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.