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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.

Username and key

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.

How we protect your data

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.