Holded MCP Server

A Model Context Protocol (MCP) server for integrating with the Holded API. This server provides comprehensive access to Holded's business management platform, including invoicing, accounting, CRM, projects, and team functionality.

Table of Contents

• Features
• Installation
• Configuration
• Usage
• Available Tools
• Document Types
• Response Formats
• Error Handling
• Performance
• Development
• Contributing
• License
• Support

Features

Invoicing Module

• Documents: Full CRUD operations for documents (invoices, estimates, purchases, etc.) plus pay, send, PDF export, tracking, and pipeline management
• Contacts: Full CRUD operations for contacts and contact groups
• Products: Manage products, variants, and stock levels
• Payments: Full CRUD operations for payments
• Numbering Series: Full CRUD operations for document numbering series
• Treasury: Create, list, and retrieve treasury/bank accounts
• Payment Methods: List available payment methods
• Expenses Accounts: Full CRUD operations for expenses accounts
• Sales Channels: Full CRUD operations for sales channels
• Services: Full CRUD operations for services
• Taxes: Get tax information and rates
• Warehouses: Full CRUD operations for warehouses

CRM Module

• Leads: Create, list, get, update, delete leads; manage stages, notes, and tasks
• Funnels: Full CRUD operations for sales funnels with custom stages
• Events: Full CRUD operations for CRM events
• Bookings: Full CRUD operations for bookings and manage locations

Projects Module

• Projects: Full CRUD operations for projects plus project summaries
• Tasks: Full CRUD operations for project tasks
• Time Tracking: Full CRUD operations for project time tracking entries

Accounting Module

• Accounts: List and create accounting accounts with prefix-based numbering
• Daily Ledger: List daily ledger entries and create accounting entries

Team Module

• Employees: Full CRUD operations for employees
• Time Tracking: List all time trackings, list by employee, get, create, update, and delete time tracking entries

Installation

Prerequisites

1. Node.js >= 20 (check with node --version)
2. Holded API Key - Get yours from Holded API Settings or go to Configuration (top bar) → API

Quick Start (npx)

The easiest way to use this MCP server is via npx - no installation or build required! Just configure your MCP client as shown below.

Setup for Claude Desktop

Add the following to your Claude Desktop configuration file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

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

Restart Claude Desktop to load the server.

Setup for Claude Code

Add the server with a single command:

claude mcp add holded -- npx -y @energio/holded-mcp

Then set the API key in your environment:

export HOLDED_API_KEY=your_api_key_here

Setup for Cursor

Add the following to your Cursor MCP settings file:

... View full README on GitHub