Bring Invoicing
to VS Code Copilot
Learn how to connect Holded to VS Code Copilot 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 VS Code Copilot?
GitHub Copilot Agent mode brings Holded data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 12 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Holded in VS Code Copilot
Holded and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Holded to VS Code Copilot 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 VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every tool call from VS Code Copilot 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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.