Holded for AI agents
Agents read Holded at once. Changes and sends are held for a person's approval by default.
About Holded
Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.
What an agent can do in Holded
Every Holded action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Holded without asking first. 4 actions.
- Find ContactsFind 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 InvoicesFind 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 ContactReturn the complete profile of one contact by its Holded contact ID.
- Get InvoiceReturn full details, lines, totals, and payment summary for one invoice by its Holded ID.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 6 actions.
- Create ContactCreate a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
- Create InvoiceCreate a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.
- Delete ContactPermanently delete one contact by ID; linked documents keep display text but lose the live contact association.
- Delete InvoicePermanently delete one invoice and its recorded payments; its document number is not reused.
- Update ContactSafely change selected fields on a contact without clearing unspecified profile data. Reads the contact before updating and returns the verified result.
- Update InvoiceSafely 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.
Changes wait in Needs you
Changes and sends in Holded are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Holded questions
Can an agent change data in Holded on its own?
Not by default. Changes and sends in Holded are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Holded?
This connector lists 4 read actions. Reads run at once, without waiting for approval.
How does Holded connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.