Taxjar MCP server

Connect Taxjar 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 Taxjar MCP server

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

  • Use the delete refund transaction tool in Taxjar
  • Use the list nexus regions tool in Taxjar
  • Use the look up tax rates tool in Taxjar
  • Use the update exempt customer tool in Taxjar
  • Use the update order transaction tool in Taxjar
  • Use the list summarized tax rates tool in Taxjar

Supported Tools

delete_refund

Delete Refund Transaction

Delete a refund transaction from TaxJar. Only API-created refunds can be deleted.

list_nexus_regions

List Nexus Regions

List nexus locations configured in your TaxJar account. Tax calculations use these settings when nexus addresses are not supplied per request.

lookup_rates

Look Up Tax Rates

Retrieve the combined sales tax rate for a US location by ZIP code. Returns rates broken down by state, county, city, and combined district. Optionally provide city, state, and street address for greater accuracy.

update_customer

Update Exempt Customer

Update an existing exempt customer in TaxJar. Provide only the fields you want to change. Omitted name and exemption type are read from the existing customer and preserved.

update_order

Update Order Transaction

Update an existing order transaction in TaxJar. Only API-created transactions can be modified. Provide only the fields you want to update.

list_summarized_rates

List Summarized Tax Rates

Retrieve minimum and average sales tax rates for all US regions/states. Intended as a backup or fallback data source. For accurate per-order calculations, use the Calculate Sales Tax tool instead.

delete_order

Delete Order Transaction

Delete an order transaction from TaxJar. Only API-created transactions can be deleted.

list_refunds

List Refund Transactions

List refund transaction IDs stored in TaxJar. Filter by date range or provider source. Returns transaction IDs which can be used to fetch full refund details.

get_refund

Get Refund Transaction

Retrieve a single refund transaction by its transaction ID. Returns full refund details including the referenced original order.

create_refund

Create Refund Transaction

Record a refund in TaxJar linked to its original order for sales tax reporting. This does not send money to a customer. Use a unique refund ID different from the original order ID.

validate_address

Validate Address

Validate a US customer address and receive standardized address matches with ZIP+4 precision. Can return multiple candidate matches when the input is ambiguous.

list_orders

List Order Transactions

List order transaction IDs stored in TaxJar for sales tax reporting. Filter by date range or provider source. Returns transaction IDs which can be used to fetch full order details.

create_customer

Create Exempt Customer

Create a new exempt customer in TaxJar. Once created, pass the customer ID to tax calculations or transactions to automatically apply exemptions.

delete_customer

Delete Exempt Customer

Delete an exempt customer from TaxJar. The customer will no longer be available for exemption lookups.

list_categories

List Product Tax Categories

List all supported product tax categories and their corresponding tax codes. Use these codes in tax calculations and transactions to apply correct product-level exemption rules (e.g. clothing, food, software, digital goods).

list_customers

List Exempt Customers

List customers configured in TaxJar with their exemption type and regions. Customer IDs from the list endpoint are resolved through individual customer lookups.

update_refund

Update Refund Transaction

Update an existing refund transaction in TaxJar. Only API-created refunds can be modified.

create_order

Create Order Transaction

Create an order record in TaxJar for sales tax reporting and filing. This records a completed sale; it does not charge a customer.

get_order

Get Order Transaction

Retrieve a single order transaction by its transaction ID. Returns full order details including addresses, amounts, and line items.

calculate_tax

Calculate Sales Tax

Calculate sales tax for an order using origin and destination addresses, order amount, shipping, line items, nexus settings and exemptions. Returns the tax to collect and available jurisdiction and line item breakdowns.

get_customer

Get Exempt Customer

Retrieve a single exempt customer by their customer ID. Returns full customer details including exemption type and exempt regions.

Connect Taxjar 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 Taxjar in Metorial. In your Metorial portal, enable the Taxjar 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 Taxjar tools.

Run Taxjar through the Metorial gateway

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

  • Give Taxjar and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Taxjar 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 Taxjar

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

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.

Freeagent

Manage FreeAgent contacts, invoices, estimates, supplier bills, expenses, projects, tasks, and timeslips. Browse bank accounts and transactions, identify the connected user, download invoice PDFs, and retrieve financial reports.

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.

Technical notes for Taxjar

Calculate sales tax, inspect rates and tax categories, manage order and refund reporting records and customer exemptions, read configured nexus regions, and validate supported US addresses.

Frequently asked questions

Common questions about connecting Taxjar to AI agents with Metorial.

  1. How many tools does the Taxjar MCP server have?
    The Taxjar MCP server exposes 21 tools, including Delete Refund Transaction, List Nexus Regions, Look Up Tax Rates. Each one is governed and traced through Metorial.
  2. Taxjar 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 Taxjar MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Taxjar and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Taxjar MCP server yourself or use the hosted gateway.

Connect Taxjar to production AI agents

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