Connect Taxjar to your AI agent
TaxJar provides a comprehensive sales tax API for real-time tax calculations, reporting, and filing.
We set up the connection using your own Taxjar account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Taxjar
Each one is a real action the agent can take on its own, the same things a person clicking around Taxjar could do. Read-only by default; write actions are confirmed against your policy.
- Calculate Sales Tax For An Order Tool to calculate sales tax for an order. Use when you need an accurate tax calculation including nexus addresses, line items, shipping, and exemptions.
- Create Customer Tool to create a new customer with exemption information. Use when you need to add a customer to your TaxJar account for tax exemption management.
- Create Order Transaction Creates a new order transaction in TaxJar for sales tax reporting and compliance. This action records order transactions that will appear in the TaxJar dashboard for tax filing purposes. The transaction includes custome…
- Create Refund Transaction Tool to create a new refund transaction. Use after confirming refund details.
- Delete Customer Tool to delete an existing customer. Use when you need to remove a previously created customer by its ID. Example: "Delete customer cust_12345".
- Delete Order Transaction Tool to delete an existing order transaction. Use when you need to remove a previously created order transaction by its ID. Example: "Delete transaction abc123".
- Delete Refund Transaction Tool to delete an existing refund transaction. Use when you need to remove a previously created refund transaction by its ID. Example: "Delete refund 243345".
- List Customers Lists all customer IDs from your TaxJar account. Returns a paginated list of customer IDs (strings). To get full details for a specific customer (including name, address, exemption type, etc.), use the customer ID with…
- List Nexus Regions Tool to list existing nexus regions for an account. Use after authenticating your account to discover where you have nexus for sales tax purposes.
- List Order Transactions List order transaction IDs within a date range. Returns an array of transaction IDs (strings) for orders created between the specified dates. Use this to discover which orders exist in a date range, then use SHOW_ORDER_…
- List refund transactions Lists refund transaction IDs within a specified date range. Returns an array of transaction IDs only. To get detailed information about a specific refund, use the 'Show refund transaction' action with the ID. Useful for…
- List Tax Categories Tool to list all product tax categories and their codes. Use when you need to discover available tax categories before assigning them to products.
- Show Customer Tool to show an existing customer. Use when you need to retrieve details of a specific customer via TaxJar API.
- Show Order Transaction Tool to show an existing order transaction by ID. Use when you need to retrieve full details of a specific order transaction after creation or listing.
- Show Refund Transaction Retrieves detailed information about a specific refund transaction from TaxJar. Use this tool when you need to: - View complete details of a refund transaction including amounts, addresses, and line items - Verify refun…
- Show Tax Rates for a Location Tool to show sales tax rates for a location. Use when you need to retrieve sales tax rates for a specific ZIP code with optional address details (city, state, country, street).
- Summarize Tax Rates for All Regions Tool to retrieve minimum and average sales tax rates by region. Use when you need a backup of regional tax summary rates.
- Update Customer Tool to update an existing customer in TaxJar. Use when you need to modify customer details such as exemption type, name, or address information.
- Update Order Transaction Tool to update an existing order transaction. Use when adjusting order details such as amount, shipping, or line items after creation.
- Update Refund Transaction Tool to update an existing refund transaction. Use when adjusting refund details such as amount, shipping, or line items after creation.
- Validate VAT Number Validates EU VAT identification numbers against the VIES (VAT Information Exchange System) database. Use this tool to: - Verify VAT number format and validity - Check if a VAT number is registered and active in the EU -…
Setup
How we connect it
- 1
Connect your account
You create a key in Taxjar, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Taxjar questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Taxjar's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Taxjar to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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