# Ledger Botje - 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.

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

## What is Ledger Botje?

Ledger Botje provides an MCP integration that lets you operate Exact Online from your favorite AI assistant. Ask questions in natural language and get instant answers about your orders, inventory and accounting. With the Advanced plan you can also perform actions such as creating orders and booking goods receipts.

## Supported features

- **Inventory management**: Check stock levels, search batch and serial numbers, stock per warehouse and storage location
- **Sales orders**: Search, create, add lines, check delivery status
- **Purchase orders**: Search, create, add lines, check receipt status
- **Goods receipts**: Book receipts against purchase orders
- **Goods deliveries**: Book deliveries against sales orders with track & trace
- **Production orders**: Search, create, plan, release work orders, issue materials, report completion, register time, receive by-products
- **Production planning**: Reschedule operations, planning overview per work center, capacity overview, view work centers/operations/production areas
- **Assembly orders**: Search and finish
- **Warehouse transfers**: Move stock between warehouses, process transfers
- **Customer and supplier management**: Search, create, add contacts, search addresses
- **Returns**: Create and process planned return shipments
- **Bills of materials**: Retrieve BOMs for items
- **Supplier items**: Find which suppliers deliver an item
- **Administration management**: Switch between administrations, get the active administration
- **Finance**: General ledger accounts, transactions, bank entries, general journal/cash/purchase/sales entries, outstanding invoices, currencies
- **Sales invoices**: Search, create and retrieve details of sales invoices
- **Purchase invoices**: Search and retrieve details of purchase invoices
- **Quotations**: Search, create and retrieve details of quotations
- **Projects**: Search, retrieve details including WBS and planning, search hours/costs
- **CRM/Opportunities**: Search and retrieve details of sales opportunities
- **Subscriptions**: Search and retrieve details of subscriptions/contracts
- **Sales prices**: Look up item prices and customer-specific prices
- **Cash flow**: Payment conditions, outstanding payments and receivables, direct debit mandates, banks
- **HRM**: Manage cost centers and cost units
- **AI Controller**: Signals about potentially incorrect bookings (duplicate invoices, wrong VAT codes, suspense accounts)

## Supported AI platforms

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

## Pricing

- **Basic** (€39/month): Read-only, up to 1 administration, 400 requests/month
- **Advanced** (€59/month): Read and write, up to 10 administrations, 800 requests/month
- **Enterprise** (on request): Unlimited administrations, custom integrations, SLA

All plans start with a free 14-day trial. Yearly plans include 1 month free.

## Technical details

- Protocol: MCP (Model Context Protocol) via Streamable HTTP
- Authentication: OAuth 2.1 with PKCE via Exact Online
- Number of tools: 284 (116 read-only, 168 write; naming convention topic_entity_action, e.g. sales_orders_search)
- Number of prompts: 55 (predefined templates for common tasks)
- Data: Encrypted via HTTPS/TLS, cache of Exact Online data in a secured EU database
- Servers: Europe
- Requires: An Exact Online account

## Tips for effective use

- Be specific in your questions: mention customer names, item codes or dates
- With multiple administrations, always mention the administration name
- Split complex questions into steps for better results
- Always verify AI output before making decisions
- Ledger Botje is not a financial advisor: do not ask for tax advice or tax calculations

## 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` / `code` 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.

## Blog articles

- [What is MCP and how does it work with Exact Online?](https://ledgerbotje.nl/en/blog/wat-is-mcp/) — Explanation of the Model Context Protocol and the Exact Online integration
- [Inventory management with AI](https://ledgerbotje.nl/en/blog/voorraadbeheer-met-ai/) — Check stock levels, batch numbers and storage locations via AI
- [Creating orders via ChatGPT and Exact Online](https://ledgerbotje.nl/en/blog/orders-aanmaken-met-ai/) — Create sales and purchase orders with your AI assistant
- [Managing production orders with AI](https://ledgerbotje.nl/en/blog/productieorders-beheren-met-ai/) — Work orders, material issues, completions and time registration
- [5 tips to work more effectively with AI and Exact Online](https://ledgerbotje.nl/en/blog/5-tips-ai-en-exact-online/) — Practical tips for daily use
- [Did you know you can connect Exact Online to AI?](https://ledgerbotje.nl/en/blog/wist-je-dat-je-exact-online-aan-ai-kunt-koppelen/) — Query your administration in plain language via ChatGPT, Claude, Copilot or Gemini
- [Automating checks with AI: scheduled tasks](https://ledgerbotje.nl/en/blog/controles-automatiseren-geplande-taken-ai/) — Run recurring Exact Online checks automatically
- [Checking invoices with AI against your own procedures](https://ledgerbotje.nl/en/blog/facturen-controleren-ai-eigen-werkwijze/) — Validate purchase invoices against your own rules instead of generic ones
- [Querying your accounting via chat](https://ledgerbotje.nl/en/blog/boekhouding-bevragen-via-chat/) — Direct answers from Exact Online without exports or reports
- [Ledger Botje vs Exact Online AI Assistant](https://ledgerbotje.nl/en/blog/ledger-botje-vs-exact-ai-assistant/) — Honest comparison between the built-in assistant and an external AI integration

## Solutions per functional area

- [Exact Online AI (overview)](https://ledgerbotje.nl/en/exact-online-ai) — Pillar page: connecting Exact Online to all AI assistants via MCP
- [Inventory management](https://ledgerbotje.nl/en/inventory-management-exact-online)
- [AI accounting](https://ledgerbotje.nl/en/ai-accounting)
- [Automate invoices](https://ledgerbotje.nl/en/automate-invoices)
- [Automate purchase orders](https://ledgerbotje.nl/en/automate-purchase-orders)
- [Production order management](https://ledgerbotje.nl/en/production-order-management)
- [Warehouse management](https://ledgerbotje.nl/en/warehouse-management-ai)

## Industries

- [Wholesale](https://ledgerbotje.nl/en/wholesale)
- [Manufacturing](https://ledgerbotje.nl/en/manufacturing)
- [E-commerce](https://ledgerbotje.nl/en/e-commerce)
- [Accountancy](https://ledgerbotje.nl/en/accountancy)
- [Professional services](https://ledgerbotje.nl/en/professional-services)
- [Retail](https://ledgerbotje.nl/en/retail)

## Exact Online editions

- [Exact Online Trade](https://ledgerbotje.nl/en/exact-online-trade)
- [Exact Online Manufacturing](https://ledgerbotje.nl/en/exact-online-manufacturing)
- [Exact Online Projects](https://ledgerbotje.nl/en/exact-online-projects)
- [Exact Online Accounting](https://ledgerbotje.nl/en/exact-online-accounting)
- [Exact Online Construction](https://ledgerbotje.nl/en/exact-online-construction) — no Ledger Botje integration; referral to BouwBotje (https://bouwbotje.nl/)

## 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
- [FAQ](https://ledgerbotje.nl/en/faq) — Frequently asked questions
- [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) — GDPR-compliant DPA (art. 28 GDPR) based on DPIA Ledger Botje v1.0; downloadable as PDF
- [About us](https://ledgerbotje.nl/en/about) — The team behind Ledger Botje (Industrial IT, founder Frank Woutersen)
- [Full documentation](https://ledgerbotje.nl/en/llms-full.txt) — All 284 tools and 55 prompts in detail

## Contact

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