MCP For Claude Marketplace
Holded

Holded MCP Connector for Claude

A+

Automate business management via Holded — manage invoices, contacts, and projects directly from any AI agent.

11 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Holded ERP platform to any AI agent and take full control of your invoicing, CRM, and project management through natural conversation.

What you can do

  • Invoicing Oversight — List all documents, retrieve detailed invoice data, and monitor payment statuses efficiently.
  • CRM & Contact Management — Access lists of clients, suppliers, and leads, and retrieve full profile information for better relationship management.
  • Project & Task Tracking — List active projects and monitor tasks across your entire portfolio to ensure deadlines are met.
  • Inventory & Products — Access your product catalog and update stock levels directly from the chat interface.
  • Business Intelligence — Retrieve account and organization metadata to maintain a high-level overview of your business operations.
  • Unified ERP — Bridge the gap between your accounting and operations using the comprehensive Holded API.

How it works

  1. Subscribe to this server
  2. Enter your Holded API Key (found in Settings > Developers)
  3. Start managing your business from Claude, Cursor, or any MCP-compatible client

No more manual navigating through complex ERP modules for simple data lookups. Your AI assistant acts as a dedicated Business Operations Manager or Project Coordinator.

Who is this for?

  • Business Owners — instantly retrieve invoice statuses and company performance data.
  • Project Managers — automate the oversight of tasks and project lifecycles across multiple teams.
  • Operations Leads — maintain a real-time overview of inventory levels and customer contact data.
business-managementinvoicingcontact-managementcrmfinancial-operations

11 tools expose this connector's capabilities to your AI agent.

get_contact_details

Get detailed profile information for a specific contact

get_invoice_details

Get detailed information about a specific invoice

get_api_profile

Retrieve information about the authenticated account

get_product_details

Get detailed information for a specific product

get_project_details

Get detailed configuration and status for a project

list_contacts

Useful for finding the contact ID required for documents. List all contacts (clients, suppliers, leads) in Holded

list_invoices

Use this to monitor billing and find IDs for specific document actions. List all invoices in your Holded account

list_products

List all products and services in your Holded inventory

list_projects

List all active and past projects

list_all_tasks

List tasks across all projects

update_product_stock

Pass details as a JSON string in "body_json" (requires warehouseId and new quantity). Update the stock level for a specific product

See how to talk to your AI agent using Holded.

List all active projects and show the last task for each.

I've retrieved your projects. You have 3 active workflows: 'Website Launch' (ID: proj_102), 'Q2 Campaign', and 'Product Beta'. For the Website Launch, the latest task is 'Final QA Check' (ID: task_992). Would you like to see the details for any of these?

Find contact 'Acme Corp' and show their recent invoices.

I've found Acme Corp (ID: contact_552). They have 2 recent invoices: INV-2024-01 ($1,250.00 - Paid) and INV-2024-05 ($3,000.00 - Pending). Would you like to see the items included in the pending invoice?

Show me the details for product ID 'prod_992' and its stock level.

Accessing inventory... Product 'prod_992' (Wireless Mouse) currently has 45 units in stock across 2 warehouses. The main warehouse has 30 units and the secondary has 15. Should I update the stock level for any specific location?

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.

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