Descripción

Ask Claude what used to take you 3 hours to find in Holded. Get the answer in seconds.

Holded MCP connects Claude.ai directly to your Holded account. Treasury status, outstanding invoices, bank balances, payment alerts — all in plain language. No exports. No manual reports. No waiting.

Note: this is a Model Context Protocol (MCP) server that we host for you. Each tier includes a defined period of MCP server hosting (see tier details). After that period, hosting renewal applies.

The problem

«My financial data is in Holded. My thinking happens in Claude. Every time I want to connect the two, I’m exporting, formatting and copy-pasting. That’s not intelligence — that’s data entry.»

The solution

Holded MCP is a Model Context Protocol server that gives Claude direct read access to your Holded financial data. You ask in natural language. Claude reads your real data and answers.

Real usage examples

• «What’s our current treasury position?» → Real balance from your bank accounts in Holded
• «Which customers have outstanding invoices over 60 days?» → Live list from your AR
• «Are there any urgent payment alerts I should know about?» → Prioritized alert summary
• «Create a draft invoice for Acme Corp for €3,500 consulting services» → Done, in draft in Holded

The 8 included tools

• holded_treasury_report — Full treasury status with receivables, payables and bank balances
• holded_bank_balances — Live bank account balances
• holded_customer_invoices — Outstanding AR by customer, aging
• holded_supplier_bills — Outstanding AP, upcoming due dates
• holded_account_statement — Account ledger with opening balance and movements
• holded_alerts — Overdue payments, upcoming due dates, financial anomalies
• holded_create_invoice — Create customer invoices from natural language
• holded_health_check — Verify connection status between Claude and Holded

Requirements

• Active Holded account (any plan with API access)
• Claude.ai account (Pro recommended for best experience)
• 10-minute setup via our installation guide

Who it’s for

• Small business owners using Holded as their ERP/accounting software
• CFOs and financial controllers who want real-time access without logging into Holded
• Bookkeepers managing multiple Holded companies
• Spanish SMEs (Holded is heavily used in Spain)

FAQ

Is my Holded data safe? MCP servers read data from Holded’s API using your own API key. No data is stored on our servers. The connection is direct: Claude → your Holded account.

Does it write data to Holded? Only the holded_create_invoice tool writes to Holded, and only when you explicitly ask it to. All other tools are read-only.

What Holded plan do I need? Any Holded plan that includes API access. Check with Holded if unsure.

Is this the same as Holded’s own AI? No. This uses Claude (Anthropic) as the AI engine, with direct access to your financial data via MCP protocol.