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Holdings

Holdings

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getholdings.comFinance0Updated 12w ago
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About Holdings

Holdings is an MCP server for AI clients to prepare and manage invoices, quotes, clients, and payments. It supports local, hosted, and Smithery connections, with explicit approval required before invoices are sent.

Key features

  1. 01Draft, preview, send, and track invoices
  2. 02Accept card and ACH payments
  3. 03Create quotes and convert accepted quotes
  4. 04Manage clients and payment status
  5. 05Require confirmation before sending

Use cases

  1. 01Sending a client an invoice for payment
  2. 02Turning an accepted quote into an invoice
  3. 03Checking paid and outstanding payments

MCP support

The MCP server exposes invoicing, quotes, client, and payment actions to connected AI clients. It can run locally over stdio, connect through hosted Streamable HTTP, or be accessed via Smithery.

#invoicing#payments#stripe#claude#invoice#fintech#accounts-receivable

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
  "mcpServers": {
    "holdings": {
      "command": "npx",
      "args": [
        "-y",
        "@getholdings/mcp"
      ],
      "env": {
        "HOLDINGS_API_KEY": "<HOLDINGS_API_KEY>"
      }
    }
  }
}
Run commandnpx -y @getholdings/mcp
Environment variables to set
HOLDINGS_API_KEYSecret

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npm@getholdings/mcp

Tools

14

Saved tool list · updated 3w ago

ParameterTypeRequiredDescription
promptstringYesThe user's natural-language request.
limitnumberNoMax candidates (default 5).

Details

From the project README

Holdings — MCP server

smithery badge

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.

Links

Built by Holdings Financial Technologies. Payments via Stripe.

Comments

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New to MCP?

From what the protocol is to installing your first server, these answers cover most first questions.

An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.