--- title: "Connect Holded to Elastic Security - APIANT.ai" description: "When \"New Contact\" fires in Holded, your agent runs \"Add case comment\" in Elastic Security." canonical: "https://apiant.ai/connect/holded-to-elastic-security" --- # Connect Holded to Elastic Security When **New Contact** fires in [Holded](https://apiant.ai/connections/holded), your agent runs **Add case comment** in [Elastic Security](https://apiant.ai/connections/elastic-security). Describe the whole flow and it is built, tested on every scenario and kept running. Holded **6** triggers Holded **12** actions Elastic Security **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Holded and Elastic Security to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Holded can start in Elastic Security - When **New Contact** in Holded then **Add case comment** in Elastic Security - When **New Deal** in Holded then **Add exception list item** in Elastic Security Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Holded and Elastic Security ## Triggers and actions 6 triggers · 22 actions - Trigger **New Contact** Triggers when a new contact is created in Holded. - Trigger **New Deal** Triggers when a new deal (lead) is created in a Holded CRM funnel. - Trigger **New Purchase Invoice** Triggers when a new purchase invoice is created in Holded. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created in Holded. - Trigger **New Sales Order** Triggers when a new sales order is created in Holded. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created in Holded. - Action **Create Payment** Records a standalone payment in Holded. - Action **Create Product** Creates a product in Holded. - Action **Create Purchase Invoice** Creates a purchase invoice in Holded with its line items. - Action **Create Purchase Order** Creates a purchase order in Holded with its line items. - Action **Create Quote** Creates a quote (estimate) in Holded with its line items. - Action **Create Sales Invoice** Creates a sales invoice in Holded with its line items. - Action **Create Sales Order** Creates a sales order in Holded with its line items. - Action **Create Sales Receipt** Creates a sales receipt in Holded with its line items. - Action **Find Contact** Finds Holded contacts by phone, mobile or custom reference ID. - Action **Mark Credit Note as Paid** Records a payment on a credit note, marking it paid. - Action **Send Invoice** Emails a sales invoice to the given addresses. - Action **Send Sales Receipt** Emails a sales receipt to the given addresses. - Action **Add case comment** Adds a user comment, or attaches an alert, to an existing Elastic Security case and returns the updated case. - Action **Add detection rule** Creates a detection rule in Elastic Security (custom query, EQL, ES|QL, threshold, indicator match, new terms, saved query or machine learning). - Action **Add exception list item** Creates an exception item in an existing Elastic Security exception list, so matching events stop producing detection alerts. - Action **Delete detection rule** Deletes a detection rule, identified by its internal id or its stable rule ID, and returns the deleted rule. - Action **Find cases** Searches cases by text in their title or description, optionally narrowed by status, severity, tags, owner, assignee, reporter, category or creation date. - Action **Find detection rules** Finds detection rules in Elastic Security matching a filter, such as by name, tag or enabled state. - Action **Get detection rule** Returns a detection rule's full details, looked up by its internal id or its stable rule_id. - Action **Get exception list item** Returns one exception list item, looked up by its id or its human-readable item ID. - Action **Update case** Updates an existing case's title, description, status, severity, tags, assignees and other fields. - Action **Update detection rule** Updates selected settings of an existing detection rule, leaving any setting you leave blank unchanged. Returns the updated rule. ## Each app on its own - [ **Holded** The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you...](https://apiant.ai/connections/holded) - [ **Elastic Security** SIEM and XDR platform for detecting, investigating, and automating response to security threats across...](https://apiant.ai/connections/elastic-security) Reviews ## What our customers say ## More from Holded - [ **Holded to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/holded-to-hubspot) - [ **Holded to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/holded-to-salesforce) - [ **Holded to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/holded-to-slack) - [ **Holded to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/holded-to-mailchimp) - [ **Holded to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/holded-to-stripe) - [ **Holded to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/holded-to-shopify) ## More into Elastic Security - [ **Instagram to Elastic Security** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/instagram-to-elastic-security) - [ **HubSpot to Elastic Security** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-elastic-security) - [ **Salesforce to Elastic Security** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-elastic-security) - [ **Slack to Elastic Security** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-elastic-security) - [ **Google Sheets to Elastic Security** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-elastic-security) - [ **Gmail to Elastic Security** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-elastic-security) Questions ## Holded and Elastic Security, answered ### ### What can start an automation from Holded? Any of Holded's 6 triggers in the catalog, including New Contact, New Deal, New Purchase Invoice and New Sales Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Elastic Security when something happens in Holded? Any of Elastic Security's 10 actions, including Update case, Update detection rule, Add case comment and Add detection rule. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Elastic Security to Holded? Elastic Security has no triggers in the catalog today, so automations start in Holded. If you need the other direction, ask: your agent reads Elastic Security's API documentation and adds it. ### ### Do I have to build a connector for Holded or Elastic Security? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Holded and Elastic Security without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.