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Operate As

Integration

TaxCloud

Calculate and file US sales tax with TaxCloud. Your client pastes their TaxCloud key once, and your agent or your code works with their access.

Accounting

About TaxCloud

Through Operate As, your agent, n8n workflow or code works in TaxCloud with your client's own access. Your client pastes their API key from TaxCloud once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of TaxCloud's API through the request tool, with the client's access attached.

Common uses in Accounting

  • Create invoices and record payments
  • Match transactions and chase overdue bills
  • Pull numbers for a monthly report

TaxCloud

TaxCloud · Accounting

API key

Calculate and file US sales tax with TaxCloud

The client pastes their API key from TaxCloud's settings. We store it encrypted.

Tested against TaxCloud's live API.

Building with TaxCloud? The docs have setup steps and code for every tool.

Open the TaxCloud docs

Tools

Your agent calls any endpoint of TaxCloud's API with the request tool, with the client's access attached.

Base URL for request

https://api.v3.taxcloud.com/tax

  • request

    HTTPS ANY /v1/clients/{clientId}/taxcloud/{path}

    Any endpoint of TaxCloud's own API, with the client's access attached.

    servicestringrequired
    This service: taxcloud
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.v3.taxcloud.com/tax
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the TaxCloud key you paste, with only the access you gave that key

Related

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