Quaderno
quadernoQuaderno is a tax compliance platform that automates tax calculations, invoicing, and reporting for businesses worldwide.
Acciones disponibles (32)
Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.
Calculate Tax RateQUADERNO_CALCULATE_TAX_RATEAcciónTool to calculate applicable tax rate for given address and transaction type. use when you need tax details before invoicing.
QUADERNO_CALCULATE_TAX_RATEAcciónTool to calculate applicable tax rate for given address and transaction type. use when you need tax details before invoicing.
Parámetros de entrada
amountnumberMonetary amount for tax calculation
tax_idstringCustomer's tax identification number, if available
tax_codestringTax code representing the product or service type
to_countryanyObligatorioDestination country code (ISO 3166-1 alpha-2)
from_countryanyOrigin country code (ISO 3166-1 alpha-2)
product_typestringenumType of item being sold
goodserviceto_postal_codestringPostal code of the destination address
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create ContactQUADERNO_CREATE_CONTACTAcciónTool to create a new contact (customer or vendor). use when you need to add a person or company contact in quaderno.
QUADERNO_CREATE_CONTACTAcciónTool to create a new contact (customer or vendor). use when you need to add a person or company contact in quaderno.
Parámetros de entrada
citystringCity or locality of the address.
kindstringObligatorioenumType of contact, either 'person' or 'company'.
personcompanyemailanyemailEmail address of the contact.
regionstringState or region of the address.
countrystringObligatorio2-letter ISO country code.
phone_1stringPrimary phone number of the contact.
full_namestringFull name of the contact. Useful for companies or alternative display.
last_namestringLast name of the contact. Optional for 'person'.
departmentstringDepartment for company contacts.
first_namestringFirst name of the contact. Required if kind is 'person'.
postal_codestringZIP or postal code.
street_line_1stringFirst line of street address.
contact_personstringPrimary contact person for company contacts.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create InvoiceQUADERNO_CREATE_INVOICEAcciónTool to create a new invoice. use when you need customer, items, and payment details prepared before invoicing.
QUADERNO_CREATE_INVOICEAcciónTool to create a new invoice. use when you need customer, items, and payment details prepared before invoicing.
Parámetros de entrada
citystringBilling city
itemsobject[]ObligatorioList of line item objects with description, quantity, unit_price
notesstringInternal notes for the invoice
numberstringInvoice number; auto-generated if omitted
regionstringBilling region/state
tax_idstringCustomer tax ID
contactobjectObligatorioCustomer data object or existing contact reference {id:...}
countrystringBilling country code
subjectstringInvoice subject or summary
currencystringObligatorioThree-letter ISO currency code
due_datestringPayment due date (YYYY-MM-DD)
evidenceobjectEvidence object for tax calculation
tag_liststringComma-separated list of tags
po_numberstringPurchase order number
attachmentobjectAttachment object with data, filename, public flag
issue_datestringInvoice issue date (YYYY-MM-DD)
postal_codestringBilling postal code
street_line_1stringBilling street line 1
street_line_2stringBilling street line 2
custom_metadataobjectCustom metadata key/value pairs
payment_detailsstringPayment details info
recurring_periodstringenumRecurring period unit
daysweeksmonthsyearspayment_processorstringPayment processor name
processor_fee_centsintegerProcessor fee in cents
recurring_frequencyintegerRecurring frequency number
payment_processor_idstringProcessor-assigned invoice ID
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create ProductQUADERNO_CREATE_PRODUCTAcciónTool to create a new product. use after configuring sku, pricing, and tax settings.
QUADERNO_CREATE_PRODUCTAcciónTool to create a new product. use after configuring sku, pricing, and tax settings.
Parámetros de entrada
codestringObligatorioThe product's SKU (Stock Keeping Unit).
kindstringenumType of product: one-off purchase or subscription.
one_offsubscriptionnamestringObligatorioThe product's name for customer display.
stockstringStock of the physical product.
countrystring2-letter ISO country code. Required if tax_based_on is 'country'.
currencystringThree-letter ISO currency code in uppercase.
tax_typestringenumWhether taxes are included in the unit_cost.
excludedincludedtax_classstringenumTax class that applies to the product.
consultingeserviceebooksaasstandardreducedunit_coststringObligatorioThe unit price to be charged.
descriptionstringThe product's description for customer display.
product_typestringenumThe type of the product: 'good' or 'service'.
goodservicetax_based_onstringenumHow taxes are calculated: based on customer country or a specific country.
customer_countrycountrystripe_plan_idstringFor Stripe subscriptions: ID of the Stripe price.
paypal_interval_unitstringenumFor PayPal subscriptions: billing frequency unit.
dailyweeklymonthlyyearlypaypal_interval_durationintegerFor subscription products: number of times the charge should recur.
paypal_interval_frequencyintegerFor PayPal subscriptions: number of intervals between subscription billings.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete CouponQUADERNO_DELETE_COUPONAcciónTool to permanently delete a coupon. use when you have confirmed the coupon id is correct and need to remove it permanently (cannot be undone).
QUADERNO_DELETE_COUPONAcciónTool to permanently delete a coupon. use when you have confirmed the coupon id is correct and need to remove it permanently (cannot be undone).
Parámetros de entrada
idstringObligatorioUnique identifier of the coupon to be deleted
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete ExpenseQUADERNO_DELETE_EXPENSEAcciónTool to permanently delete an expense by id. use when you have confirmed the expense id is correct and no longer need the expense.
QUADERNO_DELETE_EXPENSEAcciónTool to permanently delete an expense by id. use when you have confirmed the expense id is correct and no longer need the expense.
Parámetros de entrada
idstringObligatorioUnique identifier of the expense to be deleted
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete ProductQUADERNO_DELETE_PRODUCTAcciónTool to permanently delete a product by id. use when you have confirmed the product id is correct and no longer need the product.
QUADERNO_DELETE_PRODUCTAcciónTool to permanently delete a product by id. use when you have confirmed the product id is correct and no longer need the product.
Parámetros de entrada
idstringObligatorioUnique identifier of the product to be deleted
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete Tax IDQUADERNO_DELETE_TAX_IDAcciónTool to permanently delete a registered tax id by id. use when you have confirmed the tax id exists and no longer need the tax id.
QUADERNO_DELETE_TAX_IDAcciónTool to permanently delete a registered tax id by id. use when you have confirmed the tax id exists and no longer need the tax id.
Parámetros de entrada
idstringObligatorioUnique identifier of the tax ID to be deleted
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Deliver Credit NoteQUADERNO_DELIVER_CREDIT_NOTEAcciónTool to deliver a credit note to the customer via email. use after confirming the credit note is finalized.
QUADERNO_DELIVER_CREDIT_NOTEAcciónTool to deliver a credit note to the customer via email. use after confirming the credit note is finalized.
Parámetros de entrada
idstringObligatorioUnique identifier of the credit note to deliver
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Deliver InvoiceQUADERNO_DELIVER_INVOICEAcciónTool to deliver an invoice to the customer via email. use after confirming the invoice is finalized to send it.
QUADERNO_DELIVER_INVOICEAcciónTool to deliver an invoice to the customer via email. use after confirming the invoice is finalized to send it.
Parámetros de entrada
idstringObligatorioUnique identifier of the invoice to deliver
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List ContactsQUADERNO_LIST_CONTACTSAcciónTool to list contacts, paginated and filterable by name, email, or tax id. use when you need to retrieve subsets of your contacts.
QUADERNO_LIST_CONTACTSAcciónTool to list contacts, paginated and filterable by name, email, or tax id. use when you need to retrieve subsets of your contacts.
Parámetros de entrada
qstringFilter contacts by full name, email, or tax ID (case-sensitive)
processor_idstringFilter contacts by external processor ID
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List CouponsQUADERNO_LIST_COUPONSAcciónTool to list all coupons. use when you need to retrieve available coupons sorted by creation date (newest first).
QUADERNO_LIST_COUPONSAcciónTool to list all coupons. use when you need to retrieve available coupons sorted by creation date (newest first).
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List EvidenceQUADERNO_LIST_EVIDENCEAcciónTool to list all evidence objects. use when you need to retrieve location evidences, optionally filtered by state or document id.
QUADERNO_LIST_EVIDENCEAcciónTool to list all evidence objects. use when you need to retrieve location evidences, optionally filtered by state or document id.
Parámetros de entrada
statestringFilter by one or more evidence states, comma-separated. Valid states: 'confirmed', 'unsettled', 'conflicting'
document_idintegerFilter by related document ID
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List ExpensesQUADERNO_LIST_EXPENSESAcciónTool to list all expenses, paginated. use when you need to page through expenses with optional filters. example: listexpenses(limit=50, created before="exp 12345").
QUADERNO_LIST_EXPENSESAcciónTool to list all expenses, paginated. use when you need to page through expenses with optional filters. example: listexpenses(limit=50, created before="exp 12345").
Parámetros de entrada
limitintegerNumber of expenses to return per page (default 25, max 100)
created_beforestringReturn expenses created before this expense ID for pagination
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List Tax JurisdictionsQUADERNO_LIST_JURISDICTIONSAcciónTool to list all tax jurisdictions. use when you need supported jurisdictions for tax calculations.
QUADERNO_LIST_JURISDICTIONSAcciónTool to list all tax jurisdictions. use when you need supported jurisdictions for tax calculations.
Parámetros de entrada
regionstringRegion or state filter. Case-sensitive. Use 'none' to return jurisdictions without a region.
countrystring2-letter ISO 3166-1 country code to filter jurisdictions. Case-sensitive.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List ProductsQUADERNO_LIST_PRODUCTSAcciónTool to list all products. use when you need a paginated and filterable product catalog.
QUADERNO_LIST_PRODUCTSAcciónTool to list all products. use when you need a paginated and filterable product catalog.
Parámetros de entrada
qstringCase-sensitive filter string; matches product's name or SKU code.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List Registered Tax IDsQUADERNO_LIST_REGISTERED_TAX_I_DSAcciónTool to list all registered tax ids. use when retrieving jurisdictions where your business has registered tax ids. supports optional cursor-based pagination.
QUADERNO_LIST_REGISTERED_TAX_I_DSAcciónTool to list all registered tax ids. use when retrieving jurisdictions where your business has registered tax ids. supports optional cursor-based pagination.
Parámetros de entrada
limitintegerMaximum number of records to return (default 25, max 100).
created_beforeintegerCursor to return only tax IDs created before this timestamp. Use the `created_at` value from the last record of the previous page.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List Reporting RequestsQUADERNO_LIST_REPORTING_REQUESTSAcciónTool to list all reporting requests. use after creating report requests to retrieve their status and download links.
QUADERNO_LIST_REPORTING_REQUESTSAcciónTool to list all reporting requests. use after creating report requests to retrieve their status and download links.
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List SessionsQUADERNO_LIST_SESSIONSAcciónTool to list all quaderno checkout sessions, paginated and filterable by status. use when you need to retrieve your checkout sessions.
QUADERNO_LIST_SESSIONSAcciónTool to list all quaderno checkout sessions, paginated and filterable by status. use when you need to retrieve your checkout sessions.
Parámetros de entrada
statusstringFilter sessions by status
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List Tax CodesQUADERNO_LIST_TAX_CODESAcciónTool to list all supported tax codes. use when you need to retrieve the full set of tax codes for classifying items.
QUADERNO_LIST_TAX_CODESAcciónTool to list all supported tax codes. use when you need to retrieve the full set of tax codes for classifying items.
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List WebhooksQUADERNO_LIST_WEBHOOKSAcciónTool to list all webhooks. use when you need to retrieve webhook configurations.
QUADERNO_LIST_WEBHOOKSAcciónTool to list all webhooks. use when you need to retrieve webhook configurations.
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve ContactQUADERNO_RETRIEVE_CONTACTAcciónTool to retrieve details of an existing contact by id. use after confirming contact id.
QUADERNO_RETRIEVE_CONTACTAcciónTool to retrieve details of an existing contact by id. use after confirming contact id.
Parámetros de entrada
idstringObligatorioID of the contact to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve CouponQUADERNO_RETRIEVE_COUPONAcciónTool to retrieve details of an existing coupon by id. use after obtaining the coupon id from creation or list operations.
QUADERNO_RETRIEVE_COUPONAcciónTool to retrieve details of an existing coupon by id. use after obtaining the coupon id from creation or list operations.
Parámetros de entrada
idstringObligatorioUnique identifier of the coupon to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve EvidenceQUADERNO_RETRIEVE_EVIDENCEAcciónTool to retrieve details of an existing evidence object by id. use after confirming evidence id.
QUADERNO_RETRIEVE_EVIDENCEAcciónTool to retrieve details of an existing evidence object by id. use after confirming evidence id.
Parámetros de entrada
idstringObligatorioID of the evidence to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve InvoiceQUADERNO_RETRIEVE_INVOICEAcciónTool to retrieve details of an existing invoice by id. use when you need full invoice details for reporting or reconciliation.
QUADERNO_RETRIEVE_INVOICEAcciónTool to retrieve details of an existing invoice by id. use when you need full invoice details for reporting or reconciliation.
Parámetros de entrada
idstringObligatorioID of the invoice to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve Tax JurisdictionQUADERNO_RETRIEVE_JURISDICTIONAcciónTool 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".
QUADERNO_RETRIEVE_JURISDICTIONAcciónTool 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".
Parámetros de entrada
idstringObligatorioID of the desired jurisdiction
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve ProductQUADERNO_RETRIEVE_PRODUCTAcciónTool to retrieve details of an existing product by id. use after confirming the product id exists.
QUADERNO_RETRIEVE_PRODUCTAcciónTool to retrieve details of an existing product by id. use after confirming the product id exists.
Parámetros de entrada
idstringObligatorioID of the desired product
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update Credit NoteQUADERNO_UPDATE_CREDIT_NOTEAcciónTool to update a credit note. use when you need to modify metadata, tags, notes, billing address, or attach files to an existing credit note. only limited fields can be updated if it has already been paid or delivered.
QUADERNO_UPDATE_CREDIT_NOTEAcciónTool to update a credit note. use when you need to modify metadata, tags, notes, billing address, or attach files to an existing credit note. only limited fields can be updated if it has already been paid or delivered.
Parámetros de entrada
idintegerObligatorioID of the credit note to update
notesstringExtra notes about the credit note
tag_liststring[]List of tags; multiple tags joined by commas
po_numberstringPurchase order number
attachmentobjectRepresents a file attachment for the credit note.
street_line_1stringBilling address line 1
street_line_2stringBilling address line 2
custom_metadataobjectCustom key-value metadata attached to the credit note
payment_detailsstringDetails about accepted payment methods
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update InvoiceQUADERNO_UPDATE_INVOICEAcciónTool to update an invoice. use when the invoice is not yet paid or delivered to modify only allowed fields. only the fields: po number, tag list, payment details, notes, street line 1, street line 2, custom metadata, and attachment can be modified.
QUADERNO_UPDATE_INVOICEAcciónTool to update an invoice. use when the invoice is not yet paid or delivered to modify only allowed fields. only the fields: po number, tag list, payment details, notes, street line 1, street line 2, custom metadata, and attachment can be modified.
Parámetros de entrada
idintegerObligatorioID of the invoice to update
notesstringExtra notes about the invoice
tag_liststring[]List of tags; multiple tags will be joined with commas
po_numberstringPurchase order number
attachmentobjectRepresents a file attachment for the invoice.
street_line_1stringBilling address line 1
street_line_2stringBilling address line 2
custom_metadataobjectCustom key-value metadata attached to the invoice
payment_detailsstringDetails about accepted payment methods
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update productQUADERNO_UPDATE_PRODUCTAcciónTool to update a product; unspecified fields remain unchanged. use after fetching the product to apply partial updates.
QUADERNO_UPDATE_PRODUCTAcciónTool to update a product; unspecified fields remain unchanged. use after fetching the product to apply partial updates.
Parámetros de entrada
idintegerObligatorioID of the product to update
codestringProduct SKU (Stock Keeping Unit)
kindstringenumTransaction type
one_offsubscriptionnamestringProduct name for display
stockstringProduct stock level
countrystring2-letter ISO country code
currencystring3-letter ISO currency code, uppercase
tax_typestringenumWhether unit_cost includes tax or not
excludedincludedtax_classstringenumTax class for the product
consultingeserviceebooksaasstandardreducedunit_coststringUnit price to be charged
descriptionstringProduct description for display
product_typestringenumProduct type
goodservicetax_based_onstringenumTax calculation basis
customer_countrycountrystripe_plan_idstringStripe subscription price ID
paypal_interval_unitstringenumSubscription billing frequency unit
dailyweeklymonthlyyearlypaypal_interval_durationintegerSubscription recurrence count
paypal_interval_frequencyintegerSubscription billing frequency count
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Validate Tax IDQUADERNO_VALIDATE_TAX_IDAcciónTool to validate a tax id. use when confirming whether a given country-specific tax id is valid. example: validate tax id 'de303954554' for germany.
QUADERNO_VALIDATE_TAX_IDAcciónTool to validate a tax id. use when confirming whether a given country-specific tax id is valid. example: validate tax id 'de303954554' for germany.
Parámetros de entrada
tax_idstringObligatorioThe tax identification number to validate.
countrystringObligatorioTax ID's registration country as a 2-letter ISO 3166-1 code.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Void Credit NoteQUADERNO_VOID_CREDIT_NOTEAcciónTool to void a credit note. use when you need to cancel an existing credit note.
QUADERNO_VOID_CREDIT_NOTEAcciónTool to void a credit note. use when you need to cancel an existing credit note.
Parámetros de entrada
idintegerObligatorioUnique identifier of the credit note to void
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not