Taxorio

PERMANENTLY erases a client (business partner) — an IRREVERSIBLE action. Refuses (in the preview step, before any confirmation is offered) when the client has ANY linked invoices — those must be deleted or reassigned to a different client first. All delivery addresses on file for this client (branches, warehouses, sites) are permanently erased along with it. Requires two calls: first WITHOUT confirmationToken to preview exactly what would be erased and receive a token, then again WITH that token to actually delete.

taxorio_delete_client

PERMANENTLY erases an expense (received document) and its attachment — an IRREVERSIBLE action. Unlike an invoice, an expense has no immutability rule: any expense (regular document or received credit note) can be deleted regardless of status. If it has an uploaded scan/PDF, that file is permanently deleted too. Any credit note that corrects this expense, or any incoming payment matched to it, loses the link (those records themselves are NOT deleted). Requires two calls: first WITHOUT confirmationToken to preview exactly what would be erased and receive a token, then again WITH that token to actually delete.

taxorio_delete_expense

PERMANENTLY erases an invoice and its line items/attachments — an IRREVERSIBLE action, unlike taxorio_cancel_invoice which only marks a document CANCELLED and keeps it (and its accounting trail) in history. Only ever works for a PROFORMA that was never turned into a tax document (no active linked advance/final invoice) — an issued tax document (STANDARD/FINAL) or an immutable document (CREDIT_NOTE/ADVANCE_TAX_DOC) can NEVER be deleted through this tool; use taxorio_cancel_invoice to void those instead. Requires two calls: first WITHOUT confirmationToken to preview exactly what would be erased (including linked items, attachments, and payment matches) and receive a token, then again WITH that token to actually delete.

taxorio_delete_invoice

Throws away a document waiting in the Taxorio Inbox without recording it — a duplicate photo, someone else's receipt, an unreadable scan, or a proforma invoice that must not be booked. TWO-STEP AND IRREVERSIBLE: call once without confirmationToken to see what would be discarded, show it to the user, then call again with the token. The document row AND its stored scan are deleted for good; there is no undo and no bin. RECOMMENDED FLOW: taxorio_list_inbox_documents → confirm with the user WHICH document they mean (file name, supplier, amount) → taxorio_delete_inbox_document for the preview → taxorio_delete_inbox_document with the token. IMPORTANT — this is NOT taxorio_delete_expense. It removes a document that is still WAITING in the Inbox; it never touches an expense already recorded in the books. If the user wants to keep the document but record it, use taxorio_confirm_inbox_document instead.

taxorio_delete_inbox_document

Sends an ISSUED (not draft, not cancelled) invoice with its PDF to the client, by e-mail. The recipient is ALWAYS the invoice's client's stored e-mail address — this tool has no recipient/subject/message parameter and cannot be redirected to any other address. Rate-limited to protect against runaway sending; if the cap is hit, send from the Taxorio app instead. Sends a REAL e-mail to the invoice's client immediately. NOT idempotent and NEVER retry this call after a timeout, error, or unclear result — every call sends another e-mail; a duplicate e-mail to a client is unprofessional and cannot be recalled. If unsure whether it was sent, ask the user to check, or share the document via taxorio_get_invoice_pdf instead.

taxorio_send_invoice_email

Returns the detail of a single expense (received document) by UUID: supplier, amounts (base/VAT/total), VAT rate, category, any reverse-charge regime, foreign currency, and any link to a correcting document (credit note). Use this when you need details on a specific expense — get the ID from taxorio_list_expenses (the 'id' field, not 'displayId'). This tool is read-only — to create or edit an expense, use taxorio_create_expense/taxorio_update_expense instead.

taxorio_get_expense

Returns the amount of the monthly flat-rate tax advance broken down into income tax, social insurance, and health insurance, and the next due date. The 'year' parameter (CALENDAR year, default current) affects ONLY the advance amount (changes yearly by decree) — the next due date is always derived from today's date; a retroactive query for another year's due date does not make sense. Use this only for users in the flat-rate tax regime; otherwise the tool returns an error.

taxorio_get_zaloha_info

Returns the status of the flat-rate tax regime for a CALENDAR YEAR (parameter 'year', default the current calendar year): income against the chosen band's limit, percentage reached, and a warning on exceeding it (must notify the tax office within 15 days and switch to the standard regime). Use this only for users in the flat-rate tax regime — if the user is not on the flat-rate regime (or has no band set), the tool returns an error and points to taxorio_get_income_tax_summary / taxorio_get_insurance_info.

taxorio_get_pausalni_dan_status

Generates the XML for a REGULAR ('řádné') VAT filing for the Czech tax authority (EPO-compatible): either the periodic VAT return (Přiznání k DPH — DPHDP3/IO-DP3) or the control statement (Kontrolní hlášení DPH — DPHKH1, VAT payers only). Does NOT support corrective or supplementary filings — never tell the user this can amend a previous filing. The generated XML file is ATTACHED TO THIS RESPONSE for the user, so they can save it and upload it to EPO without leaving the conversation (`inlined: true`). Only when the file is too large to attach does the response carry a link into the Taxorio app instead (`inlined: false`) — then tell the user to open `downloadUrl` in a browser where they're already logged in to Taxorio (it requires that login, it is not a standalone/anonymous link). The XML text itself is never returned as data for you to read — do not ask for it, quote it, or try to summarize its nodes. Requires the PRO plan and company settings (tax office code) to be filled in. IMPORTANT: the result may contain a `warnings` array — the same pre-flight findings the Taxorio web app shows before a download. Some of them mean the generated filing is INCOMPLETE (e.g. 0% VAT invoices are not yet placed on DPHDP3 lines 20-26/50). ALWAYS relay those findings to the user and never call the export ready to submit while any are present.

taxorio_generate_vat_export

Fetch one Inbox document (a receipt/supplier invoice waiting to be turned into an expense) including its AI-parsed fields and validation warnings. Use this after taxorio_upload_documents_to_inbox or taxorio_list_inbox_documents to check parseStatus before acting: 'processing' means parsing is still running (wait and re-fetch; confirming is refused), 'ready' means the parsed draft can be reviewed and recorded with taxorio_confirm_inbox_document, 'failed' means parsing failed but the document can still be confirmed by supplying the fields manually as overrides. To discard the document instead, use taxorio_delete_inbox_document.

taxorio_get_inbox_document

Returns a self-employed income tax summary for a CALENDAR YEAR (parameter 'year', e.g. 2026 — default the current calendar year): income, expenses (actual vs. flat-rate allowance), tax base (profit per Czech Income Tax Act §7), and an indicative VAT breakdown from the same documents. Use this tool when asking about the tax base or data for an income tax return — not for VAT due for the current tax period (use taxorio_get_dashboard_stats for that) nor for the flat-rate tax regime (use taxorio_get_pausalni_dan_status for that).

taxorio_get_income_tax_summary

Lists a paginated set of incoming bank payments processed via email — matching status, recognized amount and variable symbol, and the matched invoice or expense. Use this when the user asks which payments are awaiting confirmation, what the bank-matching status is, or which payments could not be matched. The 'status' filter NEEDS_REVIEW shows only payments awaiting confirmation. This tool is read-only — to confirm, reassign, reject, or unmatch a payment, use taxorio_confirm_payment_match/taxorio_reassign_payment_match/taxorio_reject_payment_match/taxorio_unmatch_payment instead.

taxorio_list_payment_inbox

Returns the PDF document of a single invoice, identified by its UUID. The PDF is attached to the response as file content, so the user gets the actual document — not a description of it. IMPORTANT: if the file is too large to attach, the response contains only a link into the Taxorio app instead of the document (`inlined: false`); in that case tell the user the PDF was not attached and that they need to open the link in a browser where they are logged in to Taxorio. This tool is read-only and does not change the invoice — use taxorio_create_invoice/taxorio_update_invoice for that. Get the invoice UUID from taxorio_list_invoices or taxorio_get_invoice (the 'id' field, not 'displayId').

taxorio_get_invoice_pdf

Returns the detail of a single invoice by UUID: line items, VAT breakdown by rate, client information, email delivery status (sent/opened/bounced), and delivery address (if set). Use this when you need details on a specific invoice — get the ID from taxorio_list_invoices (the 'id' field, not 'displayId'). To hand the user the invoice as a PDF file, use taxorio_get_invoice_pdf with the same id. This tool is read-only — to create or edit an invoice, use taxorio_create_invoice/taxorio_update_invoice instead.

taxorio_get_invoice

Lists the logged-in user's invoice item templates (price list) — name, unit price, unit, and VAT rate. Use this when asking about the usual/saved price of a specific service or product, e.g. when preparing invoice data. This tool is read-only — to create an invoice using this pricing, use taxorio_create_invoice instead.

taxorio_list_item_templates

Lists documents waiting in the Taxorio Document Inbox — receipts and supplier invoices uploaded from the web, the mobile scan, or taxorio_upload_documents_to_inbox, with their AI parsing state and extracted values. Use this to answer 'what is in my inbox?' and to get the id needed by taxorio_get_inbox_document or taxorio_confirm_inbox_document. Documents with parseStatus 'processing' have no amounts extracted yet. Always tell the user when a document has requiresReview set — the parser was unsure about it.

taxorio_list_inbox_documents

Lists a paginated set of clients (business partners) for the logged-in user. Supports search by name/e-mail/ICO/DIC, filters (vatPayer, city, exact ico, exact dic) and sorting (name, ico, city, createdAt, updatedAt); all filters combine with AND. Use the returned 'id' (UUID) field for taxorio_get_client. These are clients FROM THE USER'S ACCOUNT — to look up ANY company in a public registry by ICO/DIC, use taxorio_ares_lookup/taxorio_vies_lookup instead of this tool.

taxorio_list_clients

Lists a paginated set of expenses (received documents) for the logged-in user. Supports the same filtering and sorting as the web app: year (optionally narrowed to a quarter), an explicit dateFrom/dateTo range on a chosen date field, an amount range, supplier, category, payment status (PAID/UNPAID), full-text search, and sortBy/sortOrder (default: expenseDate descending). IMPORTANT - only ONE date filter is applied and the others are silently ignored, in this order of precedence: (1) dateFrom/dateTo, which apply to `dateField` and default to expenseDate, then (2) year plus optional quarter, which always apply to the taxable supply date (DUZP). Never send both at once - pick the one you mean. Use the returned 'id' (UUID) field for taxorio_get_expense. Use this when you need an overview of expenses or are looking for a specific document by supplier/category - for a single expense's detail, use taxorio_get_expense.

taxorio_list_expenses

Lists a paginated set of invoices for the logged-in user. Supports the same filtering the web UI offers: status (including the UNPAID and PAID_THIS_MONTH shortcuts), client, document type, period (year+quarter or an explicit dateFrom/dateTo range on a chosen date column), total amount range, upcoming due date, free-text search, and sorting. Use the returned 'id' field for taxorio_get_invoice. TWO THINGS THAT SILENTLY CHANGE THE RESULT, so read them before filtering: (1) Date filters do NOT combine: dateFrom/dateTo WIN over year (and quarter), and the losing parameter is silently ignored. Use exactly one of the two ways to pick a period. (2) When invoiceType is omitted, ADVANCE_TAX_DOC documents are excluded from the result — pass invoiceType explicitly if a tax document for an advance payment seems to be missing. Use this tool when you need an overview of invoices or are looking for a specific invoice by client/number/amount — for a single invoice's detail, use taxorio_get_invoice.

taxorio_list_invoices

Returns the email, name, current subscription plan (FREE/PRO), and monthly limits plus current usage (invoices, expenses, AI parsing, chat messages) for the logged-in user. Use this tool when you need to find out who is logged in, or before proposing an action (e.g. creating an invoice/expense) that might hit a FREE limit — so you can tell the user how much they have left instead of the action silently failing. If your client supports MCP resources, read taxorio://docs/overview before non-trivial work — it explains the record model, irreversible actions, and workflows.

taxorio_get_user_info

Looks up PUBLIC company data in the Czech ARES commercial/trade registry by ICO (8 digits): name, registered address, DIC, and VAT payer status. Returns data for ANY company registered in ARES — NOT the user's own clients (for those, use taxorio_get_client/taxorio_list_clients). Typically used before creating a client or to verify/fill in company details by ICO. Rate-limited per user; on a limit error wait and retry later instead of hammering the registry.

taxorio_ares_lookup

Marks an invoice as paid (with an optional payment date, defaulting to today) or reverts it back to unpaid. Reversible — call again with the opposite 'paid' value to undo. Cannot mark a proforma/advance invoice as paid directly (use the app's 'confirm advance payment' flow, which issues the required tax document) or a cancelled/immutable document.

taxorio_mark_invoice_paid

Re-points an incoming bank payment at a different invoice. Behavior depends on the item's current state: an item awaiting review is simply re-pointed; an unmatched/rejected item is immediately confirmed and the new invoice is marked PAID; a confirmed payment moved to a DIFFERENT invoice atomically reverts the old invoice to unpaid and pays the new one. Calling again with the same invoiceId on an already-confirmed item is a safe no-op. Get IDs from taxorio_list_payment_inbox and taxorio_list_invoices.

taxorio_reassign_payment_match

Rejects an incoming bank payment's proposed invoice match — the payment stays unpaid-against-nothing (status REJECTED), no invoice is touched. Use taxorio_reassign_payment_match afterwards if you find the right invoice later. Safe to call again on an item you already rejected. Get the item ID from taxorio_list_payment_inbox (filter status=NEEDS_REVIEW).

taxorio_reject_payment_match

Returns an overview of self-employed social and health insurance (standard tax regime) for a CALENDAR YEAR (parameter 'year', default the current calendar year): monthly advances paid during the year, the annual settlement (assessment base, premium, amount due/overpayment), and the new advance after filing the statement. An indicative calculation from currently recorded documents — it does not account for individual situations (voluntary sickness insurance, concurrent employment, exemptions); filing the actual statements with CSSZ and the health insurer is what counts. For flat-rate taxpayers (insurance is part of the flat-rate advance), the tool returns an error and points to taxorio_get_zaloha_info.

taxorio_get_insurance_info

Removes an incoming bank payment's link to an invoice or credit note (status becomes unmatched). If the payment had marked an invoice PAID, the invoice reverts to unpaid (ISSUED/OVERDUE) atomically. Refuses when the matched invoice is an advance-payment invoice with an active tax document already issued against it (undoing would leave that tax document dangling) — resolve that in the app first. Safe to call again on an item you already unmatched. Get the item ID from taxorio_list_payment_inbox.

taxorio_unmatch_payment

Update an existing client's stored data (name, address, IČO, DIČ, e-mail, ...). Only the fields you send are changed. Unlike taxorio_create_client, this tool does NOT auto-fill anything from the ARES register — if the user wants fresh official register data, call taxorio_ares_lookup first and pass the returned fields explicitly. Does not touch existing invoices: documents already issued keep the client snapshot they were issued with. To find the client's id, use taxorio_list_clients or taxorio_get_client.

taxorio_update_client

Partially updates the user's company/billing profile: company identity (name, ICO, DIC), address, contact, own bank account for receiving payments, VAT status/period, flat-rate expense settings, tax office codes, and self-employed insurance inputs. Only the fields you provide are changed — any field you omit keeps its current value. Does NOT affect invoice numbering, PDF appearance, or payment-matching notification settings (not covered by this tool).

taxorio_update_settings

Corrects an expense the user already has in Taxorio — a wrong amount, a missing DIČ, the wrong category, or attaching the receipt they forgot. Only the fields you pass are changed; everything you omit keeps its current value. USE IT ESPECIALLY TO FIX THESE, because they change the tax result: • dic — a document with VAT and no DIČ cannot go into the VAT Control Statement (§ 101c ZDPH); • taxableSupplyDate — DUZP decides which VAT period the document belongs to, so changing it MOVES the document between VAT returns; • usagePercent — for a partly private cost (fuel is typically 80); • receiptFile — attach or replace the scan/PDF. The previous file is deleted only after the new one is safely stored. RECOMMENDED FLOW: taxorio_get_expense (or taxorio_list_expenses) to see the current values → taxorio_update_expense with ONLY the fields that change → read the returned attachment.stored and tell the user what you changed. Never guess an id; always take it from a read. IMPORTANT — what this tool CANNOT do (tell the user to use the Taxorio app): • edit a credit note / correcting document — it refuses those outright; • change reverse-charge fields, supplier country or foreign-currency amounts; • delete the expense — that is taxorio_delete_expense; • remove an attachment (it can only be replaced). Money behaves as a pair: when you send only totalCzk, the current VAT amount is kept and the tax base is recomputed (and vice versa) — so you never have to restate all three. If a receiptFile was given but could not be stored, the OTHER changes are still saved and attachment.stored is false; say so explicitly, and note the expense kept its previous file.

taxorio_update_expense

Fixes the header of an invoice the user already issued — who it is billed to, the due date, variable symbol, payment method or note — and can add supporting files. Only the fields you pass are changed. RECOMMENDED FLOW: taxorio_get_invoice to see the current state -> taxorio_update_invoice with ONLY the fields that change -> tell the user what you changed. Never guess the id; take it from taxorio_list_invoices or taxorio_get_invoice. IMPORTANT — what this tool CANNOT do: • change line items, quantities or prices — no tool can; the invoice has to be voided (taxorio_cancel_invoice) and issued again; • mark the invoice paid or unpaid — that is taxorio_mark_invoice_paid; • void or delete it — that is taxorio_cancel_invoice, and an issued invoice can never be deleted; • edit an invoice whose document type is immutable (already cancelled, or an advance tax document) — that is a permanent business rule, not a limitation of this tool; • remove an attachment (it can only add). ATTACHMENTS: `attachments[]` ADDS files (max 10 per invoice in total, 10 MB each) and never removes what is already there. They are supporting documents and are NOT emailed to the client. If a file cannot be stored, the HEADER CHANGES ARE STILL SAVED and `attachment.stored` is false — say so, and tell the user they can attach it in the Taxorio app.

taxorio_update_invoice

Uploads 1–5 receipts or supplier invoices to the Taxorio Document Inbox, with a 50 MB aggregate input limit per call. Files are validated by content, large images are compressed, byte-identical duplicates are reported, and parsing continues asynchronously. Use taxorio_get_inbox_document with the returned documentId to check parsing later. Uploading alone records nothing in the books — each document must be confirmed with taxorio_confirm_inbox_document (or discarded with taxorio_delete_inbox_document) after parsing finishes; check progress with taxorio_list_inbox_documents. See the resource taxorio://workflow/ai-parsing for the full Inbox lifecycle.

taxorio_upload_documents_to_inbox

Verifies a company's VAT ID in the EU VIES registry by country code and number without the prefix — returns validity and, if available, the company's name and address. Returns a PUBLIC result for ANY VAT ID in the EU — NOT the user's own clients (for those, use taxorio_get_client/taxorio_list_clients). VIES tends to be unreliable: when 'unavailableReason' is set, 'valid: false' means the registry did not respond, not that the VAT ID is invalid. Rate-limited per user; on a limit error wait and retry later instead of hammering the registry.

taxorio_vies_lookup