Client review prep
Tom Reilly, service manager at BigCo, asked what was open for Northwind before a client review. Memtro listed the open tickets with status, agent and priority, and the invoices with an amount still due.
HaloPSA + Memtro
Which open HaloPSA tickets does a client have with the 1st Line team?
HaloPSA connects Memtro to your service desk. It reads tickets by status, client, agent or type with their notes and replies, and the clients, sites, end users, assets and invoices around them. It also reads the statuses, ticket types, agents, teams and priorities that ids refer to. When asked and granted, it can log, update or delete tickets, add a private note or delete one, and create or update clients, sites, users and assets. Halo's own rules may email the end user about a new or changed ticket. Asset custom fields, where credentials are often kept, are never returned.
In Memtro
What you can do with HaloPSA in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right HaloPSA tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists tickets, open ones by default, by client, agent, status, ticket type or search text.
- 02Reads one ticket with its latest notes, replies and time entries.
- 03Lists clients, sites, end users, assets and invoices with amount due, and the statuses, types, agents, teams and priorities ids point to.
- 04When asked and granted, logs or updates a ticket. Halo's rules may email the end user and notify the assigned agent or team.
- 05When asked and granted, adds a private note hidden from the end user, or deletes a ticket or one of its notes.
- 06When asked and granted, creates clients, sites, end users and assets, and updates or deactivates clients, users and assets.
Acts when asked
When you ask it to
These tools change something in HaloPSA. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Log a new ticket for a client
- 02Update a ticket's status, agent, team, priority, type or summary
- 03Add a private note to a ticket
- 04Delete a ticket
- 05Delete a note or action from a ticket
- 06Create a client
- 07Update or deactivate a client
- 08Create a site for a client
- 09Create an end user at a site
- 10Update or deactivate an end user
- 11Create an asset
- 12Update or deactivate an asset
In practice
Ask it like you would a colleague
Once HaloPSA is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
HaloPSA + MemtroWhich open tickets does Northwind have with the 1st Line team?
What was the last reply on ticket 10423?
Which Acme Ltd invoices still have an amount due?
Which assets are at the Leeds site?
Add a private note to ticket 10423 that the engineer is booked for Tuesday.
Logging a backup ticket
Priya Sharma, 1st Line lead at BigCo, asked Memtro to log a ticket for Acme Ltd about a failed backup. As granted, Memtro logged it with the ticket type and team she named. Halo's ticket-type rules decided who was notified.
Teams
Where it fits
The teams that lean on HaloPSA most, a question each of them asks, and what they connect beside it.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
- ProductHear what customers actually ask forProduct manager, Researcher, Designer, Head of product“Which customers asked for SSO this quarter, and what is their combined ARR?”Used alongside Help Scout, HubSpot, Linear, Jira, Slack and 6 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
Better together
Works with
A record in HaloPSA is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesHaloPSA with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesHaloPSA with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesHaloPSA with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- Finance and commerceHaloPSA with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceHaloPSA with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceHaloPSA with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Engineering and operationsHaloPSA with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsHaloPSA with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsHaloPSA with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
Also in Support
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Help Scout
- Zendesk
- Intercom
Freshdesk- Front
- Zoho Desk
Gorgias- Jira Service Management
- Chatwoot
Crisp- Zammad
Groove
Plain
Freshchat
Freshservice
Kustomer- LiveChat
Dixa
HelpCrunch- Pylon
Custify
Atera- Survicate
Trengo
ConnectWise PSA- Deskpro
Enchant- Featurebase
Frill
Gladly
HappyFox
Jitbit Helpdesk
Nicereply
Re:amaze
SolarWinds Service Desk
Stonly
Syncro
Tidio- HelpDesk
Teamwork Desk- UserVoice
Setup
How to connect
Connect withHalo address, client ID and client secret
- 1
In Halo, an administrator opens Configuration, Integrations, Halo API, View Applications, New. Set Client Credentials, choose the agent and permissions, save, and copy the client ID and secret.
- 2
In Memtro, open Connections → HaloPSA and enter the Halo address without https://, the Client ID and the Client secret. Hosted Halo also needs the Tenant.
- 3
An administrator grants the actions by name, such as deleting tickets, to the teams that may use them.
- 4
Ask which open tickets a client has with the 1st Line team.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The HaloPSA tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in HaloPSA?+
Only when you ask, and only what it has been granted: log a new ticket for a client; update a ticket's status, agent, team, priority, type or summary; add a private note to a ticket; delete a ticket; delete a note or action from a ticket; create a client; update or deactivate a client; create a site for a client; create an end user at a site; update or deactivate an end user; create an asset; update or deactivate an asset. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a HaloPSA connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my HaloPSA data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect HaloPSA?+
Halo address, client ID and client secret. In Halo, an administrator opens Configuration, Integrations, Halo API, View Applications, New. Set Client Credentials, choose the agent and permissions, save, and copy the client ID and secret.
Connect HaloPSA in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.