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OpenAPIRead your data10 tools
Holded Invoicing Setup (BYOK)
Read the Holded invoicing configuration with your own API key: payment methods, numbering series, sales channels, expense accounts, price lists, tags, warehouses and CRM funnels
Unify Dynamics LLC
Tools10read-only
Sign-inBYOKbring your own key
Key keptNeverused for one call only
PriceFreeoptional Pro limits
ProviderHolded Invoicing Setupunofficial, not affiliated
Works withMCP · RESTany agent
Try asking
Real questions, and the tools your agent calls to answer them.
Which payment methods are set up in my Holded account?
Tools called
list_payment_methodsWhat invoice numbering series does Holded have and what was the last number used?
Tools called
list_numbering_seriesWhich sales channels exist in Holded?
Tools called
list_sales_channelsWhich expense accounts can I assign to purchase lines in Holded?
Tools called
list_expenses_accountsWhat price lists do I have in Holded?
Tools called
list_price_listsWhich tags are defined in Holded?
Tools called
list_tagsAbout
Holded Invoicing Setup (BYOK) lets an AI assistant read your own Holded Invoicing Setup data through the Holded Invoicing Setup API with a key you supply (Holded API key). Read-only: 10 tools (list_payment_methods, list_numbering_series, list_sales_channels, list_expenses_accounts, list_price_lists, list_tags, list_warehouses, get_warehouse_stock, list_tax_keys_by_country, list_crm_funnels). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api.holded.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Holded Invoicing Setup. Holded Invoicing Setup and its logos are trademarks of their owners and are used only to say which service the connector works with.
Sources: Live from the Holded Invoicing Setup API (api.holded.com) with a BYOK key; documentation: https://www.holded.com/developers/api-reference. Endpoints checked against that documentation on 2026-10-16.
Privacy
The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.
Data not collectedNo account, no profile, no stored prompts or results.
What it can do
10 tools, grouped by job. Every one is read-only or compute-only.
- List payment methodsList the configured payment methods (manual ones and connected online providers) with type, connection status, default flag, linked banking…
- List numbering seriesList the numbering series configured for one document type, with name, number format, last number used and the linked refund series.
- List sales channelsList all sales channels, active and archived, with name, color, chart-of-accounts number and description.
- List expenses accountsList all expense accounts, active and archived, with name, color, chart-of-accounts number and description.
- List price listsList the price lists (rates) with name and description.
- List tagsList every tag defined in the account (names only).
- List warehousesList all warehouses with name, default flag, color and the city, province and country code of the address.
- Get warehouse stockList the stock quantity of every product stored in one warehouse (product id, variant id and a decimal string quantity).
- List tax keys by countryList the tax keys that apply in one country, in order, optionally for an ecommerce section such as shopify or amazon.
- List crm funnelsList CRM funnels with their stages (name, key, deal probability, days before a deal rots) and labels.
Information
PublisherUnify Dynamics LLC
CategoryMoney & business
LanguagesEnglish
Built forWorldwide
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpoint
https://byok-holded-invoicing-setup.connectorbay.com/mcpREST APIopenapi.json
CountryWorldwide
FunctionOther
LayerDeep connectors
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