MCP servers

Avalara Exemption Certificate Management MCP server

Overview

Provides access to the Avalara Exemption Certificate Management API for managing certificates, customer profiles, and company data.

MCP client setup

Environment

Install MCP Server

Add the Avalara Exemption Certificate Management MCP production server to Cursor.

Or manually add to your MCP settings:

{
  "mcpServers": {
    "avalara-ecm": {
      "type": "http",
      "url": "https://mcp.avalara.com/ecm"
    }
  }
}

View Cursor MCP server documentation Link

Tools

Name	Description	Sample prompt
get_certificates	Retrieves certificates for a company with filtering, pagination, and include options. Supports listing all certificates or retrieving a specific certificate by ID.	Get all valid certificates for company {company_id}, or show me the expired certificates.
get_certificate_attributes	Retrieves attribute metadata and label values available for a certificate.	Show me the certificate attributes available for company {company_id}.
create_certificate	Creates a new certificate record for a company using certificate details such as exposure zone, exemption reason, dates, and optional document data. Returns the created certificate ID and record details.	Create a resale certificate for company {company_id} in {exposure_zone} with an effective date of {effective_date}.
update_certificate	Updates an existing certificate record, such as expiration date, exemption reason, or exposure zone. Returns the updated certificate details.	Update certificate {certificate_id} for company {company_id} to expire on {expiration_date}.
download_certificate_image	Downloads the stored certificate attachment as a PDF or image for a specific certificate.	Download the PDF attachment for certificate {certificate_id} in company {company_id}.
upload_certificate_image	Uploads or replaces the attachment file for an existing certificate using PDF, JPEG, PNG, or TIFF content. Returns a confirmation upon successful upload.	Upload this PDF as the certificate image for certificate {certificate_id} in company {company_id}.
get_exposure_zones	Provides exposure zones, such as states or jurisdictions, where exemption certificates can apply. When a match value is provided, returns matching exposure zone records.	Find the exposure zone for {state}. List all available exposure zones.
get_countries	Lists supported countries and ISO country codes for customer and certificate address fields.	Show me the country code for {country_name}.
get_states	Lists states or regions for a specific country code, such as US states or Canadian provinces.	Get all states for country {country_code}.
get_exempt_reasons	Lists exemption reasons, such as RESALE, GOVERNMENT, or AGRICULTURE, with their IDs and descriptions.	Show me the exemption reasons available for resale certificates.
get_customers	Retrieves customers for a company with filtering, pagination, and include options. Supports listing all customers or retrieving a specific customer by ID.	Get all active customers for company {company_id}, or show me customer details with certificates included.
create_customer	Creates one or more customer records for a company. Returns the created customer details including customer code and ID.	Create a new customer for company {company_id} with customer code {customer_code}.
update_customer	Updates an existing customer record, including address, contact details, custom fields, or exposure zones. Returns the updated customer details.	Update customer {customer_code} in company {company_id}. Change the customer name to {customer_name}, set the address to {address}, and add {exposure_zone} as an exposure zone.
get_customer_custom_fields	Retrieves custom field definitions and current values for a customer.	Show me the custom fields for customer {customer_code} in company {company_id}.
update_customer_custom_fields	Updates custom field values for a customer using field IDs returned by get_customer_custom_fields. Returns the custom field update response.	Update the custom field values for customer {customer_code} in company {company_id}.
link_customers_to_certificate	Links one or more customers to an existing certificate. Returns a confirmation upon successful linking.	Link customer {customer_code} to certificate {certificate_id} for company {company_id}.
unlink_customers_from_certificate	Removes one or more customer associations from an existing certificate. Returns a confirmation upon successful removal.	Unlink customer {customer_code} from certificate {certificate_id} for company {company_id}.
list_certificates_for_customer	Lists certificates associated with a specific customer, optionally narrowed by exposure zone or certificate filters.	Does customer {customer_code} have a valid {exposure_zone} resale certificate for company {company_id}?
request_certificate	Sends a CertExpress email request to a customer asking them to provide an exemption certificate. Returns confirmation with created invitation/request details, including ID.	Send a {exemption_reason} certificate request to customer {customer_code} for {exposure_zone} in company {company_id}.
list_certificate_requests	Lists certificate request invitations that have already been sent to customers.	Show me certificate requests sent to customer {customer_code} for company {company_id}.
search_companies	Searches companies by name to retrieve company IDs, which are required for other ECM operations.	Find companies with avalara in the name to get the company IDs.