Quaderno MCP integration
Finds invoices and receipts, raises and delivers new ones, calculates tax and validates tax IDs, and handles credit notes and chargeback evidence.
76actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create invoice
Lyro generates a complete invoice with line items and customer details in Quaderno. Sent to customer automatically, recorded in your books instantly.
Record invoice payment
Lyro marks the invoice paid and syncs the transaction to Quaderno's ledger. Clears outstanding balances and updates cash flow reports in real-time.
Update contact
Lyro corrects billing address, tax ID, or payment terms for any customer on file. Changes take effect immediately across all future invoices.
How businesses use Quaderno + Lyro
Each card is one request a support team gets, and the Quaderno actions Lyro runs to close it.
Find the invoice a customer is asking about
Lyro locates the customer by the ID their payment processor gave them, lists the invoices on that account, and opens the one in question, so a billing query is answered from the record itself.
Retrieve Contact by Processor IDList InvoicesRetrieve InvoiceRaise the invoice and get it delivered
Lyro creates the invoice from what was agreed, sends it to the customer, and records the payment against it once it clears, so the billing record and the conversation end in the same place.
Create InvoiceDeliver InvoiceRecord Invoice PaymentGet the tax right before anything is sent
Lyro calculates the rate that applies to the sale, validates the tax ID the buyer supplied, and checks which jurisdiction the transaction falls under rather than trusting a figure someone typed.
Calculate Tax RateValidate Tax IDList Tax JurisdictionsHandle the refund or the chargeback
Lyro pulls the credit note raised against an invoice, assembles the evidence a disputed charge needs, and marks an invoice uncollectible when the money is not coming back.
Retrieve Credit NoteCreate EvidenceMark Invoice Uncollectible
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Quaderno actions it has and picks the ones a request needs.
- 01
Connect Quaderno
Authorize the Quaderno account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
- 02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Quaderno actions that close it and chains as many as the request needs.
- 03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Everything else about Quaderno
Setup, permissions, and the limits of what Lyro can do inside Quaderno.
Yes. Validate Tax ID checks the identifier the customer supplied, Create Tax ID and List Registered Tax IDs record and list the ones you already hold, and Retrieve Tax Jurisdiction confirms which jurisdiction the sale sits in. Calculate Tax Rate then returns the rate that actually applies instead of one someone keyed in by hand.
Every action available in Quaderno
All 76 actions your agent can call on Quaderno, straight from the live MCP connection.
Add expense payment
Adds a payment to an existing expense in Quaderno.
Calculate tax rate
Calculate applicable tax rate for given address and transaction type.
Create contact
Create a new contact (customer or vendor).
Create coupon
Create a new discount coupon in Quaderno.
Create estimate
Creates a new estimate/quote in Quaderno for a customer with line items.
Create evidence
Create a new location evidence for tax compliance.
Create expense
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
Create a recurring document in Quaderno that automatically generates invoices on a schedule.
Create report request
Request a new report generation in Quaderno.
Create tax ID
Create a tax ID in a specific jurisdiction.
Create transaction
Create a sale or refund transaction in Quaderno.
Create webhook
Create a new webhook in Quaderno to receive event notifications.
Delete contact
Permanently delete a contact by ID.
Delete coupon
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
Permanently delete a product by ID.
Delete recurring
Permanently delete a recurring by ID.
Delete tax ID
Permanently deletes a registered tax ID from your Quaderno account.
Delete webhook
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
Retrieve account credentials and verify API access.
Get estimate
Retrieve the details of an existing estimate by ID.
List contacts
List contacts, paginated and filterable by name, email, or tax ID.
The tools Quaderno sits next to
Same connection, same setup. Pick the next one your team already uses.
Chaser
Reports outstanding invoices per customer, records invoices and attaches PDFs, reconciles credit notes and overpayments, and bulk-syncs ledger data.
Fidel api
Sets up programs, brands, and locations, creates offers and links locations to them, lists enrolled cards, and opens card-linked transactions.

Givebutter
Givebutter is a fundraising platform with a free, open API for managing campaigns and donations.
Payhere
Reads payment and subscription history, creates and edits plans, and registers the webhooks that announce a payment or a cancellation.
Razorpay
Opens orders, payments, and refunds, issues and re-sends payment links and invoices, and flags payment methods that are currently down.
Ynab
Reports category balances and monthly activity, traces what a payee or account was charged, and sets up and edits the bills that repeat.

Ready to connect Quaderno?
Authorize the account and your agent has all 76 actions from the first conversation.


