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Operate As

Integration

Holded

Business management: invoicing, accounting, CRM and inventory. Your client pastes their Holded key once, and your agent or your code works with their access.

Accounting

About Holded

Through Operate As, your agent, n8n workflow or code works in Holded with your client's own access. Your client pastes their API key from Holded once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Holded's API through the request tool, with the client's access attached.

Common uses in Accounting

  • Create invoices and record payments
  • Match transactions and chase overdue bills
  • Pull numbers for a monthly report

Holded

Holded · Accounting

API key

Business management: invoicing, accounting, CRM and inventory

The client pastes their API key from Holded's settings. We store it encrypted.

Tested against Holded's live API.

Building with Holded? The docs have setup steps and code for every tool.

Open the Holded docs

Tools

Your agent calls any endpoint of Holded's API with the request tool, with the client's access attached.

Base URL for request

https://api.holded.com/api/invoicing/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/holded/{path}

    Any endpoint of Holded's own API, with the client's access attached.

    servicestringrequired
    This service: holded
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.holded.com/api/invoicing/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Holded key you paste, with only the access you gave that key

Related

More in Accounting

Browse every service

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