Holded

Name: Holded
Author: energio-es

@energio-es

代码仓库

关于 Holded

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

#holded

基本信息

分类

其他

传输方式

stdio

发布者

energio-es

提交者

Andrei Baibaratsky

配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

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

工具

未检测到工具

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

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).

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