Integration · Payments and finance
AI agents for ClearTax
Create and manage GST e-invoices and e-way bills in India through ClearTax (Clear) E-Invoicing.
- Actions
- 6
- Read
- 3
- Write
- 3
Actions
What your agents can do in ClearTax
Create and manage GST e-invoices and e-way bills in India through ClearTax (Clear) E-Invoicing: register an invoice with the government's IRP to get its IRN, signed QR code and acknowledgement (or only validate it with a dry run), read e-invoices by IRN or invoice number, cancel an IRN within 24 hours, generate an e-way bill for an IRN and list e-way bills. Works for one business GSTIN per connection.
Read 3
Look things up. Nothing changes.
Get e-invoices by IRN
Reads registered e-invoices by their 64-character IRNs: per IRN the document_status (IRN_GENERATED, IRN_CANCELLED) and govt_response with AckNo, AckDt, SignedQRCode and the e-way bill number if any.
Find an e-invoice by invoice number
Looks up one e-invoice by its IRN, or by the document number, type (INV, CRN, DBN), date and seller GSTIN when you do not have the IRN.
List e-way bills
Lists e-way bills for this GSTIN: made by you, made for you, or assigned to you as transporter, filtered by dates, status (PENDING, PART_A, GENERATED, CANCELLED), buyer, document or vehicle.
Write 3
Create, change or send.
Generate an e-invoice (IRN)
Registers one or more invoices, credit notes or debit notes with the government IRP.
Cancel an e-invoice (IRN)Deletes data
Cancels a registered e-invoice with the IRP, allowed within 24 hours of generation and only if no active e-way bill is attached.
Generate an e-way bill for an e-invoice
Generates an e-way bill for goods on a registered e-invoice.
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.
Paste an API key from your ClearTax account.
What you enter
- Access token
Settings
- Environment
- Business GSTIN
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 ClearTax data
Ask a question in plain words. The agent can get e-invoices by IRN, find an e-invoice by invoice number or list e-way bills in ClearTax, then answers with what it found.
- 02
Let an agent update ClearTax
Have the agent generate an e-invoice (IRN) or generate an e-way bill for an e-invoice in ClearTax 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 ClearTax and Slack: it can get e-invoices by IRN in ClearTax and post a summary to a Slack channel in the same run.
Works well with
More Payments and finance tools
- Stripe4 actionsCreate and find customers, make payment links for your existing prices, and refund payments in your Stripe account.
- PayPal5 actionsDraft and send invoices, create and check checkout orders, and list transactions for a PayPal business account, live or sandbox.
- QuickBooks Online4 actionsLook up customers, invoices and products, add customers, and create and read invoices in a QuickBooks Online company.
- Xero4 actionsList and create invoices, and add and read contacts, in a Xero organisation.
- Razorpay3 actionsSend payment links, create orders for checkout, and look up payments in your Razorpay account.
- Square4 actionsCreate and find customers, and make payment links for a set amount, in your Square seller account.
FAQ
ClearTax and MyDeepAgents
Can MyDeepAgents connect to ClearTax?
Yes. The ClearTax connector has 6 actions: 3 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect ClearTax?
Paste an API key from your ClearTax account. You'll need: Access token. The connection also asks for: Environment and Business GSTIN. 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 ClearTax 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 ClearTax in workflows as well as agents?
Yes. Every ClearTax action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put ClearTax to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.