MCP For Claude Marketplace
Holded

Holded MCP Connector for Claude

A+

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

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

Connect your Holded account to any AI agent and take full control of your business operations and ERP workflows through natural conversation.

What you can do

  • Sales Lifecycle — Manage everything from quotes and sales orders to invoices and credit notes programmatically
  • Purchase Tracking — Monitor supplier relationships and manage purchase orders and invoices with ease
  • CRM & Contacts — Organize your customer base, inventory products, and business expenses in one centralized hub
  • Treasury & Payments — Monitor payments, treasury accounts, and financial health directly through your agent
  • Inventory Control — List and manage products and stock levels to ensure your business never misses a beat

How it works

  1. Subscribe to this server
  2. Generate an API Key in your Holded settings (Settings > Developers)
  3. Start managing your business accounting and CRM from Claude, Cursor, or any MCP client

No more digging through complex ERP menus to find a customer balance or create a quick invoice. Your AI acts as your dedicated business administrator.

Who is this for?

  • Small to Medium Businesses — streamline daily operations and billing without manually entering every record
  • Accountants & Controllers — quickly retrieve financial reports, unpaid invoices, and expense summaries
  • Operations Managers — maintain inventory levels and manage supplier relationships through automated queries
invoicingaccountinginventory-managementbusiness-managementsales-orderspurchase-tracking

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

create_invoice

Requires contact ID and items. Create a new invoice

list_contacts

List CRM contacts

list_credit_notes

List all credit notes

list_expenses

List business expenses

list_invoices

List all sales invoices

list_payments

List recent payments

list_products

List inventory products

list_purchase_invoices

List purchase invoices

list_purchase_orders

List purchase orders

list_quotes

List all quotes

list_sales_orders

List all sales orders

list_webhooks

List active webhooks

See how to talk to your AI agent using Holded.

List all my unpaid sales invoices from Holded.

I've retrieved 8 unpaid invoices. The largest one is for 'Global Tech Solutions' (€1,200.00) and is 5 days overdue. Would you like to see the full list or the details for this specific invoice?

Create a new contact 'John Doe' as a lead with email 'john@example.com'.

Contact 'John Doe' has been successfully created as a Lead in your Holded CRM (ID: 654321). I've also mapped their email address. What's the next step for this lead?

Show me the last 5 business expenses.

Fetching recent expenses... Here are the last 5: 'Office Supplies' (€45.00), 'Software Subscription' (€29.99), 'Travel' (€120.00), 'Utilities' (€85.50), and 'Marketing' (€200.00). Total for these entries is €480.49.

You can generate your API key inside your Holded account under **Settings** > **Developers**.

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