Holded

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

10 actions Integration catalog

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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Create ContactHOLDED_CREATE_CONTACT

Create a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.

Create InvoiceHOLDED_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 ContactHOLDED_DELETE_CONTACT

Permanently delete one contact by ID; linked documents keep display text but lose the live contact association.

Delete InvoiceHOLDED_DELETE_INVOICE

Permanently delete one invoice and its recorded payments; its document number is not reused.

Find ContactsHOLDED_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 InvoicesHOLDED_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 ContactHOLDED_GET_CONTACT

Return the complete profile of one contact by its Holded contact ID.

Get InvoiceHOLDED_GET_INVOICE

Return full details, lines, totals, and payment summary for one invoice by its Holded ID.

Update ContactHOLDED_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 InvoiceHOLDED_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.

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