Quaderno
Quaderno is a tax compliance platform that automates tax calculations, invoicing, and reporting for businesses worldwide.
Verdict
Common use cases
- Calculate tax before quoting a client
- Generate invoices during billing review
- Add new customers from support threads
- Log expenses while discussing budgets
- Validate tax rates for product launches
Integration
- Vendor
- Quaderno
- Category
- other
- Auth
- API_KEY
- Tools
- 32
- Composio slug
quaderno
Tools
- Calculate Tax Rate
Tool to calculate applicable tax rate for given address and transaction type. use when you need tax details before invoicing.
- Create Contact
Tool to create a new contact (customer or vendor). use when you need to add a person or company contact in quaderno.
- Create Invoice
Tool to create a new invoice. use when you need customer, items, and payment details prepared before invoicing.
- Create Product
Tool to create a new product. use after configuring sku, pricing, and tax settings.
- Delete Coupondestructive
Tool to permanently delete a coupon. use when you have confirmed the coupon id is correct and need to remove it permanently (cannot be undone).
- Delete Expensedestructive
Tool to permanently delete an expense by id. use when you have confirmed the expense id is correct and no longer need the expense.
- Delete Productdestructive
Tool to permanently delete a product by id. use when you have confirmed the product id is correct and no longer need the product.
- Delete Tax IDdestructive
Tool 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.
- Deliver Credit Note
Tool to deliver a credit note to the customer via email. use after confirming the credit note is finalized.
- Deliver Invoice
Tool to deliver an invoice to the customer via email. use after confirming the invoice is finalized to send it.
- List Contacts
Tool to list contacts, paginated and filterable by name, email, or tax id. use when you need to retrieve subsets of your contacts.
- List Coupons
Tool to list all coupons. use when you need to retrieve available coupons sorted by creation date (newest first).
- List Evidence
Tool to list all evidence objects. use when you need to retrieve location evidences, optionally filtered by state or document id.
- List Expenses
Tool to list all expenses, paginated. use when you need to page through expenses with optional filters. example: listexpenses(limit=50, created before="exp 12345").
- List Products
Tool to list all products. use when you need a paginated and filterable product catalog.
- List Registered Tax IDs
Tool to list all registered tax ids. use when retrieving jurisdictions where your business has registered tax ids. supports optional cursor-based pagination.
- List Reporting Requests
Tool to list all reporting requests. use after creating report requests to retrieve their status and download links.
- List Sessions
Tool to list all quaderno checkout sessions, paginated and filterable by status. use when you need to retrieve your checkout sessions.
- List Tax Codes
Tool to list all supported tax codes. use when you need to retrieve the full set of tax codes for classifying items.
- List Tax Jurisdictions
Tool to list all tax jurisdictions. use when you need supported jurisdictions for tax calculations.
- List Webhooks
Tool to list all webhooks. use when you need to retrieve webhook configurations.
- Retrieve Contact
Tool to retrieve details of an existing contact by id. use after confirming contact id.
- Retrieve Coupon
Tool to retrieve details of an existing coupon by id. use after obtaining the coupon id from creation or list operations.
- Retrieve Evidence
Tool to retrieve details of an existing evidence object by id. use after confirming evidence id.
- Retrieve Invoice
Tool to retrieve details of an existing invoice by id. use when you need full invoice details for reporting or reconciliation.
- Retrieve Product
Tool to retrieve details of an existing product by id. use after confirming the product id exists.
- Retrieve Tax Jurisdiction
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".
- Update Credit Note
Tool 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.
- Update Invoice
Tool 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 m
- Update product
Tool to update a product; unspecified fields remain unchanged. use after fetching the product to apply partial updates.
- Validate Tax ID
Tool to validate a tax id. use when confirming whether a given country-specific tax id is valid. example: validate tax id 'de303954554' for germany.
- Void Credit Note
Tool to void a credit note. use when you need to cancel an existing credit note.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Search for Quaderno in the MCP directory and click Connect. 3. Log into your Quaderno account at quaderno.io, go to Settings > Developers, and generate a new API key with read and write permissions. 4. Paste the API key into the Switchy connection dialog and click Authorize. 5. Return to any Space in Switchy and type '@Quaderno list contacts' to confirm the connection works. 6. If you see contact records, the integration is live — you can now @mention Quaderno to calculate tax rates, create invoices, manage products, or log expenses directly from chat.
What teammates see: by default, memories from Quaderno are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Calculate Tax for Quote
@Quaderno calculate the tax rate for a digital service sold to a customer at 123 Main Street, Austin, TX 78701, United States.Open in a Space →
Create Invoice from Chat
@Quaderno create an invoice for contact ID 45123 with one line item: 'Annual subscription' at $1200, due in 30 days.Open in a Space →
Add Customer Contact
@Quaderno create a contact for Jane Doe at Acme Corp, email jane@acme.com, billing address 456 Oak Ave, Toronto, ON M5H 2N2, Canada.Open in a Space →
Log Expense on the Fly
@Quaderno create an expense for $340 paid to AWS on January 15, 2025, category 'Cloud Infrastructure', with note 'Q1 hosting bill'.Open in a Space →
Set Up New Product
@Quaderno create a product called 'Pro Plan Monthly', SKU 'PRO-MONTHLY', price $49, taxable, with description 'Monthly subscription to Pro tier'.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Quaderno calculate the tax rate for a SaaS subscription sale to a business customer in Berlin, Germany with VAT ID DE123456789
Based on the Berlin address and valid VAT ID, the applicable tax rate is 0% (reverse charge mechanism applies for B2B digital services within the EU). Transaction type: digital service. Tax jurisdiction: Germany. Evidence: VAT ID validated. Note that if the VAT ID validation fails at invoice time, the standard 19% German VAT would apply instead.
This example shows Quaderno's core tax-calculation logic before you commit to an invoice. Useful for quoting or checkout flows. Requires your Quaderno account to have EU tax rules configured. The MCP returns a rate but does not create any records — you must separately call Create Invoice to persist the transaction.
@Quaderno create an invoice for contact ID 47382 with one line item: Annual Pro Plan, $1200, using product SKU pro-annual. Set payment terms to net-30 and mark currency as USD.
Invoice #INV-2847 created successfully. Customer: Acme Corp (contact ID 47382). Line item: Annual Pro Plan, $1,200.00 USD (product SKU pro-annual, tax rate 0% applied per customer's tax-exempt status). Payment terms: net-30. Due date: January 28, 2025. Invoice URL: https://acme.quadernoapp.com/invoice/abc123. Status: outstanding. Quaderno will send the invoice email if your notification settings are enabled.
This write action demonstrates end-to-end invoicing. The contact and product must already exist in Quaderno (use Create Contact / Create Product first if needed). The MCP does not validate inventory or payment method — it trusts the data you pass. If your account has automatic email dispatch enabled, the customer receives the invoice immediately.
@Quaderno list all outstanding invoices from the last 60 days, then summarize total receivables by currency and flag any invoices overdue by more than 15 days.
Found 23 outstanding invoices issued since November 25, 2024. Total receivables: $47,320 USD, €12,400 EUR, £3,200 GBP. Overdue (>15 days): 4 invoices totaling $8,150 USD — INV-2801 (Acme Corp, 22 days overdue), INV-2809 (Beta LLC, 19 days overdue), INV-2815 (Gamma Inc, 17 days overdue), INV-2823 (Delta GmbH, 16 days overdue). Recommend follow-up on these four accounts. All EUR and GBP invoices are within terms.
This synthesis example pairs Quaderno's list-invoices tool with AI reasoning to surface cash-flow insights. The MCP returns raw invoice records; the AI aggregates and interprets them. Quaderno's API paginates results (default 25 per page), so large invoice sets may require multiple calls. The overdue logic relies on the due_date field and today's date.
Use-case deep-dives
When Quaderno wins for cross-border subscription invoicing
A 6-person SaaS team selling to customers in 12 countries needs to charge the right VAT, GST, or sales tax on every invoice without hiring a tax accountant. Quaderno's Calculate Tax Rate tool handles this in real time—you pass an address and transaction type, it returns the rate, and Create Invoice applies it automatically. The MCP shines when you're issuing 50-200 invoices a month and need compliance without manual lookups. If you're only billing US customers or doing under 20 invoices monthly, the overhead isn't worth it—stick with Stripe Tax or a simpler invoicing tool. For teams scaling internationally, Quaderno keeps you compliant without adding headcount.
When this MCP makes sense for solo contractor bookkeeping
A freelance designer working across 8-10 client projects per quarter needs to log expenses, issue invoices, and hand clean records to their accountant in April. Quaderno's Create Expense and Create Invoice tools let you log costs and bill clients from the same system, so your P&L is already reconciled when tax season hits. The MCP is overkill if you're only tracking 5-10 expenses a year—a spreadsheet is faster. But if you're managing 30+ expenses quarterly and invoicing multiple clients, the integration saves 2-3 hours a month compared to toggling between separate tools. The Delete Expense and Delete Product tools also mean you can fix mistakes without leaving your workspace.
When Quaderno helps agencies standardize billing workflows
A 10-person marketing agency onboards 3-5 new retainer clients each quarter and needs to set up recurring invoices with consistent line items and tax handling. Quaderno's Create Contact and Create Product tools let you template your service catalog once, then clone it for each new client without re-entering SKUs or tax codes. The MCP is a fit when you have 15+ active clients and bill at least twice a month—automation pays off fast. If you're under 10 clients or billing ad hoc, the setup time outweighs the benefit. For agencies at scale, the 32 tools cover edge cases like deleting outdated coupons or managing multiple tax IDs across jurisdictions, which keeps your billing clean as you grow.
Frequently asked
What does the Quaderno MCP do in Switchy?
The Quaderno MCP lets AI assistants in Switchy create invoices, calculate tax rates, manage contacts and products, and handle expenses directly in your Quaderno account. It's useful for teams that want AI to automate billing workflows without switching between apps. The MCP exposes 32 tools covering invoices, contacts, products, coupons, expenses, and tax calculations.
Do I need admin access to connect Quaderno MCP?
You need a Quaderno API key, which requires account owner or admin permissions to generate. Go to your Quaderno account settings, create an API key, and paste it into Switchy during setup. The key grants full read-write access to your Quaderno data, so only connect it if you trust your team to create invoices and modify financial records.
Can the Quaderno MCP send invoices to customers automatically?
No. The MCP creates invoices in Quaderno but doesn't send them. After AI creates an invoice using the Create Invoice tool, you still need to review it in Quaderno and manually send it to the customer. This prevents accidental billing errors. If you need fully automated sending, use Quaderno's native automation rules instead of the MCP.
How is this different from using Quaderno's API directly?
The MCP wraps Quaderno's API so AI can call it in natural language without you writing code. Instead of scripting invoice creation, you tell Switchy's assistant "create an invoice for Acme Corp with these line items" and it handles the API calls. You lose fine-grained control but gain speed for routine tasks like tax lookups and contact creation.
Who on my team should connect the Quaderno MCP?
Whoever manages billing or bookkeeping and already has Quaderno admin access. Since the API key grants full write permissions, don't connect it if junior team members will use Switchy unsupervised. Once connected, any Switchy user in your workspace can ask AI to create invoices or delete expenses, so treat it like shared access to your Quaderno dashboard.