Quaderno for AI agents

Agents read Quaderno at once. Changes and sends are held for a person's approval by default.

Book a discovery call Browse all connectors

About Quaderno

Quaderno is a tax compliance platform that automates tax calculations, invoicing, and reporting for businesses worldwide.

What an agent can do in Quaderno

Every Quaderno action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Quaderno without asking first. 35 actions.

Calculate Tax RateTool to calculate applicable tax rate for given address and transaction type. Use when you need tax details before invoicing.
Get AuthorizationTool to retrieve account credentials and verify API access. Use to validate authentication and get account details.
Get EstimateTool to retrieve the details of an existing estimate by ID. Use when you need full estimate information for review or conversion to invoice.
List CreditsTool to list all credit notes from Quaderno. Use when you need to retrieve credit notes with optional filtering by search query, date range, state, or processor ID.
List EstimatesTool to list all estimates in the account, paginated and sorted by creation date (newest first). Use when you need to retrieve estimates, optionally filtered by contact name, state, or date range.
List InvoicesTool to list all invoices from Quaderno with filtering support. Use when you need to retrieve invoices by various criteria such as number, customer name, date range, or payment status.
List ReceiptsTool to list all receipts from Quaderno with optional filtering by search query, date range, payment state, processor ID, or customer ID. Use when you need to retrieve receipts for reporting, reconcil
Retrieve Contact by Processor IDTool to retrieve a contact by external payment processor customer ID and gateway name. Use when you have the processor's customer ID instead of Quaderno's internal contact ID.
List ContactsTool to list contacts, paginated and filterable by name, email, or tax ID. Use when you need to retrieve subsets of your contacts.
List CouponsTool to list all coupons. Use when you need to retrieve available coupons sorted by creation date (newest first).
List EvidenceTool to list all evidence objects. Use when you need to retrieve location evidences, optionally filtered by state or document ID.
List ExpensesList all expenses from Quaderno with pagination support. Returns expenses in reverse chronological order (newest first). Each expense includes complete details: contact information, line items, paymen

Show all 35

List Tax JurisdictionsTool to list all tax jurisdictions. Use when you need supported jurisdictions for tax calculations.
List ProductsList all products (goods and services) from your Quaderno account. Supports filtering by name or SKU code using the 'q' parameter. Returns product details including pricing, tax settings, and subscrip
List RecurringsList all recurring documents (invoices, expenses, or estimates) from your Quaderno account. Recurring documents automatically generate new documents at specified intervals. Returns documents in revers
List Registered Tax IDsTool to list all registered tax IDs. Use when retrieving jurisdictions where your business has registered tax IDs. Supports optional cursor-based pagination.
List Reporting RequestsRetrieves all reporting requests for the account with their current status and download URLs. Use this tool to check the status of previously created reporting requests and obtain download URLs for co
List SessionsList Quaderno Checkout sessions with optional filtering and pagination. Supports cursor-based pagination using 'created_before' and 'limit' parameters, and filtering by session status. Use this to ret
List Tax CodesTool to list all supported tax codes. Use when you need to retrieve the full set of tax codes for classifying items.
List WebhooksTool to list all webhooks. Use when you need to retrieve webhook configurations.
Ping API ServiceTool to check if the Quaderno API service is up and verify credentials. Use when testing API connectivity or checking service status before making actual requests.
Retrieve ContactTool to retrieve details of an existing contact by ID. Use after confirming contact ID.
Retrieve CouponRetrieve detailed information about a specific coupon by its ID. Use this action when you need to fetch coupon details like discount percentage, redemption limits, or expiration dates. You must first
Retrieve Credit NoteTool to retrieve details of an existing credit note by ID. Use when you need full credit note details for refund processing or reporting.
Retrieve EvidenceRetrieves a specific evidence object by its ID. Evidence objects contain location proofs (billing country, IP address, bank country) used for tax compliance. Use this when you need detailed informatio
Retrieve ExpenseTool to retrieve details of an existing expense by ID. Use after confirming expense ID.
Retrieve InvoiceTool to retrieve details of an existing invoice by ID. Use when you need full invoice details for reporting or reconciliation.
Retrieve Tax JurisdictionTool to retrieve a tax jurisdiction by ID. Use when you need the name, country, and region of a specific jurisdiction after confirming its ID. Example: "Retrieve jurisdiction 94".
Retrieve ProductTool to retrieve details of an existing product by ID. Use after confirming the product ID exists.
Retrieve ReceiptTool to retrieve details of an existing receipt by ID. Use when you need full receipt details for reporting or reconciliation.
Retrieve RecurringTool to retrieve details of an existing recurring document by ID. Use when you need information about a recurring invoice or expense subscription.
Retrieve Reporting RequestTool to retrieve the status and download URL of a specific report request by ID. Use when you need to check if a report is ready and get the report_url to download it.
Retrieve Tax CodeTool to retrieve a specific tax code by ID. Use when you need details about a particular tax code classification.
Retrieve Tax IDTool to retrieve details of a specific tax ID by its ID. Use when you need to get information about a registered tax identification number.
Validate Tax IDTool to validate a tax ID. Use when confirming whether a given country-specific tax ID is valid. Example: validate tax ID 'DE303954554' for Germany.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 41 actions.

Create EstimateCreates a new estimate/quote in Quaderno for a customer with line items. Returns estimate with ID, number, permalink, and total amounts in cents. Use this when you need to create a cost estimate or qu
Create ExpenseTool to create a business expense in Quaderno. Use when you need to record an expense from a supplier or vendor with line items and optional attachments.
Create ReceiptCreates a new receipt in Quaderno documenting payment for goods or services. Returns receipt with ID, number, permalink, PDF URL, and total amounts. Use when you need to create a receipt for a complet
Create RecurringTool to create a recurring document in Quaderno that automatically generates invoices on a schedule. Use when setting up subscription billing or periodic invoices for a customer.
Create TransactionTool to create a sale or refund transaction in Quaderno. Use when you need to record revenue or refunds - the API automatically generates invoices/credit notes when autosend is enabled. Preferred API
Record Invoice PaymentTool to record a payment on an existing invoice. Use when a customer has paid an invoice and you need to record the payment details in Quaderno.
Update ContactTool to update an existing contact in Quaderno. Use when you need to modify contact details such as name, address, email, or tax information.
Add Expense PaymentAdds a payment to an existing expense in Quaderno. Use when you need to record a payment received for an expense. Returns the payment record with ID, amount in cents, and payment method details.
Create ContactTool to create a new contact (customer or vendor). Use when you need to add a person or company contact in Quaderno.
Create CouponTool to create a new discount coupon in Quaderno. Use when you need to create either a percentage-based or fixed-amount discount coupon. Either percent_off or amount_off must be provided (but not both
Create EvidenceTool to create a new location evidence for tax compliance. Use when you need to create evidence records with billing country, IP address, or bank country information for verifying customer location.
Create InvoiceCreates a new invoice in Quaderno for a customer with line items. Returns invoice with ID, number, permalink, PDF URL, and total amounts in cents. Use this when you need to bill a customer for product

Show all 41

Create ProductCreates a new product that can be used as a line item in invoices, credit notes, and expenses. Use this to register products with their SKU, pricing, tax classification, and other details in your Quad
Create Report RequestTool to request a new report generation in Quaderno. Use when you need to generate tax summaries, invoice lists, or credit note lists for a specific date range. Reports are generated asynchronously -
Create Tax IDTool to create a tax ID in a specific jurisdiction. Use when you need to register your business's tax identification number (such as VAT) in a tax jurisdiction.
Create WebhookTool to create a new webhook in Quaderno to receive event notifications. Use when you need to subscribe to real-time events like invoice.created or contact.created. Quaderno signs all webhook events w
Delete ContactTool to permanently delete a contact by ID. Use when you have confirmed the contact ID is correct and no longer need the contact.
Delete CouponTool to permanently delete a coupon. Use when you have confirmed the coupon ID is correct and need to remove it permanently (cannot be undone).
Delete EstimatePermanently deletes an estimate from Quaderno by its ID. This action removes the estimate record from your Quaderno account. Use this when you need to delete an estimate that was created in error or i
Delete ExpensePermanently deletes an expense from Quaderno by its ID. This action removes the expense record from your Quaderno account. Use this when you need to delete an expense that was created in error or is n
Delete ProductTool to permanently delete a product by ID. Use when you have confirmed the product ID is correct and no longer need the product.
Delete RecurringTool to permanently delete a recurring by ID. Use when you need to remove a recurring document from Quaderno. This action is irreversible.
Delete Tax IDPermanently deletes a registered tax ID from your Quaderno account. Use this when you need to remove a tax jurisdiction registration that is no longer needed.
Delete WebhookTool to permanently delete a webhook by ID. Use when you have confirmed the webhook ID is correct and no longer need the webhook.
Deliver Credit NoteSends a credit note to the customer via email. The contact associated with the credit note must have a valid email address. Returns the credit note details including the delivery email and PDF link.
Deliver EstimateDelivers an estimate to the customer via email. The estimate's contact must have a valid email address. Use this after creating or finalizing an estimate to send it to the customer.
Deliver InvoiceDelivers an invoice to the customer via email. The invoice's contact must have a valid email address. Use this after creating or finalizing an invoice to send it to the customer.
Deliver ReceiptSends a receipt to the customer via email. The contact associated with the receipt must have a valid email address. Returns the receipt details including the delivery email and PDF link.
Mark Invoice UncollectibleTool to mark an invoice as uncollectible (bad debt). Use when an invoice cannot be collected and should be written off as a loss.
Remove Invoice PaymentTool to remove a payment from an invoice. Use when you need to delete a payment record that was applied to an invoice in error or needs to be adjusted.
Update CouponTool to update an existing coupon. Use when you need to modify coupon properties like discount amount, name, or redemption limits. Note: Coupons linked to Stripe cannot be edited and will return an er
Update Credit NoteTool to update a credit note. Use when you need to modify metadata, tags, notes, billing address, or attach files to an existing credit note. Only limited fields can be updated if it has already been
Update EstimateUpdates an existing estimate in Quaderno by modifying allowed fields. Use when you need to change estimate details like notes, purchase order number, tags, payment details, billing address, contact in
Update EvidenceTool to update an evidence object. Use when you need to modify location proofs (billing country, IP address, bank country, notes) for tax compliance records.
Update ExpenseUpdates an existing expense in Quaderno by modifying allowed fields. This action sends a PUT request to /expenses/{id}.json and returns the complete updated expense. Only specific fields can be modifi
Update InvoiceUpdates an existing invoice in Quaderno by modifying allowed fields. This action sends a PUT request to /invoices/{id} and returns the complete updated invoice. Only specific fields can be modified af
Update productTool to update a product; unspecified fields remain unchanged. Use after fetching the product to apply partial updates.
Update RecurringTool to update a recurring document in Quaderno. Use when you need to modify subscription details, billing information, line items, or recurring schedule. Only specified fields are updated; unspecifie
Update Tax IDTool to update an existing tax ID in Quaderno. Use when you need to modify tax ID details such as validity dates, value, or establishment settings.
Update WebhookTool to update an existing webhook configuration. Use when you need to modify webhook URL or event subscriptions.
Void Credit NoteTool to void a credit note. Use when you need to cancel an existing credit note.

Changes wait in Needs you

Changes and sends in Quaderno are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Quaderno questions

Can an agent change data in Quaderno on its own?

Not by default. Changes and sends in Quaderno are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Quaderno?

This connector lists 35 read actions. Reads run at once, without waiting for approval.

How does Quaderno connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Quaderno to your agents.

Book a discovery call