Holded ERP Skill

Interact with Holded ERP instances via REST API. Credentials are loaded from .env.

Aliases

Instances are configured by alias in .env. Pattern: HOLDED_{ALIAS}_API_KEY

To add more instances, add entries to .env:

• HOLDED_{ALIAS}_API_KEY — Holded API key (from Settings → Integrations → API)

Scripts Location

All scripts are in /mnt/skills/user/holded/scripts/.

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1. Contacts

python /mnt/skills/user/holded/scripts/contacts.py ENZO search "Nitaki"
python /mnt/skills/user/holded/scripts/contacts.py ENZO search "nitaki" 50
python /mnt/skills/user/holded/scripts/contacts.py ENZO list [page]
python /mnt/skills/user/holded/scripts/contacts.py ENZO get <contact_id>
python /mnt/skills/user/holded/scripts/contacts.py ENZO create "Empresa SA" client email@example.com
python /mnt/skills/user/holded/scripts/contacts.py ENZO update <contact_id> '{"email": "new@example.com"}'

Contact type values: client, supplier, debtor, creditor.

Fields returned: id, name, code, type, email, phone, mobile, vat_number, address, city, postal, country, notes, tags.

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2. Documents

All document types share the same command structure. Use doc_type as the second argument.

Document types: invoice, creditnote, estimate, order, proforma, waybill, salesreceipt, expense, purchaserefund, purchaseorder

# List (paginated)
python /mnt/skills/user/holded/scripts/documents.py ENZO invoice list [page] [contact_id] [status]

# Search by contact name, doc number, or ref
python /mnt/skills/user/holded/scripts/documents.py ENZO invoice search "Nitaki" [limit]
python /mnt/skills/user/holded/scripts/documents.py ENZO estimate search "SPIRAL"
python /mnt/skills/user/holded/scripts/documents.py ENZO purchaseorder search "proveedor"

# Get full details with line items
python /mnt/skills/user/holded/scripts/documents.py ENZO invoice get <doc_id>

# Create (items as JSON array)
python /mnt/skills/user/holded/scripts/documents.py ENZO invoice create <contact_id> <date> \
  '[{"name": "Servicio", "quantity": 1, "price": 1000, "tax": 21}]' \
  "notes text" "due_date" "ref"

# Pay
python /mnt/skills/user/holded/scripts/documents.py ENZO invoice pay <doc_id> <account_id> <date> <amount>

# Send by email
python /mnt/skills/user/holded/scripts/documents.py ENZO invoice send <doc_id> "client@example.com"
python /mnt/skills/user/holded/scripts/documents.py ENZO invoice send <doc_id> '["a@b.com","c@d.com"]'

# Download PDF
python /mnt/skills/user/holded/scripts/documents.py ENZO invoice pdf <doc_id> /mnt/user-data/outputs/doc.pdf

Document line item fields:

• name (required), quantity (default 1), price (required)
• discount (optional, %), tax (optional, %)
• product_id (optional, links to product catalog)

Document statuses: draft, sent, accepted, paid, overdue, closed.

Fields returned: id, doc_type, number, date, due_date, status, contact_id, contact, total, subtotal, tax_total, currency, notes, ref, tags, lines.

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3. Products & Services

# List all (paginated)
python /mnt/skills/user/holded/scripts/products.py ENZO list [page] [kind]

# Search by name, SKU, or description
python /mnt/skills/user/holded/scripts/products.py ENZO search "Consultoría" [limit] [kind]

# Get by ID
python /mnt/skills/user/holded/scripts/products.py ENZO get <product_id>

# Create
python /mnt/skills/user/holded/scripts/products.py ENZO create "Servicio Consulting" 1500 service

# Update
python /mnt/skills/user/holded/scripts/products.py ENZO update <product_id> '{"price": 1600}'

# Stock levels across warehouses
python /mnt/skills/user/holded/scripts/products.py ENZO stock <product_id>

# List warehouses
python /mnt/skills/user/holded/scripts/products.py ENZO warehouses

kind values: product, service. Fields returned: id, name, sku, description, kind, price, cost, tax, stock, unit, barcode.

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4. Accounting

# Chart of accounts
python /mnt/skills/user/holded/scripts/accounting.py ENZO accounts [page]

# Search accounts by code or name
python /mnt/skills/user/holded/scripts/accounting.py ENZO search "705" [limit]
python /mnt/skills/user/holded/scripts/accounting.py ENZO search "ventas"

# Daily ledger for an account
python /mnt/skills/user/holded/scripts/accounting.py ENZO ledger <account_id> [date_from] [date_to]
# date format: YYYY-MM-DD

# Configured taxes
python /mnt/skills/user/holded/scripts/accounting.py ENZO taxes

# Treasury accounts (banks, cash)
python /mnt/skills/user/holded/scripts/accounting.py ENZO treasury [page]

# Treasury account movements
python /mnt/skills/user/holded/scripts/accounting.py ENZO movements <treasury_id> [date_from] [date_to] [page]

# P&L report
python /mnt/skills/user/holded/scripts/accounting.py ENZO profitloss 2025-01-01 2025-12-31

# Balance sheet
python /mnt/skills/user/holded/scripts/accounting.py ENZO balancesheet 2025-12-31

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Important Notes

• All dates in YYYY-MM-DD format (Holded uses Unix timestamps internally — handled automatically)
• Documents are created in draft state by default
• Use search before create to avoid duplicate contacts or products
• pay requires a valid treasury account ID — use accounting.py ENZO treasury to list them
• Always show the user a summary before creating or paying documents