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

Built by Vinkius GDPR 11 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Holded as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Vinkius supports streamable HTTP and SSE.

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

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Holded. "
            "You have 11 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Holded?"
    )
    print(response)

asyncio.run(main())
Holded
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Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

LlamaIndex agents combine Holded tool responses with indexed documents for comprehensive, grounded answers. Connect 11 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

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 LlamaIndex 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 LlamaIndex via MCP

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

01

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

03

Run the agent

Save to agent.py and run: python agent.py

04

Explore tools

The agent discovers 11 tools from Holded

Why Use LlamaIndex with the Holded MCP Server

LlamaIndex provides unique advantages when paired with Holded through the Model Context Protocol.

01

Data-first architecture: LlamaIndex agents combine Holded tool responses with indexed documents for comprehensive, grounded answers

02

Query pipeline framework lets you chain Holded tool calls with transformations, filters, and re-rankers in a typed pipeline

03

Multi-source reasoning: agents can query Holded, a vector store, and a SQL database in a single turn and synthesize results

04

Observability integrations show exactly what Holded tools were called, what data was returned, and how it influenced the final answer

Holded + LlamaIndex Use Cases

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

01

Hybrid search: combine Holded real-time data with embedded document indexes for answers that are both current and comprehensive

02

Data enrichment: query Holded to augment indexed data with live information before generating user-facing responses

03

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Holded for fresh data

04

Analytical workflows: chain Holded queries with LlamaIndex's data connectors to build multi-source analytical reports

Holded MCP Tools for LlamaIndex (11)

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

01

get_api_profile

Retrieve information about the authenticated account

02

get_contact_details

Get detailed profile information for a specific contact

03

get_invoice_details

Get detailed information about a specific invoice

04

get_product_details

Get detailed information for a specific product

05

get_project_details

Get detailed configuration and status for a project

06

list_all_tasks

List tasks across all projects

07

list_contacts

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

08

list_invoices

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

09

list_products

List all products and services in your Holded inventory

10

list_projects

List all active and past projects

11

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 LlamaIndex

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

01

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

02

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

03

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

Troubleshooting Holded MCP Server with LlamaIndex

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

01

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Holded + LlamaIndex FAQ

Common questions about integrating Holded MCP Server with LlamaIndex.

01

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
02

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Holded tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
03

Does LlamaIndex support async MCP calls?

Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.

Connect Holded to LlamaIndex

Get your token, paste the configuration, and start using 11 tools in under 2 minutes. No API key management needed.