Holded MCP server for AI agents and assistants

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.

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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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TOOL ROUTER PLAYGROUND
Holded
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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/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

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

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["holded"],
  mcp: true,
});
Create a session scoped to Holded and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List all unpaid Holded invoices due this week",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Holded request
SETUP GUIDE

Connect Holded API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

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

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["holded"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Holded
3

Run Holded tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List all unpaid Holded invoices due this week" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Holded tool calls through the session, and print the final answer

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.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Holded connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

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

Create the key in your Holded account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Holded actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Holded at any time.

When you connect a Holded account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Holded as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Holded. If Holded lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Holded at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Holded connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Holded rejects the old key. Create a new key in Holded and reconnect the account from the Composio dashboard or by asking your agent to reconnect Holded. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Holded use. Paid plans add higher limits and team features. Your Holded plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Holded accounts).

With Composio, you connect Holded once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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