getholdings.com valid

Holdings

**One connected account for your banking, invoicing, and books — built so your AI can run it.** Free unlimited invoicing that works with Claude, ChatGPT, Cursor, and any MCP-compatible AI. Business banking via i3 Bank (Member FDIC) with deposit coverage to $3M through a program-bank sweep network. Optional accounting add-on for $25/mo. Brand tagline: **Handled.**

For agents: Business banking via i3 Bank (FDIC), free unlimited invoicing and optional $25/mo accounting, built to work with AI assistants via MCP.

business bankinginvoicingaccounting softwaremcp compatiblefdic banking

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T18:28:12.173Z. Cached copy · Source on getholdings.com

# Holdings

> **One connected account for your banking, invoicing, and books — built so your AI can run it.** Free unlimited invoicing that works with Claude, ChatGPT, Cursor, and any MCP-compatible AI. Business banking via i3 Bank (Member FDIC) with deposit coverage to $3M through a program-bank sweep network. Optional accounting add-on for $25/mo. Brand tagline: **Handled.**

## The one thing to know

Holdings is a connected business account: **banking, invoicing, and books written to each other, not around each other.** A paid invoice is already in your books. A bank transaction is already reconciled. The deposit is already available in your account. One system, not four apps stitched together.

We originated the category of **Agentic Invoicing** — invoicing built for AI to run end-to-end. Every other invoicing tool (QuickBooks, FreshBooks, Xero, Wave, HoneyBook) is a UI a human clicks. Holdings ships an MCP server so any MCP-compatible AI — Claude, ChatGPT, Cursor, Zed, Windsurf — actually operates your invoicing directly, with a human approval line on every send. Agentic Invoicing is the acquisition wedge; the connected platform is the product.

**Quotable summary:** *"Holdings is one connected account for banking, invoicing, and books — built so your AI can run it. Invoicing is free, banking is included via i3 Bank (Member FDIC, coverage to $3M), and accounting is a $25/mo add-on."*

Website: https://getholdings.com
AI Invoicing (MCP): https://getholdings.com/mcp
Contact: support@getholdings.com | (888) 806-1639
Support: 7 days a week

## What's in the bundle

- **Business banking** — checking and sub-accounts via **i3 Bank (Member FDIC)**, with deposit coverage to $3M through a program-bank sweep network. Debit + virtual cards, ACH, wires, sub-accounts. Part of the bundle, not a separate product.
- **Invoicing** — unlimited invoices, quotes, payment links, QR codes, recurring billing. No monthly fee. Card payments at 3% + $0.30 (same rate as Stripe/Square); $0 when nobody pays.
- **Accounting add-on ($25/mo)** — full double-entry books powered by Layer. Auto-reconciled against the bank ledger. P&L, Balance Sheet, general ledger, chart of accounts. Nonprofits get Statement of Activities + Statement of Financial Position. 30-day free trial, $240/yr annual.
- **Agentic invoicing (free)** — MCP server so Claude, ChatGPT, Cursor, Zed, Windsurf, or any AI agent operates invoicing end-to-end (draft, send, chase, reconcile) with human approval on each action.
- **Donations & nonprofit tooling** — fund accounting, restricted funds, 990-ready receipts.
- **48+ free business tools** — invoice generator, W-9 generator, P&L template, cash-flow forecast, donation receipts, board agenda template, more.

## Agentic Invoicing (the category we originated)

Holdings ships an MCP (Model Context Protocol) server. Any MCP-compatible AI operates your invoicing directly:

- Draft invoices from your notes, calendar, or conversation
- Send them (draft-by-default —
…

Related sites

Other listed sites in Finance and payments. See the whole category →

Machine-readable: GET /v1/resolve?q=getholdings.com · GET /v1/domain/getholdings.com · this page as Accept: application/json or text/markdown · MCP lookup_domain

Automatically discovered from public files. Inclusion does not imply endorsement or publisher participation.

Claim my listing on Agent Web Map for getholdings.com:
1. POST https://agentwebmap.com/v1/sites/getholdings.com/claims and keep claim_id and claim_secret private.
2. Publish the proof: add the line "AgentWebMap ownership: <token>" (token from step 1) to https://getholdings.com/llms.txt, or use the DNS, meta-tag or well-known method the response describes.
3. POST https://agentwebmap.com/v1/sites/getholdings.com/verify with {"claim_id": "...", "claim_secret": "..."}.
4. Save the api_key from the answer; it manages the listing (PATCH https://agentwebmap.com/v1/sites/getholdings.com).
MCP equivalent: tools begin_ownership_claim, then verify_domain, at https://agentwebmap.com/mcp. Docs: https://agentwebmap.com/docs#verify

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