How to Use the Holded MCP in Windsurf

Q: How do I set up Holded in Windsurf?

Edit your /.codeium/windsurf/mcpconfig.json file or use the Settings UI. Add the server details under the mcpServers key and click Refresh in the MCP panel.

Q: Can Windsurf create new Holded invoices?

Yes. Cascade uses the createinvoice tool to generate new bills. It just needs the contact ID and the line items to execute the request.

Q: How do I check inventory levels?

Ask your agent to pull the data. It runs the listproducts tool to fetch your current stock and returns the exact quantities available.

Let Windsurf handle your Spanish and LATAM accounting. Cascade chains invoicing, CRM, and inventory tasks autonomously.

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Connect Holded MCP to Windsurf

Create your Vinkius account to connect Holded to Windsurf 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 Windsurf

Ask AI about this MCP

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Claude

Perplexity

Build ERP workflows in Windsurf

Cascade doesn't just look up data. You tell it to reconcile a client account, and it chains the necessary tools without asking for permission. It hits `list_contacts` to find the customer, checks their balance via `list_invoices`, and pulls recent transactions using `list_payments`. You watch the terminal output while it works. If a payment is missing, Cascade can draft a follow-up email right in your workspace or generate a new bill via `create_invoice`. You get a complete financial loop running inside your IDE.

Inventory and sales automation

Managing LATAM supply chains usually means jumping between tabs. Connect this MCP Server, and your agent pulls real-time stock levels directly from `list_products`. It crosses that data against `list_sales_orders` to see what needs shipping immediately. When stock runs low, you don't need to manually draft purchase requests. The AI reads the deficit, checks `list_purchase_orders` for pending deliveries, and writes the exact restocking script you need.

Full accounting visibility

Tracking expenses and credit notes across different regional entities is a headache. Now this MCP integration grabs the raw data through `list_expenses` and `list_purchase_invoices` to build custom financial dashboards in your current project. Need to audit active webhooks? It queries `list_webhooks` to verify your external integrations are firing. You get instant visibility into your regional accounting backend without leaving the editor.

Setup guide

Set up Holded MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Holded MCP

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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Holded payment history." If connected, Cascade will call the Holded tools directly. You will see a green dot next to the server name in the MCP panel.

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

Common questions about Holded MCP in Windsurf

Edit your ~/.codeium/windsurf/mcp_config.json file or use the Settings UI. Add the server details under the mcpServers key and click Refresh in the MCP panel.

Yes. Cascade uses the `create_invoice` tool to generate new bills. It just needs the contact ID and the line items to execute the request.

It works perfectly. Cascade reads your prompt, discovers tools like `list_quotes` or `list_credit_notes`, and executes the sequence autonomously to complete the task.

Ask your agent to pull the data. It runs the `list_products` tool to fetch your current stock and returns the exact quantities available.

Your sales records and CRM contacts stay secure. The V8 Isolate Sandbox ensures that memory is wiped after execution, meaning no residual financial data leaks across sessions.

Use it with your favorite AI tools

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