Holded Connector for AI agents.
12 live capabilities
Manage your ERP invoicing, CRM, and inventory through natural conversation.
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Why people use Holded
Holded ERP Integration for Faster Invoicing and CRM Management
With this Connector, you just tell your agent what to do. You can create an invoice or check a customer's status in one sentence. You get your time back to focus on growing your business instead of data entry.
What Vinkius changes
You get a voice-activated way to manage your entire ERP without clicking through a single menu.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 6,100+ Connectors
- Real-world use case 01
Billing a customer on the fly
A manager gets a call from a client and uses `create_invoice` to send a bill immediately while on the phone.
- Real-world use case 02
Checking stock during a sale
A salesperson asks the agent to `list_products` to see if a specific item is available before promising it to a buyer.
- Real-world use case 03
Month-end expense review
An accountant asks for a list of `list_expenses` to quickly tally up the costs for a specific month.
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.
01—04
4 capabilities in this set.
Part of 12 available through Holded.
- 01 Capability
Create invoice
Create a new sales invoice for a specific contact. It's the fastest way to bill a customer without manual entry.
- 02 Capability
List contacts
See all the people in your CRM. Use this to find customer info or check lead status quickly.
- 03 Capability
List credit notes
View all issued credit notes. This helps you keep track of returns and adjustments in your accounting.
- 04 Capability
List expenses
Pull a list of all business expenses. Use this to see where your money is going on a daily or weekly basis.
05—08
4 capabilities in this set.
Part of 12 available through Holded.
- 05 Capability
List invoices
Get a full list of your sales invoices. It's great for checking which bills have been sent out.
- 06 Capability
List payments
See your recent payments. Use this to quickly verify if a customer has settled their balance.
- 07 Capability
List products
See what's in your inventory. This capability helps you check stock levels and product details instantly.
- 08 Capability
List purchase invoices
View all invoices from your suppliers. Use this to track what you've paid for your own stock.
09—12
4 capabilities in this set.
Part of 12 available through Holded.
- 09 Capability
List purchase orders
See all your active purchase orders. This keeps you updated on what's arriving from your vendors.
- 10 Capability
List quotes
Pull up all your quotes. Use this to see what potential sales are currently in the works.
- 11 Capability
List sales orders
See all your current sales orders. This gives you a clear view of what customers have requested.
- 12 Capability
List webhooks
View your active webhooks. Use this to manage the automated triggers for your Holded account.
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 previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/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
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/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
Advanced setup
{
"mcpServers": {
"holded-alternative": {
"url": "https://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/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
Advanced setup
{
"mcpServers": {
"holded-alternative": {
"url": "https://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/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
Advanced setup
{
"mcpServers": {
"holded-alternative": {
"url": "https://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/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
Advanced setup
{
"mcpServers": {
"holded-alternative": {
"url": "https://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/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
Advanced setup
claude mcp add holded-alternative --transport http "https://edge.vinkius.com/vk_preview_jIfBn7PGLIa6Z8ETNPigaJuJlNb1aZm6vDczRDHD/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.
This is for the small business owner who's tired of manual data entry at the end of every day. It's for the operations manager who needs to check stock levels instantly without hunting through folders. If you want to manage your ERP through simple conversation instead of clicking through endless menus, this is for you.
Small Business Owner
Handles daily billing and customer follow-ups without opening the Holded dashboard.
Accountant
Quickly pulls expense reports and unpaid invoice lists for month-end closing.
Inventory Manager
Checks stock levels and manages supplier purchase orders via chat.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsHolded
Run your business in Spain and Latin America with invoicing, accounting, CRM, and inventory that speaks your language natively.
eGestor ERP
Manage your Brazilian small business with financial controls, inventory tracking, and fiscal compliance built for local regulations.
Evoliz
Handle French business invoicing with quote generation, expense tracking, and accounting integrations designed for compliance.
InvoiceXpress (Online Invoicing)
Manage invoicing via InvoiceXpress. create clients, track payments, and manage invoices and estimates in Portugal.
Alegra
Handle your Latin American business accounting with electronic invoicing, expense tracking, and tax-ready financial reports.
Treinta App
Empower Latin American SMBs automating Treinta app. Access ledgers, manage client debt, and review store inventories actively from chat.
Bring your own AI
Change the model, client or framework. Keep Holded connected.
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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 create invoices for me?
Yes, it can create new invoices for your customers using the contact ID and the items you specify. This saves you from having to manually fill out every field in the dashboard.
Can I use this to check my current stock?
You can use the Connector to list your products and see current inventory levels instantly. It's a great way to check availability before confirming an order.
Does this work for my supplier orders?
Yes, it lets your agent see both your purchase orders and your purchase invoices. You can track what's arriving and what you've already paid for.
Can I see my customer list through the agent?
You can pull up your entire CRM contact list to find specific customers or leads. This makes it much faster to find account details without searching.
How do I get my financial data into the agent?
Once connected, your agent can pull your expenses, payments, and sales invoices. It gives you a conversational way to review your financial health.
Is this for small businesses in Spain?
Yes, it's specifically designed to work with Holded, which is a popular ERP for businesses in Spain and Latin America.
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.
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