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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
HOLDED_API_KEYYesYour Holded API key (get it from Holded Settings > API)

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
list_documentsA

List all documents of a specific type with optional filters for date range, contact, payment status, and sorting. Supports field filtering to reduce response size.

create_documentA

Create a new document (invoice, estimate, etc.). By default the document is approved (finalized) so it appears in the Holded UI; pass approveDoc:false to create a draft instead.

get_documentB

Get a specific document by ID

update_documentC

Update an existing document

delete_documentC

Delete a document

pay_documentC

Register a payment for a document

send_documentC

Send a document by email

get_document_pdfC

Get the PDF of a document

ship_all_itemsC

Ship all items of a document

ship_items_by_lineC

Ship specific items by line

get_shipped_unitsC

Get shipped units by item for a document

attach_file_to_documentB

Attach a file to a document

update_document_trackingA

Update tracking information for a document

update_document_pipelineC

Update pipeline stage for a document

list_payment_methodsB

List available payment methods

list_contactsA

List all contacts with optional filters for phone, mobile, or custom ID. Supports field filtering to reduce response size.

create_contactC

Create a new contact

get_contactC

Get a specific contact by ID

update_contactC

Update an existing contact

delete_contactB

Delete a contact

list_contact_attachmentsA

Get list of attachments for a contact

get_contact_attachmentB

Get a specific attachment from a contact

list_productsB

List all products with optional pagination. Supports field filtering to reduce response size.

create_productB

Create a new product

get_productA

Get a specific product by ID

update_productC

Update an existing product

delete_productC

Delete a product

get_product_main_imageB

Get the main image of a product

list_product_imagesB

List all images of a product

get_product_secondary_imageC

Get a secondary image of a product

update_product_stockC

Update stock quantity for a product

list_treasuriesA

List all treasury accounts with pagination support. Supports field filtering to reduce response size.

create_treasuryB

Create a new treasury account

get_treasuryA

Get a specific treasury account by ID

list_expenses_accountsA

List all expenses accounts with pagination support. Supports field filtering to reduce response size.

create_expenses_accountC

Create a new expenses account

get_expenses_accountA

Get a specific expenses account by ID

update_expenses_accountB

Update an existing expenses account

delete_expenses_accountC

Delete an expenses account

get_numbering_seriesA

Get numbering series for a specific document type with pagination support. Supports field filtering to reduce response size.

create_numbering_serieB

Create a new numbering serie

update_numbering_serieC

Update an existing numbering serie

delete_numbering_serieB

Delete a numbering serie

list_sales_channelsA

List all sales channels with pagination support. Supports field filtering to reduce response size.

create_sales_channelC

Create a new sales channel

get_sales_channelA

Get a specific sales channel by ID

update_sales_channelC

Update an existing sales channel

delete_sales_channelC

Delete a sales channel

list_paymentsC

List all payments with optional filters for date range. Supports field filtering to reduce response size.

create_paymentC

Create a new payment

get_paymentB

Get a specific payment by ID

update_paymentC

Update an existing payment

delete_paymentC

Delete a payment

get_taxesA

Get all available taxes with pagination support. Supports field filtering to reduce response size.

list_contact_groupsA

List all contact groups with pagination support. Supports field filtering to reduce response size.

create_contact_groupC

Create a new contact group

get_contact_groupA

Get a specific contact group by ID

update_contact_groupC

Update an existing contact group

delete_contact_groupC

Delete a contact group

list_remittancesA

List all remittances with pagination support. Supports field filtering to reduce response size.

get_remittanceB

Get a specific remittance by ID

list_servicesA

List all services with optional pagination. Supports field filtering to reduce response size.

create_serviceB

Create a new service

get_serviceB

Get a specific service by ID

update_serviceB

Update an existing service

delete_serviceD

Delete a service

list_warehousesB

List all warehouses with pagination support. Supports field filtering to reduce response size.

create_warehouseC

Create a new warehouse

list_warehouse_stockA

List all products stock in a specific warehouse. Supports field filtering to reduce response size.

get_warehouseB

Get a specific warehouse by ID

update_warehouseB

Update an existing warehouse

delete_warehouseC

Delete a warehouse

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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