Holded Connector for AI agents.

Q: 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.

Q: 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 listinvoices logic if they are mapped under the same module in your instance.

12 live capabilities

Manage your invoices, CRM, and inventory through natural conversation.

Live agent request Holded / Connector

Waiting for input…

AI Agent

Why people use Holded

Holded ERP Automation for Invoicing and CRM Management

With this Connector, you just type a question. Your agent pulls the invoice, checks the payment status, and gives you the answer in one sentence. You get your time back.

What Vinkius changes

You get a direct line to your ERP data without the manual clicking.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 6,100+ Connectors

Real-world use case 01

The 'Where is that invoice?' moment

A client calls asking about a late payment.
Real-world use case 02

The 'Are we out of stock?' check

An online order comes in for a popular item.
Real-world use case 03

The 'What's next?' project review

A manager needs to know the status of all current work.

Complete set · 12capabilities

The complete Holded capability set.

These are the exact actions your AI can choose when you ask it to work with Holded.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Holded.

01 Capability
List purchase orders
List purchase orders
02 Capability
List contacts
List all contacts (clients, suppliers, leads) in Holded. It's the fastest way to find the correct ID for a specific person.
03 Capability
Create invoice
Requires contact ID and items. Create a new invoice
04 Capability
List credit notes
List all credit notes

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Holded.

05 Capability
List expenses
List business expenses
06 Capability
List invoices
List all invoices in your Holded account. Use this to monitor your billing cycle and find specific document IDs.
07 Capability
List payments
List recent payments
08 Capability
List products
List all products and services in your Holded inventory. It lets you browse your entire catalog in one simple view.

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Holded.

09 Capability
List purchase invoices
List purchase invoices
10 Capability
List quotes
List all quotes
11 Capability
List sales orders
List all sales orders
12 Capability
List webhooks
List active webhooks

Set up in minutes

One URL. Then ask Holded to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Holded from the conversation.

Choose your client

Live preview

Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/mcp

Step 01

Open Connectors

In Claude Web or Claude Desktop, open Settings and choose Connectors.
Step 02

Add the URL

Choose Add custom connector, name it Holded, and paste the URL above.
Step 03

Turn it on in chat

Select +, open Connectors, and enable Holded for the conversation.

ChatGPT · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/mcp

Step 01

Open MCP settings

On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
Step 02

Add the URL

Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Holded URL.
Step 03

Save and start

Save the connection and enable Holded in your conversation. Desktop may ask you to restart once.

Cursor · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "holded": {
      "url": "https://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/mcp"
    }
  }
}

Step 01

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
Step 02

Add the server config

Paste the JSON configuration above into the mcp.json file that opens
Step 03

Save the file

Cursor will automatically detect the new Connector
Step 04

Start using Holded

Open Agent mode in chat and ask: "Using Holded, help me...". 12 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "holded": {
      "url": "https://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/mcp"
    }
  }
}

Step 01

Create MCP config

Create a .vscode/mcp.json file in your project root
Step 02

Add the server config

Paste the JSON configuration above
Step 03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
Step 04

Start using Holded

Ask Copilot: "Using Holded, help me...". 12 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "holded": {
      "url": "https://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/mcp"
    }
  }
}

Step 01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Step 02

Add the server

Paste the JSON configuration above into mcp_config.json
Step 03

Save and reload

Windsurf will detect the new server automatically
Step 04

Start using Holded

Open Cascade and ask: "Using Holded, help me...". 12 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "holded": {
      "url": "https://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/mcp"
    }
  }
}

Step 01

Open Cline MCP Settings

Click the Connectors icon in the Cline sidebar panel
Step 02

Add remote server

Click "Add Connector" and paste the configuration above
Step 03

Enable the server

Toggle the server switch to ON
Step 04

Start using Holded

Ask Cline: "Using Holded, help me...". 12 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add holded --transport http "https://edge.vinkius.com/vk_preview_i6EEwm3umz1mBlbIK1hPXH6BKsjfzo2oENVuD0IT/mcp"

Step 01

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed
Step 02

Add the Connector

Run the command above in your terminal
Step 03

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session
Step 04

Start using Holded

Ask Claude: "Using Holded, show me...". 12 tools are ready

Where the request belongs

Work Holded can move forward.

Built around the request

This is for the business owner who's tired of hunting through ERP modules just to find a single invoice number or the operations lead who needs to keep a pulse on inventory across multiple locations.

Business Owner

Checks payment statuses and high-level account metadata during a busy day.

Project Manager

Monitors task lists across dozens of active projects to spot bottlenecks.

Operations Lead

Manages product catalogs and stock updates without opening a separate warehouse dashboard.

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 12 capabilities

Holded

Run your business in Spain and Latin America with invoicing, accounting, CRM, and inventory that speaks your language natively.

View Connector

02 10 capabilities

eGestor ERP

Manage your Brazilian small business with financial controls, inventory tracking, and fiscal compliance built for local regulations.

View Connector

03 9 capabilities

Evoliz

Handle French business invoicing with quote generation, expense tracking, and accounting integrations designed for compliance.

View Connector

04 16 capabilities

InvoiceXpress (Online Invoicing)

Manage invoicing via InvoiceXpress. create clients, track payments, and manage invoices and estimates in Portugal.

View Connector

05 11 capabilities

Alegra

Handle your Latin American business accounting with electronic invoicing, expense tracking, and tax-ready financial reports.

View Connector

06 12 capabilities

Treinta App

Empower Latin American SMBs automating Treinta app. Access ledgers, manage client debt, and review store inventories actively from chat.

View Connector

Bring your own AI

Change the model, client or framework. Keep Holded connected.

Claude
ChatGPT
Gemini
Cursor
VS Code
Windsurf
ZCode
Cline
Zed
Continue
Kiro
Roo Code
Zencoder
Goose
Void
Augment Code
Amp
Qodo
Tabnine
Pieces
Sourcegraph Cody
JetBrains
Warp
Amazon Q
Antigravity
BoltAI
Raycast
Jan
LM Studio
AnythingLLM
Open WebUI
Msty
Cherry Studio
LibreChat
TypingMind
Chorus
5ire
n8n
LangChain
LlamaIndex
CrewAI
Vercel AI SDK

Before you connect

Questions about Holded.

The practical details behind the request, access and result.

Can the Holded MCP help me manage my invoices?

Yes, it lets you pull specific invoice details and list all your billing documents directly through your AI client.

How do I update my stock levels using this?

You can simply tell your AI agent to update the quantity for a specific product, and it will communicate that change to Holded.

Can I use this to manage my CRM contacts?

Yes, it allows you to list all your clients, suppliers, and leads, and pull full profile details for any specific contact.

Is this Connector good for project management?

It's excellent for tracking project status and listing tasks across your entire portfolio without opening the ERP.

How do I connect Holded to my AI agent?

You just need to subscribe to the Connector and provide your Holded API Key from your developer settings.

Can I see my business metadata with this?

Yes, it can retrieve account and organization information to give you a high-level view of your operations.

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 capabilities?

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 capability. 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.

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 capabilities.

Can I create invoices automatically with my AI agent?

Yes, the server includes capabilities to create sales invoices, quotes, and credit notes by providing the necessary customer and item details.

One connection away

Give your agent a direct line to Holded.

Connect Holded once. Keep it beside 6,100+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available

Holded ERP Automation for Invoicing and CRM Management

You get a direct line to your ERP data without the manual clicking.

The 'Where is that invoice?' moment

The 'Are we out of stock?' check

The 'What's next?' project review

List purchase orders

List contacts

Create invoice

List credit notes

List expenses

List invoices

List payments

List products

List purchase invoices

List quotes

List sales orders

List webhooks

Open Connectors

Add the URL

Turn it on in chat

Open MCP settings

Add the URL

Save and start

Open MCP Settings

Add the server config

Save the file

Start using Holded

Create MCP config

Add the server config

Enable Agent mode

Start using Holded

Open MCP Settings

Add the server

Save and reload

Start using Holded

Open Cline MCP Settings

Add remote server

Enable the server

Start using Holded

Install Claude Code

Add the Connector

Verify the connection

Start using Holded

Business Owner

Project Manager

Operations Lead

Holded

eGestor ERP

Evoliz

InvoiceXpress (Online Invoicing)

Alegra

Treinta App

Give your agent a direct line to Holded.