# Quaderno MCP for AI Agents AI Agent Connect > Quaderno MCP lets your AI agent handle the heavy lifting of global tax compliance, automated invoicing, and customer CRM management. Instead of jumping between tabs to figure out VAT rates or search for old billing records, your agent can pull that data instantly. It's built for anyone who needs to issue professional invoices and keep their customer records clean without the manual overhead. ## Overview - **Category:** finance-accounting - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_umdssbzcYQjzKr8fYJQjDpa0z0BU19pItHSA2Nqi/ai-agent-connect - **Tags:** tax-compliance, invoicing, vat-gst, billing, sales-tax ## Description Most people dread the boring part of running a business: figuring out which tax rate applies to a customer in Berlin versus one in New York. You usually end up with a mess of spreadsheets or a dozen open browser tabs just to send a single invoice. It is the kind of tedious work that eats up hours of your day and makes it easy to make a mistake that could lead to a headache with the authorities. You want to move fast, but manual tax compliance is a major speed bump. This MCP changes that by putting your billing logic right where you work. Instead of switching between your CRM and a tax calculator, you can just tell your agent to handle it. You can check what taxes apply to a specific customer in seconds, pull up a list of all your past invoices, or update a client's billing profile while you're in the middle of a conversation. It handles the data entry and the math, so you can focus on growing the business. By connecting through the Vinkius catalog, you get a way to manage your entire customer billing lifecycle without the manual overhead. It turns your AI into a functional finance teammate that keeps your records clean and your invoices accurate. You get to spend less time on data entry and more time on the actual work of running your company. ## Tools ### create_contact Use this to add a new customer to your records with their email and name. It keeps your billing database organized and up to date. ### calculate_taxes This tool tells you exactly what sales tax or VAT to charge a customer based on their location. It helps you stay compliant without doing the math yourself. ### create_transaction Record a new sale and issue a professional invoice in one step. You just provide the contact ID and a list of products. ### delete_contact Remove a customer from your billing records permanently. Use this to keep your database clean of old or incorrect leads. ### get_contact Retrieve the full billing profile for a specific customer. It's the quickest way to see where a client is located and what their tax status is. ### get_invoice Pull up the details of a specific invoice for review. Use this to check payment status or verify line items for a customer. ### list_contacts Get a complete list of every customer in your account. This helps you see your entire billing base at a glance. ### list_invoices See a full history of every invoice you have ever issued. It's perfect for auditing your sales or checking past payments. ### list_transactions Look through all your recorded sales and transactions. This gives you a clear view of your billing activity over time. ### update_contact Edit an existing customer's details like their name or billing address. Use this to keep your CRM data accurate as your clients change. ## Prompt Examples **Prompt:** ``` Calculate the taxes for a $150 plan sold to a user in Berlin, Germany (Postal Code 10115). ``` **Response:** ``` Based on the tax rules for Berlin, Germany, applying the standard DE tax rate of 19% VAT to your $150 amount adds $28.50 in taxes. **Total Calculation:** * **Base Amount:** $150.00 * **Tax (19% VAT):** $28.50 * **Final Total:** $178.50 Would you like me to generate a transaction and issue the invoice now? ``` **Prompt:** ``` Fetch the billing details and history for contact ID #9822. ``` **Response:** ``` I've retrieved the records for **Contact #9822**: * **Company Name:** Acorn Corp * **Email:** acorn-billing@example.com * **Location:** New York, USA * **VAT Status:** Clean / Verified I also found 3 recent invoices associated with this profile. Would you like to see the list of those specific invoices? ``` **Prompt:** ``` Update contact #9822 to change its first name to 'Acorn Group Inc'. ``` **Response:** ``` I've successfully updated the records for contact #9822. **Changes Made:** * **Old Name:** Acorn Corp * **New Name:** Acorn Group Inc The billing profile is now refreshed and updated in your records. ``` ## Capabilities ### Calculate local taxes Your agent determines the correct VAT, GST, or sales tax for any region instantly. ### Create new customer profiles Add new customers to your billing records with just a few details. ### Issue invoices from item lists Convert a list of products and prices into a formal invoice automatically. ### Remove old customer records Delete outdated contact information to keep your CRM clean. ### Retrieve specific contact details Pull up a customer's full billing profile and history in seconds. ### View specific invoice data Check the details of any past invoice for auditing or support. ### See all customer contacts List every customer in your account from a single prompt. ### Browse all issued invoices Get a complete overview of every invoice you have ever sent. ### Review all recorded transactions Look through your entire transaction history for a bird's-eye view of sales. ### Edit existing contact information Update customer names, emails, or billing addresses on the fly. ## Use Cases ### Checking global tax rates for a new launch An e-commerce founder asks their agent to check the tax for a $150 plan sold to a user in Berlin, Germany using `calculate_taxes`. ### Auditing a specific customer's history A finance engineer asks the agent to fetch the billing details and history for contact ID #9822 using `get_contact` and `list_invoices`. ### Fixing a typo in the CRM mid-conversation A client success manager tells the agent to update contact #9822 to change its first name to 'Acorn Group Inc' using `update_contact`. ### Generating an invoice from a list of items A founder provides a list of products and asks the agent to create a new transaction and issue an invoice via `create_transaction`. ## Benefits - Get accurate global taxes instantly by using `calculate_taxes` to figure out VAT, GST, or sales tax for any region. - Issue invoices in seconds by using `create_transaction` to turn a simple list of products into a professional bill. - Maintain a clean CRM by using `create_contact` and `update_contact` to keep your customer data accurate and organized. - Stop hunting for billing history by using `list_invoices` and `get_invoice` to pull up specific records on demand. - Keep your database tidy by using `delete_contact` to remove old or incorrect leads from your billing records. ## How It Works The bottom line is your AI gets direct access to your billing data so you can stop manual data entry. 1. Subscribe to the Connector and grab your Quaderno API URL and Key. 2. Add your credentials to any MCP-compatible client like Claude or Cursor. 3. Ask your agent to calculate taxes, find invoices, or update customer records. ## Frequently Asked Questions **Can I use the Quaderno MCP to check VAT rates for different countries?** Yes, it can pull the correct tax rates based on a customer's location. This allows your AI agent to calculate the exact amount of VAT, GST, or sales tax for any sale instantly. **Can my AI agent create and send invoices using Quaderno?** Yes, your agent can turn a list of products and prices into a professional invoice. It handles the transaction record and the invoice generation in one step. **Does the Quaderno MCP manage my customer CRM records?** Yes, it lets you create new customer profiles, update existing contact details, and delete old records. It keeps your billing database organized and updated through your AI client. **Is the Quaderno MCP good for global e-commerce businesses?** It is specifically designed for global sales. It helps you stay compliant by handling various international tax rules and providing a unified way to manage global customer billing. **Can I pull up a specific invoice history for a client using this?** Yes, you can ask your agent to retrieve details for a specific invoice or list all invoices associated with a particular contact ID to see their full payment history. **Where do I find my Quaderno API Key and URL?** Log in to your Quaderno account. Your **API URL** is simply your domain up top in the browser bar (e.g., `https://mycompany.quadernoapp.com`). To get the **API Key**, navigate to **Settings** > **API Keys** (or Developers), and copy your private key. Do not share this key as it carries full access. Paste both credentials below. **Can it calculate exact taxes dynamically before a sale?** Yes! Use the `calculate_taxes` tool and just provide the AI with a country code, postal code, and base amount. Quaderno's world-class engine evaluates real-time location-based tax nuances (VAT, GST) and returns the exact fraction needed. **Can I draft custom test invoices natively in chat?** Absolutely. You can use `create_transaction`. Instruct your agent to format a JSON array with products and amounts, linking to a specific `contact_id`. The server submits this array to Quaderno and records the fully realized transaction safely. **Will deleting a contact via the AI remove them permanently?** Yes. The `delete_contact` operation relies heavily on standard destructive API instructions. Running this means the contact is gone entirely from the Quaderno dashboard. Always review deletion queries cautiously before approving execution.