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Connect Claude CodeEverything your agent can do with MOCO and TaxJar
Triggers and actions 26 triggers · 44 actions
Trigger
New ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
Action
Calculate Sales Tax for an OrderWorks out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items.
Action
Create a CustomerCreates a customer in TaxJar with their exemption type and the regions the exemption applies to.
Action
Create an Order TransactionRecords a completed order in TaxJar so it counts towards your sales tax reporting.
Action
Create a Refund TransactionRecords a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
Action
Get Two-Letter ISO Code for RegionLooks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.
Action
List CategoriesReturns TaxJar's product categories and the tax code to use for each one.
Action
List CustomersReturns the IDs of every customer in your TaxJar account.
Action
List Nexus RegionsReturns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
Action
List OrdersReturns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
Action
List RefundsReturns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
Action
Rates for LocationReturns the sales tax rates that apply at a location, broken down by state, county and city.
Action
Show a CustomerReturns one customer from TaxJar, including their exemption type and exempt regions.
Action
Show OrderReturns one order recorded in TaxJar, including its addresses, totals and line items.
Action
Show RefundReturns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
Action
Summarize Tax Rates for All RegionsReturns the minimum and average sales tax rate for every state, province and country TaxJar covers.
Action
Update a CustomerUpdates a customer in TaxJar. Only the fields you supply are changed.
Action
Update an Order TransactionUpdates an order already recorded in TaxJar. Only the fields you supply are changed.
Action
Update a Refund TransactionUpdates a refund already recorded in TaxJar. Only the fields you supply are changed.
Action
Validate an AddressChecks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
Action
Validate a VAT NumberChecks whether a VAT number is valid and returns the business name and address registered against it.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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