Holvi
Holvi MCP server connects AI models to Holvi's business financial APIs for banking, invoicing, and accounting operations. It enables retrieval of transactions, creation of invoices, and payment processing via protocol calls. Suited for fintech developers and small business owners automating financial tasks.
Overview
The Holvi MCP server (holvi-mcp-server) integrates Model Context Protocol with Holvi's financial platform, which offers online banking, invoicing, and basic bookkeeping for small businesses and freelancers. AI agents can execute financial operations by converting natural language into API requests, providing direct access without manual logins or custom integrations.
Key Capabilities
- get_transactions: Fetches account transaction history, including dates, amounts, and categories for reconciliation.
- create_invoice: Generates and sends invoices with line items, due dates, and customer details.
- get_balance: Retrieves current account balances across checking, savings, or card accounts.
- process_payment: Initiates bank transfers or payment links for outgoing funds.
These map to Holvi's REST API endpoints, handling authentication via OAuth tokens stored in the MCP context.
Use Cases
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Invoice Automation: Connect to a CRM tool; when a deal closes, use create_invoice to bill clients automatically and track payment status.
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Expense Reporting: Query get_transactions weekly to filter expenses by category, then export data for tax filing or budgeting apps.
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Cash Flow Alerts: Schedule get_balance checks to notify via Slack if balances drop below thresholds, integrating with monitoring workflows.
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Payment Reconciliation: Match incoming payments against open invoices using get_transactions data to update accounting records.
Who This Is For
Fintech developers integrating financial data into apps, small business owners using AI for daily bookkeeping, and automation engineers building no-code finance pipelines with tools like Zapier or custom LLMs.