How to connect Holded to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Holded account to Cowork via Composio Connect, enabling it to create invoices for approved sales orders, list unpaid invoices due this week, find contacts missing tax details, and more such actions on your behalf without compromising your account security.

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Holded is business management software for invoices, sales documents, services, contacts, groups, and tags. It helps teams keep finance and customer operations organized in one place.

10 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Holded account to Cowork via Composio Connect, enabling it to create invoices for approved sales orders, list unpaid invoices due this week, find contacts missing tax details, and more such actions on your behalf without compromising your account security.

Also integrate Holded with

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

Connecting Holded to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Holded account

Back in Cowork, ask the agent to connect to Holded or give it any Holded-related task.

For example, ask Cowork to:

  • "Create invoices for approved sales orders"
  • "List unpaid invoices due this week"
  • "Find contacts missing tax details"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Holded account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Holded through MCP without you sharing account credentials directly with the agent.

What is the Holded MCP server, and what's possible with it?

The Holded MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Holded account. It provides structured and secure access to your contacts and sales invoices, so your agent can find, create, review, update, and delete business records on your behalf.

  • Contact creation and management: Have your agent create customers, suppliers, leads, debtors, or creditors, then update selected details as they change.
  • Contact search and review: Instruct your agent to find contacts by name, email, phone number, tax information, or external reference and retrieve their complete profiles.
  • Sales invoice creation: Let the agent create sales invoices for existing contacts with the required line items and details.
  • Invoice tracking and review: Direct your agent to find invoices by document number, contact, payment status, issue date, or due date and review their lines, totals, and payment summaries.
  • Record updates and cleanup: Have your agent update selected invoice fields or permanently delete contacts and invoices you no longer need.
TOOLS

Supported Tools

Every Holded action and event your agent gets out of the box.

Create Contact

Create a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.

Create Invoice

Create a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.

Delete Contact

Permanently delete one contact by ID; linked documents keep display text but lose the live contact association.

Delete Invoice

Permanently delete one invoice and its recorded payments; its document number is not reused.

Find Contacts

Find Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID.

Find Invoices

Find Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date.

Get Contact

Return the complete profile of one contact by its Holded contact ID.

Get Invoice

Return full details, lines, totals, and payment summary for one invoice by its Holded ID.

Update Contact

Safely change selected fields on a contact without clearing unspecified profile data.

Update Invoice

Safely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments.

FRAMEWORKS

How to build Holded MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Holded MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Holded MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Holded MCP with Claude Code

Codex logo

Codex

Use Holded MCP with Codex

OpenClaw logo

OpenClaw

Use Holded MCP with OpenClaw

Hermes logo

Hermes

Use Holded MCP with Hermes

CLI logo

CLI

Use Holded MCP with CLI

Google ADK logo

Google ADK

Use Holded MCP with Google ADK

LangChain logo

LangChain

Use Holded MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Holded MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Holded MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Holded MCP with LlamaIndex

CrewAI logo

CrewAI

Use Holded MCP with CrewAI

FAQ

Frequently asked questions

With a standalone Holded MCP server, the agents and LLMs can only access a fixed set of Holded tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Holded and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Holded tools.

Yes, absolutely. You can configure which Holded scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Holded data and credentials are handled as safely as possible.

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Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

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As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

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Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

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