Integration
Connect Holded and Truss
When New Contact fires in Holded, your agent runs Create Contact in Truss, or New Comment in Truss 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 Truss to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
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 Truss can do together
From Holded to Truss
When New Contact in Holded
then Create Contact in Truss
From Truss 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 Truss
Triggers and actions 15 triggers · 35 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.
- Contact Modified
Triggers when a contact's details change.
- New Comment
Triggers when a new comment is added to a task.
- New Contact
Triggers when a new contact is created.
- New Entity
Triggers when a new entity is created.
- New Project Created
Triggers when a new project is created in the firm.
- New Task
Triggers when a new task is added to a project.
- Project Modified
Triggers when a project is created or changed.
- Project Status Change
Triggers when a project's status changes.
- Project Task Modified
Triggers when a task in a project is added or changed (name, description, status or due date).
- Add Contact to Entity
Links an existing contact to an existing entity and returns the entity.
- Add Project to Entity
Links an existing project to an existing entity and returns the entity.
- Change Project Status
Changes a project's status to the status you choose.
- Create Assignee by Contact ID
Assigns an existing contact to a project.
- Create Contact
Creates a client contact with a name and primary email.
- Create Entity
Creates an entity (a business or individual taxpayer) in the firm.
- Get All Projects in Firm
Returns every project in the firm.
- Get All Tasks in Project
Returns every task in a project.
- Get Contact by ID
Returns a contact by its ID.
- Get Entity by ID
Returns an entity by its ID, with its linked contacts and projects.
- Get One Task From Project
Returns one task of a project, with its attached files.
- Update Project Name or Metadata
Updates a project's name, due date or metadata.
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
More from Holded
Holded to YousignYousign: the easy-to-use, legally binding eSignature solution for all your documents.
Holded to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Holded to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Holded to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Holded to MailchimpMailchimp marketing automation and email platform.
Holded to StripeStripe is a payment processing platform for online businesses.
More into Truss
Google Sheets to TrussGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TrussGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TrussGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Holded and Truss, 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 Truss when something happens in Holded?
Any of Truss's 12 actions, including Create Assignee by Contact ID, Create Contact, Create Entity and Update Project Name or Metadata. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Truss to Holded?
Yes. When something happens in Truss, your agent can act in Holded too. This page covers both directions: Truss's triggers and Holded's actions are listed here as well.
Do I have to build a connector for Holded or Truss?
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 Truss 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.