HaloPSA, everywhere your team already works.

Small, focused add-ins that put HaloPSA context — tickets, contacts, activity — into the tools MSPs spend their day in. No backend, per-MSP configuration, your tenant's data never touches our servers.

Get started → setup wizard View on GitHub

Available now Halo for Outlook

In production

Outlook task-pane add-in

Surface the sender's Halo contact and open tickets next to the email. Append the email to a ticket or create a new one without leaving Outlook. RFC-standard threading via Message-ID so replies attach to the right ticket automatically.

Open the setup wizard →

Compose side

Templates, KB inserts, log-on-send

On the compose surface: insert your Halo canned text or KB articles, drop a ticket link, and toggle "log this email to a ticket when I send." A launch-event handler runs on Send and appends the email to the ticket you picked — no second tab.

RFC Message-ID / In-Reply-To threading — no Halo custom fields needed
Inline ticket actions (status, priority, agent, due date)
Insert Halo canned text + create new canned texts from inside Outlook
Activity timeline via the Halo /Feed endpoint
"Create contact in Halo" for unmatched senders
Self-stamping: the plug-in fills its own threading fields
Per-MSP packaging — your tenant's URL + Client ID baked in
Pure SPA — no backend, no token storage on our side

Roadmap What's next

Considering

Teams app

Same unified manifest format. Ticket context as a tab on contacts, message extensions to insert tickets + canned text directly into Teams chats.

Considering

Browser extension

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".

Considering

MCP server

Expose HaloPSA to AI assistants via the Model Context Protocol. Natural-language "log this conversation as a note on the Stability Networks account" from Claude or ChatGPT.

Want any of these prioritised? Drop a note at [email protected] or open an issue on the GitHub repo.