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

Cursor

Install MCP Server

Add the Avalara Exemption Certificate Management MCP server to your IDE

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_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.

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.