Bring Invoicing
to Claude Code
Learn how to connect Holded to Claude Code and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Holded MCP Server?
Connect your Holded account to any AI agent and take full control of your business operations and ERP workflows through natural conversation.
What you can do
- Sales Lifecycle — Manage everything from quotes and sales orders to invoices and credit notes programmatically
- Purchase Tracking — Monitor supplier relationships and manage purchase orders and invoices with ease
- CRM & Contacts — Organize your customer base, inventory products, and business expenses in one centralized hub
- Treasury & Payments — Monitor payments, treasury accounts, and financial health directly through your agent
- Inventory Control — List and manage products and stock levels to ensure your business never misses a beat
How it works
1. Subscribe to this server
2. Generate an API Key in your Holded settings (Settings > Developers)
3. Start managing your business accounting and CRM from Claude, Cursor, or any MCP client
No more digging through complex ERP menus to find a customer balance or create a quick invoice. Your AI acts as your dedicated business administrator.
Who is this for?
- Small to Medium Businesses — streamline daily operations and billing without manually entering every record
- Accountants & Controllers — quickly retrieve financial reports, unpaid invoices, and expense summaries
- Operations Managers — maintain inventory levels and manage supplier relationships through automated queries
Built-in capabilities (12)
Requires contact ID and items. Create a new invoice
List CRM contacts
List all credit notes
List business expenses
List all sales invoices
List recent payments
List inventory products
List purchase invoices
List purchase orders
List all quotes
List all sales orders
List active webhooks
Why Claude Code?
Claude Code registers Holded as an MCP server in a single terminal command. Once connected, Claude Code discovers all 12 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Holded data drives decisions without human intervention.
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Single-command setup:
claude mcp addregisters the server instantly. no config files to edit or applications to restart - —
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
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Claude Code runs headlessly, enabling unattended batch processing using Holded tools in cron jobs or deployment scripts
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Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Holded in Claude Code
Holded and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Holded to Claude Code through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Holded in Claude Code
The Holded 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. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Code only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Holded for Claude Code
Every tool call from Claude Code to the Holded MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Where do I find my API Key?
You can generate your API key inside your Holded account under Settings > Developers.
Does the integration support inventory management?
Yes, you can list and manage products, variants, and stock levels using the list_products and related tools.
Can I create invoices automatically with my AI agent?
Yes, the server includes tools to create sales invoices, quotes, and credit notes by providing the necessary customer and item details.
How do I add an MCP server to Claude Code?
Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.
Can Claude Code run MCP tools in headless mode?
Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.
How do I list all connected MCP servers?
Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.
Command not found: claude
Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
Connection timeout
Check your internet connection and verify the Edge URL is reachable