--- title: "Connect Holded and Leantime - APIANT.ai" description: "When \"New Contact\" fires in Holded, your agent runs \"Add Comment\" in Leantime, or \"New Comment\" in Leantime to \"Create Purchase Invoice\" in Holded." canonical: "https://apiant.ai/connect/holded-to-leantime" --- # Connect Holded and Leantime When **New Contact** fires in [Holded](https://apiant.ai/connections/holded), your agent runs **Add Comment** in [Leantime](https://apiant.ai/connections/leantime), or **New Comment** in Leantime to **Create Purchase Invoice** in Holded. Describe the whole flow and it is built, tested on every scenario and kept running. Holded **6** triggers Holded **12** actions Leantime **11** triggers Leantime **14** 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 Leantime 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 and Leantime can do together ### From Holded to Leantime - When **New Contact** in Holded then **Add Comment** in Leantime - When **New Deal** in Holded then **Add Project** in Leantime ### From Leantime to Holded - When **New Comment** in Leantime then **Create Purchase Invoice** in Holded - When **New Goal** in Leantime then **Create Purchase Order** in 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 Leantime ## Triggers and actions 17 triggers · 26 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. - Trigger **New Comment** Triggers when a new comment is posted on a task, project or other item in Leantime. - Trigger **New Goal** Triggers when a new goal is added to a goal board in any project you can access, or in one project or board you choose. - Trigger **New Milestone** Triggers when a new milestone is created in Leantime. - Trigger **New Project** Triggers when a new project is created in your Leantime instance. - Trigger **New Timesheet** Triggers when a new time entry is logged in Leantime. - Trigger **New Todo** Triggers when a new todo (task, bug, story, etc.) is created in Leantime. - Trigger **Updated Goal** Triggers when a goal is created or changed in Leantime, optionally limited to one project or goal board. - Trigger **Updated Milestone** Triggers when a milestone is created or changed in Leantime. - Trigger **Updated Project** Triggers when a project is created or changed in Leantime. - Trigger **Updated Timesheet** Triggers when a time entry is logged or changed in Leantime. - Trigger **Updated Todo** Triggers when a todo is created or changed in Leantime. - Action **Add Comment** Adds a comment to a Leantime task, project, wiki article, idea or board item. - Action **Add Project** Creates a new project in Leantime for a client and returns the new project's ID. - Action **Create Milestone** Creates a milestone in a Leantime project and returns the new milestone's id. - Action **Create Timesheet** Logs hours worked on a Leantime to-do as a timesheet entry, adding to any existing hours for that day and type. - Action **Create Todo** Creates a to-do (task, bug, story or other ticket) in a Leantime project. - Action **Delete Todo** Deletes a todo (task) in Leantime. - Action **Get Project** Returns the details of a single Leantime project by its ID. - Action **Get Todo** Returns a single Leantime todo (ticket) by its ID, with all of its details. - Action **List Comments** Returns the comments posted on a Leantime task, project, idea, article or board item. - Action **List Projects** Returns all projects in your Leantime instance with their details. - Action **List Todos** Returns the todos (tasks) visible to this account, optionally filtered by project, assignee, status, search term, type, milestone, priority, sprint or modification date. - Action **Update Milestone** Updates an existing milestone in a Leantime project. Only the fields you fill in are changed. - Action **Update Project** Updates an existing Leantime project, changing only the fields you fill in. - Action **Update Todo** Updates an existing to-do in Leantime. Only the fields you fill in are changed; everything else keeps its current value. ## 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) - [ **Leantime** Leantime is a goal driven project management system for non project managers and people with ADHD, Autism...](https://apiant.ai/connections/leantime) 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 Leantime - [ **HubSpot to Leantime** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leantime) - [ **Google Sheets to Leantime** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-leantime) - [ **Gmail to Leantime** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leantime) - [ **Google Calendar to Leantime** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leantime) - [ **Google Drive to Leantime** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-leantime) - [ **ActiveCampaign to Leantime** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-leantime) Questions ## Holded and Leantime, 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 Leantime when something happens in Holded? Any of Leantime's 14 actions, including Create Milestone, Create Timesheet, Create Todo and Update Milestone. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Leantime to Holded? Yes. When something happens in Leantime, your agent can act in Holded too. This page covers both directions: Leantime's triggers and Holded's actions are listed here as well. ### ### Do I have to build a connector for Holded or Leantime? 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 Leantime 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.