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Collect W-9 forms from your contractors

The contractors with no W-9 on file, a request to each one, and the forms saved when they arrive.

  • You start it: When you start it
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

In QuickBooks, list the contractors that I paid threshold or more in tax year. Check the Google Drive folder folder for a W-9 from each one. For each contractor with no W-9, write a short e-mail that asks for the form, with the link to the W-9 page on irs.gov. Ask me before you send each e-mail. Save the W-9 forms that arrive in Gmail to the folder, and send me the list of contractors still missing.

  • It works in QuickBooks, Gmail and Google Drive, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
thresholdThe smallest total payment to include600 USD
tax yearThe tax year2026
folderThe Google Drive folder with your W-9 formsFinance/Contractors/W-9

What you get back

An example run with the example values above. Your run uses your own data.

2026 contractors paid 600 USD or more: 11. W-9 on file: 7

Missing

  • Marta Silva: 14,200 USD. Draft ready
  • Pixelgrove Studio LLC: 6,750 USD. Draft ready
  • Ben Achebe: 2,400 USD. Draft ready
  • Rivera Translations: 980 USD. Draft ready

Draft: "Hi Marta, for our 1099 filing, please send us a completed W-9 by 15 Jan. You can get the form at irs.gov/forms-pubs/about-form-w-9."

Waiting for your approval to send 4 e-mails.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 3 blanks

    Type threshold, tax year and folder. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "In QuickBooks, list the contractors that I paid 600 USD or more in 2026. Check the Google Drive folder Finance/Contractors/W-9 for a W-9 from each one. For each contractor with no W-9, write a short e-mail that asks for the form, with the link to the W-9 page on irs.gov. Ask me before you send each e-mail. Save the W-9 forms that arrive in Gmail to the folder, and send me the list of contractors still missing."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Collect W-9 forms from your contractors" template with threshold = 600 USD; tax year = 2026; folder = Finance/Contractors/W-9.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "In QuickBooks, list the contractors that I paid 600 USD or more in 2026. Check the Google Drive folder Finance/Contractors/W-9 for a W-9 from each one. For each contractor with no W-9, write a short e-mail that asks for the form, with the link to the W-9 page on irs.gov. Ask me before you send each e-mail. Save the W-9 forms that arrive in Gmail to the folder, and send me the list of contractors still missing."
  }
}

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