Holdings MCP
Software your AI can run. Let Claude, ChatGPT, or Cursor send invoices and take payment — card or ACH. You approve every send. No monthly fee. Tell the AI you already use who to bill and how much: it drafts the invoice, shows you a preview, and sends it the moment you confirm. Your client gets a payment link; you get paid by card or ACH, and you're told when the money lands. Quotes, clients, and recurring invoices included. Create a free key in your Holdings workspace → Settings → API keys. No monthly fee.
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Overview
Software your AI can run. Let Claude, ChatGPT, or Cursor send invoices and take payment — card or ACH. You approve every send. No monthly fee. Tell the AI you already use who to bill and how much: it drafts the invoice, shows you a preview, and sends it the moment you confirm. Your client gets a payment link; you get paid by card or ACH, and you're told when the money lands. Quotes, clients, and recurring invoices included. Create a free key in your Holdings workspace → Settings → API keys. No monthly fee.
Capabilities
- Draft and preview invoices
Create an invoice draft for a client; nothing reaches the client until you explicitly approve the send.
- Send invoices and collect payment
Send an invoice with a card or ACH payment link, and get notified when the money lands.
- Create and send quotes
Generate estimates for clients, then convert accepted quotes into invoices.
- Track payments and clients
See which invoices are paid or outstanding, and keep your client list up to date.
Installation
npx -y @getholdings/mcp
Configuration
{
"mcpServers": {
"holdings-mcp": {
"url": "https://mcp.getholdings.com/mcp"
}
}
}Paste into ~/.cursor/mcp.json or .cursor/mcp.json
Tags
- finance
- payment
- business-operations
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