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Holded

@energio-es

Repository

About Holded

MCP server for Holded — invoicing, accounting, CRM, projects, and team

#holded

Basic information

Category

Other

Transports

stdio

Publisher

energio-es

Submitted by

Andrei Baibaratsky

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "holded": {
      "command": "npx",
      "args": [
        "-y",
        "@energio/holded-mcp"
      ],
      "env": {
        "HOLDED_API_KEY": "<YOUR_API_KEY>"
      }
    }
  }
}

Tools

No tools detected

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

What is Holded?

Holded is an MCP server that provides AI assistant access to the Holded business management platform. It enables CRUD operations across invoicing, CRM, projects, accounting, and team modules.

How to use Holded?

Install via npx with a Holded API key. Configure your MCP client (Claude Desktop, Cursor, VS Code, Windsurf, etc.) with the command npx -y @energio/holded-mcp and set the HOLDED_API_KEY environment variable. Optionally, use HOLDED_MODULES to load only specific modules. Run manually with npm start or npm run dev.

Key features of Holded

  • Full CRUD for invoices, estimates, purchases, and other documents
  • Manage contacts, contact groups, and product variants
  • Track project tasks, time tracking, and accounting ledgers
  • CRM leads, funnels, events, and bookings management
  • Employee management and team time tracking
  • Module selection via HOLDED_MODULES environment variable
  • Debug mode with HOLDED_DEBUG for troubleshooting

Use cases of Holded

  • Automate invoice creation, payment recording, and document sending
  • Manage customer contacts, sales funnels, and lead pipelines
  • Track project tasks and time entries for team productivity
  • Maintain accounting accounts and daily ledger entries
  • Control product stock levels across warehouses

FAQ from Holded

What runtime does Holded require?

Node.js >= 20 is required.

How do I get a Holded API key?

Get your API key from the Holded API Settings page at https://app.holded.com/api or go to Configuration (top bar) → API.

Which MCP clients are supported?

Holded works with any MCP‑compatible client. Setup examples are provided for Claude Desktop, Claude Code, Cursor, VS Code, and Windsurf.

Can I use only specific Holded modules?

Yes. Set the HOLDED_MODULES environment variable with a comma‑separated list from: invoicing, crm, projects, accounting, team. If omitted, all modules are enabled.

What transport protocol does Holded use?

Holded communicates via stdio using the Model Context Protocol (MCP).

Comments

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