Holded for AI agents

Holded is business management software for invoices, contacts, and sales documents used by small and medium businesses. Sales and account teams use it to keep customer records and activity in one shared place. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

CRMAPI keyMCP + RESTholded.com
AUDIT LOG · HOLDEDPOLICY: acme-support
09:41:07 · claude · u_8f2read
holded.get_contact
Get Contact✓ allowed · 212ms
09:41:08 · claude · u_8f2read
holded.get_invoice
Get Invoice✓ allowed · 164ms
09:41:09 · claude · u_8f2write
holded.create_contact
Create Contact✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
holded.delete_contact
Delete Contact✕ blocked · policy: deny
EVERY HOLDED CALL, ON THE RECORD
01 · USE CASES

What agents do in Holded.

01

Look up a customer's invoices

Search invoices tied to a contact to check whether an outstanding balance exists.

02

Create a new invoice

Create an invoice for a contact with line items pulled from an approved quote.

03

Delete an invoice with confirmation

Delete a draft invoice only after finance confirms it was created in error.

02 · ACTIONS

10 Holded actions, graded by risk.

Every Holded action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

4

Look things up. Allowed by default.

  • holded.get_contact
    Get Contact
  • holded.get_invoice
    Get Invoice
  • holded.find_contacts
    Find Contacts
  • holded.find_invoices
    Find Invoices

write

4

Create and change things. Allow, or ask the user first.

  • holded.create_contact
    Create Contact
  • holded.create_invoice
    Create Invoice
  • holded.update_contact
    Update Contact
  • holded.update_invoice
    Update Invoice

destructive

2

Delete, cancel or archive. Ask first, or deny outright.

  • holded.delete_contact
    Delete Contact
  • holded.delete_invoice
    Delete Invoice
03 · HOW IT WORKS

Holded in three steps.

  1. 01Your users connect HoldedThey add their Holded api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Contact” can wait for the user, and “delete Contact” can be denied outright.
  3. 03Any agent can actYour agent calls Holded through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('holded', {
  read: 'allow',
  write: 'ask',        // create_contact
  destructive: 'deny',  // delete_contact
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Holded connects.

Users add their Holded api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Holded connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Holded from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
07 · FAQ

Holded and Arc0, answered.

Q01

Can I use Holded with Claude, ChatGPT or Cursor?

Yes. Connect Holded to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Holded actions you allow.

Q02

How do users connect Holded?

Users add their Holded api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Holded actions can my agent take?

10 in total: 4 read, 4 write and 2 destructive, such as “create Contact”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Holded?

Yes. Actions like “delete Contact” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Holded too?

Yes. The same Holded connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Holded into your agent.

Your users connect Holded once, under your brand. Your agent gets 10 actions behind your policies, with every call on the record.

Free to build · MCP + REST · Audit log on every plan