Source: https://developer.avalara.com/products/ecm/mcp/ # Exemption Certificate Management [Overview](/products/ecm/)[API](/products/ecm/api/)[MCP](/products/ecm/mcp/)[Integration guides](/products/ecm/integration-guides/)[Scenarios](/products/ecm/scenarios/) ## 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 SandboxProduction CursorVS CodeClaude Code #### Install MCP Server Add the Avalara Exemption Certificate Management MCP production server to Cursor. [![](/_next/static/images/cursor-icon-d5ecbaa397ea240d.svg)Add to Cursor](cursor://anysphere.cursor-deeplink/mcp/install?name=avalara-ecm&config=eyJ0eXBlIjoiaHR0cCIsInVybCI6Imh0dHBzOi8vbWNwLmF2YWxhcmEuY29tL2VjbSJ9) Or manually add to your MCP settings: { "mcpServers": { "avalara-ecm": { "type": "http", "url": "https://mcp.avalara.com/ecm" } } } View Cursor MCP server documentation [Link](https://cursor.com/docs/mcp) ## 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.