# Ledger Botje - Full documentation MCP integration for Exact Online

> Ledger Botje is an MCP server (Model Context Protocol) that lets AI assistants such as ChatGPT, Microsoft Copilot, Claude, Gemini, Mistral, Perplexity, Grok, Cursor and OpenClaw communicate directly with Exact Online ERP. This document contains the full technical documentation.

*Nederlandse versie: https://ledgerbotje.nl/llms-full.txt*

## Overview

Ledger Botje provides an MCP integration that lets you operate Exact Online from your favorite AI assistant. The integration translates natural language requests into Exact Online API calls and returns structured results. There are 284 tools and 55 prompts available. Tools follow the naming convention topic_entity_action (e.g. sales_orders_search). There are 116 read-only tools and 168 write actions.

## Available MCP Tools (284 total)

Tools follow the naming convention topic_entity_action (e.g. sales_orders_search). Write actions are marked [write] and require the Advanced plan.

### accounts_* — Customers and suppliers (12 tools)

- **accounts_addresses_create** [write]: Create a new address for an account in Exact Online.
- **accounts_addresses_delete** [write]: Delete an address from Exact Online.
- **accounts_addresses_search**: Search and filter account addresses by city, postcode, street, account or type.
- **accounts_addresses_update** [write]: Update an existing address in Exact Online.
- **accounts_contacts_create** [write]: Create a contact person for an existing account in Exact Online.
- **accounts_contacts_delete** [write]: Delete a contact person from Exact Online.
- **accounts_contacts_update** [write]: Update an existing contact person in Exact Online.
- **accounts_create** [write]: Create a new account (customer or supplier) in Exact Online.
- **accounts_delete** [write]: Delete an account (customer or supplier) from Exact Online.
- **accounts_details**: Get full details of a specific account including addresses and contacts.
- **accounts_search**: Search customers and suppliers.
- **accounts_update** [write]: Update an existing account (customer or supplier) in Exact Online.

### admin_* — Administration and system (4 tools)

- **admin_current**: Get the current active administration (division).
- **admin_feedback**: Submit feedback on behalf of the user.
- **admin_list**: List all available administrations (divisions) the user has access to.
- **admin_switch**: Switch to a different administration (division).

### cashflow_* — Cash flow and payments (14 tools)

- **cashflow_banks_list**: List all banks in the current administration with bank name, BIC code, country and description.
- **cashflow_conditions_create** [write]: Create a new payment condition in Exact Online.
- **cashflow_conditions_search**: Search and filter payment conditions by code or description.
- **cashflow_mandates_create** [write]: Create a new direct debit mandate in Exact Online.
- **cashflow_mandates_delete** [write]: Delete a direct debit mandate from Exact Online.
- **cashflow_mandates_search**: Search and filter direct debit mandates by account code or status.
- **cashflow_mandates_update** [write]: Update an existing direct debit mandate in Exact Online.
- **cashflow_payments_get**: Get full payment details by payment GUID.
- **cashflow_payments_process** [write]: Process selected payments in Exact Online.
- **cashflow_payments_search**: Search and filter payments by account code, status or due date.
- **cashflow_payments_update** [write]: Update an existing payment in Exact Online.
- **cashflow_receivables_get**: Get full receivable details by receivable GUID.
- **cashflow_receivables_search**: Search and filter receivables by account code, status or due date.
- **cashflow_receivables_update** [write]: Update an existing receivable in Exact Online.

### controller_* — AI Controller (accounting signals) (1 tools)

- **controller_signals_search**: Search AI Controller signals: entries that may be booked incorrectly (duplicate invoices, wrong VAT codes, open suspense accounts, deviating fixed costs, costs vs.

### crm_* — CRM: quotations and opportunities (22 tools)

- **crm_bankaccounts_create** [write]: Create a new bank account for an account in Exact Online.
- **crm_bankaccounts_delete** [write]: Delete a bank account from Exact Online.
- **crm_bankaccounts_search**: Search and filter customer/supplier bank accounts by IBAN, account number, account name, holder, description, BIC or bank name.
- **crm_bankaccounts_update** [write]: Update an existing bank account in Exact Online.
- **crm_opportunities_create** [write]: Create a new opportunity in Exact Online.
- **crm_opportunities_delete** [write]: Delete an opportunity from Exact Online.
- **crm_opportunities_get**: Get full opportunity details including contacts.
- **crm_opportunities_search**: Search and filter sales opportunities/leads.
- **crm_opportunities_update** [write]: Update an existing opportunity in Exact Online.
- **crm_quotations_add_charge_line** [write]: Add a charge line to an existing quotation in Exact Online.
- **crm_quotations_add_line** [write]: Add a quotation line to an existing quotation in Exact Online.
- **crm_quotations_create** [write]: Create a NEW quotation in Exact Online.
- **crm_quotations_delete** [write]: Delete a quotation from Exact Online.
- **crm_quotations_delete_charge_line** [write]: Delete a charge line from a quotation in Exact Online.
- **crm_quotations_delete_line** [write]: Delete a quotation line from Exact Online.
- **crm_quotations_get**: Get full details of a quotation including all quotation lines.
- **crm_quotations_print** [write]: Generate/print a quotation document in Exact Online via the PrintQuotation action.
- **crm_quotations_search**: Search and filter quotations.
- **crm_quotations_status** [write]: Change the status of a quotation via a workflow action: accept, reject, reopen or review.
- **crm_quotations_update** [write]: Update an existing quotation in Exact Online.
- **crm_quotations_update_charge_line** [write]: Update an existing charge line of a quotation in Exact Online.
- **crm_quotations_update_line** [write]: Update an existing quotation line in Exact Online.

### financial_* — Finance and accounting (43 tools)

- **financial_aging_payables**: Aging analysis of outstanding payables per account, amounts split over age groups.
- **financial_aging_receivables**: Aging analysis of outstanding receivables per account, amounts split over age groups.
- **financial_balance_get**: Get the BALANCE per GL account (aggregated, SUM of transaction lines) in ONE call.
- **financial_bank_add_line** [write]: Add a new line to an existing bank entry in Exact Online.
- **financial_bank_create** [write]: Create a new bank entry in Exact Online.
- **financial_bank_delete** [write]: Delete a bank entry from Exact Online.
- **financial_bank_get**: Get full bank entry details including all entry lines.
- **financial_bank_search**: Search and filter bank entries.
- **financial_budgets_search**: Search financial budgets per GL account, cost center, period and year.
- **financial_cash_add_line** [write]: Add a new line to an existing cash entry.
- **financial_cash_create** [write]: Create a new cash entry in Exact Online.
- **financial_cash_get**: Get full cash entry details including all lines.
- **financial_cash_search**: Search and filter cash entries.
- **financial_currencies_list**: List all available currencies with their precision settings.
- **financial_exchangerates_list**: List exchange rates with currency, rate and start date.
- **financial_generaljournal_add_line** [write]: Add a new line to an existing general journal entry.
- **financial_generaljournal_create** [write]: Create a new general journal (memorial) entry in Exact Online.
- **financial_generaljournal_get**: Get full general journal entry details including all lines.
- **financial_generaljournal_search**: Search and filter general journal (memorial) entries.
- **financial_glaccounts_create** [write]: Create a new general ledger account (GL account) in Exact Online.
- **financial_glaccounts_delete** [write]: Delete a general ledger account (GL account) from Exact Online.
- **financial_glaccounts_search**: Search and filter general ledger accounts.
- **financial_glaccounts_update** [write]: Update an existing general ledger account in Exact Online.
- **financial_glclassifications_list**: List GL classifications (reporting codes) with code, name and description.
- **financial_journals_list**: List all journals with code, description and type (e.g.
- **financial_journalstatus_list**: Journal status per financial year and period (e.g.
- **financial_outstanding_get**: Get outstanding and overdue invoice overview for both receivables and payables.
- **financial_payables_list**: List of outstanding payable invoices with account, invoice number, due date and amount.
- **financial_periods_list**: List financial periods (years and periods) with start and end date.
- **financial_profitloss_get**: Get the profit & loss overview: costs, revenue and result for the current period, current year and previous year.
- **financial_purchase_add_line** [write]: Add a new line to an existing purchase entry.
- **financial_purchase_create** [write]: Create a new purchase entry in Exact Online.
- **financial_purchase_get**: Get full purchase entry details including supplier and all lines.
- **financial_purchase_search**: Search and filter purchase entries.
- **financial_reporting_balance_search**: Search the reporting balance: balances per GL account, period and year.
- **financial_revenue_list**: Revenue overview per period, with current and previous year revenue.
- **financial_sales_add_line** [write]: Add a new line to an existing sales entry.
- **financial_sales_create** [write]: Create a new sales entry in Exact Online.
- **financial_sales_get**: Get full sales entry details including customer and all lines.
- **financial_sales_search**: Search and filter sales entries.
- **financial_transactions_search**: Search and filter financial transaction lines.
- **financial_vatcodes_list**: List VAT codes with code, description and percentage.
- **financial_vatpercentages_list**: List VAT percentages per VAT code with start date.

### hrm_* — HRM: cost centers and cost units (9 tools)

- **hrm_costcenters_create** [write]: Create a new cost center in Exact Online.
- **hrm_costcenters_delete** [write]: Delete a cost center. Required: costcenterId (GUID).
- **hrm_costcenters_search**: Search cost centers. Optionally filter by code or description via query.
- **hrm_costcenters_update** [write]: Update an existing cost center.
- **hrm_costunits_create** [write]: Create a new cost unit in Exact Online.
- **hrm_costunits_delete** [write]: Delete a cost unit. Required: costunitId (GUID).
- **hrm_costunits_search**: Search cost units. Optionally filter by code or description via query.
- **hrm_costunits_update** [write]: Update an existing cost unit.
- **hrm_departments_list**: List all departments with code, description and linked cost center.

### inventory_* — Batch and serial number management (6 tools)

- **inventory_batch_create** [write]: Reserve a batch number for a stock transaction.
- **inventory_batch_delete** [write]: Delete a draft stock batch number transaction.
- **inventory_batch_update** [write]: Update the quantity of a draft stock batch number transaction.
- **inventory_serial_create** [write]: Reserve a serial number for a stock transaction.
- **inventory_serial_delete** [write]: Delete a draft stock serial number transaction.
- **inventory_serial_update** [write]: Update a stock serial number record.

### items_* — Items and stock (18 tools)

- **items_batch_history**: USE THIS TOOL when the user asks about the history, traceability or transactions of a batch number.
- **items_create** [write]: Create a new item in Exact Online.
- **items_delete** [write]: Delete an item from Exact Online.
- **items_details**: Get full details of a specific item including stock per warehouse, active sales prices and suppliers.
- **items_groups_list**: List item groups with code and description.
- **items_search**: Search items/products.
- **items_serial_history**: USE THIS TOOL when the user asks about the history, traceability or transactions of a serial number.
- **items_stock**: Get stock information for an item by item code.
- **items_suppliers**: Search supplier items.
- **items_suppliers_create** [write]: Link a supplier to an item with purchase price and delivery details.
- **items_suppliers_delete** [write]: Delete a supplier item link.
- **items_suppliers_update** [write]: Update an existing supplier item.
- **items_time_create** [write]: Register time on a routing step of a production order.
- **items_units_list**: List all available units of measure with type information.
- **items_update** [write]: Update item properties: description, barcode, unit, item group, search code, item type flags, notes, VAT code, GL accounts (revenue/costs/stock), weights, validity period.
- **items_warehouses_create** [write]: Link an item to a warehouse in Exact Online (create an ItemWarehouse record).
- **items_warehouses_delete** [write]: Delete an item-warehouse link (ItemWarehouse) from Exact Online.
- **items_warehouses_update** [write]: Update an existing item-warehouse link (ItemWarehouse) in Exact Online.

### logistics_* — Goods receipts and deliveries (10 tools)

- **logistics_deliveries_create** [write]: Create a goods delivery for a sales order.
- **logistics_deliveries_get**: Get full details of a goods delivery (shipment) including all lines with items, quantities, and related sales order numbers.
- **logistics_deliveries_search**: Search and filter outgoing deliveries (goods deliveries).
- **logistics_deliveries_update** [write]: Update an existing goods delivery in Exact Online.
- **logistics_incoterms_list**: List incoterms (delivery terms) with code and description.
- **logistics_receipts_create** [write]: Create a goods receipt for a purchase order.
- **logistics_receipts_get**: Get full details of a goods receipt including all lines with items, quantities, and related purchase order numbers.
- **logistics_receipts_search**: Search and filter incoming receipts (goods receipts).
- **logistics_receipts_update** [write]: Update an existing goods receipt in Exact Online.
- **logistics_returns_process** [write]: Process (finalize) an existing planned sales return in Exact Online.

### manufacturing_* — Manufacturing: work orders, planning and materials (50 tools)

- **manufacturing_areas_create** [write]: Create a new production area.
- **manufacturing_areas_delete** [write]: Delete a production area.
- **manufacturing_areas_list**: List all production areas in the current administration.
- **manufacturing_areas_update** [write]: Update a production area.
- **manufacturing_assembly_finish** [write]: Finish / complete an assembly order.
- **manufacturing_assembly_search**: Search and filter assembly orders.
- **manufacturing_bom_material_add** [write]: Add a material line to a bill of material version.
- **manufacturing_bom_material_delete** [write]: Delete a material line from a BOM.
- **manufacturing_bom_material_update** [write]: Update a material line in a BOM.
- **manufacturing_bom_version_create** [write]: Create a new BOM version for an item.
- **manufacturing_bom_version_delete** [write]: Delete a BOM version. Permanent action. Required: itemCode and versionNumber.
- **manufacturing_bom_version_update** [write]: Update a BOM version. Required: itemCode and versionNumber. An empty value leaves a field unchanged; send a single space for a text field to clear it.
- **manufacturing_bom_versions**: List all bill of material versions for an item.
- **manufacturing_byproducts_search**: Search and filter by-product receipts (by-products received during production) by text, shop order number, item code, transaction date or created date.
- **manufacturing_materialplan_add** [write]: Add a material line to a shop order.
- **manufacturing_materialplan_delete** [write]: Delete a material line from a shop order.
- **manufacturing_materialplan_update** [write]: Update a material plan line of a shop order.
- **manufacturing_materials_bom**: Get the bill of materials for an item.
- **manufacturing_materials_by_product** [write]: Receive a by-product from a production order.
- **manufacturing_materials_issue** [write]: Issue material to a production order.
- **manufacturing_materials_issues_search**: Search and filter material issues (materials consumed on production orders) by text, shop order number, item code, transaction date or created date.
- **manufacturing_materials_reversal** [write]: Reverse a previously issued material for a production order.
- **manufacturing_materials_reversals_search**: Search and filter material reversals (reversed material issues on production orders) by text, shop order number, item code, transaction date or created date.
- **manufacturing_operations_create** [write]: Create a new operation.
- **manufacturing_operations_delete** [write]: Delete an operation. Permanent action. Required: operationCode.
- **manufacturing_operations_list**: List all operations in the current administration.
- **manufacturing_operations_resource_create** [write]: Link a work center to an operation as a resource.
- **manufacturing_operations_resource_delete** [write]: Unlink a work center from an operation.
- **manufacturing_operations_resource_update** [write]: Update an operation resource.
- **manufacturing_operations_resources_search**: Search and filter operation resources (capacity and cost resources linked to operations and work centers) by text, operation, work center, type or primary flag.
- **manufacturing_operations_update** [write]: Update an operation. Required: operationCode (for identification). Change description, notes, search code or status. An empty value leaves a field unchanged; send a single space for a text field to clear it.
- **manufacturing_orders_create** [write]: Create a new shop order (production order) in Exact Online.
- **manufacturing_orders_delete** [write]: Delete a shop order (production order) from Exact Online.
- **manufacturing_orders_get**: Get full details of a shop order (production order) including the bill of materials with required items and quantities.
- **manufacturing_orders_receipt** [write]: Report a quantity as finished for a production order.
- **manufacturing_orders_receipts_search**: Search and filter shop order receipts (received finished products from production orders) by text, shop order number, item code, transaction date or created date.
- **manufacturing_orders_reversal** [write]: Reverse a previously created shop order receipt.
- **manufacturing_orders_reversals_search**: 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.
- **manufacturing_orders_routing**: Get the routing steps for a production order.
- **manufacturing_orders_search**: Search and filter shop orders (production orders).
- **manufacturing_orders_update** [write]: Update an existing shop order in Exact Online.
- **manufacturing_planning_overview**: Get a planning overview of scheduled operations per work center.
- **manufacturing_routing_add** [write]: Add a routing step to a shop order.
- **manufacturing_routing_delete** [write]: Delete a routing step from a shop order.
- **manufacturing_routing_update** [write]: Update a routing step of a shop order.
- **manufacturing_workcenters_capacity**: Get capacity overview per work center: available hours, planned hours and utilization percentage for a given period.
- **manufacturing_workcenters_create** [write]: Create a new work center.
- **manufacturing_workcenters_delete** [write]: Delete a work center. Permanent. Required: workcenterCode.
- **manufacturing_workcenters_list**: List all work centers (machines) in the current administration.
- **manufacturing_workcenters_update** [write]: Update a work center. Required: workcenterCode. An empty value leaves a field unchanged; send a single space for a text field to clear it.

### projects_* — Projects and time tracking (11 tools)

- **projects_create** [write]: Create a new project in Exact Online.
- **projects_delete** [write]: Delete a project from Exact Online.
- **projects_get**: Get full project details including WBS structure and resource planning.
- **projects_planning_create** [write]: Create a new project planning entry in Exact Online.
- **projects_planning_delete** [write]: Delete a project planning entry from Exact Online.
- **projects_planning_update** [write]: Update an existing project planning entry in Exact Online.
- **projects_search**: Search and filter projects.
- **projects_timecost_delete** [write]: Delete a time transaction from Exact Online.
- **projects_timecost_search**: Search and filter time and cost transactions on projects.
- **projects_timecost_update** [write]: Update an existing time transaction in Exact Online.
- **projects_update** [write]: Update an existing project in Exact Online.

### purchases_* — Purchase invoice entries and receipt lines (4 tools)

- **purchases_invoices_create** [write]: Create a new purchase invoice in Exact Online.
- **purchases_invoices_delete** [write]: Delete a purchase invoice from Exact Online.
- **purchases_invoices_update** [write]: Update an existing purchase invoice in Exact Online.
- **purchases_receipts_add_line** [write]: Add a receipt line to a goods receipt.

### purchasing_* — Purchase orders and purchase invoices (14 tools)

- **purchasing_invoices_get**: Get full details of a purchase invoice including all invoice lines.
- **purchasing_invoices_search**: Search purchase invoices.
- **purchasing_orders_add_line** [write]: Add an order line to an EXISTING purchase order in Exact Online.
- **purchasing_orders_create** [write]: Create a NEW purchase order in Exact Online.
- **purchasing_orders_delete** [write]: Delete a purchase order from Exact Online.
- **purchasing_orders_delete_line** [write]: Delete a purchase order line from Exact Online.
- **purchasing_orders_get**: Get full details of a purchase order including all order lines with items, quantities ordered and received.
- **purchasing_orders_search**: Search and filter purchase orders.
- **purchasing_orders_update** [write]: Update an existing purchase order in Exact Online.
- **purchasing_orders_update_line** [write]: Update an existing purchase order line in Exact Online.
- **purchasing_returns_add_line** [write]: Add a line to an existing purchase return.
- **purchasing_returns_create** [write]: Create a purchase return in Exact Online.
- **purchasing_returns_get**: Get full purchase return details including all lines.
- **purchasing_returns_search**: Search and filter purchase returns.

### sales_* — Sales: orders, deliveries, invoices, returns and prices (35 tools)

- **sales_deliveries_add_line** [write]: Add a delivery line to an existing goods delivery.
- **sales_deliveries_update_line** [write]: Update a delivery line.
- **sales_invoices_add_line** [write]: Add a line to an existing sales invoice in Exact Online.
- **sales_invoices_create** [write]: Create a new sales invoice in Exact Online.
- **sales_invoices_delete** [write]: Delete a sales invoice from Exact Online.
- **sales_invoices_delete_line** [write]: Delete a line from a sales invoice in Exact Online.
- **sales_invoices_from_orders** [write]: Generate sales invoices from one or more sales orders via the InvoiceSalesOrders action.
- **sales_invoices_get**: Get full details of a sales invoice including all invoice lines.
- **sales_invoices_print** [write]: Mark a sales invoice as printed and generate its document in Exact Online via the PrintedSalesInvoices action.
- **sales_invoices_search**: Search sales invoices.
- **sales_invoices_update** [write]: Update an existing sales invoice in Exact Online.
- **sales_invoices_update_line** [write]: Update an existing sales invoice line in Exact Online.
- **sales_order_lines_search**: Search sales order LINES by item, date or customer.
- **sales_orders_add_line** [write]: Add an order line to an EXISTING sales order in Exact Online.
- **sales_orders_complete** [write]: Mark a sales order as completed in Exact Online.
- **sales_orders_create** [write]: Create a NEW sales order in Exact Online.
- **sales_orders_delete** [write]: Delete a sales order from Exact Online.
- **sales_orders_delete_line** [write]: Delete a sales order line from Exact Online.
- **sales_orders_get**: Get full details of a sales order including all order lines with items, quantities ordered/delivered, and delivery status per line.
- **sales_orders_print** [write]: Mark a sales order as printed and generate its document in Exact Online via the PrintedSalesOrders action.
- **sales_orders_search**: Search and filter sales orders.
- **sales_orders_update** [write]: Update order properties of an existing sales order in Exact Online.
- **sales_orders_update_line** [write]: Update an existing sales order line in Exact Online.
- **sales_pricelists_list**: List sales price lists with description and currency.
- **sales_prices_create** [write]: Create a NEW sales price for an item.
- **sales_prices_delete** [write]: Delete a sales item price.
- **sales_prices_search**: Search and filter sales item prices by item, customer, currency or date range.
- **sales_prices_update** [write]: Use this tool to change/modify sales prices.
- **sales_returns_add_line** [write]: Add a line to an existing planned sales return in Exact Online.
- **sales_returns_create** [write]: Create a planned sales return for a sales order in Exact Online.
- **sales_returns_delete** [write]: Delete a planned sales return from Exact Online.
- **sales_returns_delete_line** [write]: Delete a planned sales return line.
- **sales_returns_get**: Get full details of a planned sales return including all return lines with items, planned and received quantities.
- **sales_returns_search**: Search and filter planned sales returns.
- **sales_returns_update_line** [write]: Update a planned sales return line in Exact Online.

### stock_* — Stock search: batches, serials and locations (3 tools)

- **stock_batch_search**: Search by (partial) batch number to see which items and locations belong to a batch with current stock.
- **stock_location_search**: Search stock by (partial) storage location code.
- **stock_serial_search**: Search by (partial) serial number to see which item and location belongs to a serial number.

### subscriptions_* — Subscriptions (11 tools)

- **subscriptions_add_line** [write]: Add a line to a subscription.
- **subscriptions_create** [write]: Create a new subscription.
- **subscriptions_delete** [write]: Delete a subscription.
- **subscriptions_delete_line** [write]: Delete a subscription line.
- **subscriptions_get**: Get full subscription details including all lines.
- **subscriptions_linetypes_list**: List subscription line types with number and description.
- **subscriptions_reasoncodes_list**: List subscription reason codes with code and description.
- **subscriptions_search**: Search and filter subscriptions/contracts.
- **subscriptions_types_list**: List subscription types with code and description.
- **subscriptions_update** [write]: Update a subscription.
- **subscriptions_update_line** [write]: Update a subscription line.

### warehouse_* — Warehouse management (17 tools)

- **warehouse_create** [write]: Create a new warehouse in Exact Online.
- **warehouse_current**: Get the current active warehouse.
- **warehouse_delete** [write]: Delete a warehouse from Exact Online.
- **warehouse_list**: List all warehouses with their storage locations in the current administration.
- **warehouse_locations_list**: List all storage locations of a warehouse.
- **warehouse_locations_stock**: Get stock per storage location.
- **warehouse_shipping_list**: List all active shipping methods in the current administration.
- **warehouse_switch**: Switch to a different warehouse.
- **warehouse_transfers_create** [write]: Create a warehouse transfer between two warehouses.
- **warehouse_transfers_delete** [write]: Delete a warehouse transfer from Exact Online.
- **warehouse_transfers_delete_line** [write]: Delete a warehouse transfer line from Exact Online.
- **warehouse_transfers_get**: Get full details of a warehouse transfer including all lines with items, quantities and storage locations.
- **warehouse_transfers_process** [write]: Process (finalize) an existing warehouse transfer in Exact Online.
- **warehouse_transfers_search**: Search and filter warehouse transfers.
- **warehouse_transfers_update** [write]: Update an existing warehouse transfer in Exact Online.
- **warehouse_transfers_update_line** [write]: Update a warehouse transfer line in Exact Online.
- **warehouse_update** [write]: Update an existing warehouse in Exact Online.

## Available MCP Prompts (55 total)

Prompts are predefined templates that kick-start common tasks. Prompt names are in Dutch.

- **accounts_klant_aanmaken**: Maak een nieuwe klant of leverancier aan in Exact Online
- **admin_administratie_wisselen**: View available administrations and switch to another one
- **admin_dagoverzicht**: Geef een overzicht van openstaande orders, leveringen en taken voor vandaag
- **admin_data_opschonen**: Find and remove duplicates and inactive data
- **cashflow_betalingen_beheren**: View, update and process outstanding payments
- **cashflow_mandaat_beheren**: Search, create and manage direct debit mandates
- **cashflow_vorderingen_beheren**: View outstanding receivables and manage direct debit mandates
- **crm_bankrekening_beheren**: Manage bank account: add, update or remove IBAN for a customer or supplier
- **crm_offerte_aanmaken**: Step-by-step guide for creating a quotation
- **crm_offerte_lifecycle**: Quotation lifecycle: create, adjust and convert to order
- **crm_offertes_overzicht**: Toon een overzicht van offertes met status, waarde en bijbehorende opportunities
- **crm_opportunity_beheren**: Guide for managing opportunities
- **crm_sales_pipeline**: Toon de sales pipeline met open opportunities, waarde per fase en verwachte sluitdata
- **financial_bankboeking_aanmaken**: Guide for creating bank entries
- **financial_factuuranalyse**: Analyze sales invoices and outstanding items
- **financial_grootboek_beheren**: Manage GL accounts: create, update or block general ledger accounts
- **financial_grootboek_zoeken**: Zoek grootboekrekeningen en bekijk bijbehorende boekingen en saldi
- **financial_maandafsluiting**: Month-end close checklist
- **financial_overzicht**: Geef een financieel overzicht met recente boekingen, openstaande inkoopfacturen en bankstanden
- **invoicing_factuur_aanmaken**: Create sales invoice: create an invoice for a customer with item lines
- **invoicing_overzicht**: Toon een facturatie-overzicht met openstaande facturen, recente verkoopfacturen en vervallen posten
- **items_artikel_beheren**: Guide for creating, updating and deleting items
- **items_batch_traceren**: Traceer een batch- of serienummer door de volledige keten
- **items_traceerbaarheid**: Trace a batch or serial number through the full chain
- **items_voorraad_controleren**: Controleer de actuele voorraad van een artikel per magazijn, inclusief batch- en serienummers
- **logistics_levering_aanmaken**: Maak een goederenlevering aan voor een verkooporder
- **logistics_ontvangst_aanmaken**: Maak een goederenontvangst aan voor een inkooporder
- **manufacturing_assemblage_afronden**: Zoek en rond een assemblageorder af met stuklijstcontrole
- **manufacturing_order_starten**: Start een productieorder voor een artikel met stuklijst
- **manufacturing_productie_inrichten**: Production setup: create and configure operations, work centers and production areas
- **manufacturing_productie_terugdraaien**: Reverse production: correct erroneous receipt or material issue
- **manufacturing_stuklijst_beheren**: Manage bill of materials: add, update or remove materials and manage versions
- **manufacturing_volledige_cyclus**: Full production cycle: shop order to completion
- **manufacturing_voortgang_bewaken**: Bekijk de voortgang van productieorders met routing, materiaaluitgifte en gereedmelding
- **projects_project_opzetten**: Set up project: create a new project with planning and employees
- **projects_status_overzicht**: Toon projectstatus met uren, kosten en planning
- **projects_uren_registreren**: Registreer uren op een project of productieorder
- **purchasing_factuur_boeken**: Book purchase invoice: record a supplier invoice in Exact Online
- **purchasing_factuurcontrole**: Review purchase invoices and match with orders
- **purchasing_inkoop_tot_betaling**: Purchase-to-pay: from supplier to receipt
- **purchasing_leverancier_analyseren**: Analyseer een leverancier met inkooporders, facturen en artikelkoppeling
- **purchasing_leverancier_opzetten**: Set up new supplier with items and prices
- **purchasing_order_aanmaken**: Maak een inkooporder aan bij een leverancier
- **sales_klant_opzetten**: Set up new customer with addresses, contacts and prices
- **sales_order_aanmaken**: Maak stap voor stap een verkooporder aan voor een klant
- **sales_order_tot_betaling**: Order-to-cash: from customer search to payment
- **sales_prijzen_beheren**: Guide for managing sales prices and supplier items
- **sales_prijzen_controleren**: Controleer verkoopprijzen van artikelen, inclusief klantspecifieke prijsafspraken
- **sales_retour_verwerken**: Verwerk een retourzending voor een verkooporder
- **stock_voorraad_zoeken**: Search stock by batch number, serial number or storage location
- **subscriptions_abonnement_opzetten**: Set up subscription: create a new subscription with lines for a customer
- **subscriptions_overzicht**: Overview of subscriptions and contracts with status and expiry dates
- **warehouse_magazijn_beheren**: Guide for managing warehouses and item warehouses
- **warehouse_overdracht_starten**: Start een magazijnoverdracht om artikelen tussen magazijnen te verplaatsen
- **warehouse_voorraad_aanvullen**: Stock replenishment: from stock check to order

## Example questions

Users can ask questions in natural language, such as:

- "What is the stock level of item A1001?"
- "Find all open sales orders for customer Bakkerij de Groot"
- "Create a purchase order with supplier Jansen BV for 500 units of item A1001"
- "How much has been produced on work order 5023?"
- "Move 100 units of item X from warehouse A to warehouse B"
- "Which suppliers deliver item B2003?"
- "What is the batch history of batch LOT-2024-001?"
- "Which sales invoices are still outstanding?"
- "What is the total revenue of Q4 2025?"
- "Which customers have invoices outstanding for more than 30 days?"
- "How much of item A1001 is in warehouse Utrecht?"
- "What is the status of production order WO-2025-0042?"
- "Give me an overview of all open quotations"
- "Find the sales invoices for customer De Vries from January 2025"
- "What is the status of project P2025-001?"
- "How many hours were booked on project X this month?"
- "Show the sales pipeline with expected close dates"
- "What are the customer-specific prices for item A1001?"

## Tips for effective use

- Be as specific as possible: mention customer names, item codes or dates
- With multiple administrations, always mention the administration name
- Split complex questions into steps for better results
- Ask for invoice or order numbers so you can verify in Exact Online
- Always verify AI output before making decisions

## MCP tool conventions (for AI assistants)

- **Search tools (`*_search`)**: all search tools use case-insensitive *substring* matching (LIKE %term%) across multiple fields. No exact match, no regular expressions. Minimum 2 characters (except `*`).
- **`query="*"`**: special value to paginate through *all* records without a text filter. Use it only when the user explicitly asks to "browse everything" — not as a first attempt to find something. Combine with other filters (status, date) to narrow the set.
- **No results? Use `suggestions`**: `accounts_search`, `items_search`, `purchasing_invoices_search` and `sales_invoices_search` return a `suggestions`, `supplierSuggestions` or `customerSuggestions` field with the top 5 phonetically/prefix-similar records when there are 0 results. Use those directly — do NOT try 10 spelling variants of a name yourself.
- **GUID vs code**: all `*Code` filters that explicitly mention "GUID" (such as `supplierCode`, `accountCode` in invoice search) are 36-character GUIDs (`xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx`), not textual customer or supplier numbers. Find the record first via `accounts_search` and then use the `apiId` returned in `suggestions`.
- **Read-only mode**: if the user has no write access, the server only returns read tools in `tools/list`. Write tools appear once the owner enables write access in the settings.
- **Context parameter**: every tool accepts a `context` string. Describe in 1 sentence *why* you are calling this tool — it is logged and helps with debugging and improving tool descriptions.

## Limitations

- Ledger Botje is not a financial advisor: do not ask for tax advice or tax calculations
- The AI assistant decides how data is presented; Ledger Botje provides the data connection
- Business-critical decisions always remain the responsibility of the user
- Rate limits: 400 requests/month (Basic) or 800 requests/month (Advanced)

## Authentication and security

- Protocol: MCP via Streamable HTTP
- Authentication: OAuth 2.1 with PKCE via Exact Online
- All communication via HTTPS/TLS
- Data is cached in a secured database in Europe for fast response times
- Data is automatically synchronized with Exact Online
- The connection can be revoked at any time; after revocation all stored data is deleted

## Plans

| Plan | Price | Administrations | Read | Write | Requests/month |
|------|-------|-----------------|------|-------|----------------|
| Basic | €39/month | Max 1 | Yes | No | 400 |
| Advanced | €59/month | Max 10 | Yes | Yes | 800 |
| Enterprise | On request | Unlimited | Yes | Yes | Unlimited |

All plans start with a free 14-day trial. Yearly plans include 1 month free: Basic €429/year, Advanced €649/year.

## Compatible AI platforms

- ChatGPT (OpenAI)
- Microsoft Copilot
- Claude (Anthropic)
- Google Gemini
- Mistral AI
- Perplexity
- Grok (xAI)
- Cursor (Anysphere)
- OpenClaw

Any AI assistant that supports the MCP protocol is automatically compatible.

## Blog articles

### What is MCP and how does it work with Exact Online?
URL: https://ledgerbotje.nl/en/blog/wat-is-mcp/
The Model Context Protocol (MCP) is an open standard by Anthropic that lets AI assistants communicate securely with external systems. Ledger Botje acts as an MCP server between your AI assistant and Exact Online. MCP uses OAuth 2.1 with PKCE for authentication. All communication is via HTTPS.

### Inventory management with AI: how to check stock levels
URL: https://ledgerbotje.nl/en/blog/voorraadbeheer-met-ai/
Check stock levels per warehouse and storage location via the items_stock and warehouse_locations_stock tools. Batch and serial number tracking with full transaction history. Create warehouse transfers using natural language.

### Creating orders via ChatGPT and Exact Online
URL: https://ledgerbotje.nl/en/blog/orders-aanmaken-met-ai/
Create sales and purchase orders, add order lines, book goods receipts and process goods deliveries via your AI assistant. Requires the Advanced plan for write actions.

### Managing production orders with AI: a complete guide
URL: https://ledgerbotje.nl/en/blog/productieorders-beheren-met-ai/
Look up work orders, view bills of materials, issue and reverse materials, report completions, operations and time registration, receive by-products and finish assembly orders.

### 5 tips to work more effectively with AI and Exact Online
URL: https://ledgerbotje.nl/en/blog/5-tips-ai-en-exact-online/
Practical tips: be specific in questions, always mention the administration, split complex questions, verify AI output, and use follow-up questions for natural workflows.

### AI and accounting in Exact Online
URL: https://ledgerbotje.nl/en/blog/ai-boekhouding-exact-online/
AI accounting with Exact Online: retrieve outstanding invoices, generate debtor overviews and automate administration via your AI assistant. No API knowledge required.

### Retrieving outstanding invoices via ChatGPT and Exact Online
URL: https://ledgerbotje.nl/en/blog/openstaande-facturen-opvragen-chatgpt/
Retrieve outstanding invoices, debtor overviews and payment arrears via ChatGPT and Exact Online. Practical prompts and tips for daily use.

### How much does an AI integration for Exact Online cost?
URL: https://ledgerbotje.nl/en/blog/kosten-exact-online-ai-koppeling/
Transparent cost overview: Basic vs. Advanced plan, comparison with traditional custom integrations, and why no API knowledge is needed.

## Solutions per functional area

- Exact Online AI (overview/pillar): https://ledgerbotje.nl/en/exact-online-ai — Central page about connecting Exact Online to all AI assistants via MCP. Works with ChatGPT, Claude, Copilot, Gemini, Mistral, Perplexity, Grok, Cursor and OpenClaw. 284 MCP tools available, setup in 5 minutes via OAuth2.
- Automate inventory management: https://ledgerbotje.nl/en/inventory-management-exact-online — Real-time stock levels, batch numbers and warehouse locations
- AI accounting: https://ledgerbotje.nl/en/ai-accounting — Outstanding invoices, general ledger accounts and bank entries
- Automate invoices: https://ledgerbotje.nl/en/automate-invoices — Search, analyze and manage invoices via AI
- Automate purchase orders: https://ledgerbotje.nl/en/automate-purchase-orders — Create and follow up purchase orders
- Production order management: https://ledgerbotje.nl/en/production-order-management — Work orders, BOMs and material issues
- Warehouse management with AI: https://ledgerbotje.nl/en/warehouse-management-ai — Transfers, location management and multi-warehouse

## Solutions per industry

- Wholesale & distribution: https://ledgerbotje.nl/en/wholesale — Inventory management, order processing and supplier management
- Manufacturing & production: https://ledgerbotje.nl/en/manufacturing — Work orders, BOMs and batch tracking
- E-commerce & webshops: https://ledgerbotje.nl/en/e-commerce — Order processing, returns and inventory management
- Accountancy & bookkeeping: https://ledgerbotje.nl/en/accountancy — Financial overview, invoices and general ledger
- Professional services & projects: https://ledgerbotje.nl/en/professional-services — Time registration, project budgets and invoicing
- Retail: https://ledgerbotje.nl/en/retail — Stock per location and transfers

## Exact Online editions

- Exact Online Trade: https://ledgerbotje.nl/en/exact-online-trade — AI integration for trade and distribution
- Exact Online Manufacturing: https://ledgerbotje.nl/en/exact-online-manufacturing — AI integration for manufacturing
- Exact Online Projects: https://ledgerbotje.nl/en/exact-online-projects — AI integration for project management
- Exact Online Accounting: https://ledgerbotje.nl/en/exact-online-accounting — AI integration for accounting
- Exact Online Construction: https://ledgerbotje.nl/en/exact-online-construction — Ledger Botje has NO integration with Exact Online Construction; visitors are referred to BouwBotje (https://bouwbotje.nl/) for an AI integration with the Construction edition

## More information

- Blog: https://ledgerbotje.nl/en/blog/ — Tips and guides on AI and Exact Online (RSS: https://ledgerbotje.nl/en/blog/feed/)
- Prompt library: https://ledgerbotje.nl/en/prompts — 100+ ready-to-use example prompts per category
- FAQ: https://ledgerbotje.nl/en/faq — Frequently asked questions about Ledger Botje
- Pricing: https://ledgerbotje.nl/en/pricing — Plans and pricing FAQ
- MCP setup: https://ledgerbotje.nl/en/mcp-koppelen — Installation guide per AI assistant
- Generate data processing agreement: https://ledgerbotje.nl/en/data-processing-agreement — Interactive DPA generator (art. 28 GDPR) based on DPIA Ledger Botje v1.0; enter your organization and signatory details and download as PDF. Dutch version: https://ledgerbotje.nl/verwerkersovereenkomst
- About us: https://ledgerbotje.nl/en/about — The team behind Ledger Botje (Industrial IT, founder Frank Woutersen)
- Full documentation (this file): https://ledgerbotje.nl/en/llms-full.txt
- Compact version: https://ledgerbotje.nl/en/llms.txt

## Contact

- Website: https://ledgerbotje.nl/en/
- Contact page: https://ledgerbotje.nl/en/contact
- Company: Industrial IT, Molecatenlaan 57A, 7339 LJ Ugchelen, The Netherlands (KVK 67449727, VAT NL001376060B08)