How is this different from connecting Holded MCP directly?

Connected directly, an agent sees every tool the server exposes and holds the credential itself. Through TrustGate you choose which tools each agent gets, and every call is logged against the agent that made it.

What if the Holded MCP API changes?

We track the Holded MCP schema, so the tool catalogue stays current. Tools you have already allowed keep working, and anything new stays denied until you enable it.

Can I give different agents different Holded tools?

Yes. Access is set per agent: one can get a handful of read tools, another the full set. You grant the whole MCP or single tools within it.

Where can I see what my agents did in Holded?

Every call is logged against the agent that made it, with the tool it used. Activity can be sent on to your own monitoring.

Do I need to run the Holded MCP server myself?

No. TrustGate connects to the Holded MCP server and sits in front of it. Your agent only talks to your TrustGate URL, never to Holded directly.

Connect Holded MCP to your AI agents, securely.

Q: Is Holded MCP secure?

The server itself exposes 360 tools, and some of them can write to your Holded account. Behind TrustGate an agent only sees the tools you allow, requests and responses are inspected, and every call is logged. Anything outside the allowlist is denied before it reaches Holded.

One secured endpoint for every Holded call your AI agents make, scoped per user, inspected, and logged.

Get started for free

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What your agents can ask once Holded MCP is connected.

Select the tools your AI agents can call

360 tools from the Holded MCP schema.

Showing 360 tools

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.

What Holded MCP exposes

Holded MCP groups its 360 tools into 11 categories, each with a suggested starting policy.

All 360 tools as JSON, ready to paste.

Category	Covers	Access	Suggested policy
Sales	Invoices and recurring invoices, sales receipts, receipt notes, estimates, proformas, credit notes, services, sales channels and numbering series	Read / Write	Sending a document emails it to the customer; bulk operations act on many records at once
Inventory	Products and stock, price lists, warehouses, sales orders, waybills, purchase orders, purchase shipments, document conversion and production orders	Read / Write	Shipping and receiving move real stock; approve them
Team & HR	Employees and contracts, time tracking and clock in/out, salary records, payslips and time off	Read / Write	Payroll and salary data are the most sensitive records in the account
Accounting	Chart of accounts, ledger entries, expense accounts, payments, purchases, purchase refunds and taxes	Read / Write	Ledger entries are the accounting record of truth; approve any write
Treasury	Banking accounts and movements, reconciliation, payment methods, remittances, invoicing forecasts and business plan	Read / Write	Reconciliation changes how money is matched to documents
Contacts	Contacts and their attachments, the client portal link, contact groups and tags	Read / Write	Contact records are personal data; bulk delete is irreversible
CRM	Funnels, leads, lead notes, tasks, dates and pipeline stages	Read / Write	Stage changes drive reporting and forecasting
Projects	Projects and their summaries, tasks and project time tracking	Read / Write	Time entries feed billing; audit changes
Calendar	Events and bookings, booking locations and available slots	Read / Write	Bookings reach real customers; approve them
Inbox	Incoming documents: upload, attach, convert into a purchase document, preview and download	Read / Write	Converting an incoming document creates an accounting record
Developers	API usage metering and webhook management	Read / Write	Webhooks route account data to external endpoints; approve changes

Connect Holded MCP to your AI agent

Four steps, under ten minutes.

01
Sign in to NeuralTrust
Open the NeuralTrust platform, sign in and go to Getting started, then Connect your tools.
02
Choose your agent
When asked which agent you use, pick Claude Code, Codex, Cursor, Windsurf, Copilot or your own code.
03
Connect Holded
Find Holded in the tool list and connect it.
04
Connect your agent
Follow the steps on screen to add the config to your agent, then send the test prompt.

Permissions down to the single tool

You do not allow Holded MCP or block it. You allow the exact tools each agent can call, one by one.

Holded MCP	360 TOOLS AVAILABLE
Code review agent	4 tools, read only
Issue triage bot	9 tools
Platform team assistant	all 360 tools

Tool by toolConnecting the server is not the unit of access. Each tool is granted on its own.
Default denyA tool you have not enabled is never exposed to the agent.
Approval on writesTools that change or delete things can require a human to confirm.

Is Holded MCP secure?

One endpoint instead of raw credentials. Every call is checked against policy and logged.

AI agentsConnect through your MCP client configuration.	NeuralTrustApply controls based on your configuration.	Holded MCP360 documented tools: 151 read-only and 209 write.
Coding assistants	Connection & credentialsper user	Sales104 tools
Internal copilots	Tool access policiesdeny by default	Inventory78 tools
Workflow automations	Request & response inspectioninline	Team & HR37 tools
Compatible MCP clients	Activity monitoringalerts and logs	All other tools141 tools