A comprehensive interface for AI agents to interact with the Holded ERP platform using the holdedcli tool.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install holded-skill
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install holded-skill using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Holded ERP Automation Skill?
The holded-skill enables AI coding agents to perform complex operations within the Holded ERP environment. By leveraging the holdedcli, this skill provides a structured way to read, create, update, and delete entities such as invoices, products, and CRM contacts. It is designed with safety at its core, ensuring that all write operations are preceded by a strict confirmation protocol and validation against Holded API schemas. This skill is an essential addition to Openclaw Skills for developers looking to automate business administration, accounting, and project management tasks directly from their terminal or AI-driven workflows.
Built to handle the nuances of modern business management, the skill includes specialized logic for tax compliance and document formatting. It bridges the gap between raw API calls and actionable business logic, allowing users to maintain their ERP data with high precision and minimal manual overhead.
Holded ERP Automation Skill Use Cases
- Automating the creation of purchase receipts and sales invoices.
- Synchronizing CRM contact data with external lead generation tools.
- Auditing accounting documents and checking Spanish tax deductibility rules automatically.
- Managing product catalogs and tracking project milestones within Holded.
- Executing custom Holded API endpoints via a safe, repeatable CLI-based workflow.
How Holded ERP Automation Skill Works
- The agent verifies the presence of the holded binary and checks for a valid HOLDED_API_KEY.
- It identifies the required operation by searching the catalog using holded actions list.
- Detailed parameter requirements and endpoint schemas are fetched using holded actions describe.
- Read operations are executed to retrieve data in structured JSON format for processing.
- Write operations trigger a mandatory confirmation protocol, displaying the exact command, method, and payload to the user.
- Upon explicit confirmation, the command is executed, reporting the HTTP status and affected entity IDs.
Holded ERP Automation Skill Setup
To get started with this skill for Openclaw Skills, ensure you have the Holded CLI installed and authenticated.
# Install holdedcli via Homebrew
brew install jaumecornado/tap/holded
# Set your API key
holded auth set --api-key "YOUR_HOLDED_API_KEY"
# Verify authentication status and connectivity
holded auth status
holded ping --json
Holded ERP Automation Skill Data Schema & Taxonomy
The skill interacts with core Holded entities and returns structured JSON responses. It follows a specific taxonomy for document management:
| Entity Category | Examples | Key Parameters |
|---|---|---|
| Documents | Invoices, Receipts | docType, subtotal, items, isReceipt |
| Contacts | Customers, Suppliers | contactId, name, email, phone |
| CRM | Deals, Funnels | stage, value, assignee |
| Projects | Tasks, Boards | projectId, status, deadline |
Note: All timestamps must be provided as Unix epoch integers (seconds) and are processed according to the Europe/Madrid timezone.
Holded ERP Automation Skill Advanced Features
- Intelligent accounting validation: Automatically checks Spanish deductibility rules for VAT (IVA) and expenses before document creation.
- Payload management: Supports complex data structures via the --body-file flag for large-scale updates.
- Validation overrides: Includes the --skip-validation flag to handle specific document types like purchase receipts that fall outside standard schemas.
- Dynamic discovery: Uses real-time action listing to ensure compatibility with the latest Holded API updates.
- Secure confirmation workflow: Prevents accidental data modification by requiring explicit 'yes' or 'confirm' responses for all POST, PUT, and DELETE actions.
SKILL.md
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