Holdings MCP
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Holdings invoicing Browse Official Holdings MCP Server for Claude, Cursor, VS Code, and other AI agents.
Details
- Author
- holdings-io
- Categories
- Finance, Other
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Setup
Install Holdings MCP in your MCP client (Claude Desktop, Cursor, Windsurf, and others).
Repository: https://github.com/holdings-io/mcp
Follow the installation instructions in the repository README, then restart your MCP client.
- Draft and preview invoices— Create an invoice draft for a client; nothing reaches the client until you explicitly approve the send.
- Send invoices and collect payment— Send an invoice with a card or ACH payment link, and get notified when the money lands.
- Create and send quotes— Generate estimates for clients, then convert accepted quotes into invoices.
- Track payments and clients— See which invoices are paid or outstanding, and keep your client list up to date.
Software your AI can run.Let Claude, ChatGPT, or Cursor send invoices and take payment — card or ACH. You approve every send. No monthly fee.
Tell the AI you already use who to bill and how much: it drafts the invoice, shows you a preview, and sends it the moment you confirm. Your client gets a payment link; you get paid by card or ACH, and you're told when the money lands. Quotes, clients, and recurring invoices included.
Create a free key in your Holdings workspace →Settings → API keys. No monthly fee.
Pick whichever fits your client. All three use the same free key.
1. Local (npm / stdio) — Claude Desktop, Cursor, Cline, Windsurf
{ "mcpServers": { "holdings": { "command": "npx", "args": ["-y", "@getholdings/mcp"], "env": { "HOLDINGS_API_KEY": "hw_live_your_key_here" } } } }
2. Hosted (remote / Streamable HTTP) — any client that supports remote MCP
Authenticate with either anAuthorization: Bearer <your key>header or a?mcpKey=<your key>query parameter. Nothing to install.
One-click via the registry:smithery.ai/servers/holdings/invoicing— paste your key when prompted.
Then just ask your AI:"Send Acme the December retainer — $8,400, net 30."
- Invoices— draft, preview, send, and track; get paid by card or ACH.
- Quotes— send estimates; turn accepted quotes into invoices.
- Clients— keep the people and businesses you bill.
- Payments— see what's paid and what's outstanding.
Every action is confirmable: a draft is created first, and nothing reaches a client until an explicit send. Amounts are recomputed server-side. You stay in control.
- Learn more:https://getholdings.com/invoicing
- npm:https://www.npmjs.com/package/@getholdings/mcp
- Registry:https://registry.modelcontextprotocol.io(com.getholdings/mcp)
- Privacy:https://getholdings.com/privacy· Terms:https://getholdings.com/terms
Built by Holdings Financial Technologies. Payments via Stripe.
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