# Holded MCP for AI Agents AI Agent Connect > Holded lets you manage your entire business operations—from invoicing and CRM to project tracking and inventory—through a natural conversation with your AI agent. It connects your Holded ERP directly to your workspace, so you can pull reports, check stock, or update client details without leaving your chat window. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/ai-agent-connect - **Tags:** invoicing, accounting, inventory-management, business-management, sales-orders, purchase-tracking ## Description Holded connects your entire ERP platform to any AI agent so you can manage invoicing, CRM, and project tracking through a natural conversation. Instead of navigating complex menus or digging through nested folders to find a single invoice, you can just ask your agent to do the work for you. This Connector handles the heavy lifting by bridging the gap between your business data and your daily workflow. You can pull up project timelines, check if a specific product is in stock, or grab a lead's contact info in seconds without leaving your chat window. It turns your AI into a dedicated Business Operations Manager that knows your numbers inside out. Because Vinkius makes it easy to connect these types of tools, you can get your business data flowing into your workspace without the typical headache of manual data entry. It's about moving from searching for information to getting answers instantly. You'll find that it removes the friction of switching tabs and helps you stay focused on the task at hand, whether that's closing a sale or managing a complex project rollout. You no longer have to worry about whether your inventory counts are accurate or if a client's payment was processed correctly. The AI handles the data retrieval, allowing you to focus on the actual decisions that move your company forward. ## Tools ### list_purchase_orders List purchase orders ### list_contacts List all contacts (clients, suppliers, leads) in Holded. It's the fastest way to find the correct ID for a specific person. ### create_invoice Requires contact ID and items. Create a new invoice ### list_credit_notes List all credit notes ### list_expenses List business expenses ### list_invoices List all invoices in your Holded account. Use this to monitor your billing cycle and find specific document IDs. ### list_payments List recent payments ### list_products List all products and services in your Holded inventory. It lets you browse your entire catalog in one simple view. ### list_purchase_invoices List purchase invoices ### list_quotes List all quotes ### list_sales_orders List all sales orders ### list_webhooks List active webhooks ## Prompt Examples **Prompt:** ``` Find the invoice for 'Blue Sky Tech' and tell me if it's paid. ``` **Response:** ``` I found the invoice for Blue Sky Tech (INV-992). It shows a total of $450.00 and is currently marked as Paid. Would you like to see the line items? ``` **Prompt:** ``` Do we have any 'Wireless Headphones' left in the main warehouse? ``` **Response:** ``` Checking inventory... You have 24 units of Wireless Headphones in the main warehouse. The secondary warehouse has 10 units remaining. ``` **Prompt:** ``` List all my active projects and show me the tasks for the 'Website Redesign'. ``` **Response:** ``` You have 4 active projects. For the 'Website Redesign', here are the current tasks: - **Finalize Wireframes** (In Progress) - **Set up Hosting** (Pending) - **Content Review** (Not Started) ``` ## Capabilities ### Pull invoice details Get the full breakdown of any specific bill instantly. ### Check stock levels See exactly how many units you have in your warehouse. ### Update product inventory Change stock numbers on the fly using plain text. ### Find client info Search your entire contact list to get phone numbers or emails. ### Track project progress See which tasks are finished and what's still on the plate. ### List all active invoices Get a high-level view of what's been billed and what's pending. ## Use Cases ### The 'Where is that invoice?' moment A client calls asking about a late payment. You ask your agent to find the invoice for 'Acme Corp' and check the status using get_invoice_details. ### The 'Are we out of stock?' check An online order comes in for a popular item. You ask your agent to check the warehouse levels using get_product_details and update_product_stock. ### The 'What's next?' project review A manager needs to know the status of all current work. You ask your agent to list all projects and show the latest tasks using list_projects and list_all_tasks. ### The 'New lead' follow up You need to reach out to a new supplier. You ask your agent to find the contact ID and then pull their full profile using list_contacts and get_contact_details. ## Benefits - Stop clicking through tabs to find invoice statuses by using get_invoice_details directly in your chat. - Keep your warehouse organized by updating stock levels with update_product_stock without opening the ERP. - Get a bird's-eye view of your workload by pulling every task across all projects with list_all_tasks. - Speed up your sales process by quickly pulling client profiles using get_contact_details and list_contacts. - Stay on top of your product catalog by instantly listing all items with list_products and get_product_details. - Monitor your project lifecycle more effectively by viewing configurations with get_project_details. ## How It Works The bottom line is you get a direct line to your ERP data without the manual clicking. 1. Subscribe to the Holded MCP on the Vinkius marketplace. 2. Paste your Holded API Key from your developer settings into the configuration. 3. Ask your agent to check your invoices, projects, or inventory. ## Frequently Asked Questions **Can the Holded MCP help me manage my invoices?** Yes, it lets you pull specific invoice details and list all your billing documents directly through your AI client. **How do I update my stock levels using this?** You can simply tell your AI agent to update the quantity for a specific product, and it will communicate that change to Holded. **Can I use this to manage my CRM contacts?** Yes, it allows you to list all your clients, suppliers, and leads, and pull full profile details for any specific contact. **Is this Connector good for project management?** It's excellent for tracking project status and listing tasks across your entire portfolio without opening the ERP. **How do I connect Holded to my AI agent?** You just need to subscribe to the Connector and provide your Holded API Key from your developer settings. **Can I see my business metadata with this?** Yes, it can retrieve account and organization information to give you a high-level view of your operations. **How do I find my Holded API Key?** Log in to your Holded account, click on the **Settings** icon (top right), go to **Developers**, and you will find your unique **API Key** listed there. You can create multiple keys for different integrations. **What document types are supported in the invoicing tools?** This integration currently focuses on the `invoice` document type. For other types like sales orders or purchase orders, you can use the generic `list_invoices` logic if they are mapped under the same module in your instance. **Can I update stock levels through this integration?** Yes! Use the `update_product_stock` tool. You must provide the product ID and a JSON string containing the warehouse ID and the new quantity to update your inventory. **Is the integration secure for ERP data?** Absolutely. The integration uses official Holded API keys in the request header over HTTPS. Your credentials and business data are encrypted and stored securely within the Vinkius Cloud infrastructure. **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.