How do I use holded-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@holded-mcp List all pending invoices from last month" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

holded-mcp

by YerayRodri

Overview Schema Related Servers Score Discussions

Python

Remote

holded-mcp

MCP server for invoicing and treasury management in Holded: invoices, purchases, estimates, credit notes, sales receipts, recurring invoices, contacts, bank accounts and cashflow forecasting.

Tools (42)

Sales invoices

Tool	What it does
`list_invoices`	List with filters: start_date, end_date, contact_id, status
`get_invoice`	Full detail of an invoice
`create_invoice`	Create an invoice (items, taxes, series, due date)
`update_invoice`	Add notes/tags or edit fields without wiping the rest
`approve_invoice`	Finalize a draft → assigns the definitive invoice number
`send_invoice`	Email it to the client
`register_invoice_payment`	Register a payment (partial or full)
`get_invoice_pdf`	Download the PDF (local file or base64)
`attach_document_to_invoice`	Attach a file to an invoice

Purchases / expenses

Tool	What it does
`list_purchases`	List with filters: start_date, end_date, contact_id, status
`get_purchase`	Full detail of an expense
`create_purchase`	Register an expense (with supplier invoice number)
`update_purchase`	Add notes/tags/supplier invoice number without wiping the rest
`register_purchase_payment`	Register a payment for an expense
`attach_document_to_purchase`	Attach a PDF to an expense

Estimates

Tool	What it does
`list_estimates`	List with date/status filters
`create_estimate`	Create a client estimate/quote
`update_estimate`	Add notes/tags or edit fields without wiping the rest
`convert_estimate_to_invoice`	Convert an accepted estimate into an invoice

Credit notes

Tool	What it does
`list_credit_notes`	List credit notes
`create_credit_note`	Create one linked to the original invoice
`update_credit_note`	Add notes/tags without wiping the rest

Simplified receipts

Tool	What it does
`list_sales_receipts`	List sales receipts
`create_sales_receipt`	Issue a simplified receipt
`update_sales_receipt`	Add notes/tags without wiping the rest

Recurring invoices

Tool	What it does
`list_recurring_invoices`	View active templates
`create_recurring_invoice`	Create an automatic invoice (daily/weekly/monthly/yearly)

Contacts

Tool	What it does
`list_contacts`	Search by name, email or tax ID
`get_contact`	Full contact details
`create_contact`	Create a client or supplier
`update_contact`	Update contact fields (safe merge: only changes what you pass)

Treasury

Tool	What it does
`list_bank_accounts`	Bank accounts with current balance
`list_bank_movements`	Movements for an account (filter: `reconciled=False` for pending)
`create_bank_movement`	Add a manual movement (income/expense)
`reconcile_bank_movement`	Reconcile a movement against an invoice/payment

Cashflow

Tool	What it does
`list_cashflow_forecasts`	Forecasted incoming/outgoing payments
`create_cashflow_forecast`	Add a manual forecast

Remittances

Tool	What it does
`list_remittances`	View active SEPA remittances

Configuration

Tool	What it does
`list_taxes`	Tax IDs (VAT, withholding, etc.)
`list_services`	Service catalog with prices
`list_numbering_series`	Series by document type: `invoice`/`purchase`/`estimate` (`credit-note` and `sales-receipt` return 400)
`list_expense_accounts`	Chart-of-accounts expense accounts

Related MCP server: MCP Holded

Typical flows

Create and send an invoice to a client

1. list_contacts(search="client name")           → contact_id
2. list_taxes()                                   → tax ids
3. list_numbering_series("invoice")               → number_line_id
4. create_invoice(contact_id, date, items=[{
     name: "Service", units: 1, price: 800,
     taxes: [vat_id, withholding_id]
   }], number_line_id=...)                        → invoice_id
5. approve_invoice(invoice_id)                    → finalizes with definitive number
6. send_invoice(invoice_id, emails=["client@..."])

Collect a pending invoice

1. list_invoices(status="pending", start_date="2026-01-01")
2. register_invoice_payment(invoice_id, amount=..., date="2026-06-17")

Estimate → Invoice

1. create_estimate(contact_id, date, items)       → estimate_id
2. send_invoice(estimate_id, emails=[...])         → send to client
3. convert_estimate_to_invoice(estimate_id)        → once accepted
4. approve_invoice(new_invoice_id)

Setup

Get your API key: Holded → Settings → Integrations → API.

Install dependencies:

python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

MCP client configuration

{
  "mcpServers": {
    "holded": {
      "command": "/path/to/.venv/bin/python3",
      "args": ["/path/to/holded-mcp/server.py"],
      "env": {
        "HOLDED_API_KEY": "<your Holded PAT>"
      }
    }
  }
}

Notes and known API quirks

Auth: PAT tokens (pat_...) use Authorization: Bearer <pat_...>, not a key: value header.
All POST/PUT bodies use snake_case (contact_id, due_date, number_line_id...) — the v2 API rejects camelCase with a 400.
No server-side date filtering — the server paginates through the full cursor and filters by date client-side.
draft is a boolean flag on the document, not a status value. Valid statuses: pending, completed, partial, cancelled, failed, overdue.
Purchase reconciliation only works from the UI — the public API v2 doesn't support reconciling purchase-type movements (reconcile_bank_movement with document_type: "purchase" always produces a zero-amount forced_reconciled). Use the Holded UI (Expenses → edit payment → select bank account) for that specific case.
register_invoice_payment/register_purchase_payment use treasury_id internally (the tool accepts account_id and maps it for you); free text goes in description, not notes.
No delete endpoint exists in the API for invoices, purchases, estimates or credit notes — only the Holded UI can remove a document.
create_cashflow_forecast requires an approved (non-draft) document — approve first with approve_invoice.
Attachments use multipart/form-data with no explicit Content-Type header (let requests set it).

License

MIT — see LICENSE.

This server cannot be installed

license - permissive license

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Resources

GitHub Repository

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holded-mcp

Tools (42)

Sales invoices

Purchases / expenses

Estimates

Credit notes

Simplified receipts

Recurring invoices

Contacts

Treasury

Cashflow

Remittances

Configuration

Typical flows

Create and send an invoice to a client

Collect a pending invoice

Estimate → Invoice

Setup

MCP client configuration

Notes and known API quirks

License

Maintenance

Resources

Looking for Admin?

Related MCP Servers

Holded

MCP Holded

Pacioli

Holded MCP Server

Related MCP Connectors

Latest Blog Posts

MCP directory API