@wilnertech/halopsa-mcp-server 1.2.0 → 1.3.0

package/README.md

@@ -4,7 +4,7 @@ Model Context Protocol server for HaloPSA API integration with asset, user, and
 
 ## Key Features
 
-- **49 tools** for managing HaloPSA assets, users, sites, clients, tickets, actions, and reference data
+- **66 tools** for managing HaloPSA assets, users, sites, clients, tickets, actions, agents, workflows, milestones, budgets, ticket links, and bulk updates
 - **Deduplication** with confidence scoring to prevent duplicate billing entities
 - **OAuth2 Client Credentials** authentication with automatic token refresh
 - **Rate limiting** with exponential backoff (60 requests/minute)
@@ -206,7 +206,7 @@ Multi-tenant Halo deployments often have 3-4 "closed-like" statuses (`Closed`, `
 | `list_halopsa_ticket_custom_fields` | Per-tickettype field definitions via `/FieldInfo?type=1` |
 | `get_halopsa_ticket_field_schema` | Sampling-based fallback when `/FieldInfo` is unavailable |
 
-### Batch Operations Tools (4)
+### Batch Operations Tools (5)
 
 | Tool | Description |
 |------|-------------|
@@ -214,6 +214,47 @@ Multi-tenant Halo deployments often have 3-4 "closed-like" statuses (`Closed`, `
 | `get_halopsa_users_batch` | Get multiple users (max 50) |
 | `get_halopsa_sites_batch` | Get multiple sites (max 50) |
 | `get_halopsa_tickets_batch` | Get multiple tickets (max 50) |
+| `bulk_update_halopsa_tickets` | Update up to 20 tickets in parallel via `Promise.allSettled`. Each element accepts the full `update_halopsa_ticket` field set (status_id, agent_id, milestone_id, etc.). Returns per-ticket `{success\|error, result?, error?}` so a single failure does not abort the batch. |
+
+### Ticket Link Tools (1)
+
+| Tool | Description |
+|------|-------------|
+| `list_halopsa_linked_tickets` | Read-side discovery of all relationships on a ticket: `parent_id`, `child_count`, and `linked_tickets[]` array. Compact returns `{linked_ticket_id, link_type?, summary?}` per entry. **Write-side ticket-to-ticket linking via `/IntegrationData/Get/HaloLink` is deferred to v1.4 pending endpoint param discovery.** For now, use `parent_id` on create/update as the canonical "depends on / blocks" mechanism. |
+
+### Workflow Tools (6)
+
+| Tool | Description |
+|------|-------------|
+| `list_halopsa_workflows` | List all workflow definitions (cached 1h). Returns `id, name, active, notinuse` per workflow. |
+| `get_halopsa_workflow` | Get a single workflow with full `steps[]` + `stages[]` + `flow_chart_json`. |
+| `list_halopsa_workflow_steps` | List workflow steps (124 total on a typical tenant). Optionally filter by `workflow_id`. |
+| `create_halopsa_workflow` | `POST /Workflow` with array body. Accepts `name, note?, steps?, stages?`. |
+| `update_halopsa_workflow` | Read-before-write merge. `POST /Workflow [{id, ...merged}]`. |
+| `delete_halopsa_workflow` | **Safety-first**: refuses unless `notinuse === true` AND no tickettype defaults to this workflow. Override with `confirm_destructive: true` + `'OVERRIDE'` in `reason`. Idempotent on 404. |
+| **Advance a ticket through its workflow** | (No dedicated tool — workflows are advanced via `update_halopsa_ticket(status_id=X)`. Each status maps to a workflow step.) |
+
+### Ticket Milestone Tools (4)
+
+Milestones are nested under tickets — no top-level `/Milestone` endpoint exists. Each Project ticket has a `milestones[]` array (similar to `customfields[]`).
+
+| Tool | Description |
+|------|-------------|
+| `list_halopsa_ticket_milestones` | Return `ticket.milestones[]` for a given ticket id. Cached 1min. |
+| `set_halopsa_ticket_milestones` | **Replace** the entire `milestones[]` array via read-before-write merge. Each input: `{name (required), target_date (required ISO), start_date?, sequence?, billing_amount?, status_id?}`. |
+| `add_halopsa_ticket_milestone` | Convenience: append one milestone to the existing array. |
+| `remove_halopsa_ticket_milestone` | Convenience: remove one milestone by id. |
+| **Link a child ticket to a milestone** | (Use `update_halopsa_ticket(milestone_id=X)` — exposed in v1.3 on the create/update schemas.) |
+
+### Budget Tools (5)
+
+| Tool | Description |
+|------|-------------|
+| `list_halopsa_budget_types` | List all BudgetType records (Fixed Price, T&M, Retainer, etc.). Cached 1h. |
+| `create_halopsa_budget_type` | `POST /BudgetType` with array body. Accepts `name, defaultrate?, chargerate?`. |
+| `delete_halopsa_budget_type` | **Safety-first**: refuses by default (dependency check unavailable — Halo doesn't expose `budgettype_id` as a `/Tickets` filter). Override with `confirm_destructive: true` + `'OVERRIDE'` in `reason`. |
+| `get_halopsa_ticket_budget` | Return `ticket.budgets[]` for a given ticket id (per-ticket budget records). Cached 1min. |
+| `set_halopsa_ticket_budget` | **Replace** the entire per-ticket `budgets[]` array. Each input: `{budgettype_id (required int), hours?, days?, rate?}`. |
 
 ## Deduplication Algorithms
 

package/dist/cache/memory-cache.d.ts

@@ -81,8 +81,11 @@ export declare const TTL: {
     readonly TICKET_STATUSES: number;
     readonly TICKET_PRIORITIES: number;
     readonly TICKET_CATEGORIES: number;
+    readonly BUDGET_TYPES: number;
     readonly CLIENT_LIST: number;
     readonly SITE_LIST: number;
+    readonly WORKFLOWS: number;
+    readonly WORKFLOW_STEPS: number;
     readonly ASSET_LIST: number;
     readonly USER_LIST: number;
     readonly TICKET_LIST: number;

package/dist/cache/memory-cache.d.ts.map

@@ -1 +1 @@
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package/dist/cache/memory-cache.js

@@ -159,9 +159,13 @@ export const TTL = {
     TICKET_STATUSES: 60 * 60 * 1000,
     TICKET_PRIORITIES: 60 * 60 * 1000,
     TICKET_CATEGORIES: 60 * 60 * 1000,
+    BUDGET_TYPES: 60 * 60 * 1000,
     // Medium TTL (5 minutes) - Moderate change rate
     CLIENT_LIST: 5 * 60 * 1000,
     SITE_LIST: 5 * 60 * 1000,
+    // Workflow TTLs (1 hour) - Workflow definitions change infrequently
+    WORKFLOWS: 60 * 60 * 1000,
+    WORKFLOW_STEPS: 60 * 60 * 1000,
     // Low TTL (1 minute) - Frequent changes (billing critical data)
     ASSET_LIST: 1 * 60 * 1000,
     USER_LIST: 1 * 60 * 1000,

package/dist/cache/memory-cache.js.map

@@ -1 +1 @@
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package/dist/tools/batch-operations.d.ts

@@ -90,4 +90,51 @@ export declare const getSitesBatchTool: ZodToolDefinition;
  */
 export declare function getTicketsBatch(client: HaloPSAAPIClient, args: z.infer<typeof GetTicketsBatchArgsSchema>): Promise<string>;
 export declare const getTicketsBatchTool: ZodToolDefinition;
+export declare const BulkUpdateTicketsArgsSchema: z.ZodObject<{
+    updates: z.ZodArray<z.ZodObject<{
+        ticket_id: z.ZodNumber;
+        summary: z.ZodOptional<z.ZodString>;
+        details_html: z.ZodOptional<z.ZodString>;
+        tickettype_id: z.ZodOptional<z.ZodNumber>;
+        status_id: z.ZodOptional<z.ZodNumber>;
+        priority_id: z.ZodOptional<z.ZodNumber>;
+        category_1: z.ZodOptional<z.ZodString>;
+        agent_id: z.ZodOptional<z.ZodNumber>;
+        team_id: z.ZodOptional<z.ZodNumber>;
+        site_id: z.ZodOptional<z.ZodNumber>;
+        user_id: z.ZodOptional<z.ZodNumber>;
+        parent_id: z.ZodOptional<z.ZodNumber>;
+        dateoccurred: z.ZodOptional<z.ZodString>;
+        startdate: z.ZodOptional<z.ZodString>;
+        source: z.ZodOptional<z.ZodNumber>;
+        estimate: z.ZodOptional<z.ZodNumber>;
+        estimatedays: z.ZodOptional<z.ZodNumber>;
+        customfields: z.ZodOptional<z.ZodArray<z.ZodObject<{
+            id: z.ZodOptional<z.ZodNumber>;
+            name: z.ZodOptional<z.ZodString>;
+            value: z.ZodUnion<readonly [z.ZodString, z.ZodNumber, z.ZodBoolean, z.ZodNull]>;
+        }, z.core.$strip>>>;
+        milestone_id: z.ZodOptional<z.ZodNumber>;
+    }, z.core.$strip>>;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+/**
+ * Bulk update up to 20 HaloPSA tickets in a single MCP call.
+ *
+ * Implementation: calls updateTicket() N times via Promise.allSettled for
+ * fault-tolerance — a failure on one ticket does not abort the remaining
+ * updates. Returns a per-ticket result array with status 'success'|'error'.
+ * Each success element has its write response run through stripWriteResponse
+ * for token efficiency.
+ */
+export declare function bulkUpdateTickets(client: HaloPSAAPIClient, args: z.infer<typeof BulkUpdateTicketsArgsSchema>): Promise<string>;
+export declare const bulkUpdateTicketsTool: ZodToolDefinition;
 //# sourceMappingURL=batch-operations.d.ts.map

package/dist/tools/batch-operations.d.ts.map

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package/dist/tools/batch-operations.js

@@ -3,9 +3,10 @@
  * Provides efficient batch retrieval operations to reduce API calls
  */
 import { z } from 'zod';
-import { formatResponse } from '../utils/formatter.js';
+import { formatResponse, stripWriteResponse } from '../utils/formatter.js';
 import { TTL } from '../cache/memory-cache.js';
 import { FormatOptionsSchema } from '../schemas/common.js';
+import { updateTicket } from './tickets.js';
 // =============================================================================
 // Zod Schemas for Input Validation
 // =============================================================================
@@ -266,4 +267,146 @@ export const getTicketsBatchTool = {
     schema: GetTicketsBatchArgsSchema,
     handler: getTicketsBatch,
 };
+// =============================================================================
+// Bulk Update Tickets
+// =============================================================================
+/**
+ * Schema for a single update entry in bulk_update_halopsa_tickets.
+ * Mirrors the fields accepted by UpdateTicketArgsSchema minus ticket_id
+ * (which is required here at the element level) and format_options
+ * (which is accepted once at the top level).
+ */
+const BulkTicketUpdateItemSchema = z.object({
+    ticket_id: z.number().int()
+        .describe('HaloPSA ticket ID to update (required)'),
+    summary: z.string().optional()
+        .describe('Ticket summary / title'),
+    details_html: z.string().optional()
+        .describe('Sanitized HTML body'),
+    tickettype_id: z.number().int().optional()
+        .describe('Ticket type ID'),
+    status_id: z.number().int().optional()
+        .describe('Status ID'),
+    priority_id: z.number().int().optional()
+        .describe('Priority ID'),
+    category_1: z.string().optional()
+        .describe('Primary category'),
+    agent_id: z.number().int().optional()
+        .describe('Assigned agent ID'),
+    team_id: z.number().int().optional()
+        .describe('Assigned team ID'),
+    site_id: z.number().int().optional()
+        .describe('Site/location ID'),
+    user_id: z.number().int().optional()
+        .describe('End-user contact ID'),
+    parent_id: z.number().int().optional()
+        .describe('Parent ticket ID'),
+    dateoccurred: z.string().optional()
+        .describe('ISO 8601 datetime of when the issue occurred'),
+    startdate: z.string().optional()
+        .describe('ISO 8601 datetime for project ticket start date'),
+    source: z.number().int().optional()
+        .describe('Source enum (tenant-specific integer)'),
+    estimate: z.number().optional()
+        .describe('Estimated business hours'),
+    estimatedays: z.number().optional()
+        .describe('Estimated business days'),
+    customfields: z.array(z.object({
+        id: z.number().int().optional(),
+        name: z.string().optional(),
+        value: z.union([z.string(), z.number(), z.boolean(), z.null()]),
+    })).optional()
+        .describe('Ticket custom fields'),
+    milestone_id: z.number().int().optional()
+        .describe('Link this ticket to an existing milestone on its parent project ticket. See list_halopsa_ticket_milestones.'),
+});
+export const BulkUpdateTicketsArgsSchema = z.object({
+    updates: z.array(BulkTicketUpdateItemSchema).min(1).max(20)
+        .describe('Array of ticket updates to apply in parallel (max 20). Each entry must include ticket_id plus at least one field to change.'),
+    format_options: FormatOptionsSchema,
+});
+/**
+ * Bulk update up to 20 HaloPSA tickets in a single MCP call.
+ *
+ * Implementation: calls updateTicket() N times via Promise.allSettled for
+ * fault-tolerance — a failure on one ticket does not abort the remaining
+ * updates. Returns a per-ticket result array with status 'success'|'error'.
+ * Each success element has its write response run through stripWriteResponse
+ * for token efficiency.
+ */
+export async function bulkUpdateTickets(client, args) {
+    if (args.updates.length > 20) {
+        return JSON.stringify({
+            error: true,
+            message: 'Maximum 20 updates per bulk call. Split into smaller batches.',
+        }, null, 2);
+    }
+    const format = args.format_options?.format ?? 'compact';
+    const settled = await Promise.allSettled(args.updates.map((item) => updateTicket(client, {
+        ticket_id: item.ticket_id,
+        summary: item.summary,
+        details_html: item.details_html,
+        tickettype_id: item.tickettype_id,
+        status_id: item.status_id,
+        priority_id: item.priority_id,
+        category_1: item.category_1,
+        agent_id: item.agent_id,
+        team_id: item.team_id,
+        site_id: item.site_id,
+        user_id: item.user_id,
+        parent_id: item.parent_id,
+        dateoccurred: item.dateoccurred,
+        startdate: item.startdate,
+        source: item.source,
+        estimate: item.estimate,
+        estimatedays: item.estimatedays,
+        customfields: item.customfields,
+        milestone_id: item.milestone_id,
+        // Forward format_options so updateTicket applies the same strip level.
+        format_options: args.format_options,
+    })));
+    const results = settled.map((outcome, idx) => {
+        const ticket_id = args.updates[idx].ticket_id;
+        if (outcome.status === 'fulfilled') {
+            // updateTicket already returns a JSON string (post-stripWriteResponse +
+            // formatResponse). Parse it, then re-apply stripWriteResponse at the
+            // bulk level so the summarized shape is consistent with per-call behaviour.
+            let parsed;
+            try {
+                parsed = JSON.parse(outcome.value);
+            }
+            catch {
+                parsed = outcome.value;
+            }
+            const stripped = stripWriteResponse(parsed, format, 'ticket');
+            return { ticket_id, status: 'success', result: stripped };
+        }
+        else {
+            const err = outcome.reason;
+            return {
+                ticket_id,
+                status: 'error',
+                error: err instanceof Error ? err.message : String(err),
+            };
+        }
+    });
+    const summary = {
+        requested: args.updates.length,
+        succeeded: results.filter((r) => r.status === 'success').length,
+        failed: results.filter((r) => r.status === 'error').length,
+        results,
+    };
+    return format === 'detailed'
+        ? JSON.stringify(summary, null, 2)
+        : JSON.stringify(summary);
+}
+export const bulkUpdateTicketsTool = {
+    name: 'bulk_update_halopsa_tickets',
+    description: 'Update up to 20 HaloPSA tickets in a single call using parallel Promise.allSettled. ' +
+        'Each update entry requires ticket_id plus at least one field to change. ' +
+        'Returns a per-ticket result array: {ticket_id, status: success|error, result?, error?}. ' +
+        'Failures on individual tickets do not abort the batch.',
+    schema: BulkUpdateTicketsArgsSchema,
+    handler: bulkUpdateTickets,
+};
 //# sourceMappingURL=batch-operations.js.map

package/dist/tools/batch-operations.js.map

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package/dist/tools/budgets.d.ts

@@ -0,0 +1,130 @@
+/**
+ * HaloPSA Budget Management tools.
+ *
+ * Covers two domains:
+ *  1. BudgetType — top-level reference CRUD (/BudgetType).
+ *  2. Per-ticket budgets — nested ticket.budgets[] array, managed via
+ *     read-before-write POST /Tickets (Halo REPLACE, not PATCH semantics).
+ *
+ * Safety:
+ *  - delete_halopsa_budget_type applies a two-factor OVERRIDE gate (same
+ *    pattern as delete_halopsa_ticket): reason >= 5 chars required;
+ *    confirm_destructive + "OVERRIDE" substring to bypass a soft refusal.
+ *  - set_halopsa_ticket_budget REPLACES all budgets on the ticket; callers
+ *    should fetch current budgets first if they need a partial update.
+ */
+import { z } from 'zod';
+import type { HaloPSAAPIClient } from '../api/client.js';
+import type { ZodToolDefinition } from './registry.js';
+export declare const ListBudgetTypesArgsSchema: z.ZodObject<{
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+export declare const CreateBudgetTypeArgsSchema: z.ZodObject<{
+    name: z.ZodString;
+    defaultrate: z.ZodOptional<z.ZodNumber>;
+    chargerate: z.ZodOptional<z.ZodNumber>;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+export declare const DeleteBudgetTypeArgsSchema: z.ZodObject<{
+    budget_type_id: z.ZodNumber;
+    reason: z.ZodString;
+    confirm_destructive: z.ZodDefault<z.ZodOptional<z.ZodBoolean>>;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+export declare const GetTicketBudgetArgsSchema: z.ZodObject<{
+    ticket_id: z.ZodNumber;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+export declare const SetTicketBudgetArgsSchema: z.ZodObject<{
+    ticket_id: z.ZodNumber;
+    budgets: z.ZodArray<z.ZodObject<{
+        budgettype_id: z.ZodNumber;
+        hours: z.ZodOptional<z.ZodNumber>;
+        days: z.ZodOptional<z.ZodNumber>;
+        rate: z.ZodOptional<z.ZodNumber>;
+    }, z.core.$strip>>;
+    format_options: z.ZodOptional<z.ZodObject<{
+        format: z.ZodOptional<z.ZodEnum<{
+            compact: "compact";
+            standard: "standard";
+            detailed: "detailed";
+        }>>;
+        fields: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        omit_empty: z.ZodOptional<z.ZodBoolean>;
+    }, z.core.$strip>>;
+}, z.core.$strip>;
+/**
+ * List all budget types (reference data).
+ * Cached 1 hour. Compact response returns {id, name, defaultrate}.
+ */
+export declare function listBudgetTypes(client: HaloPSAAPIClient, args: z.infer<typeof ListBudgetTypesArgsSchema>): Promise<string>;
+/**
+ * Create a new budget type.
+ * POST /BudgetType with array-wrapped body (Halo convention).
+ * Invalidates budget-types cache.
+ */
+export declare function createBudgetType(client: HaloPSAAPIClient, args: z.infer<typeof CreateBudgetTypeArgsSchema>): Promise<string>;
+/**
+ * Delete a budget type by ID.
+ *
+ * Safety gate (adapted from deleteTicket):
+ *  - Reason is always required (min 5 chars; validated by Zod).
+ *  - A soft refusal is issued by default with a warning that dependent tickets
+ *    cannot be automatically checked (Halo does not support budgettype_id
+ *    filtering on /Tickets). The caller is instructed to verify manually.
+ *  - To bypass: confirm_destructive: true AND reason includes "OVERRIDE".
+ *  - 404 on GET is idempotent (already_absent: true).
+ */
+export declare function deleteBudgetType(client: HaloPSAAPIClient, args: z.infer<typeof DeleteBudgetTypeArgsSchema>): Promise<string>;
+/**
+ * Get all budget entries for a specific ticket.
+ * Fetches GET /Tickets/{id}?includedetails=true and returns ticket.budgets[].
+ * Cache key 'ticket-budgets:{id}' TTL 1 min.
+ */
+export declare function getTicketBudget(client: HaloPSAAPIClient, args: z.infer<typeof GetTicketBudgetArgsSchema>): Promise<string>;
+/**
+ * Replace the budget array on a ticket.
+ *
+ * Read-before-write merge: fetches the existing ticket, spreads it into the
+ * POST body, and replaces the budgets[] array entirely (Halo REPLACE semantics).
+ * Returns the updated ticket's budgets[] after strip.
+ */
+export declare function setTicketBudget(client: HaloPSAAPIClient, args: z.infer<typeof SetTicketBudgetArgsSchema>): Promise<string>;
+export declare const listBudgetTypesTool: ZodToolDefinition;
+export declare const createBudgetTypeTool: ZodToolDefinition;
+export declare const deleteBudgetTypeTool: ZodToolDefinition;
+export declare const getTicketBudgetTool: ZodToolDefinition;
+export declare const setTicketBudgetTool: ZodToolDefinition;
+//# sourceMappingURL=budgets.d.ts.map

package/dist/tools/budgets.d.ts.map

@@ -0,0 +1 @@
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