Holded MCP. Manage invoices, contacts, and inventory via natural chat.
Holded MCP connects your entire business management system to any AI agent. Use this connector to manage invoicing, track contacts, and oversee projects directly through natural conversation. You can list all invoices, check product stock levels, retrieve client profiles, and monitor tasks without leaving your chat window.
Give Claude and any AI agent real-world access
Pull detailed profiles for any customer, supplier, or lead you need.
Retrieve full details on specific invoices and monitor their payment status.
List active projects or check the current status of tasks across your company's portfolio.
Access product catalog details and update stock levels for specific items.
Get high-level data about your account or organization to keep a clear overview of operations.
Ask an AI about this
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What AI agents can do with Holded with 11 Tools
Use these eleven tools to manage everything from client contacts and project statuses to detailed invoice records directly within your chat agent.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Holded MCPGet Contact Details
Retrieves a complete profile with detailed information about one specific contact.
Get Invoice Details
Pulls comprehensive details for a single, specified invoice.
Get Api Profile
Retrieves basic information about the Holded account that is connected to your agent.
Get Product Details
Gets detailed specifications and current status for a particular product.
Get Project Details
Fetches the full setup and current operational status of an entire project.
List Contacts
Provides a master list of all contacts, including clients, suppliers, and leads in your system.
List Invoices
Generates a list of every invoice to help you track billing records and find necessary IDs.
List Products
Lists all products or services available in your inventory for review.
List Projects
Shows a summary of both active and past projects running through the business.
List All Tasks
Gathers a comprehensive list of every task across all your operational projects.
Update Product Stock
Adjusts and updates the current stock quantity for an item in the warehouse.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Holded, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Holded. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS CLOUD
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The constant clicking between tabs kills productivity.
Right now, checking on a client payment status means logging into Holded, navigating through the CRM, finding their record, then going to the 'Invoicing' tab, filtering by date, and finally reading the payment notes. This process takes three minutes of focused clicking and copying.
With this MCP, you just ask your agent: 'What is the status of Acme Corp’s last invoice?' It performs all those internal steps—finding the client, checking the invoices, and pulling the data—and gives you a clean answer in seconds.
Get Project Visibility with Holded MCP
Before this, tracking overall project health meant opening the main dashboard, clicking into each active workflow, and manually checking the task list for every team member. It was a massive chore that often led to missing deadlines.
Now you ask your agent to 'List all tasks across my projects.' You get an immediate, consolidated view of everything due, so you never miss a deadline again.
What Holded MCP does for your AI
Managing a modern business shouldn't require logging into five different portals just to answer one question. This MCP connects your Holded ERP platform straight to your agent, letting you handle everything—from billing records to inventory counts—using plain English. Need to know if Acme Corp paid their last bill? Ask. Want to update the stock count on a specific product line? Tell your agent.
It performs those actions and gives you the data back. Because all this functionality is housed within one connector, it keeps your workflow focused. By connecting through Vinkius, your AI client gains instant access to a unified view of your entire operation, turning complex accounting modules into simple conversations.
019d75b1-f232-73ba-b52c-ae40a9666edc How to set up Holded MCP
The bottom line is you stop clicking through menus and start asking questions.
Subscribe to this MCP and provide your Holded API key (found in Settings > Developers).
Your agent accesses the connected ERP data via Vinkius, mapping natural language requests to specific business tools.
You get a conversational response with real-time data—whether it's an invoice status or a list of active projects.
Who uses Holded MCP
This MCP is for anyone who spends too much time switching between dashboards to manage core business data. If your job involves checking invoice status, updating inventory counts, or coordinating project tasks across different platforms, you need this.
Checks the current task list and verifies if all active projects are on track without opening the dedicated PM dashboard.
Needs to check product stock levels or retrieve contact details for suppliers before placing a new order.
Wants an immediate overview of company performance, such as listing recent invoices and overall account metadata.
Benefits of connecting Holded MCP
Stop manually navigating complex modules. You can list all invoices or get detailed invoice information simply by asking your agent a question.
Keep track of teams' progress instantly. Use the list_all_tasks tool to see every task across multiple projects without opening a single dashboard tab.
Manage inventory on the fly. When you need to update stock levels, just ask your agent instead of navigating through complex warehouse management screens; use update_product_stock.
Get full client context immediately. Instead of finding a contact ID first, ask the agent to list contacts and then get their details directly with get_contact_details.
Maintain business oversight effortlessly. You can pull account metadata using get_api_profile or check project status via list_projects, all from one chat interface.
Holded MCP use cases
Checking on a Late Client Payment
The finance team needs to know if 'Global Logistics' paid their last bill. They ask the agent, and it uses list_contacts first, then calls get_invoice_details for the specific contact ID, returning the payment status immediately.
Coordinating a Product Launch
A project manager needs to confirm product readiness. They ask the agent to list active projects (list_projects) and then check if the core products have enough stock using get_product_details.
On-the-fly Inventory Correction
The warehouse staff finds they miscounted a shipment. They ask their agent to update the stock for Product X, and the agent executes update_product_stock, confirming the change without needing manual access to the inventory system.
Reviewing Team Workloads
The team lead needs to know where everyone stands. They ask the agent to list all tasks (list_all_tasks), getting an instant overview of who owns what and when it's due across departments.
Holded MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Using generic web searches
Searching Google for 'how to check invoice status in Holded,' which gives general guides but requires manual data entry and login.
Use the agent directly. Ask it, 'What is the payment status of my last invoice?' The agent handles the authentication and calls get_invoice_details for you.
Copying/Pasting IDs
The user has to first run a search tool like list_contacts just to get an ID, then manually paste that ID into another form.
Just ask the agent to find information. Say, 'Show me the invoices for Acme Corp.' The agent uses list_contacts internally and passes the ID automatically when calling list_invoices.
Confusing API documentation
Reading dense developer docs to figure out which endpoint needs what parameters (e.g., 'Do I need warehouseId or just product code?').
Don't read the docs. Just ask your agent, 'Change the stock for Product X in Warehouse Y.' The agent handles the complex JSON structure required by update_product_stock.
When to use Holded MCP
Use this MCP if you need to execute core business actions—like checking billing history or adjusting inventory counts—without navigating multiple, specific ERP screens. It's your centralized chat interface for operations. Don't use it if you are trying to build a completely custom data pipeline that needs advanced scripting logic; those cases might require dedicated integration tools. However, if your goal is simply to read public-facing information or view general reports already exported somewhere else, this connector won't help. This MCP excels at making the backend of your accounting and operations system talk directly to your natural conversation.
Frequently asked questions about Holded MCP
How do I find my Holded API Key? +
Log in to your Holded account, click on the Settings icon (top right), go to Developers, and you will find your unique API Key listed there. You can create multiple keys for different integrations.
What document types are supported in the invoicing tools? +
This integration currently focuses on the invoice document type. For other types like sales orders or purchase orders, you can use the generic list_invoices logic if they are mapped under the same module in your instance.
Can I update stock levels through this integration? +
Yes! Use the update_product_stock tool. You must provide the product ID and a JSON string containing the warehouse ID and the new quantity to update your inventory.
Is the integration secure for ERP data? +
Absolutely. The integration uses official Holded API keys in the request header over HTTPS. Your credentials and business data are encrypted and stored securely within the Vinkius Cloud infrastructure.