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.

Holded MCP Server for CrewAI 11 tools — connect in under 2 minutes

Name: Holded
Availability: InStock
Author: Vinkius

docs.crewai.com/mcp/overview

Built by Vinkius GDPR 11 Tools Framework

Connect your CrewAI agents to Holded through Vinkius, pass the Edge URL in the `mcps` parameter and every Holded tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

from crewai import Agent, Task, Crew

agent = Agent(
    role="Holded Specialist",
    goal="Help users interact with Holded effectively",
    backstory=(
        "You are an expert at leveraging Holded tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Holded "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 11 available tools "
        "and what they can do."
    ),
)

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

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Holded MCP Server

Connect your Holded ERP platform to any AI agent and take full control of your invoicing, CRM, and project management through natural conversation.

When paired with CrewAI, Holded becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Holded tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

What you can do

Invoicing Oversight — List all documents, retrieve detailed invoice data, and monitor payment statuses efficiently.
CRM & Contact Management — Access lists of clients, suppliers, and leads, and retrieve full profile information for better relationship management.
Project & Task Tracking — List active projects and monitor tasks across your entire portfolio to ensure deadlines are met.
Inventory & Products — Access your product catalog and update stock levels directly from the chat interface.
Business Intelligence — Retrieve account and organization metadata to maintain a high-level overview of your business operations.
Unified ERP — Bridge the gap between your accounting and operations using the comprehensive Holded API.

The Holded MCP Server exposes 11 tools through the Vinkius. Connect it to CrewAI in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Holded to CrewAI via MCP

Follow these steps to integrate the Holded MCP Server with CrewAI.

Install CrewAI

Run pip install crewai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Customize the agent

Adjust the role, goal, and backstory to fit your use case

Run the crew

Run python crew.py. CrewAI auto-discovers 11 tools from Holded

Why Use CrewAI with the Holded MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Holded through the Model Context Protocol.

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Holded + CrewAI Use Cases

Practical scenarios where CrewAI combined with the Holded MCP Server delivers measurable value.

Automated multi-step research: a reconnaissance agent queries Holded for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

Scheduled intelligence reports: set up a crew that periodically queries Holded, analyzes trends over time, and generates executive briefings in markdown or PDF format

Multi-source enrichment pipelines: chain Holded tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

Compliance and audit automation: a compliance agent queries Holded against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Holded MCP Tools for CrewAI (11)

These 11 tools become available when you connect Holded to CrewAI via MCP:

get_api_profile

Retrieve information about the authenticated account

get_contact_details

Get detailed profile information for a specific contact

get_invoice_details

Get detailed information about a specific invoice

get_product_details

Get detailed information for a specific product

get_project_details

Get detailed configuration and status for a project

list_all_tasks

List tasks across all projects

list_contacts

Useful for finding the contact ID required for documents. List all contacts (clients, suppliers, leads) in Holded

list_invoices

Use this to monitor billing and find IDs for specific document actions. List all invoices in your Holded account

list_products

List all products and services in your Holded inventory

list_projects

List all active and past projects

update_product_stock

Pass details as a JSON string in "body_json" (requires warehouseId and new quantity). Update the stock level for a specific product

Example Prompts for Holded in CrewAI

Ready-to-use prompts you can give your CrewAI agent to start working with Holded immediately.

"List all active projects and show the last task for each."

"Find contact 'Acme Corp' and show their recent invoices."

"Show me the details for product ID 'prod_992' and its stock level."

Troubleshooting Holded MCP Server with CrewAI

Common issues when connecting Holded to CrewAI through the Vinkius, and how to resolve them.

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Holded + CrewAI FAQ

Common questions about integrating Holded MCP Server with CrewAI.

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.