HaloPSA Clients SKILL.md skillA
HaloPSA Clients from wyre-ai/msp-claude-plugins is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wyre-ai/msp-claude-plugins/HaloPSA Clients@git:20260804.792c422Pins git:20260804.792c422 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- wyre-ai/msp-claude-plugins
- Path
msp-claude-plugins/halopsa/halopsa/skills/clients/SKILL.md- Versions recorded
- 5
- Latest version
- git:20260804.792c422, committed Aug 4, 2026
- First version recorded
- Apr 5, 2026
- Size
- 7,091 bytes
- Repository stars
- 52
- License
- Apache-2.0
HaloPSA CRM data model: client records and their billing/contact fields, sites (locations), contacts (Users), client classification, and parent-child client hierarchy. Covers the Client/Site/Users API surface, onboarding and deactivation workflows, duplicate prevention, and common validation errors.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# HaloPSA Client Management ## Overview Clients (customers) are the foundation of HaloPSA. All tickets, contracts, assets, and invoices are associated with clients. Proper client data management is critical for accurate service delivery and billing. ## Anti-triggers HaloPSA calls end-user contacts **Users**. That word does not mean a HaloPSA login, and it does not mean a technician. - **Your own technicians and teams** — those are agents, a separate entity with its own IDs; use `halopsa-agents`. Assigning a ticket needs an `agent_id`, never a `user_id`. - **The same customer in another system** — a Freshdesk company, a ConnectWise company, or an Autotask company is a different record with different required fields; use `freshdesk-contacts-companies`, `connectwise-psa-companies`, or `autotask-crm`. Do not assume IDs or domains map across. - **Microsoft 365 or Entra user accounts** — mailbox, licence, and identity questions are `cipp-users` or `cipp-mailboxes`; a HaloPSA User is a CRM contact record with no directory presence. - **What the client is entitled to** — coverage, rates, and prepaid hours are `halopsa-contracts`; what they have been billed is …
Read the whole file at its exact version.
How to install
mdr add wyre-ai/msp-claude-plugins/HaloPSA Clients@sha256:4c58918a44588718The line at the top of this page pins the label git:20260804.792c422, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_4pbnenz7rvuxsiko)
1 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 5 versions of this file, between Apr 5, 2026 and Aug 4, 2026, about one every 30 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260804.792c422 latest | 2026-08-04 | 792c422 | 7,091 B | A | view · diff |
| git:20260804.00a312f | 2026-08-04 | 00a312f | 7,094 B | A | view · diff |
| git:20260728.b7e78fc | 2026-07-28 | b7e78fc | 6,120 B | A | view · diff |
| git:20260713.1fbd3f3 | 2026-07-13 | 1fbd3f3 | 10,759 B | A | view · diff |
| git:20260405.09d00fc | 2026-04-05 | 09d00fc | 10,779 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (7091 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
wyre-ai/msp-claude-plugins · 52 stars · license Apache-2.0 · pushed 2026-11-05 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_4pbnenz7rvuxsiko GET https://markdownregistry.com/api/v1/resolve?ref=wyre-ai/msp-claude-plugins/HaloPSA Clients GET https://markdownregistry.com/api/v1/blob/4c58918a4458871885e5af04ff3f9f8ff79dfab2bda0f258d192e043f9f2a20b
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.