Holded
for LuumenAI
Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.
Operate Holded from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Holded toolbox
10 tools: 4 read, 6 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadFind ContactsFind Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID.
- ReadFind InvoicesFind Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date.
- ReadGet ContactReturn the complete profile of one contact by its Holded contact ID.
- ReadGet InvoiceReturn full details, lines, totals, and payment summary for one invoice by its Holded ID.
- WriteCreate ContactCreate a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID. Approval by default
- WriteCreate InvoiceCreate a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice. Approval by default
- WriteDelete ContactPermanently delete one contact by ID; linked documents keep display text but lose the live contact association. Approval by default
- WriteDelete InvoicePermanently delete one invoice and its recorded payments; its document number is not reused. Approval by default
- WriteUpdate ContactSafely change selected fields on a contact without clearing unspecified profile data. Approval by default
- WriteUpdate InvoiceSafely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments. Approval by default
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create contact, create invoice, delete contact, delete invoice, and more — is shown as a plan and requires approval by default, including the 2 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Holded — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Holded to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.