Integration · Payments and finance
AI agents for Avalara AvaTax
Calculate sales tax, VAT and GST with Avalara AvaTax for a quote or an invoice, record, commit and void invoices for tax reporting, look up rates and validate addresses, and read companies, transactions and tax codes.
- Actions
- 10
- Read
- 7
- Write
- 3
Actions
What your agents can do in Avalara AvaTax
10 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 7
Look things up. Nothing changes.
Calculate tax
Calculates tax for a sale without recording it (a SalesOrder, like a quote or a cart).
Get a transaction
Reads one recorded transaction of a company by its document code: type, status (Saved, Posted, Committed, Cancelled), date, customer, totals, and lines with their tax details per jurisdiction.
List transactions
Lists a company's recorded transactions, newest first unless ordered otherwise, optionally filtered.
Validate an address
Checks and standardizes a US or Canadian address and geocodes it.
Get tax rates for an address
Reads the combined sales tax rate for a US street address and its parts by jurisdiction (state, county, city, special).
List companies
Lists the AvaTax companies in the account, each with id, companyCode, name, isDefault, isActive and defaultCountry.
List tax codes
Searches Avalara's product tax codes, like description contains 'software' or taxCode startsWith 'SW'.
Write 3
Create, change or send.
Record an invoice
Calculates and saves tax for a finished sale as a SalesInvoice under your document code (like the invoice number), so it appears in Avalara's reports; set commit to also mark it ready for filing.
Commit a transaction
Commits a saved sales invoice so it is included in tax filing.
Void a transactionDeletes data
Voids a recorded transaction (status becomes Cancelled), so its tax is no longer reported — for a cancelled sale.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your Avalara AvaTax account.
What you enter
- Account ID
- License key
Settings
- Environment
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Avalara AvaTax data
Ask a question in plain words. The agent can get a transaction, list transactions or validate an address in Avalara AvaTax, then answers with what it found.
- 02
Let an agent update Avalara AvaTax
Have the agent record an invoice or void a transaction in Avalara AvaTax as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Avalara AvaTax and Slack: it can get a transaction in Avalara AvaTax and post a summary to a Slack channel in the same run.
FAQ
Avalara AvaTax and MyDeepAgents
Can MyDeepAgents connect to Avalara AvaTax?
Yes. The Avalara AvaTax connector has 10 actions: 7 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Avalara AvaTax?
Enter the API credentials from your Avalara AvaTax account. You'll need: Account ID and License key. The connection also asks for: Environment. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Avalara AvaTax without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Avalara AvaTax in workflows as well as agents?
Yes. Every Avalara AvaTax action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Avalara AvaTax to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.