holded-mcp

MCP server for the Holded ERP API. Gives LLMs (Claude, GPT, etc.) full access to your Holded account — invoicing, CRM, projects, team, and accounting.

Setup

1. Get your API key

Go to Holded > Settings > API and copy your API key. Docs

2. Install

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "holded": {
      "command": "npx",
      "args": ["-y", "holded-mcp"],
      "env": {
        "HOLDED_API_KEY": "your-api-key-here"
      }
    }
  }
}

Claude Code

claude mcp add holded -- npx -y holded-mcp

Then set the environment variable HOLDED_API_KEY in your shell.

Cursor

Add to .cursor/mcp.json:

{
  "mcpServers": {
    "holded": {
      "command": "npx",
      "args": ["-y", "holded-mcp"],
      "env": {
        "HOLDED_API_KEY": "your-api-key-here"
      }
    }
  }
}

Available Tools (136 total)

Invoicing (72 tools)

Contacts

| Tool | Description | |------|-------------| | list_contacts | List all contacts (filter by phone, mobile, customId) | | create_contact | Create a new contact (client, supplier, debtor, creditor, or lead) | | get_contact | Get a contact by ID | | update_contact | Update a contact | | delete_contact | Delete a contact | | list_contact_attachments | List attachments for a contact | | get_attachment | Get a specific attachment |

Products

| Tool | Description | |------|-------------| | list_products | List all products | | create_product | Create a new product | | get_product | Get a product by ID | | update_product | Update a product | | delete_product | Delete a product | | get_product_image | Get the main image of a product | | list_product_images | List all images of a product | | get_product_secondary_image | Get a secondary image by filename | | update_product_stock | Update product stock levels |

Services

| Tool | Description | |------|-------------| | list_services | List all services | | create_service | Create a new service | | get_service | Get a service by ID | | update_service | Update a service | | delete_service | Delete a service |

Documents

Supports 10 document types: invoice, salesreceipt, creditnote, salesorder, proform, waybill, estimate, purchase, purchaseorder, purchaserefund

| Tool | Description | |------|-------------| | list_documents | List documents by type (filter by date, contact, paid/billed status) | | create_document | Create a new document with line items | | get_document | Get a document by type and ID | | update_document | Update a document | | delete_document | Delete a document | | pay_document | Register a payment for a document | | send_document | Send a document by email | | get_document_pdf | Get the PDF of a document | | ship_all_items | Ship all items in a document | | ship_items_by_line | Ship specific items by line | | get_shipped_units | Get shipped units for a document | | attach_file_to_document | Attach a file to a document | | update_document_tracking | Update tracking info | | update_document_pipeline | Update document pipeline status | | list_payment_methods | List available payment methods |

Treasuries

| Tool | Description | |------|-------------| | list_treasuries | List treasury accounts | | create_treasury | Create a treasury account | | get_treasury | Get a treasury account |

Expenses Accounts

| Tool | Description | |------|-------------| | list_expenses_accounts | List expenses accounts | | create_expenses_account | Create an expenses account | | get_expenses_account | Get an expenses account | | update_expenses_account | Update an expenses account | | delete_expenses_account | Delete an expenses account |

Numbering Series

| Tool | Description | |------|-------------| | list_numbering_series | List numbering series (filter by document type) | | create_numbering_series | Create a numbering series | | update_numbering_series | Update a numbering series | | delete_numbering_series | Delete a numbering series |

Sales Channels

| Tool | Description | |------|-------------| | list_sales_channels | List sales channels | | create_sales_channel | Create a sales channel | | get_sales_channel | Get a sales channel | | update_sales_channel | Update a sales channel | | delete_sales_channel | Delete a sales channel |

Warehouses

| Tool | Description | |------|-------------| | list_warehouses | List warehouses | | create_warehouse | Create a warehouse | | list_products_stock | List product stock across warehouses | | get_warehouse | Get a warehouse | | update_warehouse | Update a warehouse | | delete_warehouse | Delete a warehouse |

Payments

| Tool | Description | |------|-------------| | list_payments | List payments | | create_payment | Create a payment | | get_payment | Get a payment | | update_payment | Update a payment | | delete_payment | Delete a payment |

Taxes

| Tool | Description | |------|-------------| | get_taxes | Get all tax configurations |

Contact Groups

| Tool | Description | |------|-------------| | list_contact_groups | List contact groups | | create_contact_group | Create a contact group | | get_contact_group | Get a contact group | | update_contact_group | Update a contact group | | delete_contact_group | Delete a contact group |

Remittances

| Tool | Description | |------|-------------| | list_remittances | List remittances | | get_remittance | Get a remittance |

CRM (29 tools)

Funnels

| Tool | Description | |------|-------------| | list_funnels | List all sales funnels | | create_funnel | Create a funnel | | get_funnel | Get a funnel | | update_funnel | Update a funnel | | delete_funnel | Delete a funnel |

Leads

| Tool | Description | |------|-------------| | list_leads | List all leads | | create_lead | Create a new lead | | get_lead | Get a lead | | update_lead | Update a lead | | delete_lead | Delete a lead | | create_lead_note | Add a note to a lead | | update_lead_note | Update a lead note | | create_lead_task | Add a task to a lead | | update_lead_task | Update a lead task | | delete_lead_task | Delete a lead task | | update_lead_date | Update a lead's creation date | | update_lead_stage | Move a lead to a different pipeline stage |

Events

| Tool | Description | |------|-------------| | list_events | List all events | | create_event | Create an event | | get_event | Get an event | | update_event | Update an event | | delete_event | Delete an event |

Bookings

| Tool | Description | |------|-------------| | list_booking_locations | List booking locations | | get_booking_slots | Get available slots for a location | | list_bookings | List all bookings | | create_booking | Create a booking | | get_booking | Get a booking | | update_booking | Update a booking | | cancel_booking | Cancel a booking |

Projects (16 tools)

Projects

| Tool | Description | |------|-------------| | list_projects | List all projects | | create_project | Create a project | | get_project | Get a project | | update_project | Update a project | | delete_project | Delete a project | | get_project_summary | Get project summary (budget, time, costs) |

Tasks

| Tool | Description | |------|-------------| | list_tasks | List all tasks | | create_task | Create a task | | get_task | Get a task | | delete_task | Delete a task |

Time Tracking

| Tool | Description | |------|-------------| | list_project_times | List time entries for a project | | create_project_time | Log time to a project | | get_project_time | Get a time entry | | update_project_time | Update a time entry | | delete_project_time | Delete a time entry | | list_all_times | List all time entries across projects |

Team (15 tools)

Employees

| Tool | Description | |------|-------------| | list_employees | List all employees (paginated, 500 per page) | | create_employee | Create an employee | | get_employee | Get an employee | | update_employee | Update an employee | | delete_employee | Delete an employee |

Time Tracking

| Tool | Description | |------|-------------| | list_time_trackings | List all time trackings | | get_time_tracking | Get a time tracking entry | | update_time_tracking | Update a time tracking entry | | delete_time_tracking | Delete a time tracking entry | | list_employee_times | List time trackings for an employee | | create_employee_time | Create a time tracking for an employee | | employee_clock_in | Clock in an employee | | employee_clock_out | Clock out an employee | | employee_pause | Pause an employee's time tracking | | employee_unpause | Unpause an employee's time tracking |

Accounting (4 tools)

| Tool | Description | |------|-------------| | list_daily_ledger | List all journal entries | | create_daily_ledger_entry | Create a journal entry | | list_accounts | List all accounts in the chart of accounts | | create_account | Create a new accounting account |

Development

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

Run locally:

HOLDED_API_KEY=your-key node dist/index.js

License

MIT