76 available actions

What your AI agent can do in Quaderno

Quaderno is a tax compliance platform that automates tax calculations, invoicing, and reporting for businesses worldwide. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Retrieve ContactTool to retrieve details of an existing contact by ID.
Retrieve InvoiceTool to retrieve details of an existing invoice by ID.
Add Expense PaymentAdds a payment to an existing expense in Quaderno.
Create ContactTool to create a new contact (customer or vendor).
Update ContactTool to update an existing contact in Quaderno.
Update InvoiceUpdates an existing invoice in Quaderno by modifying allowed fields.

Browse all 76 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 32 actionsHide actions

Get AuthorizationTool to retrieve account credentials and verify API access.
Get EstimateTool to retrieve the details of an existing estimate by ID.
List ContactsTool to list contacts, paginated and filterable by name, email, or tax ID.
List CouponsTool to list all coupons.
List CreditsTool to list all credit notes from Quaderno.
List EstimatesTool to list all estimates in the account, paginated and sorted by creation date (newest first).
List EvidenceTool to list all evidence objects.
List ExpensesList all expenses from Quaderno with pagination support.
List InvoicesTool to list all invoices from Quaderno with filtering support.
List Tax JurisdictionsTool to list all tax jurisdictions.
List ProductsList all products (goods and services) from your Quaderno account.
List ReceiptsTool to list all receipts from Quaderno with optional filtering by search query, date range, payment state, processor ID, or customer ID.
List RecurringsList all recurring documents (invoices, expenses, or estimates) from your Quaderno account.
List Registered Tax IDsTool to list all registered tax IDs.
List Reporting RequestsRetrieves all reporting requests for the account with their current status and download URLs.
List SessionsList Quaderno Checkout sessions with optional filtering and pagination.
List Tax CodesTool to list all supported tax codes.
List WebhooksTool to list all webhooks.
Retrieve ContactTool to retrieve details of an existing contact by ID.
Retrieve Contact by Processor IDTool to retrieve a contact by external payment processor customer ID and gateway name.
Retrieve CouponRetrieve detailed information about a specific coupon by its ID.
Retrieve Credit NoteTool to retrieve details of an existing credit note by ID.
Retrieve EvidenceRetrieves a specific evidence object by its ID.
Retrieve ExpenseTool to retrieve details of an existing expense by ID.
Retrieve InvoiceTool to retrieve details of an existing invoice by ID.
Retrieve Tax JurisdictionTool to retrieve a tax jurisdiction by ID.
Retrieve ProductTool to retrieve details of an existing product by ID.
Retrieve ReceiptTool to retrieve details of an existing receipt by ID.
Retrieve RecurringTool to retrieve details of an existing recurring document by ID.
Retrieve Reporting RequestTool to retrieve the status and download URL of a specific report request by ID.
Retrieve Tax CodeTool to retrieve a specific tax code by ID.
Retrieve Tax IDTool to retrieve details of a specific tax ID by its ID.

Create & communicateCreate records or send supported messagesView 15 actionsHide actions

Add Expense PaymentAdds a payment to an existing expense in Quaderno.
Create ContactTool to create a new contact (customer or vendor).
Create CouponTool to create a new discount coupon in Quaderno.
Create EstimateCreates a new estimate/quote in Quaderno for a customer with line items.
Create EvidenceTool to create a new location evidence for tax compliance.
Create ExpenseTool to create a business expense in Quaderno.
Create InvoiceCreates a new invoice in Quaderno for a customer with line items.
Create ProductCreates a new product that can be used as a line item in invoices, credit notes, and expenses.
Create ReceiptCreates a new receipt in Quaderno documenting payment for goods or services.
Create RecurringTool to create a recurring document in Quaderno that automatically generates invoices on a schedule.
Create Report RequestTool to request a new report generation in Quaderno.
Create Tax IDTool to create a tax ID in a specific jurisdiction.
Create TransactionTool to create a sale or refund transaction in Quaderno.
Create WebhookTool to create a new webhook in Quaderno to receive event notifications.
Record Invoice PaymentTool to record a payment on an existing invoice.

Update & manageChange and manage existing recordsView 12 actionsHide actions

Mark Invoice UncollectibleTool to mark an invoice as uncollectible (bad debt).
Update ContactTool to update an existing contact in Quaderno.
Update CouponTool to update an existing coupon.
Update Credit NoteTool to update a credit note.
Update EstimateUpdates an existing estimate in Quaderno by modifying allowed fields.
Update EvidenceTool to update an evidence object.
Update ExpenseUpdates an existing expense in Quaderno by modifying allowed fields.
Update InvoiceUpdates an existing invoice in Quaderno by modifying allowed fields.
Update productTool to update a product; unspecified fields remain unchanged.
Update RecurringTool to update a recurring document in Quaderno.
Update Tax IDTool to update an existing tax ID in Quaderno.
Update WebhookTool to update an existing webhook configuration.

Remove & cancelRemove records or cancel supported workView 9 actionsHide actions

Delete ContactTool to permanently delete a contact by ID.
Delete CouponTool to permanently delete a coupon.
Delete EstimatePermanently deletes an estimate from Quaderno by its ID.
Delete ExpensePermanently deletes an expense from Quaderno by its ID.
Delete ProductTool to permanently delete a product by ID.
Delete RecurringTool to permanently delete a recurring by ID.
Delete Tax IDPermanently deletes a registered tax ID from your Quaderno account.
Delete WebhookTool to permanently delete a webhook by ID.
Remove Invoice PaymentTool to remove a payment from an invoice.

Other actionsSpecialist and administrative actions.View 8 actionsHide actions

Calculate Tax RateTool to calculate applicable tax rate for given address and transaction type.
Deliver Credit NoteSends a credit note to the customer via email.
Deliver EstimateDelivers an estimate to the customer via email.
Deliver InvoiceDelivers an invoice to the customer via email.
Deliver ReceiptSends a receipt to the customer via email.
Ping API ServiceTool to check if the Quaderno API service is up and verify credentials.
Validate Tax IDTool to validate a tax ID.
Void Credit NoteTool to void a credit note.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Quaderno

How does the agent connect to Quaderno?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Quaderno?

The page above lists the 76 actions currently available through the Quaderno connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Quaderno included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Quaderno is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Quaderno to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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