Tools reference

Tools are the individual actions the MCP server makes available to your assistant. Each tool has a name, a description, and the inputs it accepts.

Read tools only fetch data. Write tools create or change records in your Anrok account, and most AI clients ask you to confirm before running them. The assistant only sees the tools allowed by the permissions you approved when connecting.

How a tool call works

Each call is authenticated, checked against the connection’s permissions, rate limited, and then run. If any step fails, the assistant gets a plain sentence saying what went wrong and what to do next, for example to stop and tell you about a permission problem rather than retry.

All write operations are audited.

Customers

Requires the Customers permission.

Tool	Access	What it does
list_customers	Read	List customers.
get_customer	Read	Get a customer by ID.
search_customers	Read	Search customers by partial name or ID. Returns up to 8 matches.
match_customer	Read	Fuzzy-match a customer name when the exact spelling is uncertain. Returns candidates with a confidence score.
create_customer	Write	Create a customer.

Customer certificates

Requires the Certificates permission.

Tool	Access	What it does
list_certificates	Read	List exemption certificates, filtered by customer, status, or expiry date.
get_certificate	Read	Get an exemption certificate by ID, including a download link that expires after one hour.
create_certificate	Write	File an exemption certificate with its document and covered jurisdictions.
create_certificate_request	Write	Request an exemption certificate from a customer, optionally by email.
archive_certificate	Write	Deactivate an exemption certificate.

Transactions

Requires the Transactions read permission, plus Transactions write to create or update transactions.

Tool	Access	What it does
search_transactions	Read	Search transactions by date, jurisdiction, customer, or VAT status. Returns summary rows plus totals across all matches.
list_transactions	Read	List transactions with full detail, either as a change feed ordered by last modified or for a specific filing. The change feed skips the most recent hour, so it isn’t a real-time view.
get_transaction	Read	Get one transaction by ID, with line items and tax by jurisdiction.
get_transaction_summary	Read	Get revenue and tax totals by period, jurisdiction, or both.
list_tax_discrepancies	Read	List transactions where tax collected differs from tax owed.
estimate_transaction_tax	Read	Calculate tax on a hypothetical sale. Nothing is saved.
create_or_update_transaction	Write	Create a transaction, or overwrite an existing one by ID. Returns the calculated tax.

Products

Requires the Products permission.

Tool	Access	What it does
list_products	Read	List products.
get_product	Read	Get a product by its external ID.
list_product_tax_categories	Read	List standard and custom product tax categories.
list_product_id_mappings	Read	List mappings from source-system product IDs to Anrok product IDs.
create_product	Write	Create a product with a tax category.

Filings

Requires the Transactions read permission.

Tool	Access	What it does
list_filings	Read	List filings with status, period, due date, and review-by date.
get_filing_summary	Read	Get amounts, status, dates, and documents for one filing.
list_filing_transaction_ids	Read	List the IDs of the transactions included in a filing.
list_filing_remittances	Read	See what was paid on each filed return next to the tax due, with discounts, penalties, and interest.

Nexus and registrations

Requires the Registrations permission.

Tool	Access	What it does
list_jurisdictions	Read	List jurisdictions with their registration status.
get_nexus_status	Read	Get nexus status, tax exposure, and threshold progress for each jurisdiction.

Utilities

Available with any connection.

Tool	Access	What it does
lookup_by_id	Read	Identify the record type of an Anrok ID and fetch it, or point to the tool that can.
get_currency_conversion_rates	Read	Get Anrok’s own exchange rates for a date or a return, and optionally convert an amount.
search_help_center_articles	Read	Search the Anrok Help Center. Returns up to 3 articles.

What tools return

• Results are JSON for the assistant to read. Errors have the same shape, with a plain-language message.
• A voided transaction returns only its status.
• Certificate download links expire after one hour.