Maxio MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Maxio MCP or direct API to manage subscriptions, update customers, retrieve invoices, and analyze revenue through natural language.

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Maxio is a subscription billing and revenue management platform for B2B SaaS. It helps teams automate invoicing, payments, usage billing, and revenue insights.

177 Tools

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TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Maxio action and event your agent gets out of the box.

Allocate Component

Creates an allocation for a component on a subscription.

Apply Coupons to Subscription

Applies one or more coupons to a subscription.

Archive Component

Archives a component to prevent new allocations.

Archive Component Price Point

Archives a component price point, making it inactive.

Archive Coupon

Archives a coupon to prevent new uses.

Archive Offer

Archives an offer to prevent new subscriptions from using it.

Archive Product

Archives a product to prevent new subscriptions from being created.

Archive product price point

Archives a product price point by its ID.

Cancel Delayed Cancellation

Cancels a scheduled cancellation on a subscription.

Clone Component Price Point

Clones an existing component price point to create a new one.

Bulk Create Product Price Points

Creates multiple product price points in a single API call.

Create Component

Creates a new component within a product family in Chargify.

Create Component Price Point

Creates a price point for a component in Maxio Advanced Billing.

Create Coupon Subcodes

Creates multiple subcodes for an existing coupon in Maxio Advanced Billing.

Create Customer

Creates a new customer in Maxio/Chargify with the required fields: first_name, last_name, and email.

Create Webhook Endpoint

Creates a new webhook endpoint in Maxio Advanced Billing.

Create Invoice

Creates a one-time invoice for a subscription with custom line items.

Create Metadata

Creates metadata values for a resource in Maxio/Chargify Advanced Billing.

Create Metafields

Creates metafield definitions for a resource type.

Create or Update Coupon Currency Prices

Tool to create or update currency prices for a coupon in Maxio.

Create Payment Profile

Creates a new payment profile for a customer in Maxio (Chargify).

Create Prepaid Usage Component

Creates a prepaid usage component for pre-purchased units.

Create Prepayment

Creates a prepayment for a subscription.

Create Product

Tool to create a new product within a product family in Maxio.

Create Product Family

Creates a new product family in Maxio/Chargify.

Create Product Price Point

Creates a price point for a product in Maxio Advanced Billing.

Create Proforma Invoice

Creates a proforma invoice for a subscription.

Create Quantity Based Component

Creates a quantity-based component for recurring units within a product family.

Create Reason Code

Creates a new churn reason code in Maxio/Chargify Advanced Billing.

Create Signup Proforma Invoice

Creates a proforma invoice for signup preview.

Create Subscription

Creates a new subscription in Maxio (Chargify) with specified product, customer, and payment details.

Create Subscription Group With Signup

Creates a subscription group with subscriptions and a shared payer in a single operation.

Create Subscription Note

Creates a note on a subscription in Maxio/Chargify Advanced Billing.

Create Usage

Records usage for a metered component on a subscription.

Deactivate Event Based Component

Deactivates an event-based component on a subscription.

Deduct Service Credit

Deducts from a subscription's service credit balance.

Delete Coupon Subcode

Deletes a specific subcode from an existing coupon in Maxio Advanced Billing.

Delete Customer

Deletes a customer from Maxio/Chargify.

Delete Prepaid Usage Allocation

Deletes a prepaid usage allocation from a subscription component.

Delete Reason Code

Deletes a churn reason code from Maxio/Chargify Advanced Billing.

Delete Subscription Group

Deletes a subscription group and all its associated data.

Delete Subscription Note

Deletes a specific note from a subscription in Maxio Advanced Billing.

Delete Subscription Payment Profile

Removes a payment profile from a subscription in Maxio Advanced Billing.

Delete Unused Payment Profile

Permanently deletes an unused payment profile from Maxio/Chargify.

Deliver Proforma Invoice

Delivers a proforma invoice to the customer via email.

Enable Webhooks

Enables or disables webhooks for the Maxio/Chargify site.

Export Invoices

Initiates an invoices export job.

Export Proforma Invoices

Initiates an asynchronous export of proforma invoices data.

Export Subscriptions

Initiates an asynchronous export of subscription data from Maxio/Chargify.

Get MRR

Returns monthly recurring revenue data for the site.

Initiate Delayed Cancellation

Schedules a subscription for cancellation at the end of its current billing period.

Issue Advance Invoice

Issues an advance invoice for a subscription.

Issue Invoice

Issues a draft invoice for payment collection.

Issue Service Credit

Issues a service credit to a subscription.

List All Component Price Points

Lists all component price points across the site.

List Allocations

Lists all allocations for a component on a subscription.

List All Product Price Points

Lists all product price points across the site in Maxio Advanced Billing.

List Chargify.js Public Keys

Lists all public keys for Chargify.

List Component Price Points

Lists all price points for a component in Maxio Advanced Billing.

List Components

Returns a list of all components across product families in Chargify.

List Components for Product Family

Lists all components within a product family in Maxio/Chargify.

List Consolidated Invoice Segments

Lists segments of a consolidated invoice.

List Coupons for Product Family

Lists all coupons within a product family.

List Coupon Subcodes

Lists all subcodes for an existing coupon in Maxio Advanced Billing.

List Credit Notes

Returns a list of credit notes from Maxio/Chargify.

List Customers

Returns a list of customers with optional filtering and pagination.

List Customer Subscriptions

Lists all subscriptions for a specific customer in Maxio Advanced Billing.

List Webhook Endpoints

Returns a list of webhook endpoints configured in Maxio Advanced Billing.

List Events

Returns a list of events for the site in Maxio Advanced Billing.

List Exported Invoices

Retrieves a list of exported invoices for a specific invoice export batch.

List Exported Proforma Invoices

Lists exported proforma invoice rows from a previously initiated export batch.

List Exported Subscriptions

Lists exported subscriptions from a subscription export batch in Maxio/Chargify.

List Invoice Events

Lists all invoice events from Maxio/Chargify with optional filtering.

List Invoices

Returns a list of invoices with optional filtering and pagination.

List Metadata for Resource Type

Lists all metadata definitions for a resource type in Maxio/Chargify Advanced Billing.

List Metafields

Lists all metafield definitions for a resource type in Maxio/Chargify Advanced Billing.

List MRR Movements

Returns MRR movement history showing changes in Monthly Recurring Revenue.

List MRR Per Subscription

Returns MRR broken down by subscription.

List Offers

Returns a list of all offers in Chargify.

List Payment Profiles

Returns a list of payment profiles in Maxio Advanced Billing.

List Prepayments

Lists all prepayments for a subscription in Maxio Advanced Billing.

List Product Families

Returns a list of all product families in Maxio/Chargify.

List Product Price Points

Lists all price points for a product in Maxio Advanced Billing.

List Products

Returns a list of all products from Maxio (Chargify).

List Products for Product Family

Lists all products within a product family in Maxio/Chargify.

List Proforma Invoices

Lists all proforma invoices for a specific subscription in Maxio Advanced Billing.

List Reason Codes

Returns a list of all churn reason codes in Maxio/Chargify Advanced Billing.

List Service Credits

Lists all service credits for a subscription in Maxio Advanced Billing.

List Subscription Components

Lists all components attached to a subscription in Maxio (Chargify).

List Subscription Components For Site

Lists all subscription components for a site.

List Subscription Events

Returns a list of events for a specific subscription in Maxio Advanced Billing.

List Subscription Groups

Returns a list of subscription groups with optional filtering and pagination.

List Subscription Notes

Lists all notes attached to a subscription in Maxio/Chargify Advanced Billing.

List Subscriptions

Returns a list of subscriptions with optional filtering and pagination.

List Usages

Lists all usage records for a component on a subscription.

List Webhooks

Returns a list of webhooks configured in Maxio Advanced Billing.

Migrate Subscription Product

Migrates a subscription to a different product in Maxio/Chargify Advanced Billing.

Override Subscription

Overrides cancellation settings of a subscription.

Promote Product Price Point to Default

Promotes a product price point to be the default price point for a product.

Pause Subscription

Pauses an active subscription in Maxio (Chargify) Advanced Billing.

Preview Allocations

Previews allocation charges before creating them for subscription components.

Preview Customer Information Changes

Previews customer information changes for an invoice.

Preview Proforma Invoice

Previews a proforma invoice for a subscription without actually creating it.

Preview Renewal

Previews the next renewal charges for a subscription in Maxio (Chargify).

Preview Signup Proforma Invoice

Previews a proforma invoice for signup.

Preview Subscription

Previews a subscription in Maxio (Chargify) before actual creation to see pricing and details.

Preview Subscription Product Migration

Previews a product migration before executing it.

Promote Component Price Point to Default

Promotes a component price point to be the default price point for its component.

Reactivate Subscription

Reactivates a canceled subscription in Maxio (Chargify) Advanced Billing.

Reactivate Subscription Group

Reactivates a canceled subscription group in Maxio/Chargify.

Read Account Balances

Retrieves the account balances for a subscription in Maxio Advanced Billing.

Read Advance Invoice

Retrieves an advance invoice for a subscription.

Read Component

Retrieves details of a specific component within a product family in Maxio/Chargify.

Read Component by Handle

Finds a component by its unique handle in Maxio/Chargify.

Read Component Price Point

Retrieves a specific component price point in Maxio Advanced Billing.

Read Coupon

Retrieves details of a specific coupon within a product family.

Find Coupon by Code

Finds and retrieves a coupon by its unique code in Maxio Advanced Billing.

Read Coupon Usage

Retrieves usage statistics for a coupon.

Read Credit Note

Retrieves details of a specific credit note from Maxio/Chargify.

Read Customer

Retrieves details of a specific customer by their Chargify ID.

Read Customer By Reference

Looks up a customer by their external reference value.

Read Events Count

Returns a count of events for the site in Maxio Advanced Billing.

Read Invoice

Retrieves details of a specific invoice by its unique identifier (UID).

Read Invoices Export Status

Retrieves the status and details of an invoices export batch job.

Read Offer

Retrieves details of a specific offer by its ID from Maxio (Chargify).

Read Payment Profile

Retrieves details of a specific payment profile in Maxio Advanced Billing.

Read Product

Retrieves details of a specific product by its ID from Maxio (Chargify).

Read Product By Handle

Retrieves a single product from Maxio (Chargify) by its unique handle.

Read Product Family

Retrieves details of a specific product family in Maxio/Chargify.

Read Product Price Point

Retrieves a specific product price point in Maxio Advanced Billing.

Read Proforma Invoice

Retrieves a specific proforma invoice by its unique identifier.

Read Proforma Invoices Export

Retrieves the status and details of a proforma invoices export batch job.

Read Reason Code

Retrieves a specific churn reason code by its ID from Maxio/Chargify Advanced Billing.

Read Site

Retrieves details about the current Chargify/Maxio site.

Read Site Stats

Returns site-wide statistics for the Chargify site.

Read Subscription

Retrieves details of a specific subscription by its unique identifier (ID).

Read Subscription By Reference

Finds a subscription by its external reference identifier in Maxio Advanced Billing.

Read Subscription Component

Retrieves details of a component attached to a subscription in Maxio (Chargify).

Read Subscription Note

Retrieves a specific note attached to a subscription in Maxio/Chargify Advanced Billing.

Read Subscriptions Export Status

Retrieves the status and details of a subscriptions export batch job.

Bulk Record Events

Tool to record multiple billable events in bulk for a subscription component.

Record Payment for Invoice

Records a payment for an invoice.

Refund Invoice

Creates a refund for a paid invoice.

Refund Prepayment

Refunds a prepayment made on a subscription.

Remove Coupon from Subscription

Removes an applied coupon from a subscription in Maxio (Chargify) Advanced Billing.

Remove Subscription from Group

Removes a subscription from its subscription group in Maxio Advanced Billing.

Reopen Invoice

Reopens a voided or canceled invoice, changing its status back to open.

Replay Webhooks

Replays specified webhook deliveries in Maxio Advanced Billing.

Bulk Reset Subscription Components Price Points

Resets subscription component price points to their default values.

Resume Subscription

Resumes a paused subscription in Maxio (Chargify) Advanced Billing.

Retry Subscription

Retries payment for a past due subscription in Maxio (Chargify) Advanced Billing.

Revoke Billing Portal Access

Revokes billing portal access for a customer.

Send Invoice

Sends an invoice to the customer via email.

Send Request Update Payment Email

Sends an email to the customer requesting they update their payment method.

Unarchive Component Price Point

Unarchives a component price point, restoring it to active status.

Unarchive Offer

Unarchives a previously archived offer, making it available for new subscriptions again.

Unarchive product price point

Unarchives a product price point by its ID.

Update Automatic Subscription Resumption

Updates automatic resumption settings for a paused subscription in Maxio (Chargify) Advanced Billing.

Update Component

Updates a component's details in Chargify.

Update Component Price Point

Updates a price point for a component in Maxio Advanced Billing.

Update Coupon

Updates an existing coupon within a product family in Maxio.

Update Coupon Subcodes

Updates all subcodes for an existing coupon in Maxio Advanced Billing.

Update Customer

Updates an existing customer in Maxio/Chargify.

Update Invoice Customer Information

Updates customer information on an invoice in Maxio/Chargify.

Update Webhook Endpoint

Updates an existing webhook endpoint in Maxio Advanced Billing.

Update Payment Profile

Updates an existing payment profile in Maxio (Chargify).

Update Prepaid Expiration

Updates the expiration date of a prepaid usage allocation.

Update Product

Updates an existing product in Maxio/Chargify.

Update Product Family Component

Updates a component within its product family in Maxio/Chargify.

Update Product Price Point

Updates a product price point in Maxio Advanced Billing.

Update Reason Code

Updates an existing churn reason code in Maxio/Chargify Advanced Billing.

Update Subscription

Updates an existing subscription's details in Maxio/Chargify.

Bulk Update Subscription Component Price Points

Bulk updates component price points for a subscription.

Update Subscription Note

Updates an existing note on a subscription in Maxio/Chargify Advanced Billing.

Validate Coupon

Validates a coupon code for a product.

Void Advance Invoice

Voids an advance invoice for a subscription.

Void Invoice

Voids an open invoice to stop future collection.

SETUP GUIDE

Connect Maxio MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK for Python or TypeScript
2

Initialize Client and Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
Import and initialize the Composio client, then create a Tool Router session for Maxio
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'List all active Maxio subscriptions and show each customer billing status'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent (Anthropic Claude or Mastra)
SETUP GUIDE

Connect Maxio API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Maxio Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'List all active Maxio subscriptions and show each customer billing status'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Maxio actions with your Agent

Why Use Composio?

AI Native Maxio Integration

  • Supports both Maxio MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable subscription, customer, invoice, and product workflows
  • Rich coverage for reading, writing, and querying your Maxio billing and revenue data

Managed Auth

  • Secure API key handling without hard-coding Maxio credentials in your agent code
  • Central place to manage, scope, and revoke Maxio access across users and environments
  • Per user and per environment credentials so billing operations stay clean and controlled

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Clear schemas help agents choose the right Maxio action for subscriptions, invoices, customers, and charges
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Maxio
  • Scoped, least privilege access to sensitive billing and customer resources
  • Full audit trail of agent actions to support finance, RevOps, and compliance reviews
FRAMEWORKS

Use Maxio with any AI Agent Framework

Choose a Framework you want to connect Maxio with

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Claude Cowork

Use Maxio MCP with Claude Cowork

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Codex

Use Maxio MCP with Codex

FAQ

Frequently asked questions

Yes, Maxio requires you to configure your own API key. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Start with Maxio.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Maxio tool your agent needs.Free to start.

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Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

Harsha Gaddipati
Harsha Gaddipati
Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

Abhi Arya
Abhi Arya
Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

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Nirman Dave
CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

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Ryan Yu
Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

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Tomisin Jenrola
Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

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Jerome Leclanche
Co-Founder, Ingram Technologies