# AvaTax for Excise — MCP | Avalara Developer Source: https://developer.avalara.com/products/excise/mcp/ ## Avalara Returns MCP server ## Overview Provides access to the Avalara Global Returns API for tax returns management, filing calendars, and compliance data. ## How to connect to MCP server - Returns MCP server does not use OAuth2 flow and requires a valid JWT Token. - The JWT Token can be generated using the License Key provided to the customer. - Once generated, paste the JWT Token into the MCP client configuration under the Authorization header. - Use the following JSON configuration for the MCP clients: { "avalara-returns": { "transport": "http", "url": "https://mcp.avalara.com/returns", "headers": { "Authorization": "Bearer jwt\_token\_here" } } } ## MCP client setup ### Cursor #### Install MCP Server Add the Avalara Returns MCP server to your IDE Or manually add to your MCP settings: { "mcpServers": { "avalara-returns": { "type": "http", "url": "https://mcp.avalara.com/returns", "headers": { "Authorization": "Bearer jwt\_token\_here" } } } } View Cursor MCP server documentation [Link](https://cursor.com/docs/mcp) ## Tools Name Description Sample prompt get\_countries\_returns Provides a list of countries and regions supported by Managed Returns. Provide all the countries Avalara supports in {country\_name} for tax {tax\_type} get\_tax\_types\_returns Provides the tax types supported by Managed Returns. What are the tax types supported by Avalara Managed Returns? get\_tax\_forms\_returns Provides tax forms including codes, regions, and associated tax types supported by Managed Returns. List all tax forms for {country\_Id} or {region\_Id} with their tax types. get\_filing\_calendars\_returns Provides filing calendars for a given company ID from Managed Returns. Get filing calendars for company id {company\_Id} get\_suggested\_tax\_forms\_returns Provides automated tax form recommendations for a company based on transaction history, helping merchants identify which returns to file. Get suggested tax forms for company ID {companyId}. create\_company\_returns Create a company under a client account for managing multiple legal entities with separate tax obligations. Each company represents a distinct legal entity for jurisdictional requirements, filing calendars, and return submissions. Create a company with account ID {accountId}, name "{companyName}", country "{country}", company code "{companyCode}", taxpayer ID "{taxpayerId}", and contact details including city, region, address, email, and phone create\_and\_link\_account\_returns Creates a Avalara client account under the partner firm, creates a default company profile, and generates client credentials, serving as the first step in onboarding a new merchant. Create and link a new client account for {accountName} with address {address}, company code {companyCode}, and contact {firstName} {lastName} create\_firm\_client\_linkage\_returns Provides a way to link an existing client account to a firm in Avalara Managed Returns using the firm account ID and firm name, establishing a formal relationship for managing tax returns when the client already has an Avalara account. Link existing client account to firm account ID {firmAccountId} with name '{firmAccountName}'. get\_filing\_cal\_req\_setup\_returns Provides the setup template and required questions for creating a filing calendar request for a specific tax form and company. Get filing calendar request setup model for tax form {taxFormCode} for company ID {companyId}. create\_filing\_cal\_req\_returns Create and submit a filing calendar request for approval. This request does not create a filing calendar directly; the actual filing calendar is automatically generated by Avalara once the request is approved. Create filing calendar request for company ID {companyId} with tax form {taxFormCode}, frequency {frequencyCode}, and effective date {effDate}. get\_filing\_cal\_req\_status\_returns Provides the status of filing calendar requests for a company. Get filing calendar requests status for company ID {companyId}. get\_liability\_reports\_returns Provides liability report data for a company and filing period from Managed Returns. Supports liability type values of ALL, ORIGINAL, or AMENDED, with optional filters for country and region. Returns report data as ZIP bytes. Get liability reports for company ID {company\_id} for year {year} and month {month} with liability type {liability\_type}, optionally filtered by country {country} and region {region}. get\_filing\_attachments\_returns Provides filing confirmation attachments for a company and filing period from Managed Returns. Supports download types are: ALL, RETURNCONFIRMATIONS, or TRACEFILES. Returns attachments as ZIP bytes. Get filing attachments for company ID {company\_id} for year {year} and month {month} with download type {download\_type}. approve\_filings\_returns Provides approval or rejection of tax return filings for a company and filing period in Managed Returns. Signals that reviewed returns are ready for submission to the tax authority. Supports optional country and region filters. Approve or reject filings for company ID {company\_id} for year {year} and month {month} with approval status {approve}, optionally filtered by country {country} and region {region}. get\_filings\_returns Provides detailed tax return filings for a company from Managed Returns, including jurisdictions, forms, periods, status, adjustments, credits, payments, and summaries. Supports optional filters for country, region, form code, filing period, filing return ID, and credit details. Get filings for company ID {company\_id} for year {year} and month {month} with credit details {credit\_details}, optionally filtered by filing return ID {filing\_return\_id}, form code {form\_code}, country {country}, and region {region}. funding\_poa\_returns Submits a funding power of attorney (FPOA) for a company in Managed Returns. Supports delivery via email or an embeddable signing widget. Requires funding email recipient, currency, and agreement type. Returns the FPOA submission response. Submit a FPOA for company ID {company\_id} with currency {currency} and agreement type {agreement\_type}, optionally requesting email to {funding\_email\_recipient} and requesting a signing widget get\_funding\_poa\_status\_returns Provides the funding power of attorney (FPOA) status for a company in Managed Returns. Returns the current FPOA status, such as Out for Signature, Signed, Staged, or Pending. Get the FPOA status for company ID {company\_id} get\_revenue\_transactions\_mylodge Provides revenue transactions for a MyLodge property within a specified date range. Get MyLodge revenue transactions for location {locationId} from {startDate} to {endDate}. get\_tax\_summaries\_mylodge Provides tax summaries for a MyLodge property, optionally filtered by marketplace. Get MyLodge lodging property tax summaries for location {locationId} in {marketplace}. get\_tax\_details\_mylodge Provides detailed tax information for a MyLodge property, optionally filtered by marketplace. Get MyLodge lodging property tax details for location {locationId} in {marketplace}. get\_customer\_locations\_mylodge Fetch customer locations for a mylodge customer. Get MyLodge lodging customer locations for customer {customerId}. get\_return\_tracker\_propertytax Provides return tracking data from the Property Tax API for assessor accounts. Supports filtering by assessor, tax year, state, client name, account type, return status, deadlines, and work groups. Returns property tax return details, including deadlines, values, and processing status. Filtering occurs on the server after data retrieval. If no records match the current batch, the response may be empty while additional data is available. Use skip/take pagination and increment skip values until nextPage returns null to retrieve all matching results. Get the Property Tax return tracker for assessor {assessorName} in tax year {year} with return status {status} and deadline after {date}. get\_assessment\_tracker\_propertytax Provides assessment tracking data from the Property Tax API for assessor accounts. Supports filtering by assessor, tax year, state, client name, account type, notice and appeal status, deadlines, hearing dates, appeal manager, and work groups. Returns property tax assessment details, including notices, appeals, values, and processing status. Filtering occurs on the server after data retrieval. If no records match the current batch, the response may be empty while additional data is available. Use skip/take pagination and increment skip values until nextPage returns null to retrieve all matching results. Get the Property Tax assessment tracker for assessor {assessorName} in tax year {year} with notice status {status} and appeal deadline before {date} get\_countries\_returns\_vat Provides a list of countries and regions supported by VAT Returns. Provide all the countries and regions in VAT Returns. get\_tax\_types\_returns\_vat Provides the tax types supported by VAT Returns. What are the tax types supported by VAT Returns? get\_tax\_forms\_returns\_vat Provides tax forms including codes, regions, and associated tax types supported by VAT Returns. List all tax forms for {country\_Id} and {region\_Id} with their tax types in VAT Returns. create\_client\_returns\_vat Creates a new client in VAT Returns. Create a new client in VAT Returns with name "{clientName}". get\_jurisdictions\_excise Provides a list of jurisdictions licensed for Returns for the requesting company and user, based on data from the Excise platform. Get licensed Excise jurisdictions for company "{companyName}" in country "{countryCode}". get\_taxpayer\_types\_excise Provides a list of licensed taxpayer types for a given jurisdiction and country of a specific company and user from the Excise platform. Get Excise taxpayer types for company "{companyName}" in jurisdiction "{jurisdiction}" and country "{countryCode}". import\_business\_entities\_excise Provides a way to import business entities and associated business accounts into the Excise platform for the specific company and user. Supports batch import with options to update existing records or skip matches. Import business entities for company "{companyName}" with trade name "{tradeName}" and license number "{licenseNumber}" in jurisdiction "{jurisdiction}". import\_locations\_excise Provides a way to import locations into the Excise platform for the specific company and user. Supports batch import with options to update existing records, perform exact field matching, or terminate new records. Import locations for company "{companyName}" with terminal code "{terminalCode}" in city "{city}", jurisdiction "{jurisdiction}".