Integration · Accounting

Connect Claude & ChatGPT to Holded

Ask your AI which invoices are unpaid, what a customer has bought, or to create and send an invoice or estimate in Holded. It can create and update contacts and products, record payments, read sales orders and purchase invoices, and work with your CRM leads. Everyday sales questions get answered without clicking through the app.

Connect Holded free

Free plan, no credit card. Takes about a minute.

Try asking

“Which invoices for Acme are still unpaid?”
The AI finds the contact, then lists that customer's invoices filtered by status, with totals and due dates.
“Create an invoice for Nordic Foods: 10 hours of consulting at 80 EUR.”
It looks up the contact ID and creates the invoice with one line holding units, price and tax.
“Email invoice F240031 to the customer.”
It finds the invoice by its number and sends it to the email address you give. This is a real email to the customer.

What your AI can do

Invoices and estimates

Create, update and send invoices and estimates, find invoices by number, and record payments received.

Contacts and products

Search, create and update customers, suppliers and products, with tax IDs, addresses, prices and stock.

Orders, purchases and CRM

Read and create sales orders, read purchase invoices from suppliers, and create, update and add notes to CRM leads.

“Invoice F240031 was paid today into our main bank account.”
It records the payment on the invoice with amount, date and treasury account. It is only recorded in Holded, no money is moved.
“Make an estimate for Acme for the website project and send it to their contact.”
It creates the estimate with the lines you describe and emails it to the address you choose.
“Which deals in our sales funnel are worth the most right now?”
It lists your CRM leads with funnel, stage, value and contact, and can add a note to a lead.

356 tools for Holded

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_lead_noteChanges dataAdd a note to a CRM lead by `lead_id` with a `title` and `description`.
approve_credit_noteVisible to othersApprove a credit note (credit note id). Has effects visible outside this system.
approve_invoiceDeletesApprove a invoice. Destructive action; may require approval. API summary: Bulk approve invoices.
approve_invoice_approveVisible to othersApprove a invoice (invoice id). Has effects visible outside this system. API summary: Approve an invoice.
approve_messageVisible to othersApprove a message (receipt note id). Has effects visible outside this system. API summary: Approve a receipt note.
approve_orderVisible to othersApprove a order (purchase order id). Has effects visible outside this system. API summary: Approve a purchase order.
approve_order_approveVisible to othersApprove a order (sales order id). Has effects visible outside this system. API summary: Approve a sales order.
approve_order_approve_purchaseVisible to othersApprove a order (purchase id). Has effects visible outside this system. API summary: Approve a purchase.
approve_payslipVisible to othersApprove a payslip (payslip id). Has effects visible outside this system.
approve_proformaVisible to othersApprove a proforma (proforma id). Has effects visible outside this system.
approve_quoteVisible to othersAccept a quote (estimate id). Has effects visible outside this system. API summary: Accept an estimate.
approve_quote_approveVisible to othersApprove a quote (estimate id). Has effects visible outside this system. API summary: Approve an estimate.
approve_sales_receiptVisible to othersApprove a sales receipt (sales receipt id). Has effects visible outside this system.
approve_shipmentVisible to othersApprove a shipment (purchase shipment id). Has effects visible outside this system. API summary: Approve a purchase shipment.
approve_waybillVisible to othersApprove a waybill (waybill id). Has effects visible outside this system.
archive_accountVisible to othersArchive a account (account id). Has effects visible outside this system. API summary: Archive a banking account.
archive_webhookDeletesDisable a webhook (webhook id). Destructive action; may require approval.
attach_document_to_contactChanges dataAttach a document (contact id). API summary: Attach a file to a contact.
attach_document_to_credit_noteChanges dataAttach a document (credit note id). API summary: Attach a file to a credit note.
attach_document_to_invoiceChanges dataAttach a document (invoice id). API summary: Attach a file to an invoice.
attach_document_to_messageChanges dataAttach a document (receipt note id). API summary: Attach a file to a receipt note.
attach_document_to_orderChanges dataAttach a document (purchase order id). API summary: Attach a file to a purchase order.
attach_document_to_order_attach_purchase_fileChanges dataAttach a document (purchase id). API summary: Attach a file to a purchase.
attach_document_to_order_attach_sales_order_fileChanges dataAttach a document (sales order id). API summary: Attach a file to a sales order.
attach_document_to_proformaChanges dataAttach a document (proforma id). API summary: Attach a file to a proforma.
attach_document_to_quoteChanges dataAttach a document (estimate id). API summary: Attach a file to an estimate.
attach_document_to_sales_receiptChanges dataAttach a document (sales receipt id). API summary: Attach a file to a sales receipt.
attach_document_to_waybillChanges dataAttach a document (waybill id). API summary: Attach a file to a waybill.
attach_inboxChanges dataAttach a inbox (incoming document id). API summary: Attach incoming document to a document.
cancel_an_invoiceDeletesCancel a invoice (invoice id). Destructive action; may require approval. API summary: Cancel an invoice.
cancel_invoiceMoves moneyCancel a invoice. Financial or irreversible action; may require approval. API summary: Bulk cancel invoices.
create_a_banking_accountChanges dataCreate a new account. Required: name or type. Search accounts first to avoid duplicates. API summary: Create a banking account.
create_a_contact_groupChanges dataCreate a new contact. Required: name. Search contacts first to avoid duplicates. API summary: Create a contact group.
create_a_paymentChanges dataCreate a new payment. Required: type, amount or date. API summary: Create a payment.
create_a_production_orderChanges dataCreate a new order. Required: manufactured product. API summary: Create a production order.
create_a_purchaseChanges dataCreate a new order. Required: contact id or items. API summary: Create a purchase.
create_a_recurring_invoiceChanges dataCreate a new invoice. Required: contact id, periodicity or items. Search invoices first to avoid duplicates. API summary: Create a recurring invoice.
create_a_time_entry_for_a_projectChanges dataCreate a new project for a project. Required: duration. API summary: Create a time entry for a project.
create_accountChanges dataCreate a new account. Required: prefix or name. Search accounts first to avoid duplicates. API summary: Create an accounting account.
create_account_bank_movementChanges dataCreate a new bank movement for a account. Required: body. API summary: Create one or multiple manual bank movements.
create_an_expenses_accountChanges dataCreate a new account. Required: name or account num. Search accounts first to avoid duplicates. API summary: Create an expenses account.
create_bank_movement_reconcileChanges dataCreate a new reconcile for a bank movement. API summary: Reconcile a bank movement.
create_bookingChanges dataCreate a new booking. Required: location id, service id, date time or language. API summary: Create a booking.
create_bulk_archiveVisible to othersCreate a new bulk archive. Required: contact ids. Has effects visible outside this system. API summary: Bulk archive contacts.
create_bulk_deleteVisible to othersCreate a new bulk delete. Required: contact ids. Has effects visible outside this system. API summary: Bulk delete contacts.
create_contactChanges dataCreate a contact with a `name` and optional email, phone, tax ID (`code`/`vat_number`), `type` (client, supplier, etc.) and `bill_address`. Search first to avoid duplicates.
create_convertChanges dataCreate a new convert. Required: source type, source id or target type. API summary: Convert a document to another type.
create_credit_noteChanges dataCreate a new credit note. Required: contact id or items. API summary: Create a credit note.
create_credit_note_paymentChanges dataCreate a new payment for a credit note. API summary: Create a payment for a credit note.
create_employeeChanges dataCreate a new employee. Required: name, last name or email. Search employees first to avoid duplicates. API summary: Create an employee.
create_employee_clock_inChanges dataCreate a new clock in for a employee. API summary: Clock in an employee.
create_employee_clock_outChanges dataCreate a new clock out for a employee. API summary: Clock out an employee.
create_employee_pauseChanges dataCreate a new pause for a employee. API summary: Pause an employee time session.
create_employee_timeChanges dataCreate a new time for a employee. Required: start at or end at. API summary: Create a time entry for an employee.
create_employee_time_offChanges dataCreate a new time off for a employee. Required: time off type id, start date or end date. API summary: Create a time off request (absence / holiday).
create_employee_unpauseChanges dataCreate a new unpause for a employee. API summary: Resume an employee time session.
create_estimateChanges dataCreate an estimate (quote) for `contact_id` with `items`, optional date, due date, notes and currency.
create_eventChanges dataCreate a new event. Required: name or start date. API summary: Create an event.
create_funnelChanges dataCreate a new funnel. Required: name. API summary: Create a funnel.
create_invoiceChanges dataCreate a sales invoice for `contact_id` with `items` (name, units, price, tax), optional date, due date, notes and currency.
create_invoice_skipChanges dataCreate a new skip for a invoice. Required: date. API summary: Skip a recurring invoice occurrence.
create_invoicing_forecastChanges dataCreate a new invoicing forecast. Required: related document id, related document type, issue date, due date, amount or percentage. API summary: Create an invoicing forecast.
create_journal_entryChanges dataCreate a new journal entry. Required: date or lines. API summary: Create a ledger entry.
create_leadChanges dataCreate a CRM lead with `name`, `funnel_id` and `contact_id`, plus optional value, stage and due date.
create_lead_taskChanges dataCreate a new task for a lead. Required: name. API summary: Create a lead task.
create_messageChanges dataCreate a new message. Required: items. API summary: Create a receipt note.
create_message_paymentChanges dataCreate a new payment for a message. API summary: Create a payment for a receipt note.
create_orderChanges dataCreate a new order. Required: contact id or items. API summary: Create a purchase order.
create_order_paymentChanges dataCreate a new payment for a order. Required: amount. API summary: Create a payment for a purchase.
create_order_receiveChanges dataCreate a new receive for a order. Required: items. API summary: Receive units of a purchase order.
create_paymentChanges dataCreate a new payment. Required: name. API summary: Create a payment method.
create_payslipChanges dataCreate a new payslip. Required: employee ids or liquidation period start date. API summary: Create payslips in bulk.
create_payslip_paymentChanges dataCreate a new payment for a payslip. API summary: Create a payment for a payslip.
create_price_listChanges dataCreate a new price list. Required: name. API summary: Create a price list.
create_productChanges dataCreate a product with `name`, `kind` (simple, variants, pack, etc.), and the flags `for_sale`, `for_purchase` and `has_stock`; optional SKU, price, cost and taxes.
create_proformaChanges dataCreate a new proforma. Required: contact id or items. API summary: Create a proforma.
create_projectChanges dataCreate a new project. Required: name. API summary: Create a project.
create_salary_recordChanges dataCreate a new salary record. Required: employee id, date or accounting account id. API summary: Create a salary record.
create_sales_channelChanges dataCreate a new sales channel. Required: name or account num. API summary: Create a sales channel.
create_sales_orderChanges dataCreate a sales order for `contact_id` with `items`, optional date, notes and warehouse.
create_sales_receiptChanges dataCreate a new sales receipt. Required: items. API summary: Create a sales receipt.
create_sales_receipt_paymentChanges dataCreate a new payment for a sales receipt. API summary: Create a payment for a sales receipt.
create_serviceChanges dataCreate a new service. Required: name. API summary: Create a service.
create_shipmentChanges dataCreate a new shipment. Required: contact id or items. API summary: Create a purchase shipment.
create_tagChanges dataCreate a new tag. Required: name. API summary: Create a tag.
create_taskChanges dataCreate a new task. Required: project id or name. API summary: Create a task.
create_warehouseChanges dataCreate a new warehouse. Required: name. API summary: Create a warehouse.
create_waybillChanges dataCreate a new waybill. Required: contact id or items. API summary: Create a waybill.
create_webhookDeletesCreate a new webhook. Required: url or events. Destructive action; may require approval. API summary: Create a webhook.
delete_a_banking_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Delete a banking account.
delete_a_contact_groupDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete a contact group.
delete_a_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval.
delete_a_production_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete a production order.
delete_a_project_time_entryDeletesPermanently delete a project by project id 2. Destructive action; may require approval. API summary: Delete a project time entry.
delete_a_purchaseDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete a purchase.
delete_a_recurring_invoiceDeletesPermanently delete a invoice by invoice recurring id. Destructive action; may require approval. API summary: Delete a recurring invoice.
delete_a_sales_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete a sales order.
delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Delete an expenses account.
delete_an_employee_time_entryDeletesPermanently delete a employee by time id. Destructive action; may require approval. API summary: Delete an employee time entry.
delete_bookingDeletesPermanently delete a booking by booking id. Destructive action; may require approval. API summary: Cancel a booking.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_credit_noteDeletesPermanently delete a credit note by credit note id. Destructive action; may require approval.
delete_employeeDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Delete an employee.
delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Delete an event.
delete_funnelDeletesPermanently delete a funnel by funnel id. Destructive action; may require approval.
delete_inboxDeletesPermanently delete a inbox by incoming document id. Destructive action; may require approval. API summary: Delete an incoming document.
delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete an invoice.
delete_invoicesMoves moneyPermanently delete a invoice. Financial or irreversible action; may require approval. API summary: Bulk delete invoices.
delete_invoicing_forecastDeletesPermanently delete a invoicing forecast by forecast id. Destructive action; may require approval. API summary: Delete an invoicing forecast.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval.
delete_lead_tasksMoves moneyPermanently delete a task by lead id. Financial or irreversible action; may require approval. API summary: Delete a lead task.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a receipt note.
delete_numbering_seriesDeletesPermanently delete a numbering series by numbering series id. Destructive action; may require approval.
delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete a purchase order.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete a payment method.
delete_payslipDeletesPermanently delete a payslip by payslip id. Destructive action; may require approval.
delete_payslip_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete a payment from a payslip.
delete_price_listDeletesPermanently delete a price list by price list id. Destructive action; may require approval.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval.
delete_proformaDeletesPermanently delete a proforma by proforma id. Destructive action; may require approval.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval.
delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete an estimate.
delete_salary_recordDeletesPermanently delete a salary record by salary record id. Destructive action; may require approval.
delete_sales_channelDeletesPermanently delete a sales channel by sales channel id. Destructive action; may require approval.
delete_sales_receiptDeletesPermanently delete a sales receipt by sales receipt id. Destructive action; may require approval.
delete_serviceDeletesPermanently delete a service by service id. Destructive action; may require approval.
delete_shipmentDeletesPermanently delete a shipment by shipment id. Destructive action; may require approval. API summary: Delete a purchase shipment.
delete_tagDeletesPermanently delete a tag by tag. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
delete_warehouseDeletesPermanently delete a warehouse by warehouse id. Destructive action; may require approval.
delete_waybillDeletesPermanently delete a waybill by waybill id. Destructive action; may require approval.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
download_credit_note_pdfDownload the pdf document for a credit note. API summary: Get credit note PDF.
download_documentDownload the document for a document. API summary: Download a file from an inbox document.
download_invoice_pdfDownload the pdf document for a invoice. API summary: Get invoice PDF.
download_message_pdfDownload the pdf document for a message. API summary: Get receipt note PDF.
download_order_pdfDownload the pdf document for a order. API summary: Get purchase order PDF.
download_payslip_pdfDownload the pdf document for a payslip. API summary: Download a payslip PDF.
download_proforma_pdfDownload the pdf document for a proforma. API summary: Get proforma PDF.
download_quote_pdfDownload the pdf document for a quote. API summary: Get estimate PDF.
download_salary_record_pdfDownload the pdf document for a salary record. API summary: Download a salary record PDF.
download_sales_receipt_pdfDownload the pdf document for a sales receipt. API summary: Get sales receipt PDF.
download_waybill_pdfDownload the pdf document for a waybill. API summary: Get waybill PDF.
export_inboxesChanges dataExport inboxes. API summary: Convert incoming document into a purchase document.
find_invoice_by_numberFind an invoice by its `document_number` (the invoice number shown to the customer).
get_a_banking_account_by_idGet one account by account id. API summary: Get a banking account by ID.
get_a_contact_groupGet one contact by contact id. API summary: Get a contact group.
get_a_payment_by_idGet one payment by payment id. API summary: Get a payment by ID.
get_a_production_orderGet one order by order id. API summary: Get a production order.
get_a_project_time_entryGet one project for a project by project id 2. API summary: Get a project time entry.
get_a_recurring_invoiceGet one invoice by invoice recurring id. API summary: Get a recurring invoice.
get_accountGet one account by account id. API summary: Get an expenses account by ID.
get_an_employee_time_entryGet one employee by time id. API summary: Get an employee time entry.
get_bookingGet one booking by booking id. API summary: Get a booking by ID.
get_contactGet one contact by `contact_id`, including tax ID, addresses, email, phone and default settings.
get_contact_documentGet one document for a contact by filename. API summary: Get a contact attachment.
get_credit_noteGet one credit note by credit note id. API summary: Get a credit note.
get_credit_note_documentGet one document for a credit note by document id. API summary: Get credit note attachment.
get_employeeGet one employee by employee id. API summary: Get an employee.
get_employee_time_offGet one time off for a employee by time off id. API summary: Get a time off request (absence / holiday).
get_estimateGet one estimate by `quote_id`, with lines, totals and status.
get_eventGet one event by event id. API summary: Get an event by ID.
get_funnelGet one funnel by funnel id. API summary: Get a funnel.
get_inboxGet one inbox by incoming document id. API summary: Get an incoming document by ID.
get_inbox_documentGet one document for a inbox by filename. API summary: Get a processed thumbnail of a file from an inbox document.
get_invoiceGet one invoice by `invoice_id`, with lines, totals, taxes, status and payments.
get_invoice_documentGet one document for a invoice by document id. API summary: Get invoice attachment.
get_invoicing_forecastGet one invoicing forecast by forecast id. API summary: Get an invoicing forecast.
get_journal_entryGet one journal entry by journal entry id. API summary: Get a ledger entry.
get_leadGet one CRM lead by `lead_id`, with stage, value, notes and tasks.
get_messageGet one message by message id. API summary: Get a receipt note.
get_message_documentGet one document for a message by document id. API summary: Get receipt note attachment.
get_numbering_seriesGet one numbering series by type. API summary: List numbering series by document type.
get_orderGet one order by order id. API summary: Get a purchase order.
get_order_documentGet one document for a order by document id. API summary: Get purchase order attachment.
get_order_statusChanges dataGet the current status of a order by sales order id. API summary: Update sales order tracking information.
get_paymentGet one payment by payment id. API summary: Get a payment method by ID.
get_payslipGet one payslip by payslip id. API summary: Get a payslip.
get_price_listGet one price list by price list id. API summary: Get a price list by ID.
get_productGet one product by `product_id`, with SKU, prices, taxes and stock.
get_product_imageGet one image for a product by image id. API summary: Get a product image by ID.
get_proformaGet one proforma by proforma id. API summary: Get a proforma.
get_proforma_documentGet one document for a proforma by document id. API summary: Get proforma attachment.
get_projectGet one project by project id. API summary: Get a project.
get_purchaseGet one purchase invoice by its ID (passed as `order_id`), with lines, totals and payment status.
get_purchase_attachmentGet one document for a order by document id. API summary: Get purchase attachment.
get_quote_documentGet one document for a quote by document id. API summary: Get estimate attachment.
get_refundGet one refund by purchase refund id. API summary: Get a purchase refund.
get_remittanceGet one remittance by remittance id. API summary: Get a remittance.
get_salary_recordGet one salary record by salary record id. API summary: Get a salary record.
get_sales_channelGet one sales channel by sales channel id. API summary: Get a sales channel by ID.
get_sales_orderGet one sales order by `order_id`, with lines, totals and status.
get_sales_order_attachmentGet one document for a order by document id. API summary: Get sales order attachment.
get_sales_order_pdfDownload the pdf document for a order. API summary: Get sales order PDF.
get_sales_receiptGet one sales receipt by sales receipt id. API summary: Get a sales receipt.
get_sales_receipt_documentGet one document for a sales receipt by document id. API summary: Get sales receipt attachment.
get_serviceGet one service by service id. API summary: Get a service.
get_shipmentGet one shipment by shipment id. API summary: Get a purchase shipment.
get_shipped_items_for_a_sales_orderList products for a order. API summary: Get shipped items for a sales order.
get_taskGet one task by task id. API summary: Get a task.
get_usageGet one usage by type. API summary: Get API usage by type.
get_warehouseGet one warehouse by warehouse id. API summary: Get a warehouse by ID.
get_waybillGet one waybill by waybill id. API summary: Get a waybill.
get_waybill_documentGet one document for a waybill by document id. API summary: Get waybill attachment.
get_waybill_statusChanges dataGet the current status of a waybill by waybill id. API summary: Update waybill tracking information.
get_webhookGet one webhook by webhook id. API summary: Get a webhook.
list_account_bank_movementsList bank movements for a account. Optional filters: start date, end date or status. Results are paginated. API summary: List banking account movements.
list_account_cash_movementsList cash movements for a account. Optional filters: start date or end date. Results are paginated. API summary: List banking account cash movements.
list_accountsList accounts. API summary: List all expenses accounts.
list_address_slotsList slots for a address. Optional filters: service id or day. API summary: Get available slots for a location.
list_addressesList addresses. API summary: List all booking locations.
list_banking_accountsList accounts. Optional filters: type or archived. Results are paginated. API summary: List banking accounts.
list_bookingsList bookings. Optional filters: start date, end date, service id, sort field or sort order. Results are paginated. API summary: List all bookings.
list_contact_documentsList documents for a contact. API summary: List contact attachments.
list_contact_portal_linksList portal links for a contact. API summary: Get client portal link for a contact.
list_contactsList contacts (customers, suppliers, leads), optionally filtered by `email`, `phone`, `mobile`, `code` (tax ID) or `custom_id`.
list_contacts_2List contacts. Results are paginated. API summary: List contact groups.
list_credit_note_documentsList documents for a credit note. API summary: List credit note attachments.
list_credit_notesList credit notes. Optional filters: contact id, status, start date, end date, sort or approval status. Results are paginated.
list_employee_contractsList contracts for a employee. API summary: Get active contract.
list_employee_time_offsList time offs for a employee. Optional filters: start date from, start date to, status or time off type id. Results are paginated. API summary: List time off requests for an employee (absences / holidays).
list_employee_timesList times for a employee. Optional filters: start date or end date. Results are paginated. API summary: List time entries for an employee.
list_employeesList employees. Results are paginated. API summary: List all employee time entries.
list_estimatesList estimates (quotes), filtered by `contact_id`, `status` or date range.
list_eventsList events. Results are paginated. API summary: List all events.
list_form_dataList form data. API summary: Get salary record form data.
list_funnelsList funnels. Results are paginated. API summary: List all funnels.
list_goalsList goals. Optional filters: start date, end date, tree, scenario id, accounting account id or only with goals. Results are paginated. API summary: List business plan goals vs actuals.
list_inboxesList inboxes. Optional filters: status, start date, end date or user id. Results are paginated. API summary: List inbox incoming documents.
list_invoice_documentsList documents for a invoice. API summary: List invoice attachments.
list_invoice_schedulesList schedules for a invoice. Optional filters: until. API summary: Get recurring invoice schedule.
list_invoicesList sales invoices, filtered by `contact_id`, `status`, date range (`start_date`/`end_date`) or due date range. Use to find unpaid or recent invoices.
list_invoicing_forecastsList invoicing forecasts. Optional filters: document id or document type. Results are paginated.
list_journal_entriesList journal entries. Optional filters: start date, end date or account. Results are paginated. API summary: List ledger entries.
list_keys_by_countriesList keys by countries. Optional filters: country or section. API summary: Get sorted tax keys by country and section.
list_leadsList CRM leads (deals) with their funnel, stage, value and contact.
list_message_documentsList documents for a message. API summary: List receipt note attachments.
list_messagesList messages. Optional filters: contact id, status, start date, end date, approval status or sort. Results are paginated. API summary: List receipt notes.
list_order_documentsList documents for a order. API summary: List purchase order attachments.
list_order_productsList products for a order. API summary: Get received items for a purchase order.
list_ordersList orders. Optional filters: contact id, status, start date, end date or sort. Results are paginated. API summary: List purchase orders.
list_paymentsList payments. Results are paginated. API summary: List payment methods.
list_payments_list_paymentsList payments. Optional filters: start date, end date, document id, document type or banking account id. Results are paginated.
list_payslipsList payslips. Optional filters: employee id, start date, end date, kind or is draft. Results are paginated.
list_price_listsList price lists.
list_product_imagesList images for a product. API summary: Get the main product image.
list_product_images_list_product_imagesList images for a product. API summary: List product images.
list_product_inventoriesList inventories for a product. API summary: Get stock availability for a product.
list_production_ordersList orders. Results are paginated. API summary: List production orders.
list_productsList products and services, optionally filtered by `name`.
list_proforma_documentsList documents for a proforma. API summary: List proforma attachments.
list_proformasList proformas. Optional filters: contact id, status, start date, end date or sort. Results are paginated.
list_project_summariesList summaries for a project. API summary: Get a project summary.
list_project_timesList project times. Results are paginated. API summary: List all project time entries.
list_projectsList projects. Optional filters: status. Results are paginated.
list_purchase_attachmentsList documents for a order. API summary: List purchase attachments.
list_purchasesList purchase invoices (bills from suppliers), filtered by `contact_id`, `status`, date or due date range.
list_quote_documentsList documents for a quote. API summary: List estimate attachments.
list_recurring_invoicesList invoices. Optional filters: contact id. Results are paginated. API summary: List recurring invoices.
list_refundsList refunds. Optional filters: contact id, status, start date or end date. Results are paginated. API summary: List purchase refunds.
list_remittancesList remittances. Optional filters: type, status, start date, end date, bank id or creditor swift. Results are paginated.
list_salary_recordsList salary records. Optional filters: employee id, start date or end date. Results are paginated.
list_sales_channelsList sales channels. API summary: List all sales channels.
list_sales_order_attachmentsList documents for a order. API summary: List sales order attachments.
list_sales_ordersList sales orders, filtered by `contact_id`, `status` or date range.
list_sales_receipt_documentsList documents for a sales receipt. API summary: List sales receipt attachments.
list_sales_receiptsList sales receipts. Optional filters: contact id, status, start date, end date, sort or approval status. Results are paginated.
list_scenariosList scenarios. API summary: List business plan scenarios.
list_servicesList services. Optional filters: include archived. Results are paginated.
list_shipmentsList shipments. Optional filters: contact id, status, start date, end date or sort. Results are paginated. API summary: List purchase shipments.
list_supported_webhook_event_typesList events. API summary: List supported webhook event types.
list_tagsList tags. API summary: List all tags.
list_tasksList tasks. Results are paginated. API summary: List all tasks.
list_taxesList taxes. API summary: List all taxes.
list_time_entries_for_a_projectList projects for a project. Optional filters: start date or end date. Results are paginated. API summary: List time entries for a project.
list_time_offsList time offs. Optional filters: start date from, start date to, status, time off type id or team id. Results are paginated. API summary: List all time off requests (absences / holidays).
list_transitsList transits. API summary: Get stock in transit for a product.
list_usagesList usages. API summary: Get API usage (automation token).
list_warehouse_inventoriesList inventories for a warehouse. API summary: Get stock levels for a warehouse.
list_warehousesList warehouses. API summary: List all warehouses.
list_waybill_documentsList documents for a waybill. API summary: List waybill attachments.
list_waybillsList waybills. Optional filters: contact id, status, start date, end date or sort. Results are paginated.
list_webhooksList webhooks. Results are paginated.
record_invoice_paymentChanges dataRecord a payment received against an invoice by `invoice_id` with `amount`, `date` and the bank/treasury account (`treasury_id`). It only records the payment in Holded; no money is moved.
refund_orderMoves moneyRefund a order. Financial or irreversible action; may require approval. API summary: Create a purchase refund.
reject_quoteVisible to othersReject a quote (estimate id). Has effects visible outside this system. API summary: Reject an estimate.
restore_webhookDeletesEnable a webhook (webhook id). Destructive action; may require approval.
search_accountsSearch accounts by archived, start date, end date, include empty or text. Use this to find existing accounts before creating a new account. API summary: List chart of accounts.
search_contactsFind contacts whose name matches `name`. Use this to get a contact's ID before creating documents.
search_employeesSearch employees by search. Use this to find existing employees before creating a new employee. Results are paginated. API summary: List all employees.
send_a_sales_order_by_emailVisible to othersSend a order (sales order id). Has effects visible outside this system. API summary: Send a sales order by email.
send_credit_noteVisible to othersSend a credit note (credit note id). Has effects visible outside this system. API summary: Send a credit note by email.
send_estimateVisible to othersEmail an estimate by `estimate_id` to the addresses in `emails`, with optional subject and message. This sends a real email.
send_invoiceVisible to othersEmail an invoice by `invoice_id` to the addresses in `emails`, with optional subject and message. This sends a real email to the customer.
send_messageVisible to othersSend a message (receipt note id). Has effects visible outside this system. API summary: Send a receipt note by email.
send_orderVisible to othersSend a order (purchase order id). Has effects visible outside this system. API summary: Send a purchase order by email.
send_proformaVisible to othersSend a proforma (proforma id). Has effects visible outside this system. API summary: Send a proforma by email.
send_sales_receiptVisible to othersSend a sales receipt (sales receipt id). Has effects visible outside this system. API summary: Send a sales receipt by email.
send_waybillVisible to othersSend a waybill (waybill id). Has effects visible outside this system. API summary: Send a waybill by email.
set_purchase_pipelineVisible to othersUpdate an existing pipeline identified by purchase id. Has effects visible outside this system. API summary: Set purchase pipeline.
set_sales_order_pipelineVisible to othersUpdate an existing pipeline identified by sales order id. Has effects visible outside this system. API summary: Set sales order pipeline.
submit_orderVisible to othersShip a order (sales order id). Has effects visible outside this system. API summary: Ship all items in a sales order.
submit_order_by_linesVisible to othersShip a order (sales order id). Has effects visible outside this system. API summary: Ship specific lines in a sales order.
update_a_banking_accountChanges dataUpdate an existing account identified by account id. API summary: Update a banking account.
update_a_contact_groupChanges dataUpdate an existing contact identified by contact id. API summary: Update a contact group.
update_a_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Update a payment.
update_a_production_orderChanges dataUpdate an existing order identified by order id. API summary: Update a production order.
update_a_project_time_entryChanges dataUpdate an existing project identified by project id 2. API summary: Update a project time entry.
update_a_purchaseChanges dataUpdate an existing order identified by order id. API summary: Update a purchase.
update_a_recurring_invoiceChanges dataUpdate an existing invoice identified by invoice recurring id. API summary: Update a recurring invoice.
update_a_sales_orderChanges dataUpdate an existing order identified by order id. API summary: Update a sales order.
update_accountChanges dataUpdate an existing account identified by account id. API summary: Update an expenses account.
update_an_employee_time_entryChanges dataUpdate an existing employee identified by time id. API summary: Update an employee time entry.
update_bookingChanges dataUpdate an existing booking identified by booking id. API summary: Update a booking.
update_contactChanges dataUpdate a contact by `contact_id`; `name` is required, and you can change email, phone, tax ID, address, tags and contact persons.
update_credit_noteChanges dataUpdate an existing credit note identified by credit note id. API summary: Update a credit note.
update_credit_note_pipelinesVisible to othersUpdate an existing pipeline identified by credit note id. Has effects visible outside this system. API summary: Set credit note pipeline.
update_employeeChanges dataUpdate an existing employee identified by employee id. API summary: Update an employee.
update_employee_contractsVisible to othersUpdate an existing contract identified by employee id. Has effects visible outside this system. API summary: Update active contract.
update_employee_time_offChanges dataUpdate an existing time off identified by time off id. API summary: Update time off end date (absence / holiday).
update_eventChanges dataUpdate an existing event identified by event id. API summary: Update an event.
update_funnelChanges dataUpdate an existing funnel identified by funnel id. API summary: Update a funnel.
update_inboxChanges dataUpdate an existing inbox identified by incoming document id. API summary: Update an incoming document.
update_invoiceChanges dataUpdate an invoice by `invoice_id`: lines, dates, notes, contact or currency. Only the fields you pass change.
update_invoice_pipelinesVisible to othersUpdate an existing pipeline identified by invoice id. Has effects visible outside this system. API summary: Set invoice pipeline.
update_invoicing_forecastChanges dataUpdate an existing invoicing forecast identified by forecast id. API summary: Edit an invoicing forecast.
update_leadChanges dataUpdate a CRM lead by `lead_id`: name, value, status, stage, funnel, due date or assignee.
update_lead_datesVisible to othersUpdate an existing date identified by lead id. Has effects visible outside this system. API summary: Update lead dates.
update_lead_messagesVisible to othersUpdate an existing message identified by lead id. Has effects visible outside this system. API summary: Update a lead note.
update_lead_stagesVisible to othersUpdate an existing stage identified by lead id. Has effects visible outside this system. API summary: Update a lead stage.
update_lead_tasksVisible to othersUpdate an existing task identified by lead id. Has effects visible outside this system. API summary: Update a lead task.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a receipt note.
update_message_pipelinesVisible to othersUpdate an existing pipeline identified by receipt note id. Has effects visible outside this system. API summary: Set receipt note pipeline.
update_numbering_seriesChanges dataUpdate an existing numbering series identified by type. API summary: Create a numbering series.
update_orderChanges dataUpdate an existing order identified by order id. API summary: Update a purchase order.
update_order_pipelinesVisible to othersUpdate an existing pipeline identified by purchase order id. Has effects visible outside this system. API summary: Set purchase order pipeline.
update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Update a payment method.
update_price_listChanges dataUpdate an existing price list identified by price list id. Only the fields you pass are changed. API summary: Update a price list.
update_productChanges dataUpdate a product by `product_id`; `name`, `archived`, `for_sale` and `for_purchase` must be sent each time, plus any price, SKU or description changes.
update_product_inventoriesVisible to othersUpdate an existing inventory identified by product id. Has effects visible outside this system. API summary: Update stock for a product.
update_proformaChanges dataUpdate an existing proforma identified by proforma id. API summary: Update a proforma.
update_proforma_pipelinesVisible to othersUpdate an existing pipeline identified by proforma id. Has effects visible outside this system. API summary: Set proforma pipeline.
update_projectChanges dataUpdate an existing project identified by project id. API summary: Update a project.
update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: Update an estimate.
update_quote_pipelinesVisible to othersUpdate an existing pipeline identified by estimate id. Has effects visible outside this system. API summary: Set estimate pipeline.
update_salary_recordChanges dataUpdate an existing salary record identified by salary record id. API summary: Update a salary record.
update_sales_channelChanges dataUpdate an existing sales channel identified by sales channel id. API summary: Update a sales channel.
update_sales_receiptChanges dataUpdate an existing sales receipt identified by sales receipt id. API summary: Update a sales receipt.
update_sales_receipt_pipelinesVisible to othersUpdate an existing pipeline identified by sales receipt id. Has effects visible outside this system. API summary: Set sales receipt pipeline.
update_serviceChanges dataUpdate an existing service identified by service id. API summary: Update a service.
update_shipmentChanges dataUpdate an existing shipment identified by shipment id. API summary: Update a purchase shipment.
update_taskChanges dataUpdate an existing task identified by task id. API summary: Update a task.
update_warehouseChanges dataUpdate an existing warehouse identified by warehouse id. Only the fields you pass are changed. API summary: Update a warehouse.
update_waybillChanges dataUpdate an existing waybill identified by waybill id. API summary: Update a waybill.
update_waybill_pipelinesVisible to othersUpdate an existing pipeline identified by waybill id. Has effects visible outside this system. API summary: Set waybill pipeline.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Update a webhook.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Holded from the app list.
2
Paste your key
Paste a Holded API key. In Holded, go to Settings > API, click Generate new key and copy it, since it is shown only once. Each key has scoped permissions, so give it only the modules you want the AI to use.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Holded?

The AI can read contacts, invoices, estimates, products, sales orders, purchase invoices and CRM leads. It can create and update contacts, invoices, products and leads, create estimates and sales orders, add notes to leads, record invoice payments, and email invoices and estimates to customers.

Does the AI see my Holded API key?

No. Your Holded API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Sending an invoice or estimate emails your customer, and recording a payment changes the invoice's status, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Holded account.

Which permissions should my Holded API key have?

Holded API keys have scoped permissions per module. Give the key access only to the modules the AI should use, for example sales invoices and contacts. Holded then blocks anything outside those permissions, on top of the tools you switch on in HeyMyApps.