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.
Ask your agent in plain language. Each of these maps to a real tool on the server.
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 a invoice record with a contact and priced lines. This does not transfer money.
get_estimate
Retrieve one estimate and its provider-calculated amounts.
delete_payment
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
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 only the supplied contact fields. Empty strings clear text fields where the provider allows it.
deliver_credit_note
Ask Quaderno to email the credit note to its contact. Success confirms initiation, not receipt.
get_contact
Retrieve a contact in the selected account.
create_expense
Create a expense record with a contact and priced lines. This does not transfer money.
list_credit_notes
List one cursor page of credit notes. Date accepts a day or start,end range.
list_contacts
List contacts in one cursor page, optionally searching their name, email or tax ID.
list_expenses
List a cursor page of expenses. Date accepts a single day or start,end range.
delete_recurring
Delete a recurring invoice template to stop future generation. Existing generated documents remain.
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 a contact. Quaderno may reject contacts associated with documents.
create_recurring
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 supplied supported fields.
list_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 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 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 supplied supported fields. The current invoice API permits administrative fields only; financial fields require a separate correction workflow.
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 a cursor page of estimates. Date accepts a single day or start,end range.
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
Retrieve one credit note and its provider-calculated amounts.
list_checkout_sessions
List one cursor page of checkout sessions, or retrieve a session with sessionId alone.
list_recurring
List recurring invoice templates, or retrieve one with recurringId alone. These records can automatically generate future financial documents.
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 only the supplied product fields.
delete_expense
Permanently delete an expense from the selected account.
get_expense
Retrieve one expense and its provider-calculated amounts.
delete_product
Delete a product from the selected account.
get_invoice
Retrieve one invoice and its provider-calculated amounts.
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 a cursor page of invoices. Date accepts a single day or start,end range.
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
Ask Quaderno to email the estimate to its contact. This may finalize the record. A successful request confirms initiation, not receipt.
delete_jurisdiction
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 a cursor page of reusable products, or retrieve one product with productId alone.
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 a contact representing a customer or vendor. Provide firstName, including the display name for a company.
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
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
Discover the connected identity, account subdomain and API environment. The identity ID is an internal identifier, not a document or contact ID.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
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.
Common questions about connecting Quaderno to AI agents with Metorial.