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HaloPSA Clients

Manage client entities, sites, contacts, and hierarchies in HaloPSA.

39|17|Updated Feb 4, 2026
Search Tags:#onboarding#crm#client management#msp#halopsa#customer relationships
One-click install
npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill halopsa-clients
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: HaloPSA Clients
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/halopsa/halopsa/skills/clients
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill halopsa-clients

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the management of client relationships within HaloPSA, automating the creation, updating, and searching of client records, sites, and contacts.

Core Features & Use Cases

  • Client Management: Create, update, and search for client organizations.
  • Site & Location Management: Add and manage physical locations associated with clients.
  • Contact Management: Onboard and manage individual contacts within client organizations.
  • Hierarchy Setup: Establish parent-child relationships between clients for complex organizational structures.
  • Use Case: Quickly onboard a new client by creating their record, adding their primary site and key contact person, and setting up their initial service contract.

Quick Start

Use the HaloPSA clients skill to create a new client named 'Example Corp' with the email '[email protected]'.

Frequently Asked Questions about HaloPSA Clients

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage HaloPSA clients, sites, and contacts?▼

HaloPSA client management supports CRUD operations for client organizations, physical sites, and individual contacts. You can search records, update details, and establish parent-child hierarchies to automate client relationship workflows.

How do I onboard a new client organization in HaloPSA?▼

To onboard a new client in HaloPSA, create the client organization record, add their primary site or physical location, and register key contact persons. This establishes their initial account structure for service contracts.

Can I establish parent-child hierarchical relationships for HaloPSA clients?▼

Yes, you can establish parent-child relationships between client records within HaloPSA. This allows you to model complex organizational structures and manage hierarchical account relationships for MSP CRM needs.

Does HaloPSA client management support API interactions for data synchronization?▼

HaloPSA client management supports API interactions to enable data synchronization and workflow automation. This allows seamless integration of CRM data and automated account management processes.

What is needed to automate MSP account management in HaloPSA?▼

Automating MSP account management in HaloPSA requires using API interactions to synchronize client data. The system handles CRUD operations for clients, sites, and users to streamline CRM workflows.

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