• QUOTES
  • ORDERS
  • INVOICES
  • HUMAN

How to automate sales and invoicing with your AI

Connect Holded to your AI client once. From then on, you can manage your entire sales pipeline through a simple chat interface.

Ask AI about this page

Short answer

How can I automate my sales and invoicing using AI?

Your AI uses the Holded MCP to pull quotes, convert them into sales orders, and generate invoices directly. You can manage contacts and track your sales data without ever leaving your chat window. This setup turns your agent into a functional sales administrator.

The outcomes.

Where your sales data lands.

The AI moves data between these specific areas in Holded.

QUOTES

Active quotes

The AI finds pending quotes in your account. You can review them or pick one to move forward.

ORDERS

Sales orders

Once a quote is approved, the AI creates a formal sales order. This keeps your order history accurate.

INVOICES

Generated invoices

The AI creates the final invoice based on your orders. This automates the billing step of your cycle.

HUMAN

Manual review

You decide when a quote is ready to become an order. The AI waits for your command before finalizing any billing.

The workflow

What your AI does when a sale starts.

The AI handles the heavy lifting of data entry and record creation.

  1. Find the quote

    The AI looks through your existing records to find the specific quote you want to process.

    list_quotes

  2. Identify the customer

    The AI checks your contact list to ensure the customer details match the quote.

    list_contacts

  3. Create the order

    The AI converts the quote data into a formal sales order in Holded.

    list_sales_orders

  4. Issue the invoice

    The AI generates the final invoice to complete the transaction.

    create_invoice

Try it

Copy these to start.

Use these prompts to trigger the Holded MCP.

Starting points

These are opening lines. Swap out the bracketed text with your actual client names or quote numbers.

Holded Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/mcp"
    }
  }
}
Copy into chat04

  • List my recent quotes from Holded so I can see what needs attention.

  • Find the contact for 'Acme Corp' and check their recent sales orders.

  • Take quote #5521 and turn it into a sales order.

  • Create an invoice for the last sales order I made for 'Global Tech'.

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

Start here

Connect Holded once, then ask.

Just link your Holded account via the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start using these tools in your preferred AI client.

Connect Holded to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my existing invoices?

    No. The AI only has tools to list and create records, not to delete them.

  • 02

    Will the AI send the invoice to my client automatically?

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

  • 03

    Can I change the price of a quote using the AI?

    No. The AI can list and convert quotes, but it cannot modify the contents of an existing quote.

  • 04

    Does the AI need my Holded password?

    No. Vinkius manages the connection securely so you don't have to share passwords with your AI client.

  • 05

    Can the AI create new customers?

    No. The AI can list existing contacts, but it does not have a tool to create new ones.

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

Connect Holded to Claude, Cursor, ChatGPT & more