--- title: "Connect Halo Service Solutions and MeisterTask - APIANT.ai" description: "When \"New Ticket\" fires in Halo Service Solutions, your agent runs \"Create Task\" in MeisterTask." canonical: "https://apiant.ai/connect/halo-service-solutions-to-meistertask" --- # Connect Halo Service Solutions and MeisterTask When **New Ticket** fires in [Halo Service Solutions](https://apiant.ai/connections/halo-service-solutions), your agent runs **Create Task** in [MeisterTask](https://apiant.ai/connections/meistertask), or **New Attachment** in MeisterTask to **Add action to ticket** in Halo Service Solutions. Describe the whole flow and it is built, tested on every scenario and kept running. Halo Service Solutions **2** triggers Halo Service Solutions **14** actions MeisterTask **9** triggers MeisterTask **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Halo Service Solutions and MeisterTask to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Halo Service Solutions and MeisterTask can do together ### From Halo Service Solutions to MeisterTask - When **New Ticket** in Halo Service Solutions then **Create Task** in MeisterTask - When **Ticket Updated** in Halo Service Solutions then **Create Task Label** in MeisterTask ### From MeisterTask to Halo Service Solutions - When **New Attachment** in MeisterTask then **Add action to ticket** in Halo Service Solutions - When **New Checklist Item** in MeisterTask then **Create Ticket** in Halo Service Solutions Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Halo Service Solutions and MeisterTask ## Triggers and actions 11 triggers · 23 actions - Trigger **New Ticket** Triggers when a new ticket is logged in Halo. - Trigger **Ticket Updated** Triggers when a ticket is created or updated in Halo. - Action **Add action to ticket** Adds a new action (note, update or outcome) to an existing Halo ticket. - Action **Add project** Creates a new project in Halo and returns the created project record. - Action **Create Site** Creates a new site for a customer in Halo. - Action **Create Ticket** Creates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment. - Action **Create User** Creates a new end user in Halo under the chosen site. - Action **Get customer** Returns a single Halo customer (client) by its ID, optionally with extra details and ticket activity. - Action **Get project** Returns a single Halo project by its ID, including its details and custom fields. - Action **Get ticket** Returns a single Halo ticket by its ID, optionally with extra details and its last action. - Action **Get user** Returns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups. - Action **List customers** Returns a list of customers (clients) in Halo, optionally filtered by search text or top level. - Action **List tickets** Returns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more. - Action **List users** Returns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria. - Action **Update ticket** Updates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed. - Action **Update user** Updates an existing Halo user's name, site, email or phone number. Fields left blank keep their current values. - Trigger **New Attachment** Triggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to. - Trigger **New Checklist Item** Triggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to. - Trigger **New Comment** Triggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on. - Trigger **New Label** Triggers when a new label is created in the project you pick. Returns the label's name and color. - Trigger **New Person** Triggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added. - Trigger **New Project** Triggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status. - Trigger **New Section** Triggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit. - Trigger **New Task** Triggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee. - Trigger **New Task Label** Triggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to. - Action **Create Attachment** Uploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link. - Action **Create Label** Creates a new label in a MeisterTask project. Returns the label's ID, name and color. - Action **Create Task** Creates a new task in a MeisterTask section. Returns the task's ID, title, section and project. - Action **Create Task Label** Adds an existing project label to a MeisterTask task. Returns the link between the task and the label. - Action **Find Attachment** Finds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link. - Action **Find Label** Finds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color. - Action **Find Person** Finds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email. - Action **Find Task** Finds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee. - Action **Update Task** Updates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value. ## Each app on its own - [ **Halo Service Solutions** Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.](https://apiant.ai/connections/halo-service-solutions) - [ **MeisterTask** MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations...](https://apiant.ai/connections/meistertask) Reviews ## What our customers say ## More from Halo Service Solutions - [ **Halo Service Solutions to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/halo-service-solutions-to-hubspot) - [ **Halo Service Solutions to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/halo-service-solutions-to-salesforce) - [ **Halo Service Solutions to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/halo-service-solutions-to-slack) - [ **Halo Service Solutions to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/halo-service-solutions-to-mailchimp) - [ **Halo Service Solutions to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/halo-service-solutions-to-stripe) - [ **Halo Service Solutions to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/halo-service-solutions-to-shopify) ## More into MeisterTask - [ **HubSpot to MeisterTask** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-meistertask) - [ **Google Sheets to MeisterTask** Google Sheets](https://apiant.ai/connect/google-sheets-to-meistertask) - [ **Gmail to MeisterTask** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-meistertask) - [ **Google Calendar to MeisterTask** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-meistertask) - [ **Google Drive to MeisterTask** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-meistertask) - [ **Mailchimp to MeisterTask** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-meistertask) Questions ## Halo Service Solutions and MeisterTask, answered ### ### What can start an automation from Halo Service Solutions? Any of Halo Service Solutions's 2 triggers in the catalog, including New Ticket and Ticket Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in MeisterTask when something happens in Halo Service Solutions? Any of MeisterTask's 9 actions, including Create Attachment, Create Label, Create Task and Create Task Label. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MeisterTask to Halo Service Solutions? Yes. When something happens in MeisterTask, your agent can act in Halo Service Solutions too. This page covers both directions: MeisterTask's triggers and Halo Service Solutions's actions are listed here as well. ### ### Do I have to build a connector for Halo Service Solutions or MeisterTask? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Halo Service Solutions and MeisterTask without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.