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Conecta Holded MCP a tus agentes de IA, de forma segura.

Un único endpoint seguro para cada llamada a Holded que hacen tus agentes de IA: acotada por usuario, inspeccionada y registrada.

Elige las herramientas que pueden usar tus agentes de IA

360 herramientas del esquema de Holded MCP.

Mostrando 360 herramientas

  • create_invoicewriteCreate an invoice.
  • create_invoice_paymentwriteCreate a payment for an invoice.
  • approve_invoicewriteApprove an invoice.
  • attach_invoice_filewriteAttach a file to an invoice.
  • send_invoicehigh riskSend an invoice by email to the customer.
  • update_invoicewriteUpdate an invoice.
  • set_invoice_pipelinewriteSet invoice pipeline.
  • list_invoice_attachmentsreadList invoice attachments.
  • list_invoicesreadList invoices.
  • get_invoicereadGet an invoice.
  • get_invoice_attachmentreadGet invoice attachment.
  • get_invoice_pdfreadGet invoice PDF.
  • delete_invoicewriteDelete an invoice.
  • bulk_cancel_invoiceshigh riskBulk cancel invoices.
  • bulk_approve_invoiceshigh riskBulk approve invoices.
  • cancel_invoicewriteCancel an invoice.
  • find_invoices_by_document_numberreadFind invoices by document number.
  • bulk_delete_invoiceshigh riskBulk delete invoices.
  • create_invoice_recurringwriteCreate a recurring invoice.
  • skip_recurring_occurrencewriteSkip a recurring invoice occurrence.
  • update_invoice_recurringwriteUpdate a recurring invoice.
  • list_invoice_recurringsreadList recurring invoices.
  • get_invoice_recurringreadGet a recurring invoice.
  • get_recurring_schedulereadGet recurring invoice schedule.
  • delete_invoice_recurringwriteDelete a recurring invoice.
  • create_sales_receiptwriteCreate a sales receipt.
  • create_sales_receipt_paymentwriteCreate a payment for a sales receipt.
  • approve_sales_receiptwriteApprove a sales receipt.
  • attach_sales_receipt_filewriteAttach a file to a sales receipt.
  • send_sales_receipthigh riskSend a sales receipt by email.
  • update_sales_receiptwriteUpdate a sales receipt.
  • set_sales_receipt_pipelinewriteSet sales receipt pipeline.
  • list_sales_receipt_attachmentsreadList sales receipt attachments.
  • list_sales_receiptsreadList sales receipts.
  • get_sales_receiptreadGet a sales receipt.
  • get_sales_receipt_attachmentreadGet sales receipt attachment.
  • get_sales_receipt_pdfreadGet sales receipt PDF.
  • delete_sales_receiptwriteDelete a sales receipt.
  • approve_receipt_notewriteApprove a receipt note.
  • attach_receipt_note_filewriteAttach a file to a receipt note.
  • create_receipt_notewriteCreate a receipt note.
  • create_receipt_note_paymentwriteCreate a payment for a receipt note.
  • send_receipt_notehigh riskSend a receipt note by email.
  • update_receipt_notewriteUpdate a receipt note.
  • set_receipt_note_pipelinewriteSet receipt note pipeline.
  • list_receipt_note_attachmentsreadList receipt note attachments.
  • list_receipt_notesreadList receipt notes.
  • get_receipt_notereadGet a receipt note.
  • get_receipt_note_attachmentreadGet receipt note attachment.
  • get_receipt_note_pdfreadGet receipt note PDF.
  • delete_receipt_notewriteDelete a receipt note.
  • create_estimatewriteCreate an estimate.
  • accept_estimatewriteAccept an estimate.
  • attach_estimate_filewriteAttach a file to an estimate.
  • reject_estimatewriteReject an estimate.
  • send_estimatehigh riskSend an estimate by email.
  • approve_estimatewriteApprove an estimate.
  • update_estimatewriteUpdate an estimate.
  • set_estimate_pipelinewriteSet estimate pipeline.
  • list_estimate_attachmentsreadList estimate attachments.
  • list_estimatesreadList estimates.
  • get_estimatereadGet an estimate.
  • get_estimate_attachmentreadGet estimate attachment.
  • get_estimate_pdfreadGet estimate PDF.
  • delete_estimatewriteDelete an estimate.
  • create_proformawriteCreate a proforma.
  • approve_proformawriteApprove a proforma.
  • attach_proforma_filewriteAttach a file to a proforma.
  • send_proformahigh riskSend a proforma by email.
  • update_proformawriteUpdate a proforma.
  • set_proforma_pipelinewriteSet proforma pipeline.
  • list_proforma_attachmentsreadList proforma attachments.
  • list_proformasreadList proformas.
  • get_proformareadGet a proforma.
  • get_proforma_attachmentreadGet proforma attachment.
  • get_proforma_pdfreadGet proforma PDF.
  • delete_proformawriteDelete a proforma.
  • create_credit_notewriteCreate a credit note.
  • create_credit_note_paymentwriteCreate a payment for a credit note.
  • approve_credit_notewriteApprove a credit note.
  • attach_credit_note_filewriteAttach a file to a credit note.
  • send_credit_notehigh riskSend a credit note by email.
  • update_credit_notewriteUpdate a credit note.
  • set_credit_note_pipelinewriteSet credit note pipeline.
  • list_credit_note_attachmentsreadList credit note attachments.
  • list_credit_notesreadList credit notes.
  • get_credit_notereadGet a credit note.
  • get_credit_note_attachmentreadGet credit note attachment.
  • get_credit_note_pdfreadGet credit note PDF.
  • delete_credit_notewriteDelete a credit note.
  • create_servicewriteCreate a service.
  • update_servicewriteUpdate a service.
  • list_servicesreadList services.
  • get_servicereadGet a service.
  • delete_servicewriteDelete a service.
  • create_sales_channelwriteCreate a sales channel.
  • update_sales_channelwriteUpdate a sales channel.
  • list_sales_channelsreadList all sales channels.
  • get_sales_channelreadGet a sales channel by ID.
  • delete_sales_channelwriteDelete a sales channel.
  • create_numbering_serieswriteCreate a numbering series.
  • update_numbering_serieswriteUpdate a numbering series.
  • list_numbering_seriesreadList numbering series by document type.
  • delete_numbering_serieswriteDelete a numbering series.
  • create_contactwriteCreate a contact.
  • attach_contact_filewriteAttach a file to a contact.
  • update_contactwriteUpdate a contact.
  • list_contact_attachmentsreadList contact attachments.
  • list_contactsreadList contacts.
  • get_contactreadGet a contact by ID.
  • get_contact_attachmentreadGet a contact attachment.
  • get_contact_portal_linkreadGet client portal link for a contact.
  • delete_contactwriteDelete a contact.
  • bulk_archive_contactshigh riskBulk archive contacts.
  • bulk_delete_contactshigh riskBulk delete contacts.
  • search_contactsreadSearch contacts by name.
  • create_contact_groupwriteCreate a contact group.
  • update_contact_groupwriteUpdate a contact group.
  • list_contact_groupsreadList contact groups.
  • get_contact_groupreadGet a contact group.
  • delete_contact_groupwriteDelete a contact group.
  • create_tagwriteCreate a tag.
  • list_tagsreadList all tags.
  • delete_tagwriteDelete a tag.
  • create_accounting_accountwriteCreate an accounting account.
  • create_ledger_entrywriteCreate a ledger entry.
  • list_accounting_accountsreadList chart of accounts.
  • list_ledger_entriesreadList ledger entries.
  • get_ledger_entryreadGet a ledger entry.
  • delete_ledger_entrywriteDelete a ledger entry.
  • create_expenses_accountwriteCreate an expenses account.
  • update_expenses_accountwriteUpdate an expenses account.
  • list_expenses_accountsreadList all expenses accounts.
  • get_expenses_accountreadGet an expenses account by ID.
  • delete_expenses_accountwriteDelete an expenses account.
  • create_paymentwriteCreate a payment.
  • update_paymentwriteUpdate a payment.
  • list_paymentsreadList payments.
  • get_paymentreadGet a payment by ID.
  • delete_paymentwriteDelete a payment.
  • create_purchasewriteCreate a purchase.
  • create_purchase_paymentwriteCreate a payment for a purchase.
  • approve_purchasewriteApprove a purchase.
  • attach_purchase_filewriteAttach a file to a purchase.
  • create_purchase_refundwriteCreate a purchase refund.
  • update_purchasewriteUpdate a purchase.
  • set_purchase_pipelinewriteSet purchase pipeline.
  • list_purchase_attachmentsreadList purchase attachments.
  • list_purchasesreadList purchases.
  • get_purchasereadGet a purchase.
  • get_purchase_attachmentreadGet purchase attachment.
  • get_purchase_refundreadGet a purchase refund.
  • list_purchase_refundsreadList purchase refunds.
  • delete_purchasewriteDelete a purchase.
  • list_taxesreadList all taxes.
  • get_tax_per_country_sorted_keysreadGet sorted tax keys by country and section.
  • archive_banking_accountwriteArchive a banking account.
  • create_bank_movementwriteCreate one or multiple manual bank movements.
  • list_banking_accountsreadList banking accounts.
  • create_banking_accountwriteCreate a banking account.
  • get_banking_accountreadGet a banking account by ID.
  • update_banking_accountwriteUpdate a banking account.
  • delete_banking_accountwriteDelete a banking account.
  • list_banking_account_bank_movementsreadList banking account movements.
  • list_banking_account_cash_movementsreadList banking account cash movements.
  • reconcile_transaction_with_documentwriteReconcile a bank movement.
  • create_payment_methodwriteCreate a payment method.
  • update_payment_methodwriteUpdate a payment method.
  • delete_payment_methodwriteDelete a payment method.
  • list_payment_methodsreadList payment methods.
  • get_payment_methodreadGet a payment method by ID.
  • list_remittancesreadList remittances.
  • get_remittancereadGet a remittance.
  • create_invoicing_forecastwriteCreate an invoicing forecast.
  • edit_invoicing_forecastwriteEdit an invoicing forecast.
  • list_invoicing_forecastsreadList invoicing forecasts.
  • get_invoicing_forecastreadGet an invoicing forecast.
  • delete_invoicing_forecastwriteDelete an invoicing forecast.
  • list_business_plan_goalsreadList business plan goals vs actuals.
  • list_business_plan_scenariosreadList business plan scenarios.
  • create_funnelwriteCreate a funnel.
  • update_funnelwriteUpdate a funnel.
  • list_funnelsreadList all funnels.
  • get_funnelreadGet a funnel.
  • delete_funnelwriteDelete a funnel.
  • create_leadwriteCreate a lead.
  • create_lead_notewriteCreate a lead note.
  • create_lead_taskwriteCreate a lead task.
  • update_lead_notewriteUpdate a lead note.
  • update_lead_taskwriteUpdate a lead task.
  • update_leadwriteUpdate a lead.
  • update_lead_dateswriteUpdate lead dates.
  • update_lead_stagewriteUpdate a lead stage.
  • list_leadsreadList all leads.
  • get_leadreadGet a lead.
  • delete_lead_taskwriteDelete a lead task.
  • delete_leadwriteDelete a lead.
  • create_projectwriteCreate a project.
  • update_projectwriteUpdate a project.
  • get_projectreadGet a project.
  • get_project_summaryreadGet a project summary.
  • list_projectsreadList projects.
  • delete_projectwriteDelete a project.
  • create_taskwriteCreate a task.
  • update_taskwriteUpdate a task.
  • list_tasksreadList all tasks.
  • get_taskreadGet a task.
  • delete_taskwriteDelete a task.
  • create_project_timewriteCreate a time entry for a project.
  • update_project_timewriteUpdate a project time entry.
  • list_project_timesreadList time entries for a project.
  • list_all_project_timesreadList all project time entries.
  • get_project_timereadGet a project time entry.
  • delete_project_timewriteDelete a project time entry.
  • create_productwriteCreate a product.
  • upload_product_imagewriteUpload a product image.
  • update_productwriteUpdate a product.
  • update_product_stockwriteUpdate stock for a product.
  • list_productsreadList all products.
  • list_product_imagesreadList product images.
  • get_productreadGet a product by ID.
  • get_product_imagereadGet a product image by ID.
  • get_product_main_imagereadGet the main product image.
  • get_product_stockreadGet stock availability for a product.
  • get_product_stock_transitreadGet stock in transit for a product.
  • delete_productwriteDelete a product.
  • create_price_listwriteCreate a price list.
  • update_price_listwriteUpdate a price list.
  • list_price_listsreadList price lists.
  • get_price_listreadGet a price list by ID.
  • delete_price_listwriteDelete a price list.
  • create_warehousewriteCreate a warehouse.
  • update_warehousewriteUpdate a warehouse.
  • list_warehousesreadList all warehouses.
  • get_warehousereadGet a warehouse by ID.
  • get_warehouse_stockreadGet stock levels for a warehouse.
  • delete_warehousewriteDelete a warehouse.
  • create_sales_orderwriteCreate a sales order.
  • approve_sales_orderwriteApprove a sales order.
  • attach_sales_order_filewriteAttach a file to a sales order.
  • send_sales_orderhigh riskSend a sales order by email.
  • ship_sales_orderwriteShip all items in a sales order.
  • ship_sales_order_by_lineswriteShip specific lines in a sales order.
  • update_sales_orderwriteUpdate a sales order.
  • set_sales_order_pipelinewriteSet sales order pipeline.
  • update_sales_order_trackingwriteUpdate sales order tracking information.
  • list_sales_order_attachmentsreadList sales order attachments.
  • list_sales_ordersreadList sales orders.
  • get_sales_orderreadGet a sales order.
  • get_sales_order_attachmentreadGet sales order attachment.
  • get_sales_order_pdfreadGet sales order PDF.
  • get_sales_order_shipped_itemsreadGet shipped items for a sales order.
  • delete_sales_orderwriteDelete a sales order.
  • create_waybillwriteCreate a waybill.
  • approve_waybillwriteApprove a waybill.
  • attach_waybill_filewriteAttach a file to a waybill.
  • send_waybillhigh riskSend a waybill by email.
  • update_waybillwriteUpdate a waybill.
  • set_waybill_pipelinewriteSet waybill pipeline.
  • update_waybill_trackingwriteUpdate waybill tracking information.
  • list_waybill_attachmentsreadList waybill attachments.
  • list_waybillsreadList waybills.
  • get_waybillreadGet a waybill.
  • get_waybill_attachmentreadGet waybill attachment.
  • get_waybill_pdfreadGet waybill PDF.
  • delete_waybillwriteDelete a waybill.
  • create_purchase_orderwriteCreate a purchase order.
  • approve_purchase_orderwriteApprove a purchase order.
  • attach_purchase_order_filewriteAttach a file to a purchase order.
  • receive_purchase_orderwriteReceive units of a purchase order.
  • send_purchase_orderhigh riskSend a purchase order by email.
  • update_purchase_orderwriteUpdate a purchase order.
  • set_purchase_order_pipelinewriteSet purchase order pipeline.
  • list_purchase_order_attachmentsreadList purchase order attachments.
  • list_purchase_ordersreadList purchase orders.
  • get_purchase_orderreadGet a purchase order.
  • get_purchase_order_attachmentreadGet purchase order attachment.
  • get_purchase_order_pdfreadGet purchase order PDF.
  • get_purchase_order_received_itemsreadGet received items for a purchase order.
  • delete_purchase_orderwriteDelete a purchase order.
  • create_purchase_shipmentwriteCreate a purchase shipment.
  • approve_purchase_shipmentwriteApprove a purchase shipment.
  • update_purchase_shipmentwriteUpdate a purchase shipment.
  • list_purchase_shipmentsreadList purchase shipments.
  • get_purchase_shipmentreadGet a purchase shipment.
  • delete_purchase_shipmentwriteDelete a purchase shipment.
  • convert_documentwriteConvert a document to another type.
  • create_production_orderwriteCreate a production order.
  • update_production_orderwriteUpdate a production order.
  • list_production_ordersreadList production orders.
  • get_production_orderreadGet a production order.
  • delete_production_orderwriteDelete a production order.
  • create_employeewriteCreate an employee.
  • update_employeewriteUpdate an employee.
  • update_employee_contractwriteUpdate active contract.
  • list_employeesreadList all employees.
  • get_employeereadGet an employee.
  • get_employee_contractreadGet active contract.
  • delete_employeewriteDelete an employee.
  • clock_inwriteClock in an employee.
  • clock_outwriteClock out an employee.
  • create_employee_timewriteCreate a time entry for an employee.
  • pausewritePause an employee time session.
  • unpausewriteResume an employee time session.
  • update_employee_timewriteUpdate an employee time entry.
  • list_employee_timesreadList time entries for an employee.
  • list_all_employee_timesreadList all employee time entries.
  • get_employee_timereadGet an employee time entry.
  • delete_employee_timewriteDelete an employee time entry.
  • create_salary_recordwriteCreate a salary record.
  • update_salary_recordwriteUpdate a salary record.
  • list_salary_recordsreadList salary records.
  • get_salary_recordreadGet a salary record.
  • get_salary_record_form_datareadGet salary record form data.
  • get_salary_record_pdfreadDownload a salary record PDF.
  • delete_salary_recordwriteDelete a salary record.
  • approve_payslipwriteApprove a payslip.
  • create_payslipwriteCreate payslips in bulk.
  • create_payslip_paymentwriteCreate a payment for a payslip.
  • list_payslipsreadList payslips.
  • get_payslipreadGet a payslip.
  • get_payslip_pdfreadDownload a payslip PDF.
  • delete_payslipwriteDelete a payslip.
  • delete_payslip_paymentwriteDelete a payment from a payslip.
  • create_time_offwriteCreate a time off request (absence or holiday).
  • update_time_offwriteUpdate time off end date (absence or holiday).
  • list_employee_time_offsreadList time off requests for an employee.
  • get_time_offreadGet a time off request.
  • list_all_time_offsreadList all time off requests.
  • create_eventwriteCreate an event.
  • update_eventwriteUpdate an event.
  • list_eventsreadList all events.
  • get_eventreadGet an event by ID.
  • delete_eventwriteDelete an event.
  • create_bookingwriteCreate a booking.
  • update_bookingwriteUpdate a booking.
  • list_bookingsreadList all bookings.
  • list_booking_locationsreadList all booking locations.
  • get_bookingreadGet a booking by ID.
  • get_booking_location_slotsreadGet available slots for a location.
  • delete_bookingwriteCancel a booking.
  • upload_inboxwriteUpload a document.
  • attach_inboxwriteAttach incoming document to a document.
  • export_inboxwriteConvert incoming document into a purchase document.
  • update_inboxwriteUpdate an incoming document.
  • list_inboxreadList inbox incoming documents.
  • get_inboxreadGet an incoming document by ID.
  • download_inbox_filereadDownload a file from an inbox document.
  • preview_inbox_filereadGet a processed thumbnail of a file from an inbox document.
  • delete_inboxwriteDelete an incoming document.
  • get_usagereadGet API usage (automation token).
  • get_usage_by_typereadGet API usage by type.
  • create_webhookwriteCreate a webhook.
  • disable_webhookwriteDisable a webhook.
  • enable_webhookwriteEnable a webhook.
  • update_webhookwriteUpdate a webhook.
  • list_webhooksreadList webhooks.
  • get_webhookreadGet a webhook.
  • get_webhook_eventsreadList supported webhook event types.
  • delete_webhookwriteDelete a webhook.

Qué expone Holded MCP

Holded MCP agrupa sus 360 herramientas en 11 categorías, cada una con una política inicial sugerida.

Las 360 herramientas en JSON, listas para pegar.

CategoríaIncluyeAccesoPolítica sugerida
VentasFacturas y facturas recurrentes, tickets, albaranes de cobro, presupuestos, proformas, abonos, servicios, canales de venta y series de numeraciónLectura / EscrituraEnviar un documento lo manda por correo al cliente; las operaciones masivas afectan a muchos registros
InventarioProductos y stock, tarifas, almacenes, pedidos de venta, albaranes, pedidos de compra, envíos de compra, conversión de documentos y órdenes de producciónLectura / EscrituraEnviar y recibir mueve stock real; apruébalo
Equipo y RR. HH.Empleados y contratos, fichajes y control horario, registros salariales, nóminas y ausenciasLectura / EscrituraLas nóminas y los salarios son los datos más sensibles de la cuenta
ContabilidadPlan de cuentas, asientos, cuentas de gasto, pagos, compras, devoluciones de compra e impuestosLectura / EscrituraLos asientos son el registro contable de verdad; aprueba cualquier escritura
TesoreríaCuentas bancarias y movimientos, conciliación, métodos de pago, remesas, previsiones de facturación y plan de negocioLectura / EscrituraLa conciliación cambia cómo se casa el dinero con los documentos
ContactosContactos y sus adjuntos, enlace al portal de cliente, grupos de contacto y etiquetasLectura / EscrituraLos contactos son datos personales; el borrado masivo es irreversible
CRMEmbudos, leads, notas, tareas, fechas y etapas del pipelineLectura / EscrituraLos cambios de etapa afectan a los informes y previsiones
ProyectosProyectos y sus resúmenes, tareas e imputación de horasLectura / EscrituraLas horas alimentan la facturación; audita los cambios
CalendarioEventos y reservas, ubicaciones y huecos disponiblesLectura / EscrituraLas reservas afectan a clientes reales; apruébalas
Bandeja de entradaDocumentos entrantes: subida, vinculación, conversión en documento de compra, vista previa y descargaLectura / EscrituraConvertir un documento entrante crea un registro contable
DesarrolladoresConsumo de API y gestión de webhooksLectura / EscrituraLos webhooks envían datos de la cuenta a endpoints externos; aprueba los cambios

Conecta Holded MCP a tu agente de IA

Cuatro pasos, menos de diez minutos.

  1. 01

    Inicia sesión en NeuralTrust

    Abre la plataforma de NeuralTrust, inicia sesión y ve a Getting started, después a Connect your tools.

    Inicia sesión en NeuralTrust
  2. 02

    Elige tu agente

    Cuando te pregunte qué agente usas, elige Claude Code, Codex, Cursor, Windsurf, Copilot o tu propio código.

    Elige tu agente
  3. 03

    Conecta Holded

    Busca Holded en la lista de herramientas y conéctalo.

    Conecta Holded
  4. 04

    Conecta tu agente

    Sigue los pasos en pantalla para añadir la configuración a tu agente y envía el prompt de prueba.

    Conecta tu agente

Permisos hasta la herramienta individual

No permites ni bloqueas Holded MCP entero. Permites exactamente las herramientas que puede llamar cada agente, una a una.

Holded MCP360 HERRAMIENTAS DISPONIBLES
Agente de revisión de código4 herramientas, solo lectura
Bot de triaje de incidencias9 herramientas
Asistente del equipo de plataformalas 360 herramientas
  • Herramienta por herramientaConectar el servidor no es la unidad de acceso. Cada herramienta se concede por separado.
  • Denegado por defectoUna herramienta que no has activado nunca se expone al agente.
  • Aprobación en las escriturasLas herramientas que modifican o borran pueden exigir la confirmación de una persona.

¿Es seguro Holded MCP?

Un endpoint en lugar de credenciales en claro. Cada llamada se comprueba contra la política y queda registrada.

Agentes de IASe conectan desde la configuración de tu cliente MCP.NeuralTrustSe aplican los controles según tu configuración.Holded MCP360 herramientas documentadas: 151 de lectura y 209 de escritura.
Asistentes de códigoConexión y credencialespor usuarioVentas104 herramientas
Copilotos internosPolíticas de acceso a herramientasdenegado por defectoInventario78 herramientas
Automatizaciones de flujosInspección de peticiones y respuestasen líneaEquipo y RR. HH.37 herramientas
Clientes MCP compatiblesMonitorización de actividadalertas y registrosResto de herramientas141 herramientas
Preguntas frecuentes

Preguntas habituales sobre usar Holded MCP a través de TrustGate.

Conecta Holded MCP al instante

Elige las herramientas, apunta tu agente a TrustGate y Holded MCP queda activo: acotado, inspeccionado y registrado.