Quaderno

Tool to list all coupons. Use when you need to retrieve available coupons sorted by creation date (newest first).

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Tool to list all credit notes from Quaderno. Use when you need to retrieve credit notes with optional filtering by search query, date range, state, or processor ID.

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Tool to list all estimates in the account, paginated and sorted by creation date (newest first). Use when you need to retrieve estimates, optionally filtered by contact name, state, or date range.

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Tool to list all evidence objects. Use when you need to retrieve location evidences, optionally filtered by state or document ID.

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List all expenses from Quaderno with pagination support. Returns expenses in reverse chronological order (newest first). Each expense includes complete details: contact information, line items, payments, taxes, and custom metadata. Use the 'limit' parameter to control page size (1-100, default 25). Use 'created_before…

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Tool to list all invoices from Quaderno with filtering support. Use when you need to retrieve invoices by various criteria such as number, customer name, date range, or payment status.

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Tool to list all tax jurisdictions. Use when you need supported jurisdictions for tax calculations.

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List all products (goods and services) from your Quaderno account. Supports filtering by name or SKU code using the 'q' parameter. Returns product details including pricing, tax settings, and subscription information.

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Tool to list all receipts from Quaderno with optional filtering by search query, date range, payment state, processor ID, or customer ID. Use when you need to retrieve receipts for reporting, reconciliation, or customer queries.

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List all recurring documents (invoices, expenses, or estimates) from your Quaderno account. Recurring documents automatically generate new documents at specified intervals. Returns documents in reverse chronological order with support for pagination using the 'created_before' parameter.

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Tool to list all registered tax IDs. Use when retrieving jurisdictions where your business has registered tax IDs. Supports optional cursor-based pagination.

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Retrieves all reporting requests for the account with their current status and download URLs. Use this tool to check the status of previously created reporting requests and obtain download URLs for completed reports. Reports are generated asynchronously, so use this endpoint to poll for completion status. When a repor…

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List Quaderno Checkout sessions with optional filtering and pagination. Supports cursor-based pagination using 'created_before' and 'limit' parameters, and filtering by session status. Use this to retrieve checkout sessions from your Quaderno account.

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Tool to list all supported tax codes. Use when you need to retrieve the full set of tax codes for classifying items.

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Tool to list all webhooks. Use when you need to retrieve webhook configurations.

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Tool to mark an invoice as uncollectible (bad debt). Use when an invoice cannot be collected and should be written off as a loss.

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Tool to check if the Quaderno API service is up and verify credentials. Use when testing API connectivity or checking service status before making actual requests.

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Tool to record a payment on an existing invoice. Use when a customer has paid an invoice and you need to record the payment details in Quaderno.

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Tool to remove a payment from an invoice. Use when you need to delete a payment record that was applied to an invoice in error or needs to be adjusted.

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Tool to retrieve details of an existing contact by ID. Use after confirming contact ID.

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Tool to retrieve a contact by external payment processor customer ID and gateway name. Use when you have the processor's customer ID instead of Quaderno's internal contact ID.

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Retrieve detailed information about a specific coupon by its ID. Use this action when you need to fetch coupon details like discount percentage, redemption limits, or expiration dates. You must first obtain a valid coupon ID from the List Coupons action or from a coupon creation operation. Returns coupon code, discoun…

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Tool to retrieve details of an existing credit note by ID. Use when you need full credit note details for refund processing or reporting.

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Retrieves a specific evidence object by its ID. Evidence objects contain location proofs (billing country, IP address, bank country) used for tax compliance. Use this when you need detailed information about a specific evidence record, typically after obtaining the evidence ID from the LIST_EVIDENCE action.

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Tool to retrieve details of an existing expense by ID. Use after confirming expense ID.

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Tool to retrieve details of an existing invoice by ID. Use when you need full invoice details for reporting or reconciliation.

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Tool to retrieve a tax jurisdiction by ID. Use when you need the name, country, and region of a specific jurisdiction after confirming its ID. Example: "Retrieve jurisdiction 94".

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Tool to retrieve details of an existing product by ID. Use after confirming the product ID exists.

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Tool to retrieve details of an existing receipt by ID. Use when you need full receipt details for reporting or reconciliation.

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Tool to retrieve details of an existing recurring document by ID. Use when you need information about a recurring invoice or expense subscription.

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