21 available actions

What your AI agent can do in Taxjar

TaxJar provides a comprehensive sales tax API for real-time tax calculations, reporting, and filing. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Show CustomerTool to show an existing customer.
Show Order TransactionTool to show an existing order transaction by ID.
Create CustomerTool to create a new customer with exemption information.
Create Order TransactionCreates a new order transaction in TaxJar for sales tax reporting and compliance.
Update CustomerTool to update an existing customer in TaxJar.
Update Order TransactionTool to update an existing order transaction.

Browse all 21 actions by capability

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

Find & reviewLook up and review existing recordsView 9 actionsHide actions

List CustomersLists all customer IDs from your TaxJar account.
List Nexus RegionsTool to list existing nexus regions for an account.
List Order TransactionsList order transaction IDs within a date range.
List refund transactionsLists refund transaction IDs within a specified date range.
List Tax CategoriesTool to list all product tax categories and their codes.
Show CustomerTool to show an existing customer.
Show Order TransactionTool to show an existing order transaction by ID.
Show Refund TransactionRetrieves detailed information about a specific refund transaction from TaxJar.
Show Tax Rates for a LocationTool to show sales tax rates for a location.

Create & communicateCreate records or send supported messagesView 3 actionsHide actions

Create CustomerTool to create a new customer with exemption information.
Create Order TransactionCreates a new order transaction in TaxJar for sales tax reporting and compliance.
Create Refund TransactionTool to create a new refund transaction.

Update & manageChange and manage existing recordsView 3 actionsHide actions

Update CustomerTool to update an existing customer in TaxJar.
Update Order TransactionTool to update an existing order transaction.
Update Refund TransactionTool to update an existing refund transaction.

Remove & cancelRemove records or cancel supported workView 3 actionsHide actions

Delete CustomerTool to delete an existing customer.
Delete Order TransactionTool to delete an existing order transaction.
Delete Refund TransactionTool to delete an existing refund transaction.

Other actionsSpecialist and administrative actions.View 3 actionsHide actions

Calculate Sales Tax For An OrderTool to calculate sales tax for an order.
Summarize Tax Rates for All RegionsTool to retrieve minimum and average sales tax rates by region.
Validate VAT NumberValidates EU VAT identification numbers against the VIES (VAT Information Exchange System) database.

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 Taxjar

How does the agent connect to Taxjar?

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 Taxjar?

The page above lists the 21 actions currently available through the Taxjar connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Taxjar 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 Taxjar 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 Taxjar 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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