First-party app
Holded

Holded

Manage Holded CRM funnels, leads and calendar events through the Holded CRM API.

stable Customer Relationship Management

About

Holded ships in the w6w first-party pack. It declares 22 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.holded
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Holded is a Spanish business-management SaaS combining invoicing, accounting, projects, team and CRM in one product. This app covers Holded’s CRM API: sales funnels (the customizable pipelines a business defines its own stages for), leads (opportunities placed in a funnel stage, with notes, tasks and a creation date a workflow can adjust), and calendar events (meetings and reminders that can be tied to a lead or a contact).

Good for pushing a new website or form lead straight into a Holded funnel, updating a lead’s stage as a deal progresses, logging a call or meeting as a lead note or task, and scheduling follow-up events without leaving the workflow that generated the lead.

Holded’s invoicing, accounting, projects and team APIs are separate API groups on the same host and are out of scope here — this app only reaches /api/crm/v1.

Build with Holded

Three routes to the same 22 actions. The Workflow tab is generated from Holded's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Event

event-create

Create a new calendar event.

Delete Event

event-delete

Delete a calendar event by id.

Get Event

event-get

Fetch one calendar event by id.

List Events

event-list

Get all of the account's calendar events.

Update Event

event-update

Update a calendar event. Unset fields are left unchanged.

Create Funnel

funnel-create

Create a new sales funnel.

Delete Funnel

funnel-delete

Delete a funnel by id.

Get Funnel

funnel-get

Fetch one funnel by id.

List Funnels

funnel-list

Get all of the account's sales funnels.

Update Funnel

funnel-update

Update a funnel's name, stages or labels. Unset fields are left unchanged.

Create Lead

lead-create

Create a new lead in a funnel.

Update Lead Creation Date

lead-date-update

Override a lead's recorded creation date.

Delete Lead

lead-delete

Delete a lead by id.

Get Lead

lead-get

Fetch one lead by id.

List Leads

lead-list

Get all of the account's leads, across every funnel.

Create Lead Note

lead-note-create

Add a new note to a lead.

Update Lead Note

lead-note-update

Update an existing lead note's title or description.

Update Lead Stage

lead-stage-update

Move a lead to a different stage in its funnel.

Create Lead Task

lead-task-create

Add a new task to a lead.

Delete Lead Task

lead-task-delete

Remove one task from a lead.

Update Lead Task

lead-task-update

Rename an existing lead task.

Update Lead

lead-update

Update a lead's name, value, due date, custom fields or status.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Holded's real ids.

{
  "manifestVersion": "2",
  "name": "holded-example",
  "steps": [
    {
      "id": "event-get",
      "uses": {
        "app": "io.w6w.holded",
        "action": "event-get",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "eventId": "<eventId>"
      }
    }
  ]
}

Here are some of the things you can do

  • Get Event

    read
    event-get
  • Create Event

    perform
    event-create
  • List Events

    read
    event-list
  • Update Event

    perform
    event-update
  • Create Funnel

    perform
    funnel-create

+17 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Holded, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Holded. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "event-get",
  payload: {
    eventId: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action event-get --payload '{"eventId":"<value>"}'

Give an AI agent Holded — without giving it Holded's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.holded#event-get",
    "input": {
      "eventId": "<eventId>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Holded connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Holded's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Holded itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Holded declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Holded API status

The 'Holded API' component from holded.statuspage.io — the only component this app's traffic actually crosses.

quota

API quota