crmapi_key

Holded

Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.

Integration

Vendor
Holded
Category
crm
Auth
API_KEY
Tools
10
Composio slug
holded

Tools

  • Create Contact

    Create a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.

  • Create Invoice

    Create a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.

  • Delete Contact
    destructive

    Permanently delete one contact by ID; linked documents keep display text but lose the live contact association.

  • Delete Invoice
    destructive

    Permanently delete one invoice and its recorded payments; its document number is not reused.

  • Find Contacts

    Find Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID. With no filter, return one page of contacts.

  • Find Invoices

    Find Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date. With no filter, return one page of invoices.

  • Get Contact

    Return the complete profile of one contact by its Holded contact ID.

  • Get Invoice

    Return full details, lines, totals, and payment summary for one invoice by its Holded ID.

  • Update Contact

    Safely change selected fields on a contact without clearing unspecified profile data. Reads the contact before updating and returns the verified result.

  • Update Invoice

    Safely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments. Reads the invoice before updating and returns the verified result.

Setup

  1. Create or open a Switchy Project.
  2. Open Integrations and connect Holded.
  3. Authorise through api_key. Switchy stores the connection against your org.
  4. Everyone in the Project can now @-mention the Holded tools in chat.

What teammates see: by default, memories from Holded are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Projects have used this MCP together with a given model.

How Switchy teams use it

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Data last verified 7 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.