create_checkout_session
Create Checkout Session
Create a new checkout session in Quaderno. Returns a URL to redirect your customer to complete payment.
create_checkout_session
Create a new checkout session in Quaderno. Returns a URL to redirect your customer to complete payment.
create_invoice
Create a new invoice in Quaderno. Requires a contact and at least one line item. Invoices cannot be deleted; use credit notes for refunds.
get_estimate
Retrieve a single estimate by ID from Quaderno.
delete_payment
Delete a payment record from an invoice, credit note, or expense in Quaderno.
delete_estimate
Delete an estimate from Quaderno.
update_contact
Update an existing contact's details in Quaderno. Only the provided fields will be updated.
deliver_credit_note
Send a credit note to the customer via email.
get_contact
Retrieve a single contact by ID from Quaderno, including all their details such as address, tax ID, and preferences.
create_expense
Create a new business expense (purchase) in Quaderno. Expenses can be associated with contacts and include payment records.
list_credit_notes
Retrieve a list of credit notes from Quaderno. Credit notes are used for refunds and corrections since invoices cannot be deleted.
list_contacts
Retrieve a list of contacts (customers and vendors) from Quaderno. Supports searching by name, email, or tax ID.
list_expenses
Retrieve a list of business expenses (purchases) from Quaderno.
delete_recurring
Delete a recurring document template from Quaderno. This stops future document generation.
deliver_invoice
Send an invoice to the customer via email. The invoice will be delivered in the customer's preferred language and format.
delete_contact
Delete a contact from Quaderno. Contacts with associated documents (invoices, credit notes, expenses) cannot be deleted.
create_recurring
Create a new recurring document in Quaderno. Recurring documents automatically generate invoices, expenses, or estimates at the specified interval.
update_expense
Update an existing expense in Quaderno. Only the provided fields will be updated.
list_jurisdictions
Retrieve the list of tax jurisdictions where the business is registered for tax collection. Useful for understanding where the business has tax obligations.
create_estimate
Create a new estimate (quote/proforma) in Quaderno. Estimates can be sent to clients and later converted to invoices.
record_payment
Record a payment against an invoice, credit note, or expense in Quaderno. Supports partial payments.
update_invoice
Update an existing invoice in Quaderno. Only the provided fields will be updated.
get_report_status
Check the status of a previously requested tax report. When completed, provides a download URL for the report.
list_estimates
Retrieve a list of estimates (quotes/proformas) from Quaderno. Estimates can later be converted to invoices.
validate_tax_id
Validate a tax identification number (VAT number, GST number, etc.) against official registries such as EU VIES. Returns whether the tax ID is valid along with associated details.
get_credit_note
Retrieve a single credit note by ID from Quaderno.
list_checkout_sessions
Retrieve a list of checkout sessions from Quaderno. Abandoned sessions are automatically removed after seven days.
list_recurring
Retrieve a list of recurring document templates from Quaderno. Recurring documents automatically create invoices, expenses, or estimates at configurable intervals.
request_tax_report
Request a tax report from Quaderno. Reports are generated asynchronously. Use the "Get Report Status" tool to check when it is ready and retrieve the download URL.
update_product
Update an existing product in Quaderno. Only the provided fields will be updated.
delete_expense
Delete an expense from Quaderno.
get_expense
Retrieve a single expense by ID from Quaderno.
delete_product
Delete a product from Quaderno.
get_invoice
Retrieve a single invoice by ID from Quaderno, including all line items, amounts, and contact details.
create_credit_note
Create a new credit note in Quaderno. Used for issuing refunds or corrections against invoices. Supports partial refunds.
list_invoices
Retrieve a list of invoices from Quaderno. Supports filtering by search query, date, and state.
create_transaction
Record a sale or refund transaction in Quaderno. Quaderno uses this data for invoices, tax reports, and compliance alerts. Location evidence is used to determine the correct tax treatment.
deliver_estimate
Send an estimate to the client via email.
delete_jurisdiction
Remove a tax jurisdiction registration. Quaderno will no longer calculate taxes for this jurisdiction.
list_products
Retrieve a list of products (items) from Quaderno. Products can be used as line items on invoices, credit notes, and expenses.
calculate_tax
Calculate the applicable tax rate for a transaction based on the customer's location, product type, and tax jurisdiction. Useful for determining the correct sales tax, VAT, or GST at checkout. Covers 12,000+ tax jurisdictions worldwide.
create_contact
Create a new contact (customer or vendor) in Quaderno. Contacts appear on invoices, credit notes, and expenses.
create_product
Create a new product in Quaderno. Products can be reused as line items on invoices, credit notes, and expenses.
create_jurisdiction
Register a new tax jurisdiction where the business will collect taxes. This enables Quaderno to calculate taxes for this jurisdiction.
Automate global tax compliance for online sales, including sales tax, VAT, and GST. Calculate tax rates at checkout based on customer location and product type across 12,000+ jurisdictions. Create, retrieve, and manage invoices, credit notes, expenses, and estimates. Record sales and refund transactions with full tax details. Manage contacts (customers/vendors), products, and recurring billing documents. Validate tax IDs against official registries. Track tax registration thresholds and obligations by jurisdiction. Generate and download tax reports by country or state. Create and manage checkout sessions for one-time purchases and subscriptions. Support e-invoicing compliance for multiple countries. Receive real-time webhook notifications for invoices, payments, tax threshold alerts, and more.
Common questions about connecting Quaderno to AI agents with Metorial.