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This guide walks you through connecting your Halo (HaloPSA / HaloITSM) instance to Clarion. Once connected, Clarion agents can call Halo’s REST API on your behalf to look up existing tickets and open new ones as part of an investigation.
Estimated time: 5 minutes. You will need Halo administrator access to register an API application.

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Prerequisites

  • A Halo instance and administrator access to Configuration → Integrations → Halo API
  • The ability to create a Client Credentials application in Halo
  • A Clarion workspace with the Halo integration page open

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Step 1 — Register a Client Credentials application in Halo

  1. Sign in to Halo as an administrator.
  2. Go to Configuration → Integrations → Halo API.
  3. Select Authorise a new application.
  4. Choose Client Credentials as the authentication method.
  5. Copy the generated Client ID and Client Secret.
Copy the Client Secret immediately and store it securely — Halo may only show it once. Consider using a dedicated service application rather than one tied to a personal account.
  1. On the application’s Permissions tab, grant the permissions needed to read and create tickets (for example, the ticket read/write scopes, or all).
  2. If you use a hosted Halo solution, note your Tenant identifier and your Authorisation server URL from the same Halo API page — you may need them in the next step.

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Step 2 — Enter credentials in Clarion

  1. In Clarion, open Integrations and find Halo (HaloPSA) under Development & Planning.
  2. Enter your Halo URL — your web-app base address, e.g. https://acme.halopsa.com. Clarion derives the REST API (/api) and authorisation server (/auth) from it.
  3. Paste the Client ID and Client Secret from Halo.
  4. Hosted solutions only: enter your Tenant, and an Authorisation server URL if it differs from your Halo URL.
  5. Click Connect.
Clarion verifies the credentials by requesting an access token and making a lightweight ticket query before saving. If the credentials or URL are wrong, you’ll see a clear error and nothing is persisted.

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What agents can do

Once connected, agents on this workspace gain access to the /halo action, which exposes these tools:
create_ticket writes to Halo, so it requires human approval before it runs — you stay in control of when a ticket is actually created. Approval policies are managed in Settings → Tools.

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Disconnect

To remove the integration:
  1. In Clarion, open Integrations → Halo (HaloPSA).
  2. Click Disconnect.
This deletes the stored credentials. Agents on this workspace will no longer see the /halo action, and any saved skills that reference it will surface the integration as missing until you reconnect.

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Troubleshooting

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”Halo rejected the client credentials”

The Client ID or Secret is wrong, the application is not set to the Client Credentials method, or it lacks ticket permissions. Re-check the application in Configuration → Integrations → Halo API.

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”Halo returned 404”

The Halo URL is likely wrong. Use your web-app base URL (e.g. https://acme.halopsa.com), not the /api or /auth path. For hosted solutions, confirm your Tenant and Authorisation server URL.