List all documents of a specific type with optional filters for date range, contact, payment status, approval, and sorting. Supports field filtering to reduce response size. NOTE: a document carries three INDEPENDENT and sometimes-conflicting flags — (1) the stored Paid/Pending badge status (set when the document is imported, NOT recomputed), (2) the real outstanding amount paymentsPending (the authoritative math), and (3) approval (filter with approved). A document can be badge-Paid, math-unpaid, and not-approved all at once, so check the flag you actually mean.

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, read directly from the document's paymentsDetail. 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 (e.g. an invoice dated last year that was paid this year). Returns { documentId, paymentsDetail }. Read-only.

Update an existing document

Delete a document

Register a payment for a document. IMPORTANT: this AUTO-APPROVES the document as a side effect (status 0→1) — Holded has no separate approve endpoint, and approval cannot be undone via the API. 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 /pay 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

Get the PDF of a document

Ship all items of a document

Ship specific items by line

Get shipped units by item for a document

Attach a file to a document

Update tracking information for a document

Update pipeline stage for a document

List available payment methods

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

Create a new contact

Get a specific contact by ID

Update an existing contact

Delete a contact

Get list of attachments for a contact

Get a specific attachment from a contact

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

Create a new product

Get a specific product by ID

Update an existing product

Delete a product

Get the main image of a product

List all images of a product

Get a secondary image of a product

Update stock quantity for a product

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

Create a new treasury account

Get a specific treasury account by ID. 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.

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

Get a single account by its Holded id. 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

Delete an expenses account

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

Create a new numbering serie

Update an existing numbering serie

Delete a numbering serie

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

Create a new sales channel

Get a specific sales channel by ID

Update an existing sales channel

Delete a sales channel

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

Create a new payment

Get a specific payment by ID

Update an existing payment. 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

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

Create a new contact group

Get a specific contact group by ID

Update an existing contact group

Delete a contact group

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

Get a specific remittance by ID

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

Create a new service

Get a specific service by ID

Update an existing service

Delete a service

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

Create a new warehouse

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

Get a specific warehouse by ID

Update an existing warehouse

Delete a warehouse

List time-tracking entries across all Holded projects (Projects API). Each project includes a timeTracking[] array of entries with duration (seconds), date (Unix seconds), user, and approved (0/1). Optionally filter by date range (YYYY-MM-DD, inclusive) and approved-only, and flatten into a single entry list with hours pre-computed. Read-only.

List time-tracking entries for a single Holded project (Projects API). Returns a one-element array holding the project and its filtered timeTracking[] entries; set flatten: true to get a flat list of entries with hours pre-computed instead. Supports the same date-range and approved-only filters as list_project_times. Read-only.

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

Get the full chart of accounts for the ACTIVE fiscal year (Accounting API). 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). Read-only.

Get the daily ledger (journal / asientos) between two Unix timestamps (Accounting API). 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. Range must not exceed 1 year. Set groupByEntry to nest lines into full double-entry entries with per-entry debit/credit totals. Read-only.