Connector guide3-minute read9 MCP tools7 languages

Connect Holded to Claude 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

No credit card · 7-day trial · Self-host alternative available

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

7-day free trial · No credit card

  • 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

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.

Guided setup

Connect Holded to Claude in 2 minutes

Start a free trial on AnythingMCP Cloud, connect Holded in the guided setup, then add your MCP URL to Claude. No code and no server to run.

No credit card · 7-day trial · Self-host alternative available

AnythingMCP is listed in Claude's connector directory: add it to Claude in one click (opens in a new tab), then sign in and choose which MCP servers Claude may use.

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
Share
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 + Claude

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 Claude

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.

Recommended path — works on claude.ai web without editing any config file.

  1. In Claude, open Customize → Connectors.
  2. Click +, then Add custom connector.
  3. Enter a name, e.g. Holded, and the remote MCP server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID, then click Add.
  4. Click Connect and sign in to AnythingMCP (OAuth) to allow access.

All tools below appear in your chat — start typing prompts.

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 it work with Claude Code as well as Claude Desktop? Yes — point both at https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID.

Next steps

Was this guide helpful?

Connect Holded to Claude in 2 minutes

Start a free trial on AnythingMCP Cloud, connect Holded in the guided setup, then add your MCP URL to Claude. No code and no server to run.

Related guides