Bring Business Management
to CrewAI
Create your Vinkius account to connect Holded to CrewAI and start using all 11 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Subscribe to this server
- Enter your Holded API Key (found in Settings > Developers)
- Start managing your business from Claude, Cursor, or any MCP-compatible client
No more manual navigating through complex ERP modules for simple data lookups. Your AI assistant acts as a dedicated Business Operations Manager or Project Coordinator.
Who is this for?
- Business Owners — instantly retrieve invoice statuses and company performance data.
- Project Managers — automate the oversight of tasks and project lifecycles across multiple teams.
- Operations Leads — maintain a real-time overview of inventory levels and customer contact data.
Built-in capabilities (11)
Retrieve information about the authenticated account
Get detailed profile information for a specific contact
Get detailed information about a specific invoice
Get detailed information for a specific product
Get detailed configuration and status for a project
List tasks across all projects
Useful for finding the contact ID required for documents. List all contacts (clients, suppliers, leads) in Holded
Use this to monitor billing and find IDs for specific document actions. List all invoices in your Holded account
List all products and services in your Holded inventory
List all active and past projects
Pass details as a JSON string in "body_json" (requires warehouseId and new quantity). Update the stock level for a specific product
Why CrewAI?
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.
- —
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
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CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the
mcpsparameter 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
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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 in CrewAI
Why run Holded with Vinkius?
The Holded connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 11 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Holded using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Holded and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Holded to CrewAI through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Holded for CrewAI
Every request between CrewAI and Holded is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
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.
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.
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