List documents of a specific type (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. NOTE: purchaserefund is not listable in v2 — only creation is supported (POST /purchases/refund).

Create a new document (invoice, estimate, purchase, etc.). By default the document is approved (finalized) so it appears in the Holded UI; pass approveDoc:false to create a draft instead. Set the expense/income account at document level via expAccountId (it cascades to all lines); a per-line account is rejected because Holded ignores it. On SALES documents an auto-incrementing numbering series may OVERRIDE the requested invoiceNum — the tool re-reads the created document and returns a _warnings note if that happened. On purchases the supplier number in invoiceNum is preserved. retention (IRPF) is accepted on sales but rejected on purchases (Holded ignores it there).

Get a specific document by ID

Get the payments registered against a specific document via the Holded API v2 GET endpoint. Returns { documentId, paymentsDetail } when the v2 response includes a paymentsDetail field; otherwise returns the whole document (v2 field name may differ from v1). Unlike list_payments — which is filtered to the ACTIVE fiscal year — this surfaces payments from ANY year, so use it for cross-year payment audits. Read-only.

Update an existing document

Delete a document

Register a payment for a document (Holded API v2). Supported docTypes: invoice, salesreceipt, creditnote, receiptnote, purchase — others throw an unsupported error. IMPORTANT: this may AUTO-APPROVE the document as a side effect (status 0→1). paymentmethod is the payment-method catalog id (from list_payment_methods), NOT a bank/treasury id. To link the payment to a bank account, pass bankId: the /payments endpoint can't set it, so the tool performs a second step (PUT /payments/{id}) and reports the outcome in _warnings.

Send a document by email (Holded API v2). Supported docTypes: invoice, salesreceipt, creditnote, receiptnote, estimate, proform, salesorder, waybill, purchaseorder. purchase and purchaserefund are not supported in v2.

Get the PDF of a document as base64-encoded binary (Holded API v2). Returns { contentType, base64, bytes, filename }. Supported docTypes: invoice, salesreceipt, creditnote, receiptnote, estimate, proform, salesorder, waybill, purchaseorder. purchase is NOT supported — GET /purchases/{id}/pdf returns 404 for all purchases. purchaserefund has no CRUD support in v2.

Ship all items of a document (Holded API v2). salesorder → POST /sales-orders/{id}/ship. purchaseorder → POST /purchase-orders/{id}/receive (receive from supplier). All other docTypes are not supported in v2.

Ship specific items by line (Holded API v2). salesorder only → POST /sales-orders/{id}/ship-by-lines. purchaseorder line-level receive is UNVERIFIED in v2 and throws unsupported. All other docTypes are not supported.

Get shipped/received units for a document (Holded API v2). salesorder → GET /sales-orders/{id}/shipped-items. purchaseorder → GET /purchase-orders/{id}/received-items. All other docTypes are not supported.

Attach a file to a document (Holded API v2). POST ${docBase}/{id}/attachments multipart. Supported for all docTypes except purchaserefund (v2 has no purchase-refund CRUD beyond creation).

Update tracking information for a document (Holded API v2). Supported docTypes: salesorder (PUT /sales-orders/{id}/tracking) and waybill (PUT /waybills/{id}/tracking). All other types have NO EQUIVALENT in v2 and will throw an unsupported error. NOTE: this is a discrepancy with the task brief (which stated "all types unsupported") — the normative annex tables show salesorder and waybill do have tracking in v2.

Update pipeline stage for a document (Holded API v2). Uses PUT — verb changed from POST in v1. Supported for all docTypes except purchaserefund (v2 limitation). Route: PUT ${docBase}/{id}/pipeline.

List available payment methods (Holded API v2). GET /payment-methods. Returns an array of {id, name, type, status, isDefault, bankingAccountId} — the v2 {items:[...]} envelope is normalized to a bare array.

List contacts (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma.

Create a new contact (Holded API v2)

Get a specific contact by ID (Holded API v2)

Update an existing contact (Holded API v2)

Delete a contact (Holded API v2)

Get list of attachments for a contact (Holded API v2). Use the filenames from the response with get_contact_attachment.

Get a specific attachment from a contact by filename (Holded API v2). BREAKING CHANGE from v1: the path parameter changed from attachmentId (numeric/UUID) to filename (string). Obtain filenames from list_contact_attachments first.

List products (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Server-paginated; use limit to control page size. Response fields are snake_case; amounts are strings with decimal comma.

Create a new product (Holded API v2)

Get a specific product by ID (Holded API v2)

Update an existing product (Holded API v2)

Delete a product (Holded API v2)

Get the main image of a product (Holded API v2)

List all images of a product (Holded API v2)

Get a secondary image of a product (Holded API v2)

Update stock quantity for a product (Holded API v2). BREAKING CHANGE from v1: warehouse_id is now required; stock_variation replaces units; optional variant_id and description added.

List all treasury accounts (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. WARNING: the balance field is a STATIC opening figure, not a live balance derived from transactions — do NOT rely on it for reconciliation or to compute the current cash position. Overlaps with list_bank_accounts/get_bank_account/create_bank_account (official treasury tools); consolidation planned for 2.1.

Create a new treasury account (Holded API v2). Overlaps with list_bank_accounts/get_bank_account/create_bank_account (official treasury tools); consolidation planned for 2.1.

Get a specific treasury account by ID (Holded API v2). WARNING: the balance field is a STATIC opening figure set on the account, not a live balance computed from transactions — do NOT use it for reconciliation or as the current cash position. Overlaps with list_bank_accounts/get_bank_account/create_bank_account (official treasury tools); consolidation planned for 2.1.

List expenses accounts (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. Each account has id (Holded internal id), name, and accountNum (the PGC account number, e.g. 62900000). NOTE: this endpoint only returns expense/purchase accounts (PGC group 6). Income accounts (group 7, e.g. 700/705/759) are NOT listed here — fetch the full chart via get_chart_of_accounts, or read a known account by id via get_expenses_account.

Create a new expenses account (Holded API v2)

Get a single account by its Holded id (Holded API v2). Despite the "expenses" name, this endpoint serves ANY account (including income/group-7 accounts that list_expenses_accounts omits) when you already know its id.

Update an existing expenses account (Holded API v2)

Delete an expenses account (Holded API v2)

List numbering series for a specific document type (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma.

Create a new numbering serie (Holded API v2)

Update an existing numbering serie (Holded API v2)

Delete a numbering serie (Holded API v2)

List all sales channels (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. Supports field filtering to reduce response size.

Create a new sales channel (Holded API v2)

Get a specific sales channel by ID (Holded API v2)

Update an existing sales channel (Holded API v2)

Delete a sales channel (Holded API v2)

List all payments (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. NOTE: this endpoint is filtered to the ACTIVE fiscal year, so payments made in a prior year do NOT appear here even if they are linked to documents. For cross-year payment audits, read a document's payments via get_document_payments (the document paymentsDetail). Use start_date/end_date (YYYY-MM-DD) to filter by date — live-verified against v2.

Create a new payment (Holded API v2)

Get a specific payment by ID (Holded API v2)

Update an existing payment (Holded API v2). IMPORTANT: Holded's PUT /payments/{id} REPLACES the record rather than merging, so any field omitted from the body is blanked. To prevent that, this tool first re-reads the current payment and merges your changes over it, preserving fields you did not pass (contactId, bankId, date, ...).

Delete a payment (Holded API v2)

Get all available taxes (Holded API v2). The v2 /taxes endpoint returns the complete tax list in one response (no cursor, no pagination). Supports fields to select specific fields and summary to return only the item count. Amounts are strings with decimal comma. Each tax has: key (the stable identifier, e.g. "s_iva_21"/"p_iva_21" — this is the value used in a document line's taxes[]), id (mirrors key), name, amount (the percentage as a string, e.g. "21"), scope ("sales" or "purchase"), group (e.g. "iva"), and type.

List contact groups (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma.

Create a new contact group (Holded API v2)

Get a specific contact group by ID (Holded API v2)

Update an existing contact group (Holded API v2)

Delete a contact group (Holded API v2)

List all remittances (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. NOTE: namespace relocated from /remittances to /treasury/remittances in v2.

Get a specific remittance by ID (Holded API v2). NOTE: route relocated to /treasury/remittances/{id} in v2.

List all services (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. Supports field filtering to reduce response size.

Create a new service (Holded API v2)

Get a specific service by ID (Holded API v2)

Update an existing service (Holded API v2)

Delete a service (Holded API v2)

List all warehouses (Holded API v2). All warehouses are returned in a single call (no cursor pagination). Supports field filtering and summary mode.

Create a new warehouse (Holded API v2)

List all products stock in a specific warehouse (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Server-paginated; use limit to control page size. Supports field filtering to reduce response size.

Get a specific warehouse by ID (Holded API v2)

Update an existing warehouse (Holded API v2). BREAKING CHANGE from v1: HTTP verb changed from PUT to PATCH.

Delete a warehouse (Holded API v2)

List time-tracking entries across all Holded projects (Projects API v2). Returns a cursor-paginated flat list of entries; pass the previous nextCursor as cursor to fetch the next page. Each entry contains timeId, duration (seconds), date (Unix seconds), approved (0/1), projectId, and projectName. The approvedOnly, startDate, and endDate filters are applied client-side on the current page — use pagination to iterate over the full dataset. Read-only.

List time-tracking entries for a single Holded project (Projects API v2). Returns a cursor-paginated flat list of entries for the given projectId. Pass the previous nextCursor as cursor to fetch the next page. The approvedOnly, startDate, and endDate filters are applied client-side on the current page. Read-only.

Get a single time-tracking entry by project ID and time-tracking ID (Projects API v2). Read-only.

Get accounting accounts (Holded API v2, GET /accounting-accounts). Returns every account with num (PGC number, e.g. 40000000), name, group, debit, credit, and balance. Unlike list_expenses_accounts (group-6 only), this includes all groups (assets, liabilities, income, expenses). Cursor-paginated: pass nextCursor from the previous response as cursor. Optional annex filters: archived (include archived accounts), start_date/end_date (ISO 8601, filter by activity period), include_empty (include zero-balance accounts). See also: list_accounting_accounts in ledger tools — both tools target the same v2 endpoint; consolidation is planned for release 2.1. Read-only.

Get ledger entries / journal (asientos) for a date range (Holded API v2, GET /ledger-entries). Returns one row per ledger line with entryNumber, line, timestamp, type (collect/payment/purchase/…), description, account (PGC num), debit, and credit. This is the authoritative source for balance-sheet and tax-return figures.

Date arguments (at least one form of each bound is required — the v2 API returns 422 without both): • Primary form : start_date / end_date — ISO 8601 date strings (YYYY-MM-DD) • Legacy form : starttmp / endtmp — Unix timestamps in seconds; converted automatically to ISO

If both forms are supplied for the same bound, the ISO string takes precedence.

Cursor-paginated: pass nextCursor from a previous response as cursor to retrieve subsequent pages. Large date ranges may require multiple pages. Set groupByEntry to nest lines into full double-entry entries with per-entry debit/credit totals (applied page-scoped). See also: list_ledger_entries in ledger tools — both tools target the same v2 endpoint. Read-only.

List employees (Holded API v2, section Equipo y RRHH). Cursor-paginated: pass the previous response nextCursor as cursor to fetch the next page.

Get a single employee by ID (Holded API v2).

WRITE: creates a real employee record in Holded (API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Empleados → Crear) for the payload fields (name, email, etc.).

WRITE: updates a real employee record in Holded (API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Empleados → Actualizar).

DESTRUCTIVE: permanently deletes an employee record in Holded (API v2). This cannot be undone.

Get the contract details of an employee (Holded API v2). A 404 response means the employee has no contract configured in Holded, not that the employee ID is wrong.

WRITE: updates an employee's contract in Holded (API v2) — affects real HR/payroll data. data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Empleados → Actualizar contrato).

WRITE: registers a clock-in for an employee in Holded time tracking (API v2). Affects real working-time records.

WRITE: registers a clock-out for an employee in Holded time tracking (API v2).

WRITE: starts a pause in the current working session of an employee (Holded API v2).

WRITE: ends the current pause of an employee working session (Holded API v2).

List time-tracking records (Holded API v2). Without employeeId lists all records (/employee-times); with employeeId lists only that employee (/employees/{id}/times). Cursor-paginated.

Get a single time-tracking record by ID (Holded API v2).

WRITE: creates a manual time-tracking record for an employee (Holded API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Control horario → Crear registro).

WRITE: updates a time-tracking record (Holded API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Control horario → Actualizar).

DESTRUCTIVE: permanently deletes a time-tracking record in Holded (API v2). This cannot be undone.

List payroll salary records (Holded API v2, requires scope accounting:payrolls.read). Each record has employee info, earnings/deductions lines, totals and payment status (PENDING, PAID, PARTIALLY_PAID). Cursor-paginated.

Get a payroll salary record by ID (Holded API v2, scope accounting:payrolls.read). Returns line-by-line earnings and deductions, accounting accounts, totals and payment status.

WRITE: creates a real payroll record in Holded (API v2) — affects accounting and HR data. Use get_salary_record_defaults first to obtain a valid base payload. data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Registros de nómina → Crear).

WRITE: updates a payroll record in Holded (API v2) — affects accounting and HR data. data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Registros de nómina → Actualizar).

DESTRUCTIVE: permanently deletes a payroll record in Holded (API v2). This cannot be undone and affects accounting data.

Get the default data for creating a payroll record (Holded API v2). Useful as a base payload for create_salary_record.

List journal/ledger entries (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Optionally filter by start_date/end_date (ISO 8601, e.g. 2025-01-01) — the v2 endpoint returns 422 if neither date is provided. For the read-only daily-ledger tool with groupByEntry support and Unix-timestamp backward compat see get_daily_ledger.

WRITE: creates a real journal entry in Holded accounting (API v2). Incorrect entries directly distort the company books — double-check accounts and amounts. data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Contabilidad → Crear asiento).

List accounting accounts (Holded API v2). Cursor-paginated. For the v1 read-only chart of accounts see get_chart_of_accounts.

WRITE: creates a real accounting account in the Holded chart of accounts (API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Contabilidad → Crear cuenta).

List treasury bank accounts (Holded API v2, official endpoint). Cursor-paginated.

Get a treasury bank account by ID (Holded API v2).

WRITE: creates a real treasury bank account in Holded (API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Crear cuenta).

WRITE: updates a treasury bank account in Holded (API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Actualizar cuenta).

DESTRUCTIVE: permanently deletes a treasury bank account in Holded (API v2). Prefer archive_bank_account to keep history. This cannot be undone.

WRITE: archives a treasury bank account in Holded (API v2). Reversible alternative to delete_bank_account.

List bank movements of a treasury account (Holded API v2, official endpoint — replaces the experimental internal banking tools). Cursor-paginated.

WRITE: creates a real bank movement in a treasury account (Holded API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Crear movimiento).

WRITE: reconciles a bank movement against documents/entries (Holded API v2, official endpoint — replaces the experimental reconcile_bank_transaction from the internal API when v2 is enabled). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Conciliar).

List cash movements of a treasury account (Holded API v2). Cursor-paginated. This endpoint applies to cash-type treasury accounts only; bank and card account types return 404.

List cashflow invoicing forecasts (Holded API v2). Cursor-paginated.

Get a cashflow invoicing forecast by ID (Holded API v2).

WRITE: creates an invoicing forecast in Holded cashflow (API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Previsiones).

WRITE: updates an invoicing forecast in Holded cashflow (API v2). data is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Previsiones).

DESTRUCTIVE: permanently deletes an invoicing forecast in Holded cashflow (API v2).