HoldingsVerifiedFeatured
@holdings-io
About Holdings
Let your AI send invoices and take payment — card or ACH. Free. Holdings MCP server for Claude, ChatGPT & Cursor.
Config
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"holdings": {
"command": "npx",
"args": [
"-y",
"@getholdings/mcp"
],
"env": {
"HOLDINGS_API_KEY": "hw_live_your_key_here"
}
}
}
}Tools
14Turn a natural-language request into candidate Holdings actions. Use when the user's intent is ambiguous; show the candidates as options. No side effects.
Collect fields and PREVIEW an action. Returns either the missing fields to ask the user, or a humanized preview plus a confirmationToken. For a write you MUST get approval before execute_action. Use details the user ALREADY gave (e.g. a named client) — don't re-ask; pass them and let the server resolve/confirm. Include ONLY fields the user asked for; any optional add-ons the preview lists (tax, billing address, PO, dates, terms) are an OFFER, never auto-add them. CRITICAL: present preview.body to the user EXACTLY as returned — copy it verbatim inside a fenced code block (```), preserving every line break and space. Do NOT reword, summarize, reformat, add a preamble, restate it, or drop any lines. Then show confirm.prompt on its own line below the block. Never fabricate a confirmationToken.
Execute an action. For a WRITE, pass the actionId from prepare_action (AFTER the user approved the preview) — that alone is enough; do not resend fields or the token. Reads execute with operationId + fields. Present the returned message to the user VERBATIM, preserving line breaks (including any 'Next:' block); do not reword or drop lines. If the response includes nextActions, OFFER those as options — do NOT perform any of them (e.g. sending after creating) unless the user explicitly asks. Each nextActions entry may carry an `explainer` (what that follow-up does + its consequences/conditions) and pre-filled `fields`: if the user ASKS what an offered action will do, answer from its explainer WITHOUT calling prepare/execute; when they choose it, use its fields to prepare it. Do exactly the one action requested.
Company status snapshot. Read-only. Good first call to orient.
What this key/company can do right now. Read-only.
List invoices (optionally by status). Read-only.
Get one invoice by id or number: line items, totals, who it's for, a status callout (overdue/paid/due soon), suggested follow-ups, and a PDF link. Relay the callout; offer the follow-ups. Read-only.
List quotes/estimates (optionally by status). Read-only.
Get one quote by id or number: line items, totals, who it's for, a status callout (expired/draft/accepted), suggested follow-ups, and a PDF link. Relay the callout; offer the follow-ups. Read-only.
List clients. Read-only.
Get one client by id. Read-only.
List recorded payments. Read-only.
Totals across ALL invoices (no cap): outstanding, overdue, billed, collected, per-status breakdown. Use for 'total up what's overdue'. Read-only.
Get the company profile. Read-only.
Overview
Holdings is agentic invoicing — software your AI can run. Connect Claude, ChatGPT, or Cursor, tell it who to bill, and it drafts the invoice, shows you a preview, and sends it the moment you confirm. Your client pays by card or ACH; you're told when the money lands.
Free, no monthly fee.
How to use Holdings?
- Create a free API key in your Holdings workspace → Settings → API keys.
- Connect any MCP client — via npm (npx -y @getholdings/mcp), the hosted endpoint at https://mcp.getholdings.com/mcp, or one-click on Smithery.
- Ask your AI: "Send Acme the December retainer — $8,400, net 30." Every write is confirm-gated — nothing sends until you approve.
Key features
- 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
- Confirm-gated — a draft is created first; amounts are recomputed server-side; you stay in control
Use cases
- Bill a client straight from Claude or ChatGPT without opening a dashboard
- Turn an accepted quote into an invoice and send a payment link
- Chase outstanding invoices and see paid vs. owed at a glance
- Set up recurring invoices for retainers
FAQ
Is it really free? Invoicing has no monthly fee — you pay standard payment-processing fees only when a client pays.
Do I stay in control? Yes. Every write creates a draft first; nothing reaches a client until you explicitly confirm.
Which clients work? Any MCP client — Claude Desktop, ChatGPT, Cursor, Cline, Windsurf — via npm, the hosted remote, or Smithery.
Where's the source? The repo linked on this page (github.com/holdings-io/mcp); the package is on npm as @getholdings/mcp.
Basic information
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