How to Use the Holded MCP in CrewAI

Q: How do I configure Holded tools in CrewAI?

Pass the server URL directly into your Agent's mcps parameter. For granular control, use MCPServerHTTP from crewai.mcp and apply a toolfilter.

Q: Can CrewAI agents create Holded invoices automatically?

Yes. If you expose createinvoice, an agent can map a finalized quote to the required contact ID and line items to generate the final document.

Q: How do I stop a CrewAI agent from seeing Holded payroll expenses?

Use a toolfilter to restrict access. You explicitly expose listinvoices while hiding listexpenses from that specific agent's context window.

Q: How secure are my sales orders when using this Holded MCP server?

Vinkius enforces a zero-trust architecture. Your listsalesorders and listquotes data routes through an ephemeral sandbox that instantly terminates, leaving zero persistent storage behind.

Deploy specialized CrewAI agents to audit Holded sales orders, track quotes, and manage your Spanish ERP operations autonomously.

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Connect Holded MCP to CrewAI

Create your Vinkius account to connect Holded to CrewAI 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 CrewAI

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Connect your MCP Server to crews

Exposing `list_sales_orders` and `list_quotes` gives your sales-tracking agent direct access to pending revenue. You pass the server URL directly into the `mcps` array in your agent definition to grant it read access. This agent pulls the data, filters for unapproved quotes, and passes the context to a secondary manager. That manager evaluates the margins and decides whether to approve the discount or request revisions.

Automate credit note reconciliation

The `list_credit_notes` and `list_invoices` tools allow an accounting agent to cross-reference refunds against original billing documents. It scans the arrays returned by the MCP server for mismatched totals or orphaned credits. You build a sequential execution pipeline where this audit runs every Friday at midnight. The agent logs any discrepancies in a shared memory state so the reporting agent can compile a final summary for the finance director.

Monitor inventory and payments

A dedicated logistics agent uses `list_products` to check stock levels while a finance agent runs `list_payments` to verify incoming wire transfers. They operate in parallel, sharing context when a paid order lacks available stock. You use the `tool_filter` in the `MCPServerHTTP` class to ensure the logistics agent only sees inventory tools. This strict role-based specialization prevents the warehouse bot from accidentally reading your cash flow metrics.

Setup guide

Set up Holded MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Holded tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Holded Analyst",
    goal="Access and analyze Holded data via MCP.",
    backstory="Expert analyst with direct Holded access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Holded transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Holded Analyst",
        goal="Access and analyze Holded data via MCP.",
        backstory="Expert analyst with direct Holded access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Holded transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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.

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Common questions about Holded MCP in CrewAI

Pass the server URL directly into your Agent's `mcps` parameter. For granular control, use `MCPServerHTTP` from `crewai.mcp` and apply a `tool_filter`.

Yes. If you expose `create_invoice`, an agent can map a finalized quote to the required contact ID and line items to generate the final document.

Use a `tool_filter` to restrict access. You explicitly expose `list_invoices` while hiding `list_expenses` from that specific agent's context window.

Yes. You can have a monitor agent pull data and report to a manager agent that decides which secondary actions to execute based on the findings.

Vinkius enforces a zero-trust architecture. Your `list_sales_orders` and `list_quotes` data routes through an ephemeral sandbox that instantly terminates, leaving zero persistent storage behind.

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