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Holded Ledger and Treasury (BYOK) icon

Holded Ledger and Treasury (BYOK)

Read Holded ledger entries, business plan goals against actuals and bank account balances with your own API key

Unify Dynamics LLC

Tools5read-only
Sign-inBYOKbring your own key
Key keptNeverused for one call only
PriceFreeoptional Pro limits
ProviderHolded Ledger and Treasuryunofficial, not affiliated
Works withMCP · RESTany agent

Try asking

Real questions, and the tools your agent calls to answer them.

Which ledger lines were posted to account 70500001 in March 2026?
Tools called
list_ledger_entries
Show the lines of Holded ledger entry 507f1f77bcf86cd799439011
Tools called
get_ledger_entry
Which business plan scenarios do I have in Holded?
Tools called
list_business_plan_scenarios
How did my Holded business plan goals compare with actuals in the first quarter of 2026?
Tools called
list_business_plan_goals
What are the balances of my Holded bank accounts?
Tools called
list_treasury_accounts

About

Holded Ledger and Treasury (BYOK) lets an AI assistant read your own Holded Ledger and Treasury data through the Holded Ledger and Treasury API with a key you supply (Holded API key (needs accounting read scopes)). Read-only: 5 tools (list_ledger_entries, get_ledger_entry, list_business_plan_scenarios, list_business_plan_goals, list_treasury_accounts). 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 Ledger and Treasury. Holded Ledger and Treasury 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 Ledger and Treasury 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

5 tools, grouped by job. Every one is read-only or compute-only.

OpenAPI
Read your data5 tools
  • List ledger entriesList accounting ledger lines posted between two dates with entry number, date, type, description, account number, debit, credit and tags.
  • Get ledger entryGet one ledger entry with all its debit and credit lines, date, type, notes and linked contact id.
  • List business plan scenariosList the Business Plan scenarios with name, color and whether each is the main scenario.
  • List business plan goalsList profit and loss goals against actuals per accounting account and month for a date range of at most 36 months.
  • List treasury accountsList bank, card, payment gateway and cash accounts with name, type, currency, balance, archived flag, last sync time and number of transactions…

Information

PublisherUnify Dynamics LLC
CategoryMoney & business
LanguagesEnglish
Built forWorldwide
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpointhttps://byok-holded-ledger-treasury.connectorbay.com/mcp
REST APIopenapi.json
SupportGet help · Status
CountryWorldwide
FunctionOther
LayerDeep connectors

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Get Holded Ledger and Treasury (BYOK)

Free · BYOK · Read-only

BYOK: bring your own keyThis connector uses your own Holded Ledger and Treasury Holded API key (needs accounting read scopes). Create one at https://www.holded.com/developers/authentication, with the fewest permissions it needs (read-only if the provider offers it). Your assistant sends it in the X-Upstream-Key header with every request. It is used for that one call only: never stored, logged or cached, and only ever sent to Holded Ledger and Treasury. Revoke it at the provider whenever you like. Unofficial connector: not affiliated with Holded Ledger and Treasury.