Integration
Connect Holded and IntelligenceBank
When New Contact fires in Holded, your agent runs Add Record Multi-Upload Field File or URL in IntelligenceBank, or New Database Record in IntelligenceBank to Create Contact in Holded. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Holded and IntelligenceBank to do together?
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https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Holded and IntelligenceBank can do together
From Holded to IntelligenceBank
When New Contact in Holded
then Add Record Multi-Upload Field File or URL in IntelligenceBank
From IntelligenceBank to Holded
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 IntelligenceBank
Triggers and actions 19 triggers · 45 actions
- New Contact
Triggers when a new contact is created in Holded.
- New Deal
Triggers when a new deal (lead) is created in a Holded CRM funnel.
- New Purchase Invoice
Triggers when a new purchase invoice is created in Holded.
- New Sales Invoice
Triggers when a new sales invoice is created in Holded.
- New Sales Order
Triggers when a new sales order is created in Holded.
- New Sales Receipt
Triggers when a new sales receipt is created in Holded.
- Create Contact
Creates a contact (customer, supplier or lead) in Holded.
- Create Credit Note
Creates a credit note in Holded with its line items.
- Create Deal
Creates a deal (lead) in a Holded CRM funnel.
- Create Employee
Creates an employee in Holded.
- Create Event
Creates a CRM event in Holded.
- Create Payment
Creates a payment or collection in Holded.
- Create Product
Creates a product in Holded.
- Create Purchase Invoice
Creates a purchase invoice in Holded with its line items.
- Create Purchase Order
Creates a purchase order in Holded with its line items.
- Create Quote
Creates a quote (estimate) in Holded with its line items.
- Create Sales Invoice
Creates a sales invoice in Holded for a contact, with its line items.
- Create Sales Order
Creates a sales order in Holded with its line items.
- Create Sales Receipt
Creates a sales receipt in Holded with its line items.
- Find Contact
Finds Holded contacts by phone, mobile or custom reference ID.
- List contacts
Returns the contacts in your Holded account, optionally filtered by email, phone, mobile, tax ID or external reference.
- List purchase invoices
Returns the purchase invoices in your Holded account, optionally filtered by supplier, payment status, approval status, issue date or due date.
- List sales invoices
Returns the sales invoices in your Holded account, optionally filtered by contact, payment status, approval status, or issue and due dates.
- List sales orders
Returns the sales orders in your Holded account, optionally filtered by contact, status and date range.
- Mark Credit Note as Paid
Records a payment against a credit note so it is marked as paid.
- Mark Invoice as Paid
Records a payment against a sales invoice so it is marked as paid.
- Send Invoice
Emails a sales invoice to the given recipients.
- Send Sales Receipt
Emails a sales receipt to the given recipients.
- Update Contact
Updates an existing Holded contact.
- New Database Record
Triggers when a new record is added to a chosen database.
- New Folder
Triggers when a new resource folder is added, at the root or inside a chosen folder.
- New Markup Comment
Triggers when a new markup comment is added to a resource, record or workflow request.
- New or Updated Database Record
Triggers when a record in the chosen IntelligenceBank database is created or updated.
- New or Updated Record File
Triggers when a file attached to a database record is added or updated.
- New or Updated Resource
Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.
- New or Updated User
Triggers when a user is created or updated in IntelligenceBank.
- New Permission Group
Triggers when a new permission group is added.
- New Record File Revision
Triggers when a new file or file revision is uploaded to a database record.
- New Resource
Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank.
- New User
Triggers when a new user is added to IntelligenceBank.
- Updated Resource
Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.
- Updated User
Triggers when a user in IntelligenceBank is updated.
- Add Record Multi-Upload Field File or URL
Appends file or URL attachments to a multiple-upload field on an existing database record.
- Create Compliance Risk Review
Starts a compliance risk review of text or an uploaded file and returns the new review's id.
- Create Database Record
Creates a new record in an IntelligenceBank database, filling in its form fields.
- Create Folder
Creates a resource folder or sub-folder with a name and optional description.
- Create Markup Comment
Creates a markup comment on a workflow request, database record or record file you participate in.
- Create Permission Group
Creates a permission group, optionally copying another group's permissions.
- Create Record File Workflow Request
Creates an approval workflow request for a file attached to a database record's multi-upload field.
- Create Resource
Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.
- Delete Database Record
Deletes a database record.
- Delete Markup Comment
Deletes a markup comment by its ID.
- Get Compliance Risk Review Details
Returns the status and results of a compliance risk review, including findings once the review has completed.
- Search Database Records
Searches records in one database and returns the matches.
- Search Folders
Searches resource folders by keyword or parent folder and returns the matching folders.
- Search Markup Comments
Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item.
- Search Permission Groups
Searches permission groups by name and returns the matching groups.
- Search Users
Searches IntelligenceBank users by keyword or email and returns the matching users.
- Update Permission Group
Updates the name or description of an existing multi-user permission group.
- Update Resource Metadata
Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.
- View a Record
Returns all details of one database record.
- View Filter
Returns a single filter and its values, as set up under Admin > Filters.
- View Group
Returns the details of one permission group.
- View Resource Details
Returns all details of one resource.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Holded and IntelligenceBank, 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 IntelligenceBank when something happens in Holded?
Any of IntelligenceBank's 22 actions, including Create Compliance Risk Review, Create Database Record, Create Folder and Create Markup Comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from IntelligenceBank to Holded?
Yes. When something happens in IntelligenceBank, your agent can act in Holded too. This page covers both directions: IntelligenceBank's triggers and Holded's actions are listed here as well.
Do I have to build a connector for Holded or IntelligenceBank?
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 IntelligenceBank 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.