# Holded MCP for AI Agents AI Agent Connect > Holded MCP lets you manage your business operations, from invoicing and CRM to inventory and accounting, through a natural conversation with your AI agent. It connects your Holded account to your AI client, letting you handle quotes, sales orders, and supplier tracking without digging into complex ERP menus. Perfect for businesses in Spain and Latin America that need to keep their records accurate and up to date. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/ai-agent-connect - **Tags:** invoicing, accounting, inventory-management, business-management, sales-orders, purchase-tracking ## Description The Holded MCP lets you manage your business operations, from invoicing and CRM to inventory and accounting, through a natural conversation with your AI agent. Managing a business usually means jumping between tabs to check on a customer's balance, create a new invoice, or see if a product is still in stock. It's a lot of clicking and manual entry that takes you away from actual work. This connector changes that by letting your AI agent handle the heavy lifting for you. Instead of navigating deep menus, you just tell your agent what needs to happen. You can ask for a summary of unpaid bills, get a status update on a specific sales order, or create a new contact for a lead in seconds. It acts like a dedicated business administrator that knows your data inside and out. Whether you're tracking down a missing payment or trying to figure out which products need reordering, you can get the answer instantly. It handles the boring stuff like listing expenses or tracking purchase orders so you can focus on actually running your company. By connecting this to the Vinkius catalog, you get a reliable way to keep your ERP data moving without the usual friction of manual updates. It's about making your business software work for you, rather than you working for your software. You can stop worrying about data consistency and start making faster decisions based on real-time information. ## Tools ### create_invoice Create a new sales invoice for a specific contact. It's the fastest way to bill a customer without manual entry. ### list_contacts See all the people in your CRM. Use this to find customer info or check lead status quickly. ### list_credit_notes View all issued credit notes. This helps you keep track of returns and adjustments in your accounting. ### list_expenses Pull a list of all business expenses. Use this to see where your money is going on a daily or weekly basis. ### list_invoices Get a full list of your sales invoices. It's great for checking which bills have been sent out. ### list_payments See your recent payments. Use this to quickly verify if a customer has settled their balance. ### list_products See what's in your inventory. This tool helps you check stock levels and product details instantly. ### list_purchase_invoices View all invoices from your suppliers. Use this to track what you've paid for your own stock. ### list_purchase_orders See all your active purchase orders. This keeps you updated on what's arriving from your vendors. ### list_quotes Pull up all your quotes. Use this to see what potential sales are currently in the works. ### list_sales_orders See all your current sales orders. This gives you a clear view of what customers have requested. ### list_webhooks View your active webhooks. Use this to manage the automated triggers for your Holded account. ## Prompt Examples **Prompt:** ``` List all my unpaid sales invoices from Holded. ``` **Response:** ``` I've retrieved 8 unpaid invoices. Here is the summary: | Customer | Amount | Days Overdue | | :--- | :--- | :--- | | Global Tech Solutions | €1,200.00 | 5 | | Acme Corp | €450.00 | 2 | | Zenith Inc | €890.00 | 10 | Would you like to see the full list or the details for a specific invoice? ``` **Prompt:** ``` Create a new contact 'John Doe' as a lead with email 'john@example.com'. ``` **Response:** ``` Contact 'John Doe' has been successfully created as a Lead in your Holded CRM (ID: 654321). I've also mapped their email address. What's the next step for this lead? ``` **Prompt:** ``` Show me the last 5 business expenses. ``` **Response:** ``` Fetching recent expenses... Here are the last 5: * **Office Supplies**: €45.00 * **Software Subscription**: €29.99 * **Travel**: €120.00 * **Utilities**: €85.50 * **Marketing**: €200.00 Total for these entries is **€480.49**. ``` ## Capabilities ### Create new sales invoices Generate a new invoice for a specific contact with your required items and pricing. ### List CRM contacts View your full list of customers and leads in one place. ### Track business expenses Pull a history of company spending and costs to monitor your outgoing cash. ### Manage inventory levels Check your product stock and list available items to prevent overselling. ### Monitor sales orders Get a status update on all active sales orders in your pipeline. ### Track purchase orders See what's coming in from your suppliers and monitor your supply chain. ### Retrieve payment history Check recent payments and verify if a customer has settled their balance. ## Use Cases ### Billing a customer on the fly A manager gets a call from a client and uses `create_invoice` to send a bill immediately while on the phone. ### Checking stock during a sale A salesperson asks the agent to `list_products` to see if a specific item is available before promising it to a buyer. ### Month-end expense review An accountant asks for a list of `list_expenses` to quickly tally up the costs for a specific month. ### Tracking supplier shipments An ops manager uses `list_purchase_orders` to see which deliveries are still pending from their main vendor. ## Benefits - You stop clicking through three different pages in the Holded dashboard because you can use `create_invoice` to bill customers instantly. This keeps your workflow moving while you're still on the phone with a client. - You get faster financial insights because you can pull `list_expenses` or `list_payments` to see your current cash flow in seconds rather than manually exporting and sorting spreadsheets. - You stay on top of stock levels and avoid overselling by using `list_products` to see exactly what's in your warehouse and what needs to be reordered. - You can manage your entire sales pipeline from one chat window by using `list_quotes` and `list_sales_orders` to see what's pending without opening your CRM. - You simplify your supply chain management by using `list_purchase_orders` to keep your vendor shipments organized and know exactly what's arriving. - You organize your customer base faster by using `list_contacts` to find specific people and their details without manual searching. ## How It Works The bottom line is you get a voice-activated way to manage your entire ERP without clicking through a single menu. 1. Subscribe to the Connector and generate an API Key in your Holded developer settings. 2. Connect your AI client to the Connector using the provided credentials. 3. Ask your agent to perform tasks like creating invoices or listing products. ## Frequently Asked Questions **Can the Holded MCP create invoices for me?** Yes, it can create new invoices for your customers using the contact ID and the items you specify. This saves you from having to manually fill out every field in the dashboard. **Can I use this to check my current stock?** You can use the Connector to list your products and see current inventory levels instantly. It's a great way to check availability before confirming an order. **Does this work for my supplier orders?** Yes, it lets your agent see both your purchase orders and your purchase invoices. You can track what's arriving and what you've already paid for. **Can I see my customer list through the agent?** You can pull up your entire CRM contact list to find specific customers or leads. This makes it much faster to find account details without searching. **How do I get my financial data into the agent?** Once connected, your agent can pull your expenses, payments, and sales invoices. It gives you a conversational way to review your financial health. **Is this for small businesses in Spain?** Yes, it's specifically designed to work with Holded, which is a popular ERP for businesses in Spain and Latin America. **Where do I find my API Key?** You can generate your API key inside your Holded account under **Settings** > **Developers**. **Does the integration support inventory management?** Yes, you can list and manage products, variants, and stock levels using the `list_products` and related tools. **Can I create invoices automatically with my AI agent?** Yes, the server includes tools to create sales invoices, quotes, and credit notes by providing the necessary customer and item details.