
用于保留发票 API 的 MCP 服务器
概览
一个用于 Holded API 的模型上下文协议(MCP)服务器。该服务器让像 Claude 这样的 AI 助手能够与 Holded 的开票、会计、联系人、产品、财务、人力资源、工时跟踪等多项事务进行交互。 Built and maintenance by — automatización e integraciones con IA para negocios (MCP, Holded, Pipedrive y más).¿Quieres algo así para tu empresa?Escríbenos en . 该 MCP 服务器可跨所有支持模块访问 Holded API v2: - (16个工具):创建、列出、更新、删除发票、估算、信用凭证等。还能支付、发送、获取PDF、发货等功能。- (7个工具):管理带有附件的客户和供应商。- (9个工具):完整的产品管理,包括图片和库存。- (3个工具):管理遗留财务账户。- (15个工具):银行账户、银行转账、现金流动、开票预测和对账。- (5个工具):处理费用账户类别。- (4个工具):配置文档编号。- (5个工具):管理销售渠道。
概述(AI 翻译)
一个用于 Holded API 的模型上下文协议(MCP)服务器。该服务器让像 Claude 这样的 AI 助手能够与 Holded 的开票、会计、联系人、产品、财务、人力资源、工时跟踪等多项事务进行交互。
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.
特色
该 MCP 服务器可跨所有支持模块访问 Holded API v2:
- 文档(16个工具):创建、列出、更新、删除发票、估算、信用说明等。还能支付、发送、获取PDF、发货商品等。
- 联系人(7个工具):管理带有附件的客户和供应商。
- 产品(9个工具):包括图片和库存在内的完整产品管理。
- 国库(3个工具):管理遗留国库账户。
- 财政部 v2(15 个工具):银行账户、银行流动、现金流动、开票预测和对账。
- 费用账户(5个工具):处理费用账户类别。
- 编号系列(4个工具):配置文档编号。
- 销售渠道(5个工具):管理销售渠道。
本页由 AI 翻译,技术细节请以原文为准。
README
以下为原文 README 节选,完整内容请查看原文。
MCP Holded
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.
Features
This MCP server provides access to the Holded API v2 across all supported modules:
- Documents (16 tools): Create, list, update, delete invoices, estimates, credit notes, etc. Also pay, send, get PDF, ship items, and more.
- Contacts (7 tools): Manage clients and suppliers with attachments.
- Products (9 tools): Full product management including images and stock.
- Treasuries (3 tools): Manage legacy treasury accounts.
- Treasury v2 (15 tools): Bank accounts, bank movements, cash movements, invoicing forecasts and reconciliation.
- Expenses Accounts (5 tools): Handle expense account categories.
- Numbering Series (4 tools): Configure document numbering.
- Sales Channels (5 tools): Manage sales channels.
- Warehouses (6 tools): Warehouse management.
- Payments (5 tools): Payment method configuration.
- Taxes (1 tool): Get available taxes.
- Contact Groups (5 tools): Organize contacts into groups.
- Remittances (2 tools): Access remittance data.
- Services (5 tools): Manage services.
- Time Tracking (3 tools): List time-tracking entries and project times (read and write).
- Accounting (2 tools, read-only): Get the chart of accounts and the daily ledger.
- Ledger (4 tools): List and create accounting/ledger entries.
- Team/HR (22 tools): Employee management, payroll records, employee time entries and clock in/out.
Total: 119 tools — all registered unconditionally once a valid v2 key is configured.
Installation
Prerequisites
- Node.js 22.14 or higher
- A Holded account with API access
- A Holded API v2 key (
pat_…orsk_live_…) — generate it in Holded → Settings → API
Install from npm
npm install -g @nubiia/mcp-holded
Install from source
git clone https://github.com/nubiia-dev/mcp-holded.git
cd mcp-holded
npm install
npm run build
Configuration
Environment Variables
安装
npx -y @nubiia/mcp-holded配置
{
"mcpServers": {
"holded": {
"command": "npx",
"args": ["-y", "@nubiia/mcp-holded"],
"env": {
"HOLDED_API_KEY": "pat_your_v2_key_here"
}
}
}
}