Holdings MCP

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Holdings invoicing

What can you do with Holdings MCP?

Ask your AI to "Send Acme the December retainer — $8,400, net 30" and it will draft, preview, and send the invoice once you confirm.

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.

Documentation

Holdings — MCP server

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.

Get a key

Create a free key in your Holdings workspace → Settings → API keys. No monthly fee.

Connect

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

https://mcp.getholdings.com/mcp

Authenticate with either an Authorization: Bearer <your key> header or a ?mcpKey=<your key> query parameter. Nothing to install.

3. Smithery

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."

What you can do

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.