> This page is for MCPs, version MCP servers.
> For other versions, use one of these documentation indexes:
> - Overview (default): https://avalara.ferndocs.com/mcp/overview/llms.txt
> - MCP servers: https://avalara.ferndocs.com/mcp/mcp-servers/llms.txt

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://avalara.ferndocs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://avalara.ferndocs.com/_mcp/server.

# 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:

```json
{
  "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_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.