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HaloPSA MCP Server and API by Cotlet

Run report in HaloPSA

halopsa_run_report
Read-onlyIdempotent

Run report in the user's own HaloPSA account from ChatGPT, Claude or any AI agent. Returns how to do it in HaloPSA step by step (screens, buttons, fields) and opens nothing by itself; then do it with the cotlet_browser_* tools in the user's HaloPSA Cloud Browser. HaloPSA's official API: HaloPSA has a REST API and its own MCP endpoint (checked 5 Nov 2026).

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "halopsa_run_report"
  }
}

Input Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.9/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true and destructiveHint=false, so the safety profile is known. The description adds genuinely non-obvious behavior beyond that: it opens nothing by itself, returns step-by-step UI instructions, and requires the browser tools to actually act. It does not describe the shape or size of the returned steps, which would have pushed this higher.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The core behavior and the follow-up requirement are front-loaded and useful, but the closing sentence about HaloPSA's REST API and MCP endpoint (with an unverifiable "checked 5 Nov 2026" date) does not help an agent decide or invoke anything. It is noise that competes with the operative instruction.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no parameters, no output schema, and annotations covering the safety profile, the description supplies what is missing: it says what is returned (steps) and what must follow (browser tools). The extraneous API remark is a minor distraction rather than an omission of anything an agent needs to call it correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The tool takes zero parameters and the description correctly implies no input is needed, so there is no semantic gap for an agent to fill. Baseline for a zero-parameter tool is 4, and nothing here contradicts or obscures that.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb and resource (run a report in HaloPSA) but immediately reframes the actual behavior: it "returns how to do it in HaloPSA step by step (screens, buttons, fields)" rather than executing anything. That reframing makes the tool's real purpose legible, though the tension with the name/title means an agent must read the body to learn it is a guidance tool, not an executor.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It gives an explicit chained workflow: call this to get steps, then "do it with the cotlet_browser_* tools in the user's HaloPSA Cloud Browser." That is clear when-to-use guidance. It stops short of stating when not to use it (e.g., versus cotlet_app_guide or the direct REST/MCP route it mentions), leaving that selection to inference.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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