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Official Verified finance Safety 2/5

holded-skill

Operate Holded ERP through holdedcli to read and update data safely. Use when the user asks to read, search, create, update, or delete Holded entities (contacts, invoices, products, CRM, projects, team, accounting) or run Holded API endpoints from the terminal.

Why use this skill?

Use the holded-skill to automate your Holded ERP tasks via command line. Securely read, create, and update invoices, contacts, and receipts with AI.

skill-install — Terminal

Install via CLI (Recommended)

clawhub install openclaw/skills/skills/jaumecornado/holded-skill
Or

What This Skill Does

The holded-skill is a robust, terminal-based interface for managing your Holded ERP environment directly through OpenClaw. It leverages the holdedcli binary to bridge the gap between human language requests and complex API interactions, enabling users to perform read and write operations across contacts, invoices, CRM data, projects, and accounting records. The skill is designed with a "safety-first" architecture, requiring explicit validation steps and confirmation protocols for any data-modifying operation, ensuring that your financial data remains secure and accurate.

Installation

To integrate this skill into your environment, run the following command in your terminal: clawhub install openclaw/skills/skills/jaumecornado/holded-skill Ensure you have configured your HOLDED_API_KEY environment variable or verified your auth status via holded auth status before attempting to execute operations.

Use Cases

This skill is ideal for business owners, accountants, and operations managers who want to speed up routine tasks. Common use cases include:

  • Automatically fetching contact details for a CRM sync.
  • Batch-updating invoice statuses after payment confirmation.
  • Creating purchase receipts with specific accounting rules.
  • Querying project performance metrics or pending team tasks without opening the browser.
  • Executing complex API endpoints that are cumbersome to navigate in the web dashboard.

Example Prompts

  1. "Find the invoice with ID 12345 and show me its current status and total amount."
  2. "Create a new purchase receipt for a coffee shop expense of 5 euros, category 'Office Supplies', and mark it as paid."
  3. "List all contacts in the CRM and identify those tagged as 'VIP'."

Tips & Limitations

  • Safety Protocol: Always utilize --json flags to get machine-readable output that OpenClaw can easily interpret.
  • Write Operations: For any POST, PUT, or DELETE request, the skill mandates a strict confirmation workflow. The AI will repeat your command back to you—check the parameters carefully.
  • Purchase Receipts: When creating receipts, remember that holdedcli schema validation might conflict with the isReceipt flag; ensure you use --skip-validation to bypass this constraint while keeping your data integrity intact.
  • Compliance: Always cross-reference with 'Accounting Rules for Spain' before submitting financial documents to prevent audit discrepancies.

Metadata

Stars1947
Views2
Updated2026-03-04
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Add to Configuration

Paste this into your clawhub.json to enable this plugin.

{
  "plugins": {
    "official-jaumecornado-holded-skill": {
      "enabled": true,
      "auto_update": true
    }
  }
}

Tags(AI)

#erp#accounting#holded#automation#business
Safety Score: 2/5

Flags: external-api, code-execution