摘要
Holded:西班牙中小企业业务套件:联系人、销售和采购单据、产品、仓库、资金账户和 CRM 漏斗。REST API v1,API-key 认证。
引导式设置
2 分钟将 Holded 连接到 ChatGPT
开始 AnythingMCP Cloud 免费试用,在引导式设置中连接 Holded,再把你的 MCP URL 添加到 ChatGPT。无需代码,也无需自行运行服务器。
无需信用卡 · 7 天试用 · 提供自托管方案
ChatGPT 插件目录中的 AnythingMCP 插件可在 AnythingMCP Cloud 上回答有关企业数据库的问题(PostgreSQL、MySQL、SQL Server、Oracle、SAP HANA、SQLite、MongoDB,只读):打开插件页面 (在新标签页中打开)并点击 Install plugin。其他所有连接器都以自定义 MCP 服务器的方式添加到 ChatGPT,使用你的 AnythingMCP MCP URL。
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。
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:西班牙中小企业业务套件:联系人、销售和采购单据、产品、仓库、资金账户和 CRM 漏斗。REST API v1,API-key 认证。
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
- Sign in to Holded and open Configuración → Desarrolladores → API key (Settings → Developers).
- 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)
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
你的服务器 URL: 在 AnythingMCP 中打开 MCP Servers → 此连接器所在的服务器,复制它的 URL(
https://cloud.anythingmcp.com/mcp/…)。本指南中出现YOUR_SERVER_ID的地方都用它替换。
ChatGPT 在网页版的 Plugins 页面把 MCP 服务器添加为插件,仅付费套餐可用,不再需要开发者模式。在 Business 工作区中只有管理员和所有者可以添加;在 Enterprise 和 Edu 中,管理员可以授予 Create plugins with MCPs 权限。
- 前往 chatgpt.com/plugins,点击 Add,然后选择 Add custom MCP server。
- 填写名称,例如 Name:
Holded。 - 在 Connection 下的 Server URL 中填入
https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID,Authentication 保持为 OAuth。 - 选择 I understand and want to continue,然后点击 Create as a plugin。ChatGPT 提示时,登录 AnythingMCP 并允许访问。
- 在个人插件中安装这个新插件,然后在对话中输入 @ 并选择它。
可用工具
| Tool | What it does |
|---|---|
holded_list_contacts | List contacts — customers, suppliers, leads — with their name, NIF/CIF, e-mail, address and the type flags that say which role they hold |
holded_get_contact | Read one contact in full: tax data, billing address, payment terms, default VAT rate and the notes recorded against them |
holded_list_documents | List documents of one type — invoices, estimates, credit notes, purchase orders — with their number, date, contact, total and payment status |
holded_get_document | Read one document in full: every line with its quantity, price, discount and VAT, the totals, and the payments applied against it |
holded_list_products | List products and services with their SKU, name, price, cost, VAT rate and stock level |
holded_list_warehouses | List warehouses with their name and location, so a stock question can name the right one |
holded_list_treasury_accounts | List the treasury accounts (bank and cash) with their name, IBAN and current balance — the cash-position answer |
holded_list_funnels | List the CRM funnels with their stages, so a pipeline question knows which stages exist before asking about leads in them |
holded_list_leads | List 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 服务器吗? OpenAI 只为付费套餐提供自定义 MCP 服务器的说明,Free 套餐不在其列。
下一步
这份指南对你有帮助吗?