Quaderno

Adds 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.

Tool to calculate applicable tax rate for given address and transaction type. Use when you need tax details before invoicing.

Tool to create a new contact (customer or vendor). Use when you need to add a person or company contact in Quaderno.

Tool 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). For amount_off coupons, currency is required.

Creates 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 quote for a project or service.

Tool 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.

Tool 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.

Creates 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 products or services.

Creates 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 Quaderno account.

Creates 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 completed transaction.

Tool 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.

Tool 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 - this action returns immediately with a 'pending' state. Use the List Reporting Requests action to poll for completion status and retrieve the download URL when the report is ready.

Tool 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.

Tool 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 for automated invoice generation.

Tool 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 with X-Quaderno-Signature header using HMAC-SHA1. Retry logic: 1 attempt/hour for up to 72 hours.

Tool to permanently delete a contact by ID. Use when you have confirmed the contact ID is correct and no longer need the contact.

Tool to permanently delete a coupon. Use when you have confirmed the coupon ID is correct and need to remove it permanently (cannot be undone).

Permanently 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 is no longer needed. The deletion is permanent and cannot be undone. Returns an empty response on success (HTTP 204 No Content).

Permanently 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 no longer needed. The deletion is permanent and cannot be undone. Returns an empty response on success (HTTP 204 No Content).

Tool to permanently delete a product by ID. Use when you have confirmed the product ID is correct and no longer need the product.

Tool to permanently delete a recurring by ID. Use when you need to remove a recurring document from Quaderno. This action is irreversible.

Permanently 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.

Tool to permanently delete a webhook by ID. Use when you have confirmed the webhook ID is correct and no longer need the webhook.

Sends 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.

Delivers 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.

Delivers 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.

Sends 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.

Tool to retrieve account credentials and verify API access. Use to validate authentication and get account details.

Tool to retrieve the details of an existing estimate by ID. Use when you need full estimate information for review or conversion to invoice.

Tool to list contacts, paginated and filterable by name, email, or tax ID. Use when you need to retrieve subsets of your contacts.

Tool to list all coupons. Use when you need to retrieve available coupons sorted by creation date (newest first).

Tool 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.

Tool 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.

Tool to list all evidence objects. Use when you need to retrieve location evidences, optionally filtered by state or document ID.

List all expenses from Quaderno with pagination support. Returns expenses in reverse chronological order (newest first). Each expense includes complete details: contact information, line items, payments, taxes, and custom metadata. Use the 'limit' parameter to control page size (1-100, default 25). Use 'created_before' with an expense ID to paginate through results. Example: List first 50 expenses: ListExpenses(limit=50) Example: Get next page: ListExpenses(limit=50, created_before=168878750)

Tool 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.

Tool to list all tax jurisdictions. Use when you need supported jurisdictions for tax calculations.

List 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 subscription information.

Tool 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, reconciliation, or customer queries.

List all recurring documents (invoices, expenses, or estimates) from your Quaderno account. Recurring documents automatically generate new documents at specified intervals. Returns documents in reverse chronological order with support for pagination using the 'created_before' parameter.

Tool to list all registered tax IDs. Use when retrieving jurisdictions where your business has registered tax IDs. Supports optional cursor-based pagination.

Retrieves 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 completed reports. Reports are generated asynchronously, so use this endpoint to poll for completion status. When a report's state is 'succeeded', the report_url field will contain a temporary download link for the generated CSV file. Common use cases: - Check if a report generation request has completed - Retrieve download URLs for completed reports - Monitor all pending report requests - View historical report generations with their parameters (date ranges, report types)

List 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 retrieve checkout sessions from your Quaderno account.

Tool to list all supported tax codes. Use when you need to retrieve the full set of tax codes for classifying items.

Tool to list all webhooks. Use when you need to retrieve webhook configurations.

Tool to mark an invoice as uncollectible (bad debt). Use when an invoice cannot be collected and should be written off as a loss.

Tool 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.

Tool 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.

Tool 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.

Tool to retrieve details of an existing contact by ID. Use after confirming contact ID.

Tool 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.

Retrieve 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 obtain a valid coupon ID from the List Coupons action or from a coupon creation operation. Returns coupon code, discount amount/percentage, redemption statistics, and validity information.

Tool to retrieve details of an existing credit note by ID. Use when you need full credit note details for refund processing or reporting.

Retrieves 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 information about a specific evidence record, typically after obtaining the evidence ID from the LIST_EVIDENCE action.

Tool to retrieve details of an existing expense by ID. Use after confirming expense ID.

Tool to retrieve details of an existing invoice by ID. Use when you need full invoice details for reporting or reconciliation.

Tool 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".

Tool to retrieve details of an existing product by ID. Use after confirming the product ID exists.

Tool to retrieve details of an existing receipt by ID. Use when you need full receipt details for reporting or reconciliation.

Tool to retrieve details of an existing recurring document by ID. Use when you need information about a recurring invoice or expense subscription.