Connect Taxjar to AI agents

Connect Taxjar 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

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 all nexus locations configured in your TaxJar account. Nexus regions are locations where your business has tax obligations. These are used automatically in tax calculations when nexus addresses are not provided 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.

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 marketplace provider. 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

Create a new refund transaction in TaxJar linked to an original order. Monetary amounts should be negative. The refund transaction ID must be unique and different from the original order.

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 marketplace provider. 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 all exempt customers configured in TaxJar. Returns customer details including exemption type and exempt regions.

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 a new order transaction in TaxJar for sales tax reporting and filing. The order will appear on the Transactions page in TaxJar.

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 the exact sales tax for a given order based on origin/destination addresses, order amount, shipping, and line items. Returns total tax to collect with a detailed breakdown by jurisdiction (state, county, city, special district) and per line item. Supports product-level exemptions via tax codes and customer-level exemptions.

get_customer

Get Exempt Customer

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

More integrations teams use with Taxjar

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.

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.

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.

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 Taxjar

Calculate sales tax for US orders with jurisdiction-level breakdowns by state, county, city, and special district. Look up tax rates by ZIP code or address. Manage order and refund transactions for sales tax reporting and filing. Create and manage exempt customers (wholesale, government, etc.) with region-specific exemptions. List product tax categories and tax codes for product-level exemptions. Retrieve nexus regions where tax obligations exist. Validate and standardize US addresses with ZIP+4 precision.

Connect Taxjar to production AI agents

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

Frequently asked questions

Common questions about connecting Taxjar to AI agents with Metorial.

  1. Can Metorial connect Taxjar to AI agents?
    Yes. Metorial connects AI agents to Taxjar 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.