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# TaxDome API

> Every TaxDome endpoint on Cotlet: inputs, JSON Schema, cURL, Python and Node.js examples and an example response for each call.

Source: https://cotlet.dev/docs/api/taxdome

Docs sections: [Get started](https://cotlet.dev/docs.md) · [REST API](https://cotlet.dev/docs/api.md) · [MCP](https://cotlet.dev/docs/mcp.md) · [SDKs & CLI](https://cotlet.dev/docs/sdks.md) · [Integrations](https://cotlet.dev/docs/integrations.md)

14 endpoints for TaxDome, each at its own method and path, called with your API key. Open an endpoint for its inputs, examples and response.

- Base URL: `https://cotlet.dev/api/v1/taxdome`
- Connects with: Your own TaxDome firm login (firm owner, admin or a team member with the matching access rights, e.g. Manage invoices or Manage accounts)
- Integration page: https://cotlet.dev/integrations/taxdome-api-mcp-server

## Read

Return data and change nothing in the account.

| Endpoint | Description |
|---|---|
| [`GET /accounts`](https://cotlet.dev/docs/api/taxdome/list_accounts.md) | Client accounts, individuals and companies, with their contacts. |
| [`GET /accounts/{account_id}`](https://cotlet.dev/docs/api/taxdome/get_account.md) | One account with its contacts, open jobs and open requests. |
| [`GET /pipelines`](https://cotlet.dev/docs/api/taxdome/list_pipelines.md) | Pipelines with their stages and job templates. |
| [`GET /jobs`](https://cotlet.dev/docs/api/taxdome/list_jobs.md) | Jobs in progress or archived, with stage, assignee, priority and due date. |
| [`GET /jobs/{job_id}`](https://cotlet.dev/docs/api/taxdome/get_job.md) | One job with its tasks, stage, assignee and dates. |
| [`GET /tasks`](https://cotlet.dev/docs/api/taxdome/list_tasks.md) | Tasks across jobs, with the job, assignee and due date. |
| [`GET /accounts/{account_id}/invoices`](https://cotlet.dev/docs/api/taxdome/list_invoices.md) | Invoices of an account with amount, status and dates. |
| [`GET /accounts/{account_id}/requests`](https://cotlet.dev/docs/api/taxdome/list_requests.md) | Client requests of an account, open and answered. |

## Write

Change the account. Calls marked Confirm wait for the user to approve them.

| Endpoint | Description |
|---|---|
| [`POST /accounts`](https://cotlet.dev/docs/api/taxdome/create_account.md) (Confirm) | Create a client account of type Individual or Company with its first contact. |
| [`POST /accounts/{account_id}/jobs`](https://cotlet.dev/docs/api/taxdome/create_job.md) | Create a job for an account in a pipeline, with stage, assignee, priority and due date. |
| [`POST /jobs/{job_id}/archive`](https://cotlet.dev/docs/api/taxdome/archive_job.md) | Move a job to the Archived tab. |
| [`POST /accounts/{account_id}/invoices`](https://cotlet.dev/docs/api/taxdome/send_invoice.md) (Confirm) | Create an invoice for an account from line items and send it to the client. |
| [`POST /accounts/{account_id}/documents/request`](https://cotlet.dev/docs/api/taxdome/request_documents.md) (Confirm) | Send a client request for documents or information to an account. |
| [`POST /accounts/{account_id}/messages`](https://cotlet.dev/docs/api/taxdome/send_message.md) (Confirm) | Send a message to a client in a chat, now or at a set time. |

---

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## For AI agents: sign your user up

Is your user asking you to sign them up for Cotlet? You can do it for them, no account or key needed.

1. Read the fields and their allowed values: GET https://cotlet.dev/api/v1/access-requests
2. Ask the user for each value: email, apps, what you will do with them. If they leave the password to you, generate a strong one and show it to them.
3. Show the user what you will send, then POST it as JSON to https://cotlet.dev/api/v1/access-requests.

One call creates the account and sends the access request; we email the user when access is granted.