Quaderno MCP. Automate global taxes and billing logic.

Your AI client connects directly to Quaderno's Quaderno server to handle global tax compliance, invoicing, and customer records right in your workflow. This single API connection lets you automate complex financial logic that used to require multiple systems.

Global Tax Calculation

The calculate_taxes tool calculates the applicable tax rate—whether it's VAT, GST, or something else—and figures out the total amount for any sale price and location. You input a cost and a customer's region, and the server instantly returns the correct tax breakdown. This means you know exactly what your final billed price needs to be before sending anything out.

Managing Customer Data (CRM)

The system manages all your client information through several specific functions. To add someone new, use create_contact; you just provide their email, first name, and last name, and the record gets registered immediately. If you already have a customer, get_contact pulls up all their stored details using their unique ID.

Need to change something—like an outdated phone number or address—you run update_contact, providing a structured JSON payload to modify existing fields.

When a contact is no longer needed in your system, you use delete_contact. Be careful with this one; that action permanently removes the customer record and can't be undone. To see who you've got on file, run list_contacts, which gives you an exhaustive list of every current customer profile stored in the account.

Invoicing and Transactions

The core function for billing is handled by create_transaction. When a sale happens, you use this tool to record the full transaction history. You pass it a structured JSON array detailing all product items and their prices, along with the customer's contact ID; the server handles recording that sale and issuing the official invoice simultaneously.

To check on an existing bill, get_invoice fetches the complete details of any specific invoice you point it toward using its unique identifier. If you need to audit a past billing cycle or review a previous sale, running list_invoices retrieves a paginated list of every single invoice that's ever been issued through the system.

For a deep dive into historical sales activity, use list_transactions; this generates a complete history log covering all recorded transactions in the account.

Comprehensive Auditing and Reporting

To keep your books clean, you can pull reports on every part of your data set. You run list_contacts to see every customer profile. For invoices, list_invoices gives you a paginated list of everything billed. Similarly, running list_transactions provides the full historical record of all recorded sales and payments. The system also lets you pull specific details using get_contact or get_invoice, ensuring you have the exact data point you need for any audit or report.