSA exposes for Zapier polling triggers.
`halo_get_timesheet_event` Free · Read-only	Retrieve a single timesheet event by numeric ID.
`halo_get_timesheet_forecasting` Free · Read-only	Retrieve the timesheet forecasting view — HaloPSA's projection of upcoming agent capacity and committed work, used for resource planning.
`halo_get_timesheet_grid` Free · Read-only	Retrieve the organisation-wide agent timesheet capacity grid — the per-agent, per-day utilisation view HaloPSA shows on the timesheet screen.
`halo_get_todo_group` Free · Read-only	Retrieve a single to-do group (checklist template) by numeric ID.
`halo_get_transcription` Free · Read-only	Retrieve a single transcription by numeric ID.
`halo_list_ai_suggestions` Free · Read-only	List AI suggestion rules — the rules that let HaloPSA propose an outcome, template or resolution on a ticket based on matching historical tickets.
`halo_list_todo_groups` Free · Read-only	List to-do groups — the reusable checklist templates that seed per-ticket to-do items.
`halo_list_transcriptions` Free · Read-only	List stored transcriptions — the speech-to-text results HaloPSA produces for recorded calls and audio attachments.
`halo_process_ticket_children` Pro · Write	Cascade a parent ticket's update down to its child tickets (api/Tickets/processchildren).
`halo_query_tickets_view` Pro · Write	Query tickets against a server-side view/filter definition.
`halo_set_ticket_billable_project` Pro · Write	Mark a ticket's linked project as billable (api/Tickets/SetBillableProject).
`halo_subscribe_service_status` Pro · Write	Subscribe to (or unsubscribe from) status notifications for a service.
`halo_upload_attachment_document` Pro · Write	Upload a document attachment via the document-specific endpoint (api/Attachment/document).

Billing Extras

Tool	What it does
`halo_add_recurring_invoice_lines` Pro · Write	Add lines to a recurring invoice template (POSTs api/RecurringInvoice/Lines).
`halo_create_consignment` Pro · Write	Create or update a stock consignment (HaloPSA POST is an upsert — include an 'id' field to update an existing consignment).
`halo_create_csp_consumption_data` Pro · Write	Create or update a Microsoft CSP consumption record (HaloPSA POST is an upsert — include an 'id' field to update an existing row).
`halo_create_invoice_change` Pro · Write	Create or update an invoice change record (HaloPSA POST is an upsert — include an 'id' field to update an existing record).
`halo_delete_consignment` Pro · Destructive	Delete a stock consignment by numeric ID.
`halo_delete_csp_consumption_data` Pro · Destructive	Delete a single Microsoft CSP consumption record by numeric ID.
`halo_delete_csp_consumption_parent` Pro · Destructive	Delete a Microsoft CSP consumption PARENT record and the consumption rows grouped beneath it (DELETEs api/CSPConsumptionData/Parent/{id}).
`halo_delete_invoice` Pro · Destructive	Delete an invoice by numeric ID.
`halo_delete_invoice_payment` Pro · Destructive	Delete an invoice payment by numeric ID.
`halo_delete_prepay_entry` Pro · Destructive	Delete a client pre-pay history entry by numeric ID.
`halo_delete_purchase_order` Pro · Destructive	Delete a supplier purchase order by numeric ID.
`halo_delete_quotation` Pro · Destructive	Delete a quotation by numeric ID.
`halo_delete_recurring_invoice` Pro · Destructive	Delete a recurring invoice template by ID.
`halo_delete_sales_order` Pro · Destructive	Delete a sales order by numeric ID.
`halo_get_consignment` Free · Read-only	Retrieve a single stock consignment by numeric ID.
`halo_get_csp_consumption_data` Free · Read-only	Retrieve a single Microsoft CSP consumption record by numeric ID.
`halo_get_invoice_payment` Free · Read-only	Retrieve a single invoice payment by numeric ID.
`halo_get_prepay_entry` Free · Read-only	Retrieve a single client pre-pay history entry by numeric ID.
`halo_list_consignments` Free · Read-only	List stock consignment headers — the dispatch/return documents that move stock out against a sales order.
`halo_list_csp_consumption_data` Free · Read-only	List Microsoft CSP consumption (metered usage) records imported for billing.
`halo_list_invoice_changes` Free · Read-only	List invoice change records — the audit trail of amendments made to invoices and invoice lines.
`halo_list_invoice_detail_lines` Free · Read-only	List invoice detail lines directly from api/Invoice/lines — a flat feed of invoice line records across invoices, rather than lines nested under one invoice.
`halo_list_invoice_prorata_details` Free · Read-only	List pro-rata invoice detail rows — the part-period charges generated when a recurring invoice line starts or changes mid-cycle.
`halo_list_sales_order_lines` Free · Read-only	List sales order line records from api/OrderLine — a flat feed of order lines across sales orders.
`halo_manage_csp_consumption_data` Pro · Write	Run a bulk manage operation over Microsoft CSP consumption data (POSTs api/CSPConsumptionData/manage).
`halo_manage_csp_subscription_pricing` Pro · Write	Apply a bulk pricing change to Microsoft CSP subscriptions (POSTs api/CSPSubscriptionPricing/manage).

Assets & Stock Extras

Tool	What it does
`halo_assign_item_accounts_id` Pro · Write	Allocate a new accounting-system ID for a catalogue item (POSTs api/Item/NewAccountsId).
`halo_create_asset_change` Pro · Write	Create or update an asset change record — the audit entry describing a change to an asset, its user assignment, or a licence allocation (HaloPSA POST is an upsert — include an 'id' field to update an existing record).
`halo_create_database_lookup` Pro · Write	Create or update a database (parts) lookup definition (HaloPSA POST is an upsert — include an 'id' field to update an existing lookup).
`halo_create_database_lookup_confirmation` Pro · Write	Record a confirmation that a database (parts) lookup result was accepted on a ticket or form (HaloPSA POST is an upsert — include an 'id' field to update an existing confirmation).
`halo_create_item_stock` Pro · Write	Create or update an item stock record — the quantity of an item held in a particular stock bin or location (HaloPSA POST is an upsert — include an 'id' field to update an existing record).
`halo_delete_asset` Pro · Destructive	Delete an asset (device / configuration item) by numeric ID.
`halo_delete_database_lookup` Pro · Destructive	Delete a database (parts) lookup definition by numeric ID.
`halo_delete_item` Pro · Destructive	Delete a catalogue item (product/part) by numeric ID.
`halo_delete_item_account_link` Pro · Destructive	Delete an item-to-accounting-code link by numeric ID.
`halo_delete_item_stock` Pro · Destructive	Delete an item stock record by numeric ID.
`halo_delete_software_licence` Pro · Destructive	Delete a software licence record by numeric ID.
`halo_get_database_lookup` Free · Read-only	Retrieve a single database (parts) lookup definition by numeric ID.
`halo_get_database_lookup_confirmation` Free · Read-only	Retrieve a single database (parts) lookup confirmation by numeric ID.
`halo_get_item_account_link` Free · Read-only	Retrieve a single item-to-accounting-code link by numeric ID.
`halo_get_item_stock` Free · Read-only	Retrieve a single item stock record by numeric ID.
`halo_get_item_stock_history_entry` Free · Read-only	Retrieve a single item stock history entry by numeric ID.
`halo_get_item_supplier_link` Free · Read-only	Retrieve a single item-to-supplier link by numeric ID.
`halo_get_stock_trace` Free · Read-only	Retrieve a single stock trace record by numeric ID.
`halo_list_database_lookups` Free · Read-only	List configured database (parts) lookups — the SQL-backed lookups that resolve external part, price or reference data into HaloPSA fields.
`halo_list_licence_changes` Free · Read-only	List software licence change records — the audit trail of seat count and allocation changes against software licences, INCLUDING Microsoft CSP / M365 subscription seat-count history (Halo stores CSP subscriptions as Software Licence records, so a subscription's seat changes land here).
`halo_migrate_item_account_links` Pro · Destructive	Bulk-migrate item accounting-code links from one accounting configuration to another (POSTs api/ItemAccountsLink/Migrate).
`halo_run_database_lookup` Pro · Write	Execute a configured database (parts) lookup and return the matched values (POSTs api/DatabaseLookup/run).

CRM Extras

Tool	What it does
`halo_create_contact_group` Pro · Write	Create or update a contact group — a named list of contacts used for marketing and bulk communication (HaloPSA POST is an upsert — include an 'id' field to update an existing group).
`halo_create_ecommerce_order` Pro · Write	Create or update an e-commerce order record (HaloPSA POST is an upsert — include an 'id' field to update an existing order).
`halo_create_feedback` Pro · Write	Create or update a customer satisfaction (CSAT) feedback record (HaloPSA POST is an upsert — include an 'id' field to update an existing record).
`halo_delete_contact_group` Pro · Destructive	Delete a contact group by numeric ID.
`halo_delete_contact_group_contact` Pro · Destructive	Remove a contact from a contact group by deleting the membership record ID.
`halo_delete_ecommerce_order` Pro · Destructive	Delete an e-commerce order by numeric ID.
`halo_delete_feedback` Pro · Destructive	Delete a customer satisfaction (CSAT) feedback record by numeric ID.
`halo_delete_opportunity` Pro · Destructive	Delete a sales opportunity by numeric ID.
`halo_delete_site` Pro · Destructive	Delete a client site by numeric ID.
`halo_delete_user` Pro · Destructive	Delete an end user / contact by numeric ID.
`halo_get_contact_group` Free · Read-only	Retrieve a single contact group by numeric ID.
`halo_get_contact_group_contact` Free · Read-only	Retrieve a single contact-group membership record by numeric ID.
`halo_get_current_user` Free · Read-only	Retrieve the user record for the identity the current API credentials authenticate as (api/Users/me).
`halo_get_ecommerce_order` Free · Read-only	Retrieve a single e-commerce order by numeric ID.
`halo_get_feedback` Free · Read-only	Retrieve a single customer satisfaction (CSAT) feedback record by numeric ID.
`halo_get_feedback_message` Free · Read-only	Retrieve the configured feedback (CSAT survey) message shown to customers when they are asked to rate a ticket.
`halo_list_contact_group_contacts` Free · Read-only	List contact-group membership records — the rows linking contacts (users) to contact groups.
`halo_list_ecommerce_orders` Free · Read-only	List e-commerce orders imported from a connected shop (Shopify, Adobe Commerce, Amazon and similar).
`halo_list_site_stock_bins` Free · Read-only	List the sites that act as stock bins / stock locations (api/Site/StockBins).
`halo_register_opportunity_view` Pro · Write	Register that an opportunity has been viewed (POSTs api/Opportunities/View).

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