How to connect Quaderno to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Quaderno account to Cowork via Composio Connect, enabling it to calculate tax rate for a U.S. sale, create an invoice for a new customer, email finalized invoice to a client, and more such actions on your behalf without compromising your account security.

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Quaderno is a tax compliance platform that automates tax calculations, invoicing, and reporting for businesses globally. It helps you streamline tax processes and stay compliant without manual effort.

76 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Quaderno account to Cowork via Composio Connect, enabling it to calculate tax rate for a U.S. sale, create an invoice for a new customer, email finalized invoice to a client, and more such actions on your behalf without compromising your account security.

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Connecting Quaderno to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Quaderno account

Back in Cowork, ask the agent to connect to Quaderno or give it any Quaderno-related task.

For example, ask Cowork to:

  • "Calculate tax rate for a U.S. sale"
  • "Create an invoice for a new customer"
  • "Email finalized invoice to a client"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Quaderno account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Quaderno through MCP without you sharing account credentials directly with the agent.

What is the Quaderno MCP server, and what's possible with it?

The Quaderno MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Quaderno account. It provides structured and secure access to your tax automation, invoicing, and compliance workflows, so your agent can calculate taxes, generate invoices, manage contacts and products, and handle essential document delivery on your behalf.

  • Automated tax rate calculation: Ask your agent to instantly determine the correct tax rate for any address or transaction type before creating invoices or processing sales.
  • Invoice creation and delivery: Let your agent generate detailed invoices for customers and deliver them directly via email, ensuring seamless billing operations.
  • Contact and product management: Easily create new customer or vendor contacts, add new products, or permanently delete outdated items from your Quaderno account—all through your agent.
  • Expense and tax ID cleanup: Direct your agent to remove specific expenses or registered tax IDs when they're no longer needed, keeping your records tidy and up to date.
  • Credit note and coupon handling: Your agent can deliver finalized credit notes to customers and permanently delete coupons as part of your accounting and revenue operations.
TOOLS

Supported Tools

Every Quaderno action and event your agent gets out of the box.

Add Expense Payment

Adds a payment to an existing expense in Quaderno.

Calculate Tax Rate

Tool to calculate applicable tax rate for given address and transaction type.

Create Contact

Tool to create a new contact (customer or vendor).

Create Coupon

Tool to create a new discount coupon in Quaderno.

Create Estimate

Creates a new estimate/quote in Quaderno for a customer with line items.

Create Evidence

Tool to create a new location evidence for tax compliance.

Create Expense

Tool to create a business expense in Quaderno.

Create Invoice

Creates a new invoice in Quaderno for a customer with line items.

Create Product

Creates a new product that can be used as a line item in invoices, credit notes, and expenses.

Create Receipt

Creates a new receipt in Quaderno documenting payment for goods or services.

Create Recurring

Tool to create a recurring document in Quaderno that automatically generates invoices on a schedule.

Create Report Request

Tool to request a new report generation in Quaderno.

Create Tax ID

Tool to create a tax ID in a specific jurisdiction.

Create Transaction

Tool to create a sale or refund transaction in Quaderno.

Create Webhook

Tool to create a new webhook in Quaderno to receive event notifications.

Delete Contact

Tool to permanently delete a contact by ID.

Delete Coupon

Tool to permanently delete a coupon.

Delete Estimate

Permanently deletes an estimate from Quaderno by its ID.

Delete Expense

Permanently deletes an expense from Quaderno by its ID.

Delete Product

Tool to permanently delete a product by ID.

Delete Recurring

Tool to permanently delete a recurring by ID.

Delete Tax ID

Permanently deletes a registered tax ID from your Quaderno account.

Delete Webhook

Tool to permanently delete a webhook by ID.

Deliver Credit Note

Sends a credit note to the customer via email.

Deliver Estimate

Delivers an estimate to the customer via email.

Deliver Invoice

Delivers an invoice to the customer via email.

Deliver Receipt

Sends a receipt to the customer via email.

Get Authorization

Tool to retrieve account credentials and verify API access.

Get Estimate

Tool to retrieve the details of an existing estimate by ID.

List Contacts

Tool to list contacts, paginated and filterable by name, email, or tax ID.

List Coupons

Tool to list all coupons.

List Credits

Tool to list all credit notes from Quaderno.

List Estimates

Tool to list all estimates in the account, paginated and sorted by creation date (newest first).

List Evidence

Tool to list all evidence objects.

List Expenses

List all expenses from Quaderno with pagination support.

List Invoices

Tool to list all invoices from Quaderno with filtering support.

List Tax Jurisdictions

Tool to list all tax jurisdictions.

List Products

List all products (goods and services) from your Quaderno account.

List Receipts

Tool to list all receipts from Quaderno with optional filtering by search query, date range, payment state, processor ID, or customer ID.

List Recurrings

List all recurring documents (invoices, expenses, or estimates) from your Quaderno account.

List Registered Tax IDs

Tool to list all registered tax IDs.

List Reporting Requests

Retrieves all reporting requests for the account with their current status and download URLs.

List Sessions

List Quaderno Checkout sessions with optional filtering and pagination.

List Tax Codes

Tool to list all supported tax codes.

List Webhooks

Tool to list all webhooks.

Mark Invoice Uncollectible

Tool to mark an invoice as uncollectible (bad debt).

Ping API Service

Tool to check if the Quaderno API service is up and verify credentials.

Record Invoice Payment

Tool to record a payment on an existing invoice.

Remove Invoice Payment

Tool to remove a payment from an invoice.

Retrieve Contact

Tool to retrieve details of an existing contact by ID.

Retrieve Contact by Processor ID

Tool to retrieve a contact by external payment processor customer ID and gateway name.

Retrieve Coupon

Retrieve detailed information about a specific coupon by its ID.

Retrieve Credit Note

Tool to retrieve details of an existing credit note by ID.

Retrieve Evidence

Retrieves a specific evidence object by its ID.

Retrieve Expense

Tool to retrieve details of an existing expense by ID.

Retrieve Invoice

Tool to retrieve details of an existing invoice by ID.

Retrieve Tax Jurisdiction

Tool to retrieve a tax jurisdiction by ID.

Retrieve Product

Tool to retrieve details of an existing product by ID.

Retrieve Receipt

Tool to retrieve details of an existing receipt by ID.

Retrieve Recurring

Tool to retrieve details of an existing recurring document by ID.

Retrieve Reporting Request

Tool to retrieve the status and download URL of a specific report request by ID.

Retrieve Tax Code

Tool to retrieve a specific tax code by ID.

Retrieve Tax ID

Tool to retrieve details of a specific tax ID by its ID.

Update Contact

Tool to update an existing contact in Quaderno.

Update Coupon

Tool to update an existing coupon.

Update Credit Note

Tool to update a credit note.

Update Estimate

Updates an existing estimate in Quaderno by modifying allowed fields.

Update Evidence

Tool to update an evidence object.

Update Expense

Updates an existing expense in Quaderno by modifying allowed fields.

Update Invoice

Updates an existing invoice in Quaderno by modifying allowed fields.

Update product

Tool to update a product; unspecified fields remain unchanged.

Update Recurring

Tool to update a recurring document in Quaderno.

Update Tax ID

Tool to update an existing tax ID in Quaderno.

Update Webhook

Tool to update an existing webhook configuration.

Validate Tax ID

Tool to validate a tax ID.

Void Credit Note

Tool to void a credit note.

FAQ

Frequently asked questions

With a standalone Quaderno MCP server, the agents and LLMs can only access a fixed set of Quaderno tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Quaderno and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Quaderno tools.

Yes, absolutely. You can configure which Quaderno scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Quaderno data and credentials are handled as safely as possible.

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