Halo Tools
by
Rising Tide
Halo Tools
by
Rising Tide
Small, focused add-ins that put HaloPSA context — tickets, contacts, activity — into the tools MSPs spend their day in. Per-MSP configuration, and your tenant's data is never stored on our servers.
Open any email in Outlook and the pane shows the sender's Halo
contact, their company, their open tickets, and a merged
activity feed. One click to append the email to an existing
ticket or open a new one — without leaving Outlook. RFC
Message-ID threading attaches replies to the right
ticket automatically.
When you're writing an email: search and insert Halo canned
text or KB articles inline, drop a deep-link to a ticket, or
toggle "log this email to a ticket on send." An
OnMessageSend launch event runs at the moment you
hit Send and appends the email + attachments to the chosen
ticket — no second tab.
/Feed endpointOnMessageSend launch eventA Model Context Protocol server that exposes your HaloPSA as tools to any MCP client. Ask Claude "what's open for Acme Corp this week" and it pulls live from your tenant. Sign-in goes through your real Halo login, and your access + refresh tokens are saved only in the AI client — the server is a reverse proxy to the Halo API with no backend storage.
The killer tool: runSql —
direct SELECT against Halo's database via Report Center, so the
agent can write whatever query the question demands instead of
being limited to canned endpoints. Includes
listReports to reuse an MSP's saved reports.
Canned KPIs for one-shot answers:
getMrrSnapshot,
getTechnicianUtilizationSnapshot,
getRevenuePerTechSnapshot,
getMrrPerSeatSnapshot,
getMspKpis (full dashboard).
Per-ticket when needed:
findContact, searchTickets,
listOpenTickets, getActivityFeed,
searchCannedText, createTicket,
appendActionToTicket, logNote.
Plus haloApiRaw as a REST escape hatch.
/auth/callback — Halo admins register one URI for the whole hubSame unified manifest format. Ticket context as a tab on contacts, message extensions to insert tickets + canned text directly into Teams chats.
Halo context anywhere you're working — Hudu, ITGlue, M365 admin, client portals. Highlights known emails on the page, one-click "log this URL to a ticket".
Docker image for MSPs that want the MCP server running on their own infrastructure rather than on tools.iusehalo.com. Same code, your TLS, your logs.
Want any of these prioritised? Drop a note at [email protected] or open an issue on the GitHub repo.