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@iamsamuelfraga/mcp-holded

v1.0.5

Published

MCP Server for Holded Invoice API

Readme

MCP Holded

A Model Context Protocol (MCP) server for the Holded Invoice API. This server allows AI assistants like Claude to interact with Holded's invoicing, contacts, products, and more.

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.

Total: 72 tools

Installation

Prerequisites

  • Node.js 18 or higher
  • A Holded account with API access
  • Your Holded API key (get it from Holded Settings > API)

Install from npm

npm install -g @iamsamuelfraga/mcp-holded

Install from source

git clone https://github.com/iamsamuelfraga/mcp-holded.git
cd mcp-holded
npm install
npm run build

Configuration

Environment Variable

Set your Holded API key:

export HOLDED_API_KEY=your_api_key_here

Claude 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", "@iamsamuelfraga/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 | |------|-------------| | invoice | Sales invoices | | salesreceipt | Sales receipts | | creditnote | Credit notes (refunds) | | receiptnote | Receipt notes | | estimate | Estimates/Quotes | | salesorder | Sales orders | | waybill | Packing lists | | proform | Proforma invoices | | purchase | Purchases | | purchaserefund | Purchase refunds | | purchaseorder | 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 dev

License

MIT

Author

Samuel Fraga

Links