Connect Holded to your AI agent

CRM 10 actions available

Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.

We set up the connection using your own Holded account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Holded

Each one is a real action the agent can take on its own, the same things a person clicking around Holded could do. Read-only by default; write actions are confirmed against your policy.

  • Create Contact Create a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
  • Create Invoice Create a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.
  • Delete Contact Permanently delete one contact by ID; linked documents keep display text but lose the live contact association.
  • Delete Invoice Permanently delete one invoice and its recorded payments; its document number is not reused.
  • Find Contacts Find Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID. With no filter, return one page of contacts.
  • Find Invoices Find Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date. With no filter, return one page of invoices.
  • Get Contact Return the complete profile of one contact by its Holded contact ID.
  • Get Invoice Return full details, lines, totals, and payment summary for one invoice by its Holded ID.
  • Update Contact Safely change selected fields on a contact without clearing unspecified profile data. Reads the contact before updating and returns the verified result.
  • Update Invoice Safely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments. Reads the invoice before updating and returns the verified result.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Holded, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Holded questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Holded's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Holded to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

All product names, logos, and brands are property of their respective owners; used for identification only. ZeroToClaw is not affiliated with or endorsed by Holded.