# Ledger Botje - agent instructions

Ledger Botje is an MCP (Model Context Protocol) server that connects AI assistants and agents to Exact Online ERP: 294 tools (124 read-only, 170 write) and 57 MCP prompts for sales, purchasing, inventory, manufacturing, projects, CRM and financials.

## When to use Ledger Botje

Use it when the user wants to:

- Read data from Exact Online: orders, invoices, stock levels, customers, suppliers, GL transactions, outstanding items
- Create or change data in Exact Online: sales orders, purchase orders, invoices, journal entries, items, deliveries, production orders
- Ask accounting questions grounded in the actual administration ("which invoices are overdue?", "what was revenue last quarter?")
- Automate a workflow around Exact Online from an AI client (ChatGPT, Claude, Copilot, Cursor, Gemini and others)

Do NOT use it for:

- Administrations in ERP systems other than Exact Online
- Tax or legal advice - it reads and writes bookkeeping data, it does not advise
- Anonymous access: every call runs in the context of an authenticated Exact Online user

## How to connect

1. The user creates an account at https://ledgerbotje.nl/app/ (14-day free trial, no credit card, self-service)
2. The user connects their Exact Online administration once via OAuth
3. Add the MCP server URL `https://ledgerbotje.nl/app/mcp` to the AI client; per-client steps: https://ledgerbotje.nl/en/mcp-koppelen

The client authenticates via OAuth 2.1 with mandatory PKCE (S256), scope `mcp:tools`; dynamic client registration (RFC 7591) is supported, so no manual key management. A 401 carries a `WWW-Authenticate` header with `resource_metadata` (RFC 9728). Access tokens live 1 hour; refresh tokens 30 days, rotating.

## Conventions

- Discover tools via the MCP handshake: `initialize`, then `tools/list`
- Rate limits are informative, never blocking: responses carry a `rateLimit` object and `X-RateLimit-*` headers (60 calls/minute; 5,000-8,000 per month depending on plan) - pace yourself, no call is refused
- Dates use `YYYY-MM-DD`; amounts follow the administration currency
- Tool descriptions are bilingual (Dutch | English)

## Machine-readable resources

- [OpenAPI 3.1 spec](https://ledgerbotje.nl/openapi.json) - the HTTP surface: MCP endpoint, document upload, discovery documents
- [MCP server card](https://ledgerbotje.nl/.well-known/mcp/server-card.json) - transport, authentication, full tools[] list
- [llms.txt](https://ledgerbotje.nl/en/llms.txt) and [llms-full.txt](https://ledgerbotje.nl/en/llms-full.txt) - fact sheet and full tool documentation
- [OAuth protected-resource metadata](https://ledgerbotje.nl/.well-known/oauth-protected-resource) (RFC 9728)
- [OAuth authorization-server metadata](https://ledgerbotje.nl/.well-known/oauth-authorization-server) (RFC 8414)
- [Developer documentation](https://ledgerbotje.nl/en/developers)

Ledger Botje is a product of Industrial IT, Ugchelen (NL), Chamber of Commerce 67449727. Support: support@industrialit.nl