Holded FAQs

Question 1

What is the Holded MCP Server?

Accepted Answer

The Holded MCP Server is a Model Context Protocol (MCP) server designed to provide comprehensive API access to the Holded business management platform, allowing integration with various MCP-compatible clients.

Question 2

What Holded functionalities can I access with this integration?

Accepted Answer

You can access core Holded modules including Invoicing (documents, contacts, products), Accounting (accounts, ledger), CRM (leads, funnels, events), Projects (tasks, time tracking), and Team management (employees, time tracking).

Question 3

Does it support CRUD operations for Holded data?

Accepted Answer

Yes, it provides comprehensive CRUD (Create, Read, Update, Delete) operations for a wide range of Holded documents like invoices, estimates, purchases, contacts, products, payments, and more across all integrated modules.

Question 4

How can I set up the Holded MCP Server?

Accepted Answer

The server can be easily set up using `npx` with your Holded API key. It's compatible with popular MCP clients such as Claude Desktop, Cursor, VS Code, and other Model Context Protocol agents.

Question 5

Can I manage CRM leads and project tasks using this tool?

Accepted Answer

Absolutely. The CRM module allows full management of leads, funnels, events, and bookings. The Projects module supports comprehensive project creation, task management, and time tracking capabilities.

Holded

Holded

主要功能

使用案例

主要功能

使用案例