• CONTACTS
  • BILLING
  • ORDERS
  • HUMAN

How to automate sales invoicing with your AI

Connect Holded to your AI client once. From then on, you can manage billing and customer details through simple chat commands.

Ask AI about this page

Short answer

Can I automate my Holded invoicing with AI?

Yes. Your agent uses Holded tools to find customer info, pull sales orders, and generate invoices. You'll get a direct line from your chat to your billing data.

The outcomes

Where your data goes

Every command you send results in one of these four actions.

CONTACTS

Instant customer lookups

Your AI finds specific customer details in Holded. You get the contact info you need without leaving your chat.

BILLING

New invoices created

The AI generates invoices based on your instructions. This moves the data from your conversation into Holded.

ORDERS

Sales order visibility

Your agent pulls a list of recent sales orders. You can check what was sold and to whom immediately.

HUMAN

Manual review needed

The AI cannot change existing invoice amounts or delete records. You still handle the final accounting adjustments yourself.

The workflow

What your AI does when you ask for a bill.

The AI handles the data retrieval and record creation so you don't have to click through menus.

  1. Identify the customer

    The AI searches your Holded database to find the right person or company for the job.

    list_contacts

  2. Check recent orders

    It looks up your existing sales orders to ensure the billing details match what was actually sold.

    list_sales_orders

  3. Generate the invoice

    Once the details are confirmed, the AI sends the command to create the new invoice in Holded.

    create_invoice

  4. Confirm the action

    The AI reports back that the invoice is ready, giving you the final status of the request.

    create_invoice

Try it

Copy these to start.

Use these prompts to trigger the Holded tools.

Starting points

Swap out the bracketed names for your actual customer or order names.

Holded Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Holded capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "holded-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/mcp"
    }
  }
}
Copy into chat04

  • Find the contact details for Acme Corp in Holded.

  • List my recent sales orders so I can see what needs billing.

  • Create an invoice for the last sales order from Globex.

  • Who is the contact associated with the recent order for Stark Industries?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Holded once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start chatting with Holded immediately.

Connect Holded to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete an invoice if I made a mistake?

    No. The AI can only create new invoices; it cannot delete or remove existing records.

  • 02

    Will the AI automatically send the invoice to my customer?

    No. The AI creates the invoice in Holded, but you must handle the actual sending or emailing.

  • 03

    Can I change the price of an existing invoice through chat?

    No. The current tools only allow for creating new invoices and listing existing data.

  • 04

    Does the AI need to see my Holded password?

    No. Vinkius manages the connection securely so your login stays encrypted.

  • 05

    Can the AI create an invoice without a sales order?

    Yes, you can instruct the AI to create an invoice directly if you provide the necessary details.

  • More questions about Holded? The Connector page answers them. See everything the Holded Connector can do

Connect Holded to Claude, Cursor, ChatGPT & more