Holded MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Holded MCP or direct API to manage invoices, query contacts, organize tags, and review sales documents through natural language.

Holded logoHolded
Api Key

Holded is business management software for invoices, sales documents, services, contacts, groups, and tags. It helps teams keep finance and customer operations organized in one place.

10 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Holded action and event your agent gets out of the box.

Create Contact

Create a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.

Create Invoice

Create a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.

Delete Contact

Permanently delete one contact by ID; linked documents keep display text but lose the live contact association.

Delete Invoice

Permanently delete one invoice and its recorded payments; its document number is not reused.

Find Contacts

Find Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID.

Find Invoices

Find Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date.

Get Contact

Return the complete profile of one contact by its Holded contact ID.

Get Invoice

Return full details, lines, totals, and payment summary for one invoice by its Holded ID.

Update Contact

Safely change selected fields on a contact without clearing unspecified profile data.

Update Invoice

Safely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments.

SETUP GUIDE

Connect Holded MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK for Python or TypeScript
2

Initialize Client and Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
Import and initialize the Composio client, then create a Tool Router session for Holded
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'Create invoices for approved Holded sales orders'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent (Anthropic Claude or Mastra)
SETUP GUIDE

Connect Holded API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Holded Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'List all unpaid Holded invoices due this week'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Holded actions with your Agent

Why Use Composio?

AI Native Holded Integration

  • Supports both Holded MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable invoice, contact, and sales document actions
  • Rich coverage for reading, writing, and querying your Holded business data

Managed Auth

  • Secure API key handling without hard-coding Holded credentials in your agent code
  • Central place to manage, scope, and revoke Holded access
  • Per user and per environment credentials for safer finance workflows

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Clear schemas help agents understand Holded objects like invoices, contacts, services, tags, and groups
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Holded
  • Scoped, least privilege access to Holded resources
  • Full audit trail of agent actions to support finance review and compliance
FAQ

Frequently asked questions

Yes, Holded requires you to configure your own API key. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

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