Quaderno

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.

See all 76 actions

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 Invoice
  • Raise 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 Payment
  • Get 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 Jurisdictions
  • Handle 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.

  1. 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.

  2. 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.

  3. 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
Quaderno · Lyro

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.

Ready to connect Quaderno?

Authorize the account and your agent has all 76 actions from the first conversation.

Support agent working at a laptop next to the Lyro mascot