TaxDome MCP tools
TaxDome has 14 operations on the Cotlet MCP server, in taxdome_read and taxdome_write. Your agent picks one in `operation`; the tool carries each operation's input schema. Open an operation for its schema and an example call.
- MCP server
- https://cotlet.dev/mcp/v1
- MCP tools
- taxdome_read, taxdome_write
- 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
- TaxDome
Read (8)
Return data and change nothing in the account.
| Operation | Description |
|---|---|
| list | Client accounts, individuals and companies, with their contacts. |
| get | One account with its contacts, open jobs and open requests. |
| list | Pipelines with their stages and job templates. |
| list | Jobs in progress or archived, with stage, assignee, priority and due date. |
| get | One job with its tasks, stage, assignee and dates. |
| list | Tasks across jobs, with the job, assignee and due date. |
| list | Invoices of an account with amount, status and dates. |
| list | Client requests of an account, open and answered. |
Write (6)
Change the account. Calls marked Confirm wait for the user to approve them.
| Operation | Description |
|---|---|
| create | Create a client account of type Individual or Company with its first contact. |
| create | Create a job for an account in a pipeline, with stage, assignee, priority and due date. |
| archive | Move a job to the Archived tab. |
| send | Create an invoice for an account from line items and send it to the client. |
| request | Send a client request for documents or information to an account. |
| send | Send a message to a client in a chat, now or at a set time. |