mcpcustomproject

# Halo PSA MCP Server A Model Context Protocol (MCP) server for integrating with Halo PSA (Professional Services Automation) platform. This server provides AI assistants with the ability to interact with Halo PSA tickets, clients, time entries, and other PSA functionality. ## Features - **Ticket Management**: Create, read, and update support tickets - **Client Management**: Retrieve and search client information - **Time Tracking**: Log time entries and retrieve time reports - **OAuth2 Authentication**: Secure API access using OAuth2 or API keys - **Configurable**: Environment-based configuration for different deployments ## Installation 1. Clone this repository 2. Install dependencies: ```bash npm install ``` 3. Build the server: ```bash npm run build ``` ## Configuration Set the following environment variables: ```bash # Required: Halo PSA API Configuration HALO_PSA_API_URL=https://your-tenant.halopsa.com/api HALO_PSA_CLIENT_ID=your-client-id HALO_PSA_CLIENT_SECRET=your-client-secret # Alternative: Use API Key instead of OAuth2 HALO_PSA_API_KEY=your-api-key # Optional HALO_PSA_TENANT_ID=your-tenant-id HALO_PSA_TIMEOUT=30000 ``` ## Usage ### Running the Server Start the MCP server: ```bash npm start ``` For development with auto-reload: ```bash npm run dev ``` ### Available Tools #### Ticket Management - **get_tickets**: Retrieve support tickets with filtering options - **create_ticket**: Create new support tickets - **update_ticket**: Update existing tickets with status, notes, etc. #### Client Management - **get_clients**: Search and retrieve client information #### Time Tracking - **get_time_entries**: Retrieve time entries for reporting - **create_time_entry**: Log time against tickets ### Example Tool Usage ```json { "name": "get_tickets", "arguments": { "status": "open", "client_id": "123", "limit": 10 } } ``` ```json { "name": "create_ticket", "arguments": { "title": "Email server issue", "description": "Users unable to send emails", "client_id": "123", "priority": "high" } } ``` ## Authentication This server supports two authentication methods: 1. **OAuth2 Client Credentials**: Recommended for production - Set `HALO_PSA_CLIENT_ID` and `HALO_PSA_CLIENT_SECRET` 2. **API Key**: For simpler setups - Set `HALO_PSA_API_KEY` ## Development ```bash # Install dependencies npm install # Run in development mode npm run dev # Build for production npm run build # Run tests npm test # Lint code npm run lint ``` ## License MIT License