Connect Quaderno to AI agents

Connect Quaderno to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

create_checkout_session

Create Checkout Session

Create a new checkout session in Quaderno. Returns a URL to redirect your customer to complete payment.

create_invoice

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

Get Estimate

Retrieve a single estimate by ID from Quaderno.

delete_payment

Delete Payment

Delete a payment record from an invoice, credit note, or expense in Quaderno.

delete_estimate

Delete Estimate

Delete an estimate from Quaderno.

update_contact

Update Contact

Update an existing contact's details in Quaderno. Only the provided fields will be updated.

deliver_credit_note

Deliver Credit Note

Send a credit note to the customer via email.

get_contact

Get Contact

Retrieve a single contact by ID from Quaderno, including all their details such as address, tax ID, and preferences.

create_expense

Create Expense

Create a new business expense (purchase) in Quaderno. Expenses can be associated with contacts and include payment records.

list_credit_notes

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

List Contacts

Retrieve a list of contacts (customers and vendors) from Quaderno. Supports searching by name, email, or tax ID.

list_expenses

List Expenses

Retrieve a list of business expenses (purchases) from Quaderno.

delete_recurring

Delete Recurring Document

Delete a recurring document template from Quaderno. This stops future document generation.

deliver_invoice

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 Contact

Delete a contact from Quaderno. Contacts with associated documents (invoices, credit notes, expenses) cannot be deleted.

create_recurring

Create Recurring Document

Create a new recurring document in Quaderno. Recurring documents automatically generate invoices, expenses, or estimates at the specified interval.

update_expense

Update Expense

Update an existing expense in Quaderno. Only the provided fields will be updated.

list_jurisdictions

List Tax 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 Estimate

Create a new estimate (quote/proforma) in Quaderno. Estimates can be sent to clients and later converted to invoices.

record_payment

Record Payment

Record a payment against an invoice, credit note, or expense in Quaderno. Supports partial payments.

update_invoice

Update Invoice

Update an existing invoice in Quaderno. Only the provided fields will be updated.

get_report_status

Get Report Status

Check the status of a previously requested tax report. When completed, provides a download URL for the report.

list_estimates

List Estimates

Retrieve a list of estimates (quotes/proformas) from Quaderno. Estimates can later be converted to invoices.

validate_tax_id

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

Get Credit Note

Retrieve a single credit note by ID from Quaderno.

list_checkout_sessions

List Checkout Sessions

Retrieve a list of checkout sessions from Quaderno. Abandoned sessions are automatically removed after seven days.

list_recurring

List Recurring Documents

Retrieve a list of recurring document templates from Quaderno. Recurring documents automatically create invoices, expenses, or estimates at configurable intervals.

request_tax_report

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 Product

Update an existing product in Quaderno. Only the provided fields will be updated.

delete_expense

Delete Expense

Delete an expense from Quaderno.

get_expense

Get Expense

Retrieve a single expense by ID from Quaderno.

delete_product

Delete Product

Delete a product from Quaderno.

get_invoice

Get Invoice

Retrieve a single invoice by ID from Quaderno, including all line items, amounts, and contact details.

create_credit_note

Create Credit Note

Create a new credit note in Quaderno. Used for issuing refunds or corrections against invoices. Supports partial refunds.

list_invoices

List Invoices

Retrieve a list of invoices from Quaderno. Supports filtering by search query, date, and state.

create_transaction

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

Deliver Estimate

Send an estimate to the client via email.

delete_jurisdiction

Remove Tax Jurisdiction

Remove a tax jurisdiction registration. Quaderno will no longer calculate taxes for this jurisdiction.

list_products

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 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 Contact

Create a new contact (customer or vendor) in Quaderno. Contacts appear on invoices, credit notes, and expenses.

create_product

Create Product

Create a new product in Quaderno. Products can be reused as line items on invoices, credit notes, and expenses.

create_jurisdiction

Register Tax Jurisdiction

Register a new tax jurisdiction where the business will collect taxes. This enables Quaderno to calculate taxes for this jurisdiction.

More integrations teams use with Quaderno

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.

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.

Abstract

Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.

21 Risk

Retrieve compliance, audit, and risk management data from 21RISK. Access organizations, sites, audits, risk models, corrective actions, compliance status, COPE (Construction, Occupancy, Protection, and Exposure) insurance data, and user information. Query data using OData protocol with filtering, sorting, and expansion options. Primarily a read-only API designed for data extraction, reporting, and integration with analytics tools like Power BI. Supports polling-based detection of new audits, corrective actions, and users.

Acculynx

Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.

Acuity Scheduling

Create, retrieve, update, cancel, and reschedule appointments. Manage availability by querying open dates and time slots for appointment types and calendars. Block time slots to prevent bookings. Manage client records including creation, retrieval, updates, and deletion. List appointment types, add-ons, calendars, and intake forms. Create and validate gift certificates, packages, and coupons. Retrieve orders and product listings. Subscribe to webhooks for appointment and order events.

Technical notes for Quaderno

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.

Connect Quaderno to production AI agents

See how Metorial gives Quaderno access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Quaderno to AI agents with Metorial.

  1. Can Metorial connect Quaderno to AI agents?
    Yes. Metorial connects AI agents to Quaderno through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.