Connector guide3-minute read9 MCP tools7 languages

Connect Holded to ChatGPT via MCP

Holded — the Spanish SMB business suite: contacts, sales and purchase documents, products, warehouses, treasury accounts and CRM funnels. REST API v1, API-key auth.

HCBy HelpCode teamUpdated 3 min read Open-source on GitHub

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Holded

Holded

Holded — the Spanish SMB business suite: contacts, sales and purchase documents, products, warehouses, treasury accounts and CRM funnels. REST API v1, API-key auth.

tools

9

Region

ES

Category

Accounting

Authentication

API Key

Required env vars

HOLDED_API_KEY
Install in one click on Cloud

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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the Holded in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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AnythingMCP's plugin in ChatGPT's directory answers questions from your company databases on AnythingMCP Cloud (PostgreSQL, MySQL, SQL Server, Oracle, SAP HANA, SQLite, MongoDB, read-only): open the listing (opens in a new tab) and click Install plugin. Every other connector is added to ChatGPT as a custom MCP server with your AnythingMCP MCP URL.

Summary

Holded — the Spanish SMB business suite: contacts, sales and purchase documents, products, warehouses, treasury accounts and CRM funnels. REST API v1, API-key auth.

Try asking

Example prompts for Holded

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

Holded · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Holded, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

Holded + ChatGPT

Holded — the Spanish SMB business suite: contacts, sales and purchase documents, products, warehouses, treasury accounts and CRM funnels. REST API v1, API-key auth.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

HOLDED_API_KEY

Step 1 — Get credentials

Getting a key

  1. Sign in to Holded and open Configuración → Desarrolladores → API key (Settings → Developers).
  2. Generate a key and put it in HOLDED_API_KEY. The key belongs to the account, not to a user, and carries full access to every module you have subscribed to — treat it as a password.

The key travels in a key header. Not Authorization, not a query parameter. Holded's own documentation calls it simply key.

This adapter uses Holded's v1 API (/api/invoicing/v1, /api/crm/v1), which is still served. Holded's current developer site documents a newer v2 API with Authorization: Bearer and different paths; this adapter does not use it.

…(continued in the in-app connector instructions)

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in ChatGPT

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

ChatGPT adds MCP servers as plugins on its Plugins page, on the web and on paid plans. Developer mode is no longer needed. In a Business workspace only admins and owners can add one; in Enterprise and Edu an admin can grant the Create plugins with MCPs permission.

  1. Go to chatgpt.com/plugins, click Add, then Add custom MCP server.
  2. Enter a name, e.g. Name: Holded.
  3. Under Connection, enter the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID and keep Authentication on OAuth.
  4. Select I understand and want to continue, then Create as a plugin. When ChatGPT asks, sign in to AnythingMCP and allow access.
  5. Install the new plugin from your personal plugins, then type @ in a chat and pick it.

Available tools

ToolWhat it does
holded_list_contactsList contacts — customers, suppliers, leads — with their name, NIF/CIF, e-mail, address and the type flags that say which role they hold
holded_get_contactRead one contact in full: tax data, billing address, payment terms, default VAT rate and the notes recorded against them
holded_list_documentsList documents of one type — invoices, estimates, credit notes, purchase orders — with their number, date, contact, total and payment status
holded_get_documentRead one document in full: every line with its quantity, price, discount and VAT, the totals, and the payments applied against it
holded_list_productsList products and services with their SKU, name, price, cost, VAT rate and stock level
holded_list_warehousesList warehouses with their name and location, so a stock question can name the right one
holded_list_treasury_accountsList the treasury accounts (bank and cash) with their name, IBAN and current balance — the cash-position answer
holded_list_funnelsList the CRM funnels with their stages, so a pipeline question knows which stages exist before asking about leads in them
holded_list_leadsList CRM leads with their name, contact, value, funnel stage and expected close date — the sales-pipeline view

FAQ

Does the free ChatGPT plan work with custom MCP servers? OpenAI documents custom MCP servers for paid plans only; the Free plan is not on its list.

Next steps

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