Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Complete Holded Invoice API integration with 72 MCP tools for invoices, contacts, products, and more
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
HOLDED_API_KEYValues marked secret are keys to your account. Never share them or paste them into a chat.
You need
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"holded": {
"command": "npx",
"args": [
"-y",
"@nubiia/mcp-holded"
],
"env": {
"HOLDED_API_KEY": "your-value"
}
}
}
}Run this in your terminal
claude mcp add holded --env HOLDED_API_KEY=your-value -- npx -y @nubiia/mcp-holdedFill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"holded": {
"command": "npx",
"args": [
"-y",
"@nubiia/mcp-holded"
],
"env": {
"HOLDED_API_KEY": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"holded": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@nubiia/mcp-holded"
],
"env": {
"HOLDED_API_KEY": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Runs on your computer; the tool list appears in your AI app after you install it.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026
The registry name was verified with the GitHub account nubiia-dev, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
You need to fill in: HOLDED_API_KEY
It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
The GitHub repo last changed –, and the latest version (2.0.3) reached the registry 16 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
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](https://nubiia.es) — automatización e integraciones con IA para negocios (MCP, Holded, Pipedrive y más). ¿Quieres algo así para tu empresa? Escríbenos en [nubiia.es](https://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 → APInpm install -g @nubiia/mcp-holded
git clone https://github.com/nubiia-dev/mcp-holded.git
cd mcp-holded npm install npm run build
All tools call the Holded API v2 (Bearer auth, cursor pagination). You need a single v2 key:
# Recommended — primary key name
export HOLDED_API_KEY=pat_your_v2_key_here
export HOLDED_API_KEY_V2=sk_live_your_v2_key_here
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:
export TENANT_1_NAME=company-a
export TENANT_1_API_KEY=pat_key_for_company_a export TENANT_2_NAME=company-b export TENANT_2_API_KEY=sk_live_key_for_company_b
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
{
"mcpServers": { "holded": { "command": "npx", "args": ["-y", "@nubiia/mcp-holded"], "env": { "HOLDED_API_KEY": "pat_your_v2_key_here" } } } }
Or if installed from source:
{
"mcpServers": { "holded": { "command": "node", "args": ["/path/to/mcp-holded/dist/index.js"], "env": { "HOLDED_API_KEY": "pat_your_v2_key_here" } } } }
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:
| 1.x argument | 2.x argument | Notes |
|---|---|---|
page | *(removed)* | Server no longer accepts offset pages |
pageSize | limit | Server-paginated; use limit to control page size |
| *(none)* | cursor | Pass the nextCursor from the previous response |
Responses now follow this envelope:
{
"items": [...], "nextCursor": "opaque-string-or-null", "hasMore": true }
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.| Operation | 1.x behaviour | 2.x behaviour |
|---|---|---|
purchaserefund list/get/update/delete/pay | Supported | Removed — create only via /purchases/refund |
update_document tracking | All document types | Only salesorder and waybill |
| Ship operations | All document types | Only salesorder and purchaseorder |
Experimental banking (reconcile_bank_transaction) | Opt-in via env flag | Removed — use reconcile_bank_movement (treasury v2) |
get_daily_ledger dates | Unix timestamps (starttmp/endtmp) | ISO 8601 strings (start_date/end_date); legacy Unix args still accepted as a convenience |
get_taxes | Paginated | Returns all taxes in one call (no pagination args) |
update_product_stock | Optional warehouse | warehouse_id is now required |
| List tools field projections | Reduced default set of fields | Full v2 payload returned; use fields argument to filter |
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:
| Type | Description |
|---|---|
invoice | Sales invoices |
salesreceipt | Sales receipts |
creditnote | Credit notes (refunds) |
receiptnote | Receipt notes |
estimate | Estimates/Quotes |
salesorder | Sales orders |
waybill | Packing lists |
proform | Proforma invoices |
purchase | Purchases |
purchaserefund | Purchase refunds (create only in v2) |
purchaseorder | Purchase orders |
https://api.holded.com/api/
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:
Authorization: Bearer pat_your_v2_key_here
List endpoints use cursor-based pagination via limit and cursor arguments (see Migrating from 1.x).
# Install dependencies
npm install
npm run build
npm run dev
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](https://nubiia.es).
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](https://nubiia.es) · ✉️ hola@nubiia.es
MIT - See LICENSE file for details.
Built by [Nubiia](https://nubiia.es) — nubiia.es · hola@nubiia.es
Maintainer: Samuel Fraga — GitHub · LinkedIn