Team
Shared credential for production and unattended runs.
Connect Taxjar with Hookshot™ and your stack
TaxJar provides a comprehensive sales tax API for real-time tax calculations, reporting, and filing.
Tools and triggers
What Agents can do in Taxjar
Available tools and events after Taxjar is connected.
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Calculate Sales Tax for an Order
Tool to calculate sales tax for an order. Use when you need an accurate tax calculation including nexus addresses, line items, shipping, and exemptions.
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Create Customer
Tool to create a new customer with exemption information. Use when you need to add a customer to your TaxJar account for tax exemption management.
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Create Order Transaction
Creates a new order transaction in TaxJar for sales tax reporting and compliance. This action records order transactions that will appear in the TaxJar dashboard for tax filing purposes. The transaction includes…
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Create Refund Transaction
Tool to create a new refund transaction. Use after confirming refund details.
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Delete Customer
Tool to delete an existing customer. Use when you need to remove a previously created customer by its ID. Example: "Delete customer cust_12345".
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Delete Order Transaction
Tool to delete an existing order transaction. Use when you need to remove a previously created order transaction by its ID. Example: "Delete transaction abc123".
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Delete Refund Transaction
Tool to delete an existing refund transaction. Use when you need to remove a previously created refund transaction by its ID. Example: "Delete refund 243345".
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List Customers
Lists all customer IDs from your TaxJar account. Returns a paginated list of customer IDs (strings). To get full details for a specific customer (including name, address, exemption type, etc.), use the customer ID with…
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List Nexus Regions
Tool to list existing nexus regions for an account. Use after authenticating your account to discover where you have nexus for sales tax purposes.
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List Order Transactions
List order transaction IDs within a date range. Returns an array of transaction IDs (strings) for orders created between the specified dates. Use this to discover which orders exist in a date range, then use…
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List Refund Transactions
Lists refund transaction IDs within a specified date range. Returns an array of transaction IDs only. To get detailed information about a specific refund, use the 'Show refund transaction' action with the ID. Useful…
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List Tax Categories
Tool to list all product tax categories and their codes. Use when you need to discover available tax categories before assigning them to products.
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Show Customer
Tool to show an existing customer. Use when you need to retrieve details of a specific customer via TaxJar API.
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Show Order Transaction
Tool to show an existing order transaction by ID. Use when you need to retrieve full details of a specific order transaction after creation or listing.
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Show Refund Transaction
Retrieves detailed information about a specific refund transaction from TaxJar. Use this tool when you need to: - View complete details of a refund transaction including amounts, addresses, and line items - Verify…
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Show Tax Rates for a Location
Tool to show sales tax rates for a location. Use when you need to retrieve sales tax rates for a specific ZIP code with optional address details (city, state, country, street).
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Summarize Tax Rates for All Regions
Tool to retrieve minimum and average sales tax rates by region. Use when you need a backup of regional tax summary rates.
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Update Customer
Tool to update an existing customer in TaxJar. Use when you need to modify customer details such as exemption type, name, or address information.
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Update Order Transaction
Tool to update an existing order transaction. Use when adjusting order details such as amount, shipping, or line items after creation.
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Update Refund Transaction
Tool to update an existing refund transaction. Use when adjusting refund details such as amount, shipping, or line items after creation.
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Validate VAT Number
Validates EU VAT identification numbers against the VIES (VAT Information Exchange System) database. Use this tool to: - Verify VAT number format and validity - Check if a VAT number is registered and active in the EU…
Setup
Connect Taxjar in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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