Connector guide2-minute read9 MCP toolsEN · DE · IT

如何将 Holded 连接到 ChatGPT — 通过 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 team更新于 2 min read 在 GitHub 开源

无需信用卡 · 7 天试用 · 提供自托管方案

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.

个工具

9

区域

ES

类别

Accounting

身份验证

API Key

所需环境变量

HOLDED_API_KEY
在 Cloud 上一键安装

7 天免费试用 · 无需信用卡

  • 7 天免费试用
    无需信用卡
  • GDPR & SOC 2 ready
    数据驻留欧盟,审计日志
  • 在 GitHub 开源
    开源 · AGPL-3.0
  • 支持 ChatGPT、Claude、Gemini
    任何兼容 MCP 的客户端

跳过安装。2 分钟内即可运行。

cloud.anythingmcp.com 开始免费试用,一键添加 Holded,然后将你的 AI 客户端(Claude、ChatGPT、Copilot 或 Cursor)指向生成的 MCP 端点。无需 Docker,无需 git clone,无需任何工程经验。

开始免费试用

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.

试试这样问

Holded 的示例提示

点击任意提示即可复制,然后粘贴到 Claude、ChatGPT、Cursor、Gemini、Copilot 或 OpenClaw 中,在该连接器上运行。

Holded · 通过 MCP 实时
分享
Opus 4.7

Claude 是 AI,可能会出错。请核对回答。

💡 无需安装? 直接使用 cloud.anythingmcp.com 登录、点击 Connectors → Holded、粘贴凭证、生成 MCP API key — 完成。无 Docker、无 git clone、无本地服务器。

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.

前提条件

完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:

HOLDED_API_KEY

步骤 1 — 获取凭证

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.

…(continued in the in-app connector instructions)

步骤 2 — 安装 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

步骤 3 — 在 ChatGPT 中添加连接器

ChatGPT 通过 Connectors 功能 (Plus / Pro / Team / Enterprise 套餐) 支持 MCP 服务器。免费套餐不支持自定义连接器。

  1. 打开 ChatGPT → Settings → Connectors (或点击 composer 中的 🔧 图标 → Manage connectors)。
  2. 点击 "Add custom connector"
  3. 填入:
    • Name: Holded
    • MCP server URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → 粘贴 MCP API key
  4. 点击 Connect

可用工具

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

ChatGPT 免费套餐能用自定义 MCP Connectors 吗? 不能 — 需要 Plus、Pro、Team 或 Enterprise。

下一步

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