> This page is for Workforce. > 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...