Connect Claude & ChatGPT to Holded

30 tools for Holded

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_lead_noteChanges dataAdd a note to a CRM lead by `lead_id` with a `title` and `description`.
• create_contactChanges dataCreate a contact with a `name` and optional email, phone, tax ID (`code`/`vat_number`), `type` (client, supplier, etc.) and `bill_address`. Search first to avoid duplicates.
• create_estimateChanges dataCreate an estimate (quote) for `contact_id` with `items`, optional date, due date, notes and currency.
• create_invoiceChanges dataCreate a sales invoice for `contact_id` with `items` (name, units, price, tax), optional date, due date, notes and currency.
• create_leadChanges dataCreate a CRM lead with `name`, `funnel_id` and `contact_id`, plus optional value, stage and due date.
• create_productChanges dataCreate a product with `name`, `kind` (simple, variants, pack, etc.), and the flags `for_sale`, `for_purchase` and `has_stock`; optional SKU, price, cost and taxes.
• create_sales_orderChanges dataCreate a sales order for `contact_id` with `items`, optional date, notes and warehouse.
• find_invoice_by_numberFind an invoice by its `document_number` (the invoice number shown to the customer).
• get_contactGet one contact by `contact_id`, including tax ID, addresses, email, phone and default settings.
• get_estimateGet one estimate by `quote_id`, with lines, totals and status.
• get_invoiceGet one invoice by `invoice_id`, with lines, totals, taxes, status and payments.
• get_leadGet one CRM lead by `lead_id`, with stage, value, notes and tasks.
• get_productGet one product by `product_id`, with SKU, prices, taxes and stock.
• get_purchaseGet one purchase invoice by its ID (passed as `order_id`), with lines, totals and payment status.
• get_sales_orderGet one sales order by `order_id`, with lines, totals and status.
• list_contactsList contacts (customers, suppliers, leads), optionally filtered by `email`, `phone`, `mobile`, `code` (tax ID) or `custom_id`.
• list_estimatesList estimates (quotes), filtered by `contact_id`, `status` or date range.
• list_invoicesList sales invoices, filtered by `contact_id`, `status`, date range (`start_date`/`end_date`) or due date range. Use to find unpaid or recent invoices.
• list_leadsList CRM leads (deals) with their funnel, stage, value and contact.
• list_productsList products and services, optionally filtered by `name`.
• list_purchasesList purchase invoices (bills from suppliers), filtered by `contact_id`, `status`, date or due date range.
• list_sales_ordersList sales orders, filtered by `contact_id`, `status` or date range.
• record_invoice_paymentChanges dataRecord a payment received against an invoice by `invoice_id` with `amount`, `date` and the bank/treasury account (`treasury_id`). It only records the payment in Holded; no money is moved.
• search_contactsFind contacts whose name matches `name`. Use this to get a contact's ID before creating documents.
• send_estimateVisible to othersEmail an estimate by `estimate_id` to the addresses in `emails`, with optional subject and message. This sends a real email.
• send_invoiceVisible to othersEmail an invoice by `invoice_id` to the addresses in `emails`, with optional subject and message. This sends a real email to the customer.
• update_contactChanges dataUpdate a contact by `contact_id`; `name` is required, and you can change email, phone, tax ID, address, tags and contact persons.
• update_invoiceChanges dataUpdate an invoice by `invoice_id`: lines, dates, notes, contact or currency. Only the fields you pass change.
• update_leadChanges dataUpdate a CRM lead by `lead_id`: name, value, status, stage, funnel, due date or assignee.
• update_productChanges dataUpdate a product by `product_id`; `name`, `archived`, `for_sale` and `for_purchase` must be sent each time, plus any price, SKU or description changes.

Questions