Quaderno MCP server

Connect Quaderno to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Quaderno MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the create checkout session tool in Quaderno
  • Use the create invoice tool in Quaderno
  • Use the get estimate tool in Quaderno
  • Use the delete payment (compatibility) tool in Quaderno
  • Use the delete estimate tool in Quaderno
  • Use the update contact tool in Quaderno

Supported Tools

create_checkout_session

Create Checkout Session

Create a checkout session for a customer to complete payment. Requires existing product SKUs and success/cancel URLs. Session creation does not confirm payment.

create_invoice

Create Invoice

Create a invoice record with a contact and priced lines. This does not transfer money.

get_estimate

Get Estimate

Retrieve one estimate and its provider-calculated amounts.

delete_payment

Delete Payment (Compatibility)

Delete a payment record using the historical route. Current deletion support is undocumented. This does not reverse a bank or processor transfer or guarantee the parent document becomes editable.

delete_estimate

Delete Estimate

Compatibility deletion for a legacy estimate ID using the historical estimates route. Current proforma deletion is not documented; do not assume new estimates are deletable.

update_contact

Update Contact

Update only the supplied contact fields. Empty strings clear text fields where the provider allows it.

deliver_credit_note

Deliver Credit Note

Ask Quaderno to email the credit note to its contact. Success confirms initiation, not receipt.

get_contact

Get Contact

Retrieve a contact in the selected account.

create_expense

Create Expense

Create a expense record with a contact and priced lines. This does not transfer money.

list_credit_notes

List Credit Notes

List one cursor page of credit notes. Date accepts a day or start,end range.

list_contacts

List Contacts

List contacts in one cursor page, optionally searching their name, email or tax ID.

list_expenses

List Expenses

List a cursor page of expenses. Date accepts a single day or start,end range.

delete_recurring

Delete Recurring Document

Delete a recurring invoice template to stop future generation. Existing generated documents remain.

deliver_invoice

Deliver Invoice

Ask Quaderno to email the invoice to its contact. This may finalize the record. A successful request confirms initiation, not receipt.

delete_contact

Delete Contact

Delete a contact. Quaderno may reject contacts associated with documents.

create_recurring

Create Recurring Document

Create a recurring invoice template that can automatically generate future invoices. Delete the template to stop future generation; already generated documents remain. frequency is retained and mapped to current period fields.

update_expense

Update Expense

Update supplied supported fields.

list_jurisdictions

List Tax Jurisdictions

List the provider jurisdiction catalog, optionally filtered by country or region, or retrieve one with jurisdictionId alone. Catalog presence does not prove registration or a tax obligation.

create_estimate

Create Estimate

Create an estimate using the current proforma API. The provider sets issueDate. The record may be retained because current proforma deletion is not documented.

record_payment

Record Payment

Record a payment or refund already made for a document. This does not transfer money. Recording can finalize the financial document. Omitted amount follows provider defaults; provide an explicit amount for partial payments. Expenses use the historical route, whose current support is undocumented and must be verified for the account.

update_invoice

Update Invoice

Update supplied supported fields. The current invoice API permits administrative fields only; financial fields require a separate correction workflow.

get_report_status

Get Report Status

Retrieve the current state of a report request and provide its downloadable CSV when the provider supplies one. Pending and failed requests do not imply a completed report.

list_estimates

List Estimates

List a cursor page of estimates. Date accepts a single day or start,end range.

validate_tax_id

Validate Tax ID

Ask the provider to validate a supported tax ID. A null result means the external validation service is unavailable and does not establish that the ID is invalid.

get_credit_note

Get Credit Note

Retrieve one credit note and its provider-calculated amounts.

list_checkout_sessions

List Checkout Sessions

List one cursor page of checkout sessions, or retrieve a session with sessionId alone.

list_recurring

List Recurring Documents

List recurring invoice templates, or retrieve one with recurringId alone. These records can automatically generate future financial documents.

request_tax_report

Request Tax Report

Request an asynchronous CSV report. Current report types are tax_summary, invoices_list and credits_list. Dates are supplied as a range. Poll get_report_status until the provider reports completion.

update_product

Update Product

Update only the supplied product fields.

delete_expense

Delete Expense

Permanently delete an expense from the selected account.

get_expense

Get Expense

Retrieve one expense and its provider-calculated amounts.

delete_product

Delete Product

Delete a product from the selected account.

get_invoice

Get Invoice

Retrieve one invoice and its provider-calculated amounts.

create_credit_note

Create Credit Note

Create a credit note against invoiceId using the current API. creditedAmount is supported for a single-line invoice and defaults to the invoice total. This records a credit, not a cash transfer. For older callers without invoiceId, contactId and items use the historical unversioned document route; support depends on the account API version.

list_invoices

List Invoices

List a cursor page of invoices. Date accepts a single day or start,end range.

create_transaction

Create Transaction

Record a sale or refund already made, with location evidence and payment details. Quaderno returns the resulting financial document. This does not charge a customer or issue a cash refund. Records can be retained and may affect tax reports.

deliver_estimate

Deliver Estimate

Ask Quaderno to email the estimate to its contact. This may finalize the record. A successful request confirms initiation, not receipt.

delete_jurisdiction

Delete Tax Jurisdiction (Compatibility)

Call the historical jurisdiction deletion route. Use only a verified legacy registration ID, never a current catalog ID. Current API support is undocumented, and success does not prove removal of a legal registration.

list_products

List Products

List a cursor page of reusable products, or retrieve one product with productId alone.

calculate_tax

Calculate Tax

Ask Quaderno to calculate tax using the supplied location, product and account settings. Return its status, rates and calculated amounts; this does not establish a legal obligation or independently verify the account configuration.

create_contact

Create Contact

Create a contact representing a customer or vendor. Provide firstName, including the display name for a company.

create_product

Create Product

Create a reusable product with code, name and a decimal unitCost in currency major units. Supply subscription processor details when relevant.

create_jurisdiction

Create Tax Jurisdiction (Compatibility)

Call the historical jurisdiction creation route. This mutation is not documented by the current API; account support varies. A returned record does not prove legal registration. For current registrations, use the provider tax-ID workflow.

get_current_account

Get Current Account

Discover the connected identity, account subdomain and API environment. The identity ID is an internal identifier, not a document or contact ID.

Connect Quaderno to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Quaderno in Metorial. In your Metorial portal, enable the Quaderno MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Quaderno tools.

Run Quaderno through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Quaderno and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Quaderno tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Quaderno

Zoho

Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.

Quickbooks

Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Gumroad

Manage digital and physical product sales on Gumroad. View and update product metadata, create and manage variant categories and options, and configure discount offer codes. Retrieve and filter sales data by date range for reporting. Manage subscribers and subscription lifecycles for recurring products. Refund sales, revoke or restore buyer access, and track payouts. Verify, enable, disable, and decrement license keys for purchase validation. Draft, schedule, and send audience emails to customers and followers. Read product reviews and access authenticated user profile information.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Technical notes for Quaderno

Work with Quaderno tax calculations, tax-ID validation, contacts, products, invoices, credit notes, expenses, estimates, recurring invoice templates, recorded transactions and payments, checkout sessions, jurisdiction catalog entries, and downloadable CSV reports.

Frequently asked questions

Common questions about connecting Quaderno to AI agents with Metorial.

  1. How many tools does the Quaderno MCP server have?
    The Quaderno MCP server exposes 44 tools, including Create Checkout Session, Create Invoice, Get Estimate. Each one is governed and traced through Metorial.
  2. Quaderno exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Quaderno MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Quaderno and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Quaderno MCP server yourself or use the hosted gateway.

Connect Quaderno to production AI agents

See how Metorial gives your team governed access to Quaderno, with tracing and security controls built in.