How to Use the Holded MCP in LlamaIndex

Q: How does LlamaIndex index data from Holded?

The framework calls tools like listinvoices or listproducts to fetch raw JSON data. The MCP Server lets you fetch raw JSON, which LlamaIndex then converts into document nodes that are embedded and stored in your vector database.

Q: Does LlamaIndex support updating stock levels in Holded?

Yes, you can use the updateproductstock tool within your agentic workflows. This lets the framework modify inventory counts directly when a search query triggers a purchase or restocking event.

Index your Holded invoices, contacts, and projects directly into LlamaIndex to query your business data with zero hallucinations.

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Connect Holded MCP to LlamaIndex

Create your Vinkius account to connect Holded to LlamaIndex 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 LlamaIndex

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Turn Holded data into a searchable LlamaIndex knowledge base

Stop digging through old billing PDF files manually. This MCP Server lets your LlamaIndex pipelines ingest raw data from `list_invoices` and `get_invoice_details` to build a semantic index of your entire billing history. Once indexed, you can ask your agent complex questions about outstanding balances or client payment trends. The model answers using actual, verified invoice data instead of guessing or relying on outdated exports.

Query project tasks using semantic search

Connect your operational data directly to your local vector stores. Your agent pulls task lists using `list_all_tasks` and project configurations via `get_project_details` to map out current workloads. This makes it easy to find who is working on what without browsing through nested boards. You query the index to find bottlenecks or locate specific deliverables across all active projects instantly.

Keep your inventory data grounded and accurate

Avoid hallucinations when checking your stock numbers. By using this MCP Server to index the output of `list_products` and `get_product_details`, your agent knows exactly what items are available in your warehouse at any given moment. If stock levels change, you can update them using `update_product_stock` to keep the index fresh. This ensures your customer-facing search tools always display correct availability numbers.

Setup guide

Set up Holded MCP in LlamaIndex

Prerequisites

Python 3.10+ installed
llama-index-tools-mcp package
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.
2

Connect with BasicMCPClient
Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.
3

Convert to LlamaIndex tools
Call mcp_tool_spec.to_tool_list_async() to convert all Holded MCP tools into native FunctionTool objects that any LlamaIndex agent can use.
4

Run with any LLM
Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py

from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to Holded tools.",
)
response = await agent.run("List recent Holded data")

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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 LlamaIndex

The framework calls tools like `list_invoices` or `list_products` to fetch raw JSON data. The MCP Server lets you fetch raw JSON, which LlamaIndex then converts into document nodes that are embedded and stored in your vector database.

Yes, you can index your entire customer directory. Your agent uses `list_contacts` to gather profiles, allowing you to run natural language queries to locate specific clients or suppliers.

Yes, you can use the `update_product_stock` tool within your agentic workflows. This lets the framework modify inventory counts directly when a search query triggers a purchase or restocking event.

You should schedule your indexing pipelines to respect the API limits returned by `get_api_profile`. This prevents your vector store sync from hitting throttling walls during large bulk imports.

Nobody but you. Your product catalogs, invoice details, and client profiles are processed inside a secure, ephemeral V8 isolate sandbox on Vinkius, meaning your business secrets are never exposed to external servers.

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