HaloPSA and Servosity in Claude Code

Claude Code is Anthropic’s CLI agent - a terminal-native AI that reads SKILL.md files directly and runs shell commands. For a technical-leaning MSP owner or a senior tech, Claude Code is the fastest install path: paste one sentence, your agent does the rest.

If you don’t already use Claude Code in a terminal, Claude Desktop is the easier starting point.

Install in 30 seconds

Paste this into Claude Code chat:

Set up the HaloPSA skill from https://github.com/servosity/msp-skills - read skills/halopsa/SKILL.md, run its install steps, then run halopsa-cli --version to confirm. Walk me through authentication.

For both skills in one go:

Set up both the halopsa and servosity skills from https://github.com/servosity/msp-skills - read each skill’s SKILL.md, run their install steps, then run halopsa-cli --version and servosity-cli doctor to confirm. Walk me through authentication for both.

Claude Code reads each SKILL.md, runs the installer (which drops the CLI + MCP binary on your PATH), prompts you for the HaloPSA OAuth credentials (Configuration → Integrations → Halo PSA API in your tenant) or the Servosity MSP partner token, runs doctor to verify, and confirms.

Manual install (skip the prompt)

If you’d rather see what’s running:

bash <(curl -fsSL https://raw.githubusercontent.com/servosity/msp-skills/main/skills/halopsa/install.sh)
bash <(curl -fsSL https://raw.githubusercontent.com/servosity/msp-skills/main/skills/servosity/install.sh)

Then symlink each skill into Claude Code:

ln -s "$(pwd)/skills/halopsa" ~/.claude/skills/halopsa
ln -s "$(pwd)/skills/servosity" ~/.claude/skills/servosity

Restart Claude Code. Invoke with use halopsa or use servosity.

Use the skill

In Claude Code:

• “Use halopsa: triage what needs attention across all clients today, focused on SLA breaches in the next 24 hours.”
• “Use servosity: show me stale backups across all clients, grouped by backup engine.”
• “Use halopsa: build a client card for Acme Corp, then cross-reference any open Servosity backup issues for them.”

Claude Code knows the command surface (it just read the SKILL.md), runs the right command with the right flags, and pipes the JSON output into its reasoning.

Add the MCP server too (optional)

Each install drops an MCP binary. To register it with Claude Code’s MCP support (parallel to the Skill, lets you use MCP-style tool calls):

claude mcp add halopsa -- halopsa-mcp
claude mcp add servosity -- servosity-mcp
claude mcp list  # verify

The Skill path and MCP path coexist. Most users only need one (Skill is recommended).

What’s next

• Try a real workflow. Bring your tenant + your hardest cross-client question to a free Build Session.
• Switching agents? Same skills work in Claude Desktop, Codex CLI, Claude Cowork, and ChatGPT (Plus/Pro+) - no reinstall needed.
• Want a different platform? Request a Skill →.

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