--- title: "Connect Holded to Persona - APIANT.ai" description: "When \"New Contact\" fires in Holded, your agent runs \"List Events\" in Persona." canonical: "https://apiant.ai/connect/holded-to-persona" --- # Connect Holded to Persona When **New Contact** fires in [Holded](https://apiant.ai/connections/holded), your agent runs **List Events** in [Persona](https://apiant.ai/connections/persona). Describe the whole flow and it is built, tested on every scenario and kept running. Holded **6** triggers Holded **12** actions Persona **4** 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 Persona 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 Persona - When **New Contact** in Holded then **List Events** in Persona - When **New Deal** in Holded then **Update Account** in Persona 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 Persona ## Triggers and actions 6 triggers · 16 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 **Get Account** Fetches a Persona Account by ID. An error occurs if the Account is not found. - Action **List Accounts** Returns a list of your organization's Persona accounts, most recently created first, optionally filtered by reference ID. - Action **List Events** Returns all events in your Persona organization, most recent first, optionally filtered by event name, object id or event id. - Action **Update Account** Updates an existing Persona Account by ID. ## 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) - [ **Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connections/persona) 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 Persona - [ **Gravity Forms to Persona** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connect/gravity-forms-to-persona) - [ **Salesmate to Persona** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connect/salesmate-to-persona) - [ **HubSpot to Persona** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-persona) - [ **Salesforce to Persona** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-persona) - [ **Slack to Persona** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-persona) - [ **Google Sheets to Persona** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-persona) Questions ## Holded and Persona, 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 Persona when something happens in Holded? Any of Persona's 4 actions, including Update Account, Get Account, List Accounts and List Events. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Persona to Holded? Persona has no triggers in the catalog today, so automations start in Holded. If you need the other direction, ask: your agent reads Persona's API documentation and adds it. ### ### Do I have to build a connector for Holded or Persona? 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 Persona 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.