Holded Invoices

Holded invoices (Gmail → PDF → n8n webhook → Holded inbox)

Goal: when an email contains an invoice PDF, upload it to Holded via an n8n webhook.

Destinations

Configure defaults in ~/.config/skills/config.json under holded_invoices:

• company_email
• freelancer_email
• webhook

Example:

{
  "holded_invoices": {
    "company_email": "empresa@holdedbox.com",
    "freelancer_email": "autonomo@holdedbox.com",
    "webhook": "https://n8n.example.com/webhook/..."
  }
}

Webhook fields:

• email (Holded inbox) (HTTP header)
• nombre (base filename, without extension) (HTTP header)
• Body: raw PDF (Content-Type: application/pdf)

Filename convention:

• <company>-<YYYY>-<MM>.pdf
• Vendor slug: lowercased, spaces → dashes, simplified (e.g. "Google INC" → google).

Scripts

1) Extract vendor + date from a PDF

• scripts/invoice-extract.js --pdf /path/to/invoice.pdf
  • Outputs JSON: { vendor, vendorSlug, year, month }

2) Upload a PDF to Holded via n8n

• scripts/holded-upload.sh --pdf /path/to/invoice.pdf --email <holdedbox> --nombre google-2026-01.pdf
  • If not configured, pass --webhook explicitly.

3) End-to-end: from a Gmail message ID

Downloads the first PDF attachment, suggests a filename, and (optionally) uploads.

• scripts/holded-from-gmail.sh --account <gmail-account> --message-id <id> --type empresa|autonomo
  • If not configured, pass --email-empresa, --email-autonomo, and/or --webhook.

Flags:

• --yes skip confirmation and upload

Agent workflow

When reviewing an email thread with a PDF invoice:

1. Ask: is it empresa or autonomo.
2. Download the PDF attachment.
3. Run invoice-extract.js to infer vendor + year/month.
4. Propose filename and ask for confirmation.
5. Call webhook via holded-upload.sh.

If extraction fails, ask for vendor + date and continue.