Which Holded invoices are unpaid, what is in the pipeline and how a project's hours stand.
Connect Holded with an API key and Memtro reads sales invoices and purchases with what is paid and pending, contacts, payments and collections, CRM leads with value, stage and funnel, and projects with their tasks and logged time. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can create invoices and estimates, approve invoices, record payments, email invoices and estimates to customers, create contacts, leads, CRM events and project tasks, and move leads between stages. An emailed invoice or estimate cannot be recalled.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Holded tool, reads what it needs, and answers with the source cited.
These tools change something in Holded. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Holded for you. Each event can start a job, with the event as its input, and can be remembered where you choose. Holded signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooksOnce Holded is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Holded + MemtroWhich sales invoices are overdue, and how much is still pending?
What has Acme been billed this year?
What is in the sales pipeline, and which leads are due this month?
How many hours have been logged on the Northwind website project this month?
Record a payment of 1,200 euros against invoice F240031 from BigCo
The founder asks what customers still owe. Memtro lists the sales invoices that are not fully paid, each with the contact, due date and pending amount, and checks the collections for any payment received since, so the reminder list is right.
Priya Sharma sees BigCo's transfer arrive and asks Memtro to record it against their open invoice. Memtro records the payment in Holded, the pending amount drops, and the invoice is marked paid because nothing is left.
The teams that lean on Holded most, a question each of them asks, and what they connect beside it.
A record in Holded is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
NetSuite
Ramp
FreeAgent
Mollie
QuickFile
Recurly
Airwallex
Maxio
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register
Soldo
Spendesk
Lago
Recharge
Katana
Chaser
Unleashed
Printful
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage
inFlow Inventory
Metronome
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell
Veeqo
Zuora
VAT Sense
PaystackIn Holded open Settings → API and generate a new key with read permissions for sales, purchases, contacts, payments, CRM and projects, and copy it, since Holded shows it only once
Add write permissions only for the actions you want, such as projects:projects.write, contacts:contacts.write, crm:deals.write, crm:events.write, sales:invoices.write or sales:estimates.write
In Memtro open Connections → Holded, paste the API key and connect, noting Holded's Starter plan allows only 500 API calls a month
Ask which invoices are unpaid and how much is still pending
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Holded tools are the same everywhere.
Only when you ask, and only what it has been granted: create a task on a Holded project; create a contact in Holded; create a CRM lead in Holded; add a note to a Holded lead; add a task to a Holded lead; create a sales invoice for a contact (a draft unless the account auto-approves); approve (issue) a draft invoice; email an invoice to the recipients named; record a payment against an invoice; create an estimate (quote) for a contact; email an estimate to the recipients named; move a CRM lead to another stage; rename a task on a CRM lead; create a CRM event (call, meeting), inviting participants only when named. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
API key. In Holded open Settings → API and generate a new key with read permissions for sales, purchases, contacts, payments, CRM and projects, and copy it, since Holded shows it only once.
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Holded for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.
Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
7-day free trial · card on file, nothing charged until it ends · cancel any time