Bring Invoicing
to LlamaIndex
Learn how to connect Holded to LlamaIndex 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 LlamaIndex?
LlamaIndex agents combine Holded tool responses with indexed documents for comprehensive, grounded answers. Connect 12 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.
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Data-first architecture: LlamaIndex agents combine Holded tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Holded tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Holded, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Holded tools were called, what data was returned, and how it influenced the final answer
Holded in LlamaIndex
Holded and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Holded to LlamaIndex 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 LlamaIndex
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 LlamaIndex 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 LlamaIndex
Every tool call from LlamaIndex 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 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.
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.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp