Alle MCP-Tools

Search and filter account addresses by city, postcode, street, account or type. Each result includes ID (the address GUID) and account (the account GUID); use ID directly as deliveryAddress or invoiceAddress in sales_orders_create and sales_orders_update. All ID parameters are 36-character GUIDs.

Search customers and suppliers. Case-insensitive substring match (LIKE %term%) on Name, Code, City or Email - no exact-match, no fuzzy. Minimum 2 characters. Pass "*" to paginate all. On 0 results the response includes a "suggestions" field with the top-5 phonetically/prefix-similar accounts - use those instead of guessing spelling variants yourself. Optional type filter: "customer" or "supplier". Use create_account for new accounts.

Search and filter payment conditions by code or description. Use query "*" to retrieve all payment conditions. Supports pagination.

Search and filter direct debit mandates by account code or status. Use at least one filter. Supports pagination.

Search and filter payments by account code, status or due date. Use at least one filter. Supports pagination.

Search and filter receivables by account code, status or due date. Use at least one filter. Supports pagination.

Search AI Controller signals: entries that may be booked incorrectly (duplicate invoices, wrong VAT codes, open suspense accounts, deviating fixed costs, costs vs. assets, debtor residuals). Filter by search term, signal type, severity, status or date range.

Search and filter customer/supplier bank accounts by IBAN, account number, account name, holder, description, BIC or bank name. Also filter on account (GUID), BIC code or main account only.

Search and filter sales opportunities/leads.

Search and filter quotations. Use get_quotation_details for full line details. All ID parameters are 36-character GUIDs.

Search and filter bank entries. Use get_bank_entry_details for full entry line details.

Search financial budgets per GL account, cost center, period and year. Optionally filter by GL code (query) and financial year. Note: reflects the last synchronization.

Search and filter cash entries. Use financial_cash_get for full line details. Reflects the last synchronization.

Search and filter general journal (memorial) entries. Use financial_generaljournal_get for full line details. Reflects the last synchronization.

Search and filter general ledger accounts. Filter by code, description, type, search code, or blocked status.

Search and filter purchase entries. Use financial_purchase_get for full line details. Reflects the last synchronization.

Search the reporting balance: balances per GL account, period and year. Optionally filter by GL code (query), financial year and period. Note: reflects the last synchronization.

Search and filter sales entries. Use financial_sales_get for full line details. Reflects the last synchronization.

Search and filter financial transaction lines. Filter by description, GL account, account, invoice number, date range, financial year/period, journal code, or type.

Search cost centers. Optionally filter by code or description via query.

Search cost units. Optionally filter by code or description via query.

Search items/products. Case-insensitive substring match (LIKE %term%) on Code, Barcode, SearchCode, Description and ExtraDescription. Leave query empty or pass "*" to paginate all items. On 0 results the response includes a "suggestions" field with the top-5 phonetically/prefix-similar items - use those instead of guessing spelling variants yourself. NOT for batch/serial lookups - use items.batch.history / stock.batch.search and items.serial.history / stock.serial.search instead. Use items.stock for stock levels.

Search and filter outgoing deliveries (goods deliveries). These are shipments created from sales orders. Automatically filters on the active warehouse. Use get_goods_delivery_details for full delivery line details.

Search and filter incoming receipts (goods receipts). These are deliveries received against purchase orders. Automatically filters on the active warehouse. Use get_goods_receipt_details for full receipt line details.

Search and filter assembly orders.

Search and filter by-product receipts (by-products received during production) by text, shop order number, item code, transaction date or created date. Automatically filters on the active warehouse.

Search and filter material issues (materials consumed on production orders) by text, shop order number, item code, transaction date or created date. Automatically filters on the active warehouse.

Search and filter material reversals (reversed material issues on production orders) by text, shop order number, item code, transaction date or created date. Automatically filters on the active warehouse.

Search and filter operation resources (capacity and cost resources linked to operations and work centers) by text, operation, work center, type or primary flag.

Search and filter shop order receipts (received finished products from production orders) by text, shop order number, item code, transaction date or created date. Automatically filters on the active warehouse.

Search and filter shop order reversals (reversed finished-product receipts on production orders) by text, shop order number, item code, transaction date or created date. Automatically filters on the active warehouse.

Search and filter shop orders (production orders). Automatically filters on the active warehouse. Use get_shop_order_details for material plan and full details.

Search and filter projects. Use get_project_details for full project details including WBS and planning.

Search and filter time and cost transactions on projects.

Search purchase invoices. The query parameter does case-insensitive substring matching on Description, PaymentReference, YourRef and Remarks - NOT directly on supplier name (look up the supplier first via accounts_search and use its GUID in supplierCode). supplierCode is always a 36-character GUID, not a textual code. Pass "*" to paginate without text filter (must have at least one other filter). On 0 results with a query, the response includes "supplierSuggestions" with phonetically/prefix-similar suppliers (including their GUID) - use those directly as supplierCode filter. Use get_purchase_invoice_details for full line details.

Search and filter purchase orders. Automatically filters on the active warehouse. Use warehouseCode "*" to search all warehouses. Use get_purchase_order_details for full order line details.

Search and filter purchase returns. Use purchasing_returns_get for full lines. Reflects the last synchronization.

Search sales invoices. The query parameter does case-insensitive substring matching on invoice number, description, reference and remarks - NOT directly on customer name (look up the customer first via accounts_search and use its GUID in accountCode). accountCode is always a 36-character GUID, not a textual customer code. Pass "*" to paginate without text filter (must have at least one other filter). On 0 results with a query, the response includes "customerSuggestions" with phonetically/prefix-similar customers (including GUID) - use those as accountCode filter. Use get_sales_invoice_details for full line details.

Search sales order LINES by item, date or customer. Use this for questions like "when and how much of item X needs to be delivered?". Default shows only open lines. Use sales_orders_search for header-level order filtering, get_sales_order_details for full lines of one order.

Search and filter sales orders. Automatically filters on the active warehouse unless a different warehouseCode is provided. Use warehouseCode "*" to search across all warehouses. Use get_sales_order_details for full order line details of a specific order.

Search and filter sales item prices by item, customer, currency or date range. All ID parameters are 36-character GUIDs.

Search and filter planned sales returns. Automatically filters on the active warehouse. Use get_sales_return_details for full details.

Search by (partial) batch number to see which items and locations belong to a batch with current stock. This is NOT the batch history - use items.batch.history for full transaction history.

Search stock by (partial) storage location code. Shows which items are at a location. Use warehouse.locations.stock for detailed location stock with warehouse filters.

Search by (partial) serial number to see which item and location belongs to a serial number. This is NOT the serial history - use items.serial.history for full transaction history.

Search and filter subscriptions/contracts.

Search and filter warehouse transfers. Use get_warehouse_transfer_details for full line details with items and storage locations.

Get full details of a specific account including addresses and contacts. Use accounts.search to find the account first.

Get the current active administration (division). Returns code, name, address, currency and other info. Use switch_administration to change to a different administration.

Get full payment details by payment GUID. Use search_payments to find the GUID first. All ID parameters are 36-character GUIDs.

Get full receivable details by receivable GUID. Use search_receivables to find the GUID first. All ID parameters are 36-character GUIDs.

Get full opportunity details including contacts. Use search_opportunities to find the number first.

Get full details of a quotation including all quotation lines. Use search_quotations to find the quotation number first.

Aging analysis of outstanding payables per account, amounts split over age groups. Reflects the last synchronization.

Aging analysis of outstanding receivables per account, amounts split over age groups. Reflects the last synchronization.

Get the BALANCE per GL account (aggregated, SUM of transaction lines) in ONE call. This is the right tool for a profit & loss statement, trial balance, dashboard or "balance per account". Do NOT call financial_transactions_search per individual GL account. Filter by financial year, period range, date range and account type (balance or P&L). Optionally compare two years via compareYear.

Get full bank entry details including all entry lines. Use search_bank_entries to find the entry number first.

Get full cash entry details including all lines. Use financial_cash_search to find the entry number first.

Get full general journal entry details including all lines. Use financial_generaljournal_search to find the entry number first.

Get outstanding and overdue invoice overview for both receivables and payables.

Get the profit & loss overview: costs, revenue and result for the current period, current year and previous year. Reflects the last synchronization.

Get full purchase entry details including supplier and all lines. Use financial_purchase_search to find the entry number first.

Get full sales entry details including customer and all lines. Use financial_sales_search to find the entry number first.

USE THIS TOOL when the user asks about the history, traceability or transactions of a batch number. Get full history of a batch number (batch / lot / LOT). Returns all stock transactions including locations, quantities and transaction types. Use items.stock to find batch numbers for an item first. Use stock.batch.search to search by partial batch number.

Get full details of a specific item including stock per warehouse, active sales prices and suppliers. Use items.search to find the item first.

USE THIS TOOL when the user asks about the history, traceability or transactions of a serial number. Get full history of a serial number (serial / SN). Returns all stock transactions including locations, quantities and transaction types. Use items.stock to find serial numbers for an item first. Use stock.serial.search to search by partial serial number.

Get stock information for an item by item code. Returns current stock per warehouse and any batch/serial numbers. Use items.search to find the item code first. Use items.batch.history for full batch number history. Use items.serial.history for full serial number history.

Search supplier items. Find which suppliers deliver an item or which items a supplier delivers.

Get full details of a goods delivery (shipment) including all lines with items, quantities, and related sales order numbers. Use search_goods_deliveries to find the delivery number first.

Get full details of a goods receipt including all lines with items, quantities, and related purchase order numbers. Use search_goods_receipts to find the receipt number first.

Get the bill of materials for an item. Shows which parts and quantities are needed.

Get full details of a shop order (production order) including the bill of materials with required items and quantities. Use search_shop_orders to find the order number first.

Get the routing steps for a production order. Shows all operations with work centers, planned hours and status.

Get a planning overview of scheduled operations per work center. Shows all planned routing steps with shop order number, item, dates, hours and status per work center.

Get capacity overview per work center: available hours, planned hours and utilization percentage for a given period. Use this to identify overloaded or available work centers.

Get full project details including WBS structure and resource planning. Use search_projects to find the project code first.

Get full details of a purchase invoice including all invoice lines. Use search_purchase_invoices to find the entry number first.

Get full details of a purchase order including all order lines with items, quantities ordered and received. Use search_purchase_orders to find the order number first.

Get full purchase return details including all lines. Use purchasing_returns_search to find the return number first.

Get full details of a sales invoice including all invoice lines. Use search_sales_invoices to find the invoice number first.

Get full details of a sales order including all order lines with items, quantities ordered/delivered, and delivery status per line. Use search_sales_orders to find the order number first.

Get full details of a planned sales return including all return lines with items, planned and received quantities. Use search_sales_returns to find the return number first.

Get full subscription details including all lines. Use search_subscriptions to find the number first.

Get the current active warehouse. Returns warehouse code, description, whether it is the main warehouse, and whether storage locations are enabled. Use switch_warehouse to change to a different warehouse.

Get stock per storage location. Filter by warehouse code, storage location code, and/or item code. For warehouses without storage locations, warehouse-level stock is shown. Use this to see which items are at a specific location, or to find where an item is stored.

Get full details of a warehouse transfer including all lines with items, quantities and storage locations. Use search_warehouse_transfers to find the transfer number first.

Create a new address for an account in Exact Online. Required: accountCode and addressLine1. Optional: city, postcode, country, type (visit/postal/invoice/delivery), phone, email and notes. Search the account first with search_accounts. If the address already exists, Exact Online returns the existing address. All ID parameters are 36-character GUIDs.

Create a contact person for an existing account in Exact Online. Required: accountName, firstName, lastName. Optional: email, phone. Search first if the contact already exists with contacts.search. Find the account with search_accounts.

Create a new account (customer or supplier) in Exact Online. Required: name. Use isSupplier=true for suppliers. Search first if the account already exists with accounts.search.

Create a new payment condition in Exact Online. Required: code and description. Optional: paymentDays, discountPercentage, paymentMethod. Always search with search_payment_conditions first to check if it already exists.

Create a new direct debit mandate in Exact Online. Required: accountCode (looked up to GUID) and bankAccountId (GUID). Optional: description, reference, signatureDate, type, paymentType. All ID parameters are 36-character GUIDs.

Create a new bank account for an account in Exact Online. Required: accountCode and bankAccount (IBAN or account number). Search for the account with search_accounts first. Optional: account holder name, BIC code, description, whether it is the main account and whether it is blocked.

Create a new opportunity in Exact Online. Required: name and accountCode (customer code or name). Optional: amount, close date, probability, notes. Always search with search_accounts first to verify the customer and search_opportunities to check if the opportunity already exists.

Create a NEW quotation in Exact Online. Required: customerCode and lines (JSON array with at least itemCode and quantity per line). Search customer with search_accounts and items with search_items first. Do NOT use for existing quotations, use quotations.update instead.

Create a new bank entry in Exact Online. Required: journalCode and lines (JSON array with at least glAccountCode and amount per line, positive=debit, negative=credit). Search GL accounts and relations with search_accounts.

Create a new cash entry in Exact Online. Required: journalCode and lines (JSON array with at least glAccountCode and amount per line, positive=debit, negative=credit).

Create a new general journal (memorial) entry in Exact Online. Required: journalCode and lines (JSON array with at least glAccountCode and amount per line, positive=debit, negative=credit). The entry must balance (debit = credit).

Create a new general ledger account (GL account) in Exact Online. Required: code and description. Optional: type (e.g. 110=Revenue, 120=Cost, 150=Balance), balanceSide (D=Debit, C=Credit), balanceType (B=Balance, W=ProfitLoss), searchCode, vatCode, costcenter, costunit, isBlocked.

Create a new purchase entry in Exact Online. Required: journalCode, supplierCode and lines (JSON array with at least glAccountCode and amount per line).

Create a new sales entry in Exact Online. Required: journalCode, customerCode and lines (JSON array with at least glAccountCode and amount per line).

Create a new cost center in Exact Online. Required: code and description.

Create a new cost unit in Exact Online. Required: code and description.

Reserve a batch number for a stock transaction. Required: batchNumber, draftStockTransactionId (GUID), quantity, stockTransactionType, warehouseCode. All ID parameters are 36-character GUIDs.

Reserve a serial number for a stock transaction. Required: serialNumber, draftStockTransactionId, stockTransactionType, warehouseCode. All ID parameters are 36-character GUIDs.

Create a new item in Exact Online. Required: code and description. Optional: barcode, unit, item group, type flags, notes, search code, VAT code, GL accounts (revenue/costs/stock), weights, validity period (start/end). Search with search_items first. Do NOT use for price changes, use sales.prices.create to set a sales price after creation.