Holded Mcp
Let your coding agent create invoices, sync CRM contacts, and query accounting or project data in Holded while you run your indie business.
Overview
Holded MCP is an MCP server for the Operate phase that exposes Holded invoicing, accounting, CRM, projects, and team APIs to your AI coding agent.
What is this MCP server?
- Stdio MCP via npx @energio/holded-mcp with HOLDED_API_KEY from Holded API settings
- Optional module gating with HOLDED_MODULES: invoicing, crm, projects, accounting, team (all on by default)
- Configurable rate limit (default 10 requests per second) and debug logging for API troubleshooting
- Covers invoicing, accounting, CRM, projects, and team in one Holded workspace integration
- Solo-builder friendly: agent can draft invoices or list customers without leaving the IDE
- Server version 1.5.0; npm package @energio/holded-mcp
- Five Holded module areas: invoicing, crm, projects, accounting, team
- Default API rate limit 10 requests per second via HOLDED_RATE_LIMIT_PER_SECOND
Community signal: 1 GitHub stars.
What problem does it solve?
You run your company in Holded but keep copying customer names, invoice lines, and project statuses into prompts by hand.
Who is it for?
Indie SaaS or agency founders who already pay for Holded and want agent-driven invoicing, CRM lookups, and lightweight accounting automation.
Skip if: Teams not on Holded, or builders who need deep payroll or multi-entity consolidation without using Holded’s native apps.
What do I get? / Deliverables
Your agent can list, create, and update Holded records through typed tools so billing and CRM work stays inside your development workflow.
- Agent-callable access to enabled Holded modules (invoicing, CRM, projects, accounting, team)
- Configurable module subset and rate-limited API access
- Debug-loggable Holded request traces when HOLDED_DEBUG=true
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Journey fit
Holded is day-to-day business operations—invoicing, books, CRM, and projects—after you are already building and shipping, which maps to running and refining how the business runs. Iterate fits recurring operational workflows (billing cycles, pipeline updates, project status) rather than one-off product build tasks.
How it compares
Holded API bridge via MCP, not a standalone bookkeeping skill or generic spreadsheet MCP.
Common Questions / FAQ
Who is Holded MCP for?
Solo builders and small teams on Holded who want their Claude Code or Cursor agent to manage invoices, CRM, projects, and accounting data programmatically.
When should I use Holded MCP?
Use it during Operate when you automate recurring billing, sync deal notes to CRM, or pull financial summaries while building internal tools or support scripts.
How do I add Holded MCP to my agent?
Add an MCP stdio entry that runs npx @energio/holded-mcp, set HOLDED_API_KEY from https://app.holded.com/api, and optionally HOLDED_MODULES and rate-limit env vars.