Integration · Payments and finance
AI agents for TaxJar
Calculate US and international sales tax for an order with TaxJar, look up rates by ZIP code, record orders and refunds for tax reporting and filing, and read nexus regions.
- Actions
- 10
- Read
- 7
- Write
- 3
Actions
What your agents can do in TaxJar
Calculate US and international sales tax for an order with TaxJar, look up rates by ZIP code, record orders and refunds for tax reporting and filing, and read nexus regions, product tax categories and validated addresses.
Read 7
Look things up. Nothing changes.
Calculate sales tax
Calculates the sales tax to collect on an order shipped to an address.
Get rates for a location
Reads the sales tax rates for a ZIP or postal code, sharpened by country, state, city and street when given: combined_rate and the state, county, city and special district (or country and VAT) parts.
List recorded orders
Lists the transaction IDs of orders recorded through the API (or one provider like amazon or ebay) for one date or a date range.
Get an order
Reads one recorded order by its transaction ID: date, addresses, amount, shipping, sales tax collected and line items.
List nexus regions
Lists the states and countries where the account has nexus (must collect tax), each with country_code, region_code and names.
Validate an address
Validates and standardizes a US address (TaxJar Plus only).
List product categories
Lists TaxJar's product tax categories, each with name, product_tax_code and description.
Write 3
Create, change or send.
Record an order
Records a completed sale for TaxJar's reports and AutoFile.
Record a refund
Records a refund against a recorded order, for reports and filing.
Delete a recorded orderDeletes data
Deletes a recorded order so it no longer counts in TaxJar's reports and filings — for an order recorded by mistake.
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 TaxJar account.
What you enter
- API token
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 TaxJar data
Ask a question in plain words. The agent can get rates for a location, list recorded orders or get an order in TaxJar, then answers with what it found.
- 02
Let an agent update TaxJar
Have the agent record an order or record a refund in TaxJar 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 TaxJar and Slack: it can get rates for a location in TaxJar 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
TaxJar and MyDeepAgents
Can MyDeepAgents connect to TaxJar?
Yes. The TaxJar 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 TaxJar?
Paste an API key from your TaxJar account. You'll need: API token. 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 TaxJar 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 TaxJar in workflows as well as agents?
Yes. Every TaxJar action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put TaxJar to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.