Bring Invoicing
to Cline
Learn how to connect Holded to Cline 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 Cline?
Cline operates autonomously inside VS Code. it reads your codebase, plans a strategy, and executes multi-step tasks including Holded tool calls without waiting for prompts between steps. Connect 12 tools through Vinkius and Cline can fetch data, generate code, and commit changes in a single autonomous run.
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Cline operates autonomously. it reads your codebase, plans a strategy, and executes multi-step tasks including MCP tool calls without step-by-step prompts
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Runs inside VS Code, so you get MCP tool access alongside your existing extensions, terminal, and version control in a single window
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Cline can create, edit, and delete files based on MCP tool responses, enabling end-to-end automation from data retrieval to code generation
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Transparent execution: every tool call and file change is shown in Cline's activity log for full visibility and approval before committing
Holded in Cline
Holded and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Holded to Cline 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 Cline
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 Cline 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 Cline
Every tool call from Cline 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 does Cline connect to MCP servers?
Cline reads MCP server configurations from its settings panel in VS Code. Add the server URL and Cline discovers all available tools on initialization.
Can Cline run MCP tools without approval?
By default, Cline asks for confirmation before executing tool calls. You can configure auto-approval rules for trusted servers in the settings.
Does Cline support multiple MCP servers at once?
Yes. Configure as many servers as needed. Cline can use tools from different servers within the same autonomous task execution.
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