> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Avalara **Authentication:** account ID, license key, and environment. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow. ## Sample use cases * Calculate sales tax for an order shipping to Austin, Texas. * Create and commit an AvaTax transaction for invoice INV-4821. * Look up the tax code for a SaaS subscription product. * Validate and resolve a customer's shipping address. ## Available Tools #### resolve\_address Validate and geocode a US or Canadian address, returning AvaTax-normalized address candidates and the tax jurisdictio... #### list\_certificates List a company's exemption certificates, with optional \$filter and pagination. #### get\_certificate Retrieve a single exemption certificate by ID. Use list\_certificates to find valid IDs. #### create\_certificate Create a new exemption certificate for a company. Use discover\_exemption\_reasons for exemption\_reason\_id, and discove... #### update\_certificate Update an existing exemption certificate. Only provided fields are changed. #### delete\_certificate Revoke and delete an exemption certificate. This cannot be undone. #### discover\_entity\_use\_codes List Avalara's supported entity use codes (customer/usage types for tax exemptions). Use this to find valid entityUse... #### discover\_exemption\_reasons List Avalara's supported certificate exemption reasons. Use this to find the exemption\_reason\_id required by create\_c... #### get\_certificate\_setup Check whether a company is provisioned for AvaTax's exemption certificate module (CertCapture). create\_customer and c... #### request\_certificate\_setup Provision a company for AvaTax's exemption certificate module (CertCapture). Required once per company before create\_... #### list\_companies List companies on this Avalara account, with optional $filter/$orderBy and pagination. Use to find a company's intern... #### get\_company Retrieve a single Avalara company by internal ID. Use list\_companies to find valid IDs. #### create\_company Create a new company on this Avalara account. companyCode must be unique on the account. #### update\_company Update an existing Avalara company. Only provided fields are changed. Use get\_company to check current values first. #### delete\_company Delete a company from this Avalara account. This cannot be undone. Use get\_company to verify the record first. #### list\_customers List a company's customers, with optional $filter/$orderBy and pagination. #### get\_customer Retrieve a single customer by customer code. Use list\_customers to find valid codes. #### create\_customer Create a new customer record for a company. customerCode must be unique within the company. Requires the company be p... #### update\_customer Update an existing customer. Only provided fields are changed. #### delete\_customer Delete a customer record. This cannot be undone. #### list\_items List a company's product/item catalog, with optional $filter/$orderBy and pagination. #### get\_item Retrieve a single item by internal ID. Use list\_items to find valid IDs. #### create\_item Create a new product/item for a company. Use discover\_tax\_codes to find the correct taxCode so transactions referenci... #### update\_item Update an existing item. Only provided fields are changed. #### delete\_item Delete an item. This cannot be undone. #### list\_locations List a company's physical business locations, with optional \$filter and pagination. #### get\_location Retrieve a single location by internal ID. Use list\_locations to find valid IDs. #### create\_location Create a new physical business location for a company. locationCode must be unique within the company. #### update\_location Update an existing location. Only provided fields are changed. #### delete\_location Delete a location. This cannot be undone. #### list\_nexus List a company's nexus declarations (where it has a tax obligation), with optional \$filter and pagination. #### get\_nexus Retrieve a single nexus declaration by ID. Use list\_nexus to find valid IDs. #### create\_nexus Declare a new nexus (tax obligation) for a company in a country/region. Use list\_companies to find the companyId. For... #### update\_nexus Update an existing nexus declaration. Only provided fields are changed. Use get\_nexus to check current values first. #### delete\_nexus Delete a nexus declaration. This cannot be undone. Use get\_nexus to verify the record first. #### discover\_tax\_codes Browse Avalara's global system tax code library (not company-specific). Use this to find the correct taxCode value fo... #### list\_company\_tax\_codes List a company's own custom tax codes (distinct from Avalara's global library — use discover\_tax\_codes for that). #### get\_tax\_code Retrieve a single company custom tax code by ID. Use list\_company\_tax\_codes to find valid IDs. #### create\_tax\_code Create a new custom tax code for a company. For standard tax codes, prefer discover\_tax\_codes. #### update\_tax\_code Update an existing company custom tax code. Only provided fields are changed. #### delete\_tax\_code Delete a company custom tax code. This cannot be undone. #### create\_transaction Calculate tax on a new transaction. Use discover\_tax\_codes for line taxCode, discover\_entity\_use\_codes for exemptions... #### get\_transaction Retrieve a single transaction by company code and transaction code, including line items and per-jurisdiction tax det... #### list\_transactions List transactions for a company, with optional $filter/$orderBy and pagination. AvaTax silently limits results to a r... #### commit\_transaction Commit a transaction for tax reporting. Once committed it counts toward filings; use void\_transaction to reverse it i... #### void\_transaction Void a transaction, cancelling it for tax reporting purposes. Use get\_transaction to verify the record first. Pass do... #### adjust\_transaction Correct a previously created transaction by replacing it with new data. Use get\_transaction first to see the current... #### refund\_transaction Create a refund for a previously committed transaction. Pass document\_type matching how it was created — AvaTax defau...