Holded

Holded is a unified business management platform that combines CRM, accounting, invoicing, and inventory management capabilities in a single solution. The Holded API provides programmatic access to manage documents, contacts, projects, and financial data.

AI agents can leverage this integration to automate business workflows by creating and managing invoices, tracking customer interactions, updating project information, managing inventory, and accessing financial reports, enabling seamless integration with intelligent automation systems.

Capabilities

• Create, read, update, and delete documents (invoices, estimates, purchase orders)
• Manage customer and contact information
• Track projects and project timelines
• Access and manage inventory and product data
• Record and retrieve financial transactions
• Automate invoice generation and payment tracking
• Query business metrics and reporting data

Resources

• Holded Developer Portal
• API Reference Documentation
• How to Build and Use the Holded API