MCP Holded
This MCP server connects AI assistants to the Holded business management platform, enabling full control over invoicing, contacts, products, accounting, and more through 76+ tools.
📄 Documents – List, create, update, and delete documents (invoices, estimates, credit notes, purchase orders, etc.); pay, email, and PDF documents; ship items; attach files; update tracking info and pipeline stages.
👥 Contacts – List, create, update, and delete contacts (clients, suppliers, leads, etc.); manage contact persons and attachments.
📦 Products – List, create, update, and delete products; manage product images; update stock quantities per warehouse.
🏦 Treasuries – List, create, and retrieve treasury accounts.
💸 Expenses Accounts – List, create, get, update, and delete expense account categories.
🔢 Numbering Series – Get, create, update, and delete document numbering series per document type.
🛒 Sales Channels – List, create, get, update, and delete sales channels.
🏭 Warehouses – List, create, get, update, and delete warehouses; view stock levels per warehouse.
💳 Payments – List, create, get, update, and delete payment methods.
🧾 Taxes – Retrieve all available taxes.
👫 Contact Groups – List, create, get, update, and delete contact groups.
📬 Remittances – List all remittances or retrieve a specific one by ID.
🛠️ Services – List, create, get, update, and delete services.
⏱️ Time Tracking (read-only) – List time-tracking entries across all projects or for a specific project.
📊 Accounting (read-only) – Retrieve the chart of accounts and the daily ledger.
🏧 Banking (experimental) – Reconcile bank-feed transactions against accounting entries (requires HOLDED_ENABLE_EXPERIMENTAL_BANKING=true).
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@MCP HoldedList my unpaid invoices"
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.
MCP Holded
A Model Context Protocol (MCP) server for the Holded API. This server lets AI assistants like Claude interact with Holded's invoicing, accounting, contacts, products, treasury and more.
Built and maintained by Nubiia — automatización e integraciones con IA para negocios (MCP, Holded, Pipedrive y más). ¿Quieres algo así para tu empresa? Escríbenos en nubiia.es.
Features
This MCP server provides access to the complete Holded Invoice API:
Documents (16 tools): Create, list, update, delete invoices, estimates, credit notes, etc. Also pay, send, get PDF, ship items, and more.
Contacts (7 tools): Manage clients and suppliers with attachments.
Products (9 tools): Full product management including images and stock.
Treasuries (3 tools): Manage treasury accounts.
Expenses Accounts (5 tools): Handle expense account categories.
Numbering Series (4 tools): Configure document numbering.
Sales Channels (5 tools): Manage sales channels.
Warehouses (5 tools): Warehouse management.
Payments (5 tools): Payment method configuration.
Taxes (1 tool): Get available taxes.
Contact Groups (5 tools): Organize contacts into groups.
Remittances (2 tools): Access remittance data.
Services (5 tools): Manage services.
Time Tracking (2 tools, read-only): List time-tracking entries across projects or for a single project (Holded Projects API).
Accounting (2 tools, read-only): Get the chart of accounts and the daily ledger.
Banking (1 tool, experimental): Reconcile a bank-feed transaction against its accounting entry. Uses an undocumented internal Holded API; opt-in via
HOLDED_ENABLE_EXPERIMENTAL_BANKING=true.
Total: 76 tools (+1 experimental banking tool, opt-in)
Related MCP server: Billingo MCP Server
Installation
Prerequisites
Node.js 22.14 or higher
A Holded account with API access
Your Holded API key (get it from Holded Settings > API)
Install from npm
npm install -g @nubiia/mcp-holdedInstall from source
git clone https://github.com/nubiia-dev/mcp-holded.git
cd mcp-holded
npm install
npm run buildConfiguration
Environment Variable
Set your Holded API key:
export HOLDED_API_KEY=your_api_key_hereClaude Desktop Configuration
Add to your Claude Desktop config file:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
{
"mcpServers": {
"holded": {
"command": "npx",
"args": ["-y", "@nubiia/mcp-holded"],
"env": {
"HOLDED_API_KEY": "your_api_key_here"
}
}
}
}Or if installed from source:
{
"mcpServers": {
"holded": {
"command": "node",
"args": ["/path/to/mcp-holded/dist/index.js"],
"env": {
"HOLDED_API_KEY": "your_api_key_here"
}
}
}
}Usage Examples
Once configured, you can ask Claude to:
Documents
"List all my invoices from Holded"
"Create an invoice for client X with 2 items"
"Send invoice #123 to the client by email"
"Get the PDF of invoice #456"
"Mark invoice #789 as paid"
Contacts
"List all my clients in Holded"
"Create a new client named Acme Corp"
"Update the email for contact #123"
Products
"Show me all products"
"Create a new product called Widget with price 50 EUR"
"Update stock for product #123 adding 10 units"
Reports
"Get all my taxes"
"List all treasuries"
"Show me the sales channels"
Document Types
The API supports these document types:
Type | Description |
| Sales invoices |
| Sales receipts |
| Credit notes (refunds) |
| Receipt notes |
| Estimates/Quotes |
| Sales orders |
| Packing lists |
| Proforma invoices |
| Purchases |
| Purchase refunds |
| Purchase orders |
API Reference
Base URL
https://api.holded.com/api/invoicing/v1/Authentication
All requests use the key header with your API key.
Pagination
List endpoints support pagination via the page query parameter.
Development
# Install dependencies
npm install
# Build
npm run build
# Watch mode
npm run devPrivacy Policy
Data Collection: This MCP server requires your Holded API key to function. The API key is read from your local environment variable (HOLDED_API_KEY) and is never stored by this server. All API requests and responses are passed through in real-time to facilitate communication between your AI assistant and the Holded API.
Data Usage & Sharing: Your API key and all data processed through this server are used exclusively to interact with the Holded API on your behalf. The server acts as a pass-through proxy - it does not store, log, or retain any data. Your Holded API key and data are transmitted only to Holded's official API endpoints (api.holded.com). No data is shared with any third parties beyond Holded.
Your Security: We recommend following security best practices: store your API key in environment variables (never commit it to version control), regularly update to the latest version, and review the permissions granted to this MCP server in your AI assistant. For more information, see our full Privacy Policy.
Support
For questions, issues, or feature requests:
GitHub Issues: Report an issue
Email: hola@nubiia.es
Documentation: Holded API Docs
About Nubiia
This MCP server is built and maintained by Nubiia.
Nubiia ayuda a empresas a automatizar procesos e integrar sus herramientas con IA: servidores MCP a medida, integraciones con Holded, Pipedrive y otros ERPs/CRMs, y agentes que conectan tus datos de negocio con asistentes como Claude. Este @nubiia/mcp-holded es un ejemplo open source de lo que hacemos.
👉 ¿Quieres una integración o automatización con IA para tu negocio? nubiia.es · ✉️ hola@nubiia.es
License
MIT - See LICENSE file for details.
Author
Built by Nubiia — nubiia.es · hola@nubiia.es
Maintainer: Samuel Fraga — GitHub · LinkedIn
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