How to Use the Holded MCP in Claude

Q: Can Claude Desktop draft invoices in Holded automatically?

Yes. The agent uses the createinvoice endpoint when you provide a valid contact ID and the product line items. You review the draft in chat before it finalizes anything.

Q: Does Holded work with the local Claude Desktop app?

You set it up by editing claudedesktopconfig.json and adding your server details. Once saved, restart the app and the hammer icon will show your available accounting tools.

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Connect Holded MCP to Claude Desktop

Create your Vinkius account to connect Holded to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Holded with Claude Desktop

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Run billing via Claude Desktop

The `create_invoice` tool generates new billing records natively in your account. You feed Claude Desktop a contact ID and line items, and the agent builds the invoice without making you log into a web portal. You pair this with `list_invoices` to pull up unpaid accounts. Claude reads the raw JSON response and formats a quick summary table of who owes you money right in the chat interface.

Track inventory and CRM data

The `list_contacts` and `list_products` tools pull your customer details and stock levels straight into the conversation. You ask your agent for a client's history, and it fetches the exact record from the database. This MCP integration cuts out the usual tab-switching. When a client asks for a custom quote, Claude checks your warehouse availability first, then drafts the proposal using `list_quotes` as a reference point.

Monitor expenses and cash flow

The `list_payments` tool grabs recent incoming cash transfers while `list_expenses` pulls your outgoing costs. Your AI client cross-references both feeds to give you an immediate cash flow snapshot. You run these checks weekly. The MCP Server handles the authentication via Vinkius, so you just type a prompt and watch the financial data stream back into your local environment.

Setup guide

Set up Holded MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Holded MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Holded MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under holded-alternative-mcp.

json

{
  "mcpServers": {
    "holded-alternative-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Holded. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

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Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Holded MCP in Claude Desktop

Open your browser to claude.ai and navigate to Settings, then Integrations. Add a custom connector, paste your Vinkius MCP Server URL, and authenticate to start querying your data.

Yes. The agent uses the `create_invoice` endpoint when you provide a valid contact ID and the product line items. You review the draft in chat before it finalizes anything.

You set it up by editing `claude_desktop_config.json` and adding your server details. Once saved, restart the app and the hammer icon will show your available accounting tools.

You skip writing custom integration code. The server exposes twelve ready-to-use endpoints directly to your agent, letting it read and write records instantly.

Vinkius runs your server in a V8 Isolate Sandbox that destroys itself after executing `list_contacts` or `list_payments`. Zero-trust architecture means nothing persists outside the immediate transaction.

Use it with your favorite AI tools

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