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Complete Holded Invoice API integration with 72 MCP tools for invoices, contacts, products, and more
針對 Holded ERP API v2 的 MCP 伺服器，讓助理在 Holded 帳戶中管理發票、聯絡人、產品、資金、帳簿與人事資料。
Desktop only，透過 STDIO。 STDIO 服務會啟動本機處理程序，因此需要 SourceWeft 桌面主機。
參照 儲存庫 中的啟動說明。
[CI] [npm version] [License: MIT] [codecov] [by Nubiia]
A Model Context Protocol (MCP) server for the Holded API. This server lets AI assistants like Claude interact with Holded's invoicing, accounting, contacts, products, treasury, HR, time tracking and more.
Built and maintained by Nubiia — automatización e integraciones con IA para negocios (MCP, Holded, Pipedrive y más). ¿Quieres algo así para tu empresa? Escríbenos en nubiia.es.
This MCP server provides access to the Holded API v2 across all supported modules:
Total: 119 tools — all registered unconditionally once a valid v2 key is configured.
pat_… or sk_live_…) — generate it in Holded → Settings → APIAll tools call the Holded API v2 (Bearer auth, cursor pagination). You need a single v2 key:
Generate the key in Holded → Settings → API. The key must start with pat_ or sk_live_. A 403 response means the key is missing a required scope.
For multi-tenant setups use the same logic per tenant:
TENANT_N_API_KEY_V2 is accepted as an alias for TENANT_N_API_KEY (wins if both are set).
Add to your Claude Desktop config file:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
Or if installed from source:
The server now calls the Holded API v2 exclusively. Your 1.x API key (a plain hex string like abc123…) no longer works. Generate a v2 key in Holded → Settings → API; the key will start with pat_ or sk_live_.
Set it as HOLDED_API_KEY (or the alias HOLDED_API_KEY_V2). The separate HOLDED_API_KEY_V2 variable used in 1.x to opt-in to HR/Ledger/Treasury tools is no longer needed — all 119 tools are always registered.
List tools changed from page-based to cursor-based pagination:
Responses now follow this envelope:
Iterate by passing nextCursor as cursor until hasMore is false.
snake_case throughout (e.g. contact_id, created_at)."1.234,56") — parse with your locale-aware number parser before doing arithmetic.Attachments are now fetched by filename instead of attachment ID. Use get_contact_attachment with the filename field returned by list_contact_attachments.
Once configured, you can ask Claude to:
The API supports these document types:
The server routes each tool to the appropriate v2 sub-path (e.g. /invoicing/v2/, /team/v2/, /accounting/v2/).
All requests use Bearer authentication with your v2 key:
List endpoints use cursor-based pagination via limit and cursor arguments (see Migrating from 1.x).
Create/update/delete tools modify real data in Holded. The server applies per-tool rate limits (stricter for destructive operations) to prevent accidental bulk mutations. Destructive operations are capped at 10 requests/minute by default; update operations at 30 requests/minute.
Data Collection: This MCP server requires your Holded API key to function. The API key is read from your local environment variable (HOLDED_API_KEY) and is never stored by this server. All API requests and responses are passed through in real-time to facilitate communication between your AI assistant and the Holded API.
Data Usage & Sharing: Your API key and all data processed through this server are used exclusively to interact with the Holded API on your behalf. The server acts as a pass-through proxy - it does not store, log, or retain any data. Your Holded API key and data are transmitted only to Holded's official API endpoints (api.holded.com). No data is shared with any third parties beyond Holded.
Your Security: We recommend following security best practices: store your API key in environment variables (never commit it to version control), regularly update to the latest version, and review the permissions granted to this MCP server in your AI assistant. For more information, see our full Privacy Policy.
For questions, issues, or feature requests:
This MCP server is built and maintained by Nubiia.
Nubiia ayuda a empresas a automatizar procesos e integrar sus herramientas con IA: servidores MCP a medida, integraciones con Holded, Pipedrive y otros ERPs/CRMs, y agentes que conectan tus datos de negocio con asistentes como Claude. Este @nubiia/mcp-holded es un ejemplo open source de lo que hacemos.
👉 ¿Quieres una integración o automatización con IA para tu negocio? nubiia.es · ✉️ [email protected]
MIT - See LICENSE file for details.
Built by Nubiia — nubiia.es · [email protected]
Maintainer: Samuel Fraga — GitHub · LinkedIn
來源：README.md，提交 e6cbae6
List documents of a specific type (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. NOTE: purchaserefund is not listable in v2 — only creation is supported (POST /purchases/refund).
limitcursorfieldsdocType必填summaryCreate a new document (invoice, estimate, purchase, etc.). By default the document is approved (finalized) so it appears in the Holded UI; pass approveDoc:false to create a draft instead. Set the expense/income account at document level via `expAccountId` (it cascades to all lines); a per-line `account` is rejected because Holded ignores it. On SALES documents an auto-incrementing numbering series may OVERRIDE the requested `invoiceNum` — the tool re-reads the created document and returns a `_warnings` note if that happened. On purchases the supplier number in `invoiceNum` is preserved. `retention` (IRPF) is accepted on sales but rejected on purchases (Holded ignores it there).
date必填items必填notesdocType必填currencycontactId必填retentionapproveDocinvoiceNumexpAccountIdsalesChannelIdGet a specific document by ID
docType必填documentId必填Get the payments registered against a specific document via the Holded API v2 GET endpoint. Returns `{ documentId, paymentsDetail }` when the v2 response includes a `paymentsDetail` field; otherwise returns the whole document (v2 field name may differ from v1). Unlike list_payments — which is filtered to the ACTIVE fiscal year — this surfaces payments from ANY year, so use it for cross-year payment audits. Read-only.
docType必填documentId必填Update an existing document
dateitemsnotesdocType必填currencycontactIdretentiondocumentId必填invoiceNumexpAccountIdsalesChannelIdDelete a document
docType必填documentId必填Register a payment for a document (Holded API v2). Supported docTypes: invoice, salesreceipt, creditnote, receiptnote, purchase — others throw an unsupported error. IMPORTANT: this may AUTO-APPROVE the document as a side effect (status 0→1). `paymentmethod` is the payment-method catalog id (from list_payment_methods), NOT a bank/treasury id. To link the payment to a bank account, pass `bankId`: the /payments endpoint can't set it, so the tool performs a second step (PUT /payments/{id}) and reports the outcome in `_warnings`.
dateamount必填bankIddocType必填documentId必填treasuryIdpaymentmethodSend a document by email (Holded API v2). Supported docTypes: invoice, salesreceipt, creditnote, receiptnote, estimate, proform, salesorder, waybill, purchaseorder. purchase and purchaserefund are not supported in v2.
emailsdocType必填messagesubjectdocumentId必填Get the PDF of a document as base64-encoded binary (Holded API v2). Returns { contentType, base64, bytes, filename }. Supported docTypes: invoice, salesreceipt, creditnote, receiptnote, estimate, proform, salesorder, waybill, purchaseorder. purchase is NOT supported — GET /purchases/{id}/pdf returns 404 for all purchases. purchaserefund has no CRUD support in v2.
docType必填documentId必填Ship all items of a document (Holded API v2). salesorder → POST /sales-orders/{id}/ship. purchaseorder → POST /purchase-orders/{id}/receive (receive from supplier). All other docTypes are not supported in v2.
docType必填documentId必填Ship specific items by line (Holded API v2). salesorder only → POST /sales-orders/{id}/ship-by-lines. purchaseorder line-level receive is UNVERIFIED in v2 and throws unsupported. All other docTypes are not supported.
lines必填docType必填documentId必填Get shipped/received units for a document (Holded API v2). salesorder → GET /sales-orders/{id}/shipped-items. purchaseorder → GET /purchase-orders/{id}/received-items. All other docTypes are not supported.
docType必填documentId必填Attach a file to a document (Holded API v2). POST ${docBase}/{id}/attachments multipart. Supported for all docTypes except purchaserefund (v2 has no purchase-refund CRUD beyond creation).
docType必填filename必填documentId必填fileBase64必填Update tracking information for a document (Holded API v2). Supported docTypes: salesorder (PUT /sales-orders/{id}/tracking) and waybill (PUT /waybills/{id}/tracking). All other types have NO EQUIVALENT in v2 and will throw an unsupported error. NOTE: this is a discrepancy with the task brief (which stated "all types unsupported") — the normative annex tables show salesorder and waybill do have tracking in v2.
carrierdocType必填documentId必填trackingNumberUpdate pipeline stage for a document (Holded API v2). Uses PUT — verb changed from POST in v1. Supported for all docTypes except purchaserefund (v2 limitation). Route: PUT ${docBase}/{id}/pipeline.
docType必填stageId必填documentId必填pipelineId必填List available payment methods (Holded API v2). GET /payment-methods. Returns an array of {id, name, type, status, isDefault, bankingAccountId} — the v2 {items:[...]} envelope is normalized to a bare array.
無需輸入參數。
List contacts (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma.
limitcursorfieldssummaryCreate a new contact (Holded API v2)
codename必填notetypeemailphonetradenamebillAddresscontactPersonsGet a specific contact by ID (Holded API v2)
contactId必填Update an existing contact (Holded API v2)
codenamenotetypeemailphonecontactId必填tradenamebillAddresscontactPersonsDelete a contact (Holded API v2)
contactId必填Get list of attachments for a contact (Holded API v2). Use the filenames from the response with get_contact_attachment.
contactId必填Get a specific attachment from a contact by filename (Holded API v2). BREAKING CHANGE from v1: the path parameter changed from attachmentId (numeric/UUID) to filename (string). Obtain filenames from list_contact_attachments first.
filename必填contactId必填List products (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Server-paginated; use limit to control page size. Response fields are snake_case; amounts are strings with decimal comma.
limitcursorfieldssummaryCreate a new product (Holded API v2)
skutaxkindname必填pricestockbarcodecostPricedescriptionGet a specific product by ID (Holded API v2)
productId必填Update an existing product (Holded API v2)
skutaxnamepricebarcodecostPriceproductId必填descriptionDelete a product (Holded API v2)
productId必填Get the main image of a product (Holded API v2)
productId必填List all images of a product (Holded API v2)
productId必填Get a secondary image of a product (Holded API v2)
imageId必填productId必填Update stock quantity for a product (Holded API v2). BREAKING CHANGE from v1: `warehouse_id` is now required; `stock_variation` replaces `units`; optional `variant_id` and `description` added.
productId必填variant_iddescriptionwarehouse_id必填stock_variation必填List all treasury accounts (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. WARNING: the `balance` field is a STATIC opening figure, not a live balance derived from transactions — do NOT rely on it for reconciliation or to compute the current cash position. Overlaps with list_bank_accounts/get_bank_account/create_bank_account (official treasury tools); consolidation planned for 2.1.
limitcursorfieldssummaryCreate a new treasury account (Holded API v2). Overlaps with list_bank_accounts/get_bank_account/create_bank_account (official treasury tools); consolidation planned for 2.1.
bicibanname必填balanceGet a specific treasury account by ID (Holded API v2). WARNING: the `balance` field is a STATIC opening figure set on the account, not a live balance computed from transactions — do NOT use it for reconciliation or as the current cash position. Overlaps with list_bank_accounts/get_bank_account/create_bank_account (official treasury tools); consolidation planned for 2.1.
treasuryId必填List expenses accounts (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. Each account has `id` (Holded internal id), `name`, and `accountNum` (the PGC account number, e.g. 62900000). NOTE: this endpoint only returns expense/purchase accounts (PGC group 6). Income accounts (group 7, e.g. 700/705/759) are NOT listed here — fetch the full chart via get_chart_of_accounts, or read a known account by id via get_expenses_account.
limitcursorfieldssummaryCreate a new expenses account (Holded API v2)
codename必填Get a single account by its Holded id (Holded API v2). Despite the "expenses" name, this endpoint serves ANY account (including income/group-7 accounts that list_expenses_accounts omits) when you already know its id.
accountId必填Update an existing expenses account (Holded API v2)
codenameaccountId必填Delete an expenses account (Holded API v2)
accountId必填List numbering series for a specific document type (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma.
limitcursorfieldsdocType必填summaryCreate a new numbering serie (Holded API v2)
name必填prefixdocType必填nextNumberUpdate an existing numbering serie (Holded API v2)
nameprefixdocType必填serieId必填nextNumberDelete a numbering serie (Holded API v2)
docType必填serieId必填List all sales channels (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. Supports field filtering to reduce response size.
limitcursorfieldssummaryCreate a new sales channel (Holded API v2)
name必填Get a specific sales channel by ID (Holded API v2)
channelId必填Update an existing sales channel (Holded API v2)
namechannelId必填Delete a sales channel (Holded API v2)
channelId必填List all payments (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. NOTE: this endpoint is filtered to the ACTIVE fiscal year, so payments made in a prior year do NOT appear here even if they are linked to documents. For cross-year payment audits, read a document's payments via get_document_payments (the document `paymentsDetail`). Use start_date/end_date (YYYY-MM-DD) to filter by date — live-verified against v2.
limitcursorendtmpfieldssummaryend_datestarttmpstart_dateCreate a new payment (Holded API v2)
daysname必填Get a specific payment by ID (Holded API v2)
paymentId必填Update an existing payment (Holded API v2). IMPORTANT: Holded's PUT /payments/{id} REPLACES the record rather than merging, so any field omitted from the body is blanked. To prevent that, this tool first re-reads the current payment and merges your changes over it, preserving fields you did not pass (contactId, bankId, date, ...).
datedaysnameamountbankIdcontactIdpaymentId必填Delete a payment (Holded API v2)
paymentId必填Get all available taxes (Holded API v2). The v2 /taxes endpoint returns the complete tax list in one response (no cursor, no pagination). Supports `fields` to select specific fields and `summary` to return only the item count. Amounts are strings with decimal comma. Each tax has: `key` (the stable identifier, e.g. "s_iva_21"/"p_iva_21" — this is the value used in a document line's `taxes[]`), `id` (mirrors `key`), `name`, `amount` (the percentage as a string, e.g. "21"), `scope` ("sales" or "purchase"), `group` (e.g. "iva"), and `type`.
fieldssummaryList contact groups (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma.
limitcursorfieldssummaryCreate a new contact group (Holded API v2)
name必填Get a specific contact group by ID (Holded API v2)
groupId必填Update an existing contact group (Holded API v2)
namegroupId必填Delete a contact group (Holded API v2)
groupId必填List all remittances (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. NOTE: namespace relocated from /remittances to /treasury/remittances in v2.
limitcursorfieldssummaryGet a specific remittance by ID (Holded API v2). NOTE: route relocated to /treasury/remittances/{id} in v2.
remittanceId必填List all services (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Response fields are snake_case; amounts are strings with decimal comma. Supports field filtering to reduce response size.
limitcursorfieldssummaryCreate a new service (Holded API v2)
skutaxname必填pricedescriptionGet a specific service by ID (Holded API v2)
serviceId必填Update an existing service (Holded API v2)
skutaxnamepriceserviceId必填descriptionDelete a service (Holded API v2)
serviceId必填List all warehouses (Holded API v2). All warehouses are returned in a single call (no cursor pagination). Supports field filtering and summary mode.
fieldssummaryCreate a new warehouse (Holded API v2)
cityname必填addresscountryprovincepostalCodeList all products stock in a specific warehouse (Holded API v2). Cursor-paginated: pass the previous response nextCursor as cursor. Server-paginated; use limit to control page size. Supports field filtering to reduce response size.
limitcursorfieldssummarywarehouseId必填Get a specific warehouse by ID (Holded API v2)
warehouseId必填Update an existing warehouse (Holded API v2). BREAKING CHANGE from v1: HTTP verb changed from PUT to PATCH.
citynameaddresscountryprovincepostalCodewarehouseId必填Delete a warehouse (Holded API v2)
warehouseId必填List time-tracking entries across all Holded projects (Projects API v2). Returns a cursor-paginated flat list of entries; pass the previous `nextCursor` as `cursor` to fetch the next page. Each entry contains timeId, duration (seconds), date (Unix seconds), approved (0/1), projectId, and projectName. The approvedOnly, startDate, and endDate filters are applied client-side on the current page — use pagination to iterate over the full dataset. Read-only.
limitcursorendDatestartDateapprovedOnlyList time-tracking entries for a single Holded project (Projects API v2). Returns a cursor-paginated flat list of entries for the given projectId. Pass the previous `nextCursor` as `cursor` to fetch the next page. The approvedOnly, startDate, and endDate filters are applied client-side on the current page. Read-only.
limitcursorendDateprojectId必填startDateapprovedOnlyGet a single time-tracking entry by project ID and time-tracking ID (Projects API v2). Read-only.
projectId必填timeTrackingId必填Get accounting accounts (Holded API v2, GET /accounting-accounts). Returns every account with `num` (PGC number, e.g. 40000000), `name`, `group`, `debit`, `credit`, and `balance`. Unlike `list_expenses_accounts` (group-6 only), this includes all groups (assets, liabilities, income, expenses). Cursor-paginated: pass `nextCursor` from the previous response as `cursor`. Optional annex filters: `archived` (include archived accounts), `start_date`/`end_date` (ISO 8601, filter by activity period), `include_empty` (include zero-balance accounts). See also: `list_accounting_accounts` in ledger tools — both tools target the same v2 endpoint; consolidation is planned for release 2.1. Read-only.
limitcursorarchivedend_datestart_dateinclude_emptyGet ledger entries / journal (asientos) for a date range (Holded API v2, GET /ledger-entries). Returns one row per ledger line with entryNumber, line, timestamp, type (collect/payment/purchase/…), description, account (PGC num), debit, and credit. This is the authoritative source for balance-sheet and tax-return figures. Date arguments (at least one form of each bound is required — the v2 API returns 422 without both): • Primary form : `start_date` / `end_date` — ISO 8601 date strings (YYYY-MM-DD) • Legacy form : `starttmp` / `endtmp` — Unix timestamps in seconds; converted automatically to ISO If both forms are supplied for the same bound, the ISO string takes precedence. Cursor-paginated: pass `nextCursor` from a previous response as `cursor` to retrieve subsequent pages. Large date ranges may require multiple pages. Set `groupByEntry` to nest lines into full double-entry entries with per-entry debit/credit totals (applied page-scoped). See also: `list_ledger_entries` in ledger tools — both tools target the same v2 endpoint. Read-only.
limitcursorendtmpend_datestarttmpstart_dategroupByEntryList employees (Holded API v2, section Equipo y RRHH). Cursor-paginated: pass the previous response `nextCursor` as `cursor` to fetch the next page.
limitcursorGet a single employee by ID (Holded API v2).
employeeId必填WRITE: creates a real employee record in Holded (API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Empleados → Crear) for the payload fields (name, email, etc.).
data必填WRITE: updates a real employee record in Holded (API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Empleados → Actualizar).
data必填employeeId必填DESTRUCTIVE: permanently deletes an employee record in Holded (API v2). This cannot be undone.
employeeId必填Get the contract details of an employee (Holded API v2). A 404 response means the employee has no contract configured in Holded, not that the employee ID is wrong.
employeeId必填WRITE: updates an employee's contract in Holded (API v2) — affects real HR/payroll data. `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Empleados → Actualizar contrato).
data必填employeeId必填WRITE: registers a clock-in for an employee in Holded time tracking (API v2). Affects real working-time records.
employeeId必填WRITE: registers a clock-out for an employee in Holded time tracking (API v2).
employeeId必填WRITE: starts a pause in the current working session of an employee (Holded API v2).
employeeId必填WRITE: ends the current pause of an employee working session (Holded API v2).
employeeId必填List time-tracking records (Holded API v2). Without `employeeId` lists all records (/employee-times); with `employeeId` lists only that employee (/employees/{id}/times). Cursor-paginated.
limitcursoremployeeIdGet a single time-tracking record by ID (Holded API v2).
timeId必填WRITE: creates a manual time-tracking record for an employee (Holded API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Control horario → Crear registro).
data必填employeeId必填WRITE: updates a time-tracking record (Holded API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Control horario → Actualizar).
data必填timeId必填DESTRUCTIVE: permanently deletes a time-tracking record in Holded (API v2). This cannot be undone.
timeId必填List payroll salary records (Holded API v2, requires scope accounting:payrolls.read). Each record has employee info, earnings/deductions lines, totals and payment status (PENDING, PAID, PARTIALLY_PAID). Cursor-paginated.
limitcursorGet a payroll salary record by ID (Holded API v2, scope accounting:payrolls.read). Returns line-by-line earnings and deductions, accounting accounts, totals and payment status.
salaryRecordId必填WRITE: creates a real payroll record in Holded (API v2) — affects accounting and HR data. Use get_salary_record_defaults first to obtain a valid base payload. `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Registros de nómina → Crear).
data必填WRITE: updates a payroll record in Holded (API v2) — affects accounting and HR data. `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Registros de nómina → Actualizar).
data必填salaryRecordId必填DESTRUCTIVE: permanently deletes a payroll record in Holded (API v2). This cannot be undone and affects accounting data.
salaryRecordId必填Get the default data for creating a payroll record (Holded API v2). Useful as a base payload for create_salary_record.
無需輸入參數。
List journal/ledger entries (Holded API v2). Cursor-paginated: pass the previous response `nextCursor` as `cursor`. Optionally filter by `start_date`/`end_date` (ISO 8601, e.g. `2025-01-01`) — the v2 endpoint returns 422 if neither date is provided. For the read-only daily-ledger tool with groupByEntry support and Unix-timestamp backward compat see get_daily_ledger.
limitcursorend_datestart_dateWRITE: creates a real journal entry in Holded accounting (API v2). Incorrect entries directly distort the company books — double-check accounts and amounts. `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Contabilidad → Crear asiento).
data必填List accounting accounts (Holded API v2). Cursor-paginated. For the v1 read-only chart of accounts see get_chart_of_accounts.
limitcursorWRITE: creates a real accounting account in the Holded chart of accounts (API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Contabilidad → Crear cuenta).
data必填List treasury bank accounts (Holded API v2, official endpoint). Cursor-paginated.
limitcursorGet a treasury bank account by ID (Holded API v2).
accountId必填WRITE: creates a real treasury bank account in Holded (API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Crear cuenta).
data必填WRITE: updates a treasury bank account in Holded (API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Actualizar cuenta).
data必填accountId必填DESTRUCTIVE: permanently deletes a treasury bank account in Holded (API v2). Prefer archive_bank_account to keep history. This cannot be undone.
accountId必填WRITE: archives a treasury bank account in Holded (API v2). Reversible alternative to delete_bank_account.
accountId必填List bank movements of a treasury account (Holded API v2, official endpoint — replaces the experimental internal banking tools). Cursor-paginated.
limitcursoraccountId必填WRITE: creates a real bank movement in a treasury account (Holded API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Crear movimiento).
data必填accountId必填WRITE: reconciles a bank movement against documents/entries (Holded API v2, official endpoint — replaces the experimental reconcile_bank_transaction from the internal API when v2 is enabled). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Conciliar).
data必填accountId必填movementId必填List cash movements of a treasury account (Holded API v2). Cursor-paginated. This endpoint applies to cash-type treasury accounts only; bank and card account types return 404.
limitcursoraccountId必填List cashflow invoicing forecasts (Holded API v2). Cursor-paginated.
limitcursorGet a cashflow invoicing forecast by ID (Holded API v2).
forecastId必填WRITE: creates an invoicing forecast in Holded cashflow (API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Previsiones).
data必填WRITE: updates an invoicing forecast in Holded cashflow (API v2). `data` is sent verbatim as the request body — see https://www.holded.com/es/desarrolladores/referencia-api (Tesorería → Previsiones).
data必填forecastId必填DESTRUCTIVE: permanently deletes an invoicing forecast in Holded cashflow (API v2).
forecastId必填已滿足適用檢查項的 90%
該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。
請在註冊中心條目中宣告憑證請求標頭，或保持端點能夠回應探測，以便判定其認證方式。
npm install -g @nubiia/mcp-holdedgit clone https://github.com/nubiia-dev/mcp-holded.gitcd mcp-holdednpm installnpm run build# Recommended — primary key nameexport HOLDED_API_KEY=pat_your_v2_key_here
# Alternative — accepted as an alias; wins over HOLDED_API_KEY if both are setexport HOLDED_API_KEY_V2=sk_live_your_v2_key_hereexport TENANT_1_NAME=company-aexport TENANT_1_API_KEY=pat_key_for_company_aexport TENANT_2_NAME=company-bexport TENANT_2_API_KEY=sk_live_key_for_company_b{ "mcpServers": { "holded": { "command": "npx", "args": ["-y", "@nubiia/mcp-holded"], "env": { "HOLDED_API_KEY": "pat_your_v2_key_here" } } }}{ "mcpServers": { "holded": { "command": "node", "args": ["/path/to/mcp-holded/dist/index.js"], "env": { "HOLDED_API_KEY": "pat_your_v2_key_here" } } }}{ "items": [...], "nextCursor": "opaque-string-or-null", "hasMore": true}https://api.holded.com/api/Authorization: Bearer pat_your_v2_key_here# Install dependenciesnpm install
# Buildnpm run build
# Watch modenpm run dev