• STOCK
  • SUPPLIERS
  • FINANCE
  • HUMAN

How to monitor inventory and purchases with your AI

Connect Holded to your AI client once. From then on, your agent handles the heavy lifting of checking stock and tracking orders.

Ask AI about this page

Short answer

How can I use AI to track my Holded inventory and orders?

Your AI client pulls product lists and purchase data directly from Holded. You can ask it to find low stock or summarize recent supplier invoices to keep your operations on track.

The outcomes.

Where your data lands.

The AI organizes Holded data into these specific areas for you.

STOCK

Inventory status

The AI reads your product lists to identify what is in stock or running low. You get a clear view of your current warehouse state.

SUPPLIERS

Order tracking

Your agent pulls purchase orders to show you what is incoming. This keeps your supplier oversight automated.

FINANCE

Invoice oversight

The AI looks through purchase invoices to help you reconcile what you've ordered against what you've been billed.

HUMAN

Manual decisions

The AI identifies discrepancies or shortages. You step in to approve new orders or fix data errors.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your Holded account and your chat interface.

  1. Fetch product data

    Your agent pulls the latest catalog details to see exactly what you have on hand.

    list_products

  2. Check incoming orders

    The AI scans your recent purchase orders to track pending shipments from suppliers.

    list_purchase_orders

  3. Review billing

    It retrieves purchase invoices to ensure your spending matches your orders.

    list_purchase_invoices

  4. Report findings

    The agent summarizes the data into a readable format for you to review.

    list_productslist_purchase_orders

Try it

Copy these to start.

Use these prompts to begin interacting with your Holded data.

Starting points

These are basic ways to start. Swap out the specific product names or supplier names to match your Holded account.

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 all products in my Holded inventory that are currently low on stock.

  • Show me the most recent purchase orders from my supplier, Acme Corp.

  • Summarize all purchase invoices from the last month.

  • Compare my current product list with my recent purchase orders to see what's arriving soon.

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

Start here

Connect Holded once, then ask.

Just follow the link to connect your account. Your login stays encrypted on our side, and you can find the full technical breakdown on the Connector page.

Connect Holded to your AI

FAQ

How the Holded MCP behaves

  • 01

    Can the AI create new purchase orders in Holded?

    No. This MCP only has tools to list existing products, orders, and invoices. You must create orders manually in Holded.

  • 02

    Can the AI delete my product list?

    No. The AI can only read data. It does not have the capability to delete or modify any records in your Holded account.

  • 03

    Does the AI see my bank account details?

    No. It only accesses the specific product, order, and invoice data provided by the tools.

  • 04

    How often does the AI see updated stock levels?

    The AI sees the data exactly as it exists in Holded at the moment you run a command.

  • 05

    Can I use this with Claude?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Holded to Claude, Cursor, ChatGPT & more