Holdings MCP Server: Install & Setup

Install Holdings in Claude Code

Remote URL

Claude Code

claude mcp add --transport http holdings https://mcp.getholdings.com/mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "holdings": {
      "url": "https://mcp.getholdings.com/mcp"
    }
  }
}

npm

Claude Code

claude mcp add holdings -e HOLDINGS_API_KEY=... -- npx -y @getholdings/mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "holdings": {
      "command": "npx",
      "args": [
        "-y",
        "@getholdings/mcp"
      ],
      "env": {
        "HOLDINGS_API_KEY": "..."
      }
    }
  }
}

Replace each ... with your own value.

Frequently asked questions

What does the Holdings MCP server do?

Let your AI send invoices and take payment — card or ACH. Free.

Is the Holdings MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does Holdings run locally or remotely?

Local + Remote. Can run locally or be used as a hosted remote server.

How do I add Holdings to Claude Code?

Run: claude mcp add --transport http holdings https://mcp.getholdings.com/mcp

More finance, fintech & payments MCP servers

View all

Finance Toolkit

5.5k

JerBouma/FinanceToolkit

200+ transparent financial metrics calculated from raw statements, not third-party endpoints.

Local + RemoteAccount needed

TradingMCP

5.2k

atilaahmettaner/tradingview-mcp

Screeners, multi-timeframe technical analysis, smart-money and volume scans, and walk-forward backtests for crypto, stocks, FX and futures.

RemoteAccount neededPython

Financial Datasets

2.3k

financial-datasets/mcp-server

Stock market API made for AI agents

LocalFree

Solana MCP by Vybe

2.2k

vybenetwork/solana-mcp-vybe

Solana MCP developer toolkit: wallets, trades, markets, PnL, transfers, onchain, swaps & API tools.

RemoteAccount needed

AKTools

1.5k

akfamily/aktools

Search and fetch AKShare financial data (stocks, futures, funds, macro) from AI assistants

LocalFree

Tradememory Protocol

1.4k

mnemox-ai/tradememory-protocol

Layered memory for AI trading agents (trades, patterns, strategy), supporting MT5, Binance and Alpaca.

LocalFreePython