--- title: "Maxio Advanced Billing MCP server for AI agents - actionlake" description: "Give Claude 246 Maxio Advanced Billing actions through one MCP server: invoices. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/maxio-advanced-billing updated: 2026-10-23 --- Connectors · Accounting & finance # Maxio Advanced Billing MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Maxio Advanced Billing and the rest of your systems. It gives your agent 246 Maxio Advanced Billing actions (93 reads, 118 writes and 35 that wait for a confirmation) and holds the Maxio Advanced Billing credential itself, so the agent never does. It paces Maxio Advanced Billing's limits and records every call. [Connect Maxio Advanced Billing free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) 100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you. `claude mcp add --transport http actionlake https://connect.actionlake.com/mcp` the first call ``` do { action: "maxio_advanced_billing.invoices.list_invoices", intent: "check which Maxio Advanced Billing account is connected" } # List Invoices · read · 1 upstream call ``` - 246 actions in one signed file - 93 read look, never change - 118 write create and update - 35 wait for a yes destructive, confirmed first Set up ## Connect Maxio Advanced Billing in three steps. 1. 01 ### Add actionlake to Claude. Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us. `https://connect.actionlake.com/mcp` 2. 02 ### Connect Maxio Advanced Billing. Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key. - `api_key` Maxio Advanced Billing API key: in your site open Config > Integrations > API Keys and create a key - `host` Where your Maxio Advanced Billing lives: your host - `site` Where your Maxio Advanced Billing lives: your site ``` account { op: "connections.requirements", service: "maxio_advanced_billing" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### Make the first call. Check before a write. Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free. ``` do { action: "maxio_advanced_billing.invoices.list_invoices" } # list invoices · read · 1 upstream call check { action: "maxio_advanced_billing.invoices.create_invoice", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` Maxio Advanced Billing at a glance **Sign-in** Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. **You provide** `api_key` **Setup fields** `host` `site` **Limits we pace to** 60 calls a minute, per connection **API covered** Advanced Billing API (OpenAPI 3.1, plus newer SDK operations), at your Maxio Advanced Billing instance's API base URL, which you enter when connecting **Built from** Maxio Advanced Billing's documentation, read 23 October 2026[OpenAPI spec (GitHub)](https://github.com/Darker98/maxio-spec/blob/main/maxio-spec/openapi.yaml) [GitHub](https://github.com/maxio-com/ab-typescript-sdk) [developers.maxio.com](https://developers.maxio.com/http/advanced-billing-api) **Service file** Version 1.0.0, signed (Ed25519) **Cached reads** 85 of 93 reads, for up to 5 minutes; a write clears what it affects **Shared entities** 6, so ask can line Maxio Advanced Billing up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in Maxio Advanced Billing. 246 actions in 32 areas. Every one carries its effect, so a key can allow the reads and hold the rest. - **93** read look, never change - **118** write create and update - **35** destructive wait for a confirmation 1. ### Invoices 19 7 read · 9 write · 3 destructive List Invoices · List Credit Notes · Create Invoice · Read Invoice 2. ### Subscription components 17 6 read · 10 write · 1 destructive Activate Event-Based Component · Allocate Component · Allocate Components · Bulk Event Ingestion 3. ### Coupons 14 7 read · 5 write · 2 destructive List Coupons · Update Coupon · Validate Coupon · Create Coupon 4. ### Component price points 12 3 read · 8 write · 1 destructive Bulk Create Component Price Points · Clone a component price point. · Create Component Price Point · Create Currency Prices 5. ### Components 12 4 read · 7 write · 1 destructive Create Event Based Component · Create Metered Component · Create On/Off Component · Create Prepaid Usage Component 6. ### Payment profiles 12 3 read · 6 write · 3 destructive Change Subscription Default Payment Profile · Change Subscription Group Default Payment Profile · Create Payment Profile · List Payment Profiles 7. ### Subscriptions 12 4 read · 6 write · 2 destructive List Subscriptions · Create Subscription · Read Subscription · Update Subscription 8. ### Product price points 11 3 read · 7 write · 1 destructive Bulk Create Product Price Points · Create Product Currency Prices · Create Product Price Point · List All Products Price Points **24 more areas · 137 actions** - Subscription renewals **11** - Proforma invoices **10** - Subscription status **10** - API exports **9** - Custom fields **9** - Subscription groups **9** - Customers **7** - Subscription invoice account **7** - Events based billing segments **6** - Products **6** - Webhooks **6** - Offers **5** - Reason codes **5** - Subscription notes **5** - Billing portal **4** - Insights **4** - Product families **4** - Subscription group invoice account **4** - Subscription group status **4** - Advance invoice **3** - Events **3** - Sites **3** - Subscription products **2** - Referral codes **1** Top actions ## The Maxio Advanced Billing API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 28 of Maxio Advanced Billing's 28 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `maxio_advanced_billing.invoices.list_invoices` List Invoices | List Invoices. | read | `finance.invoice.list` 101 connectors | | `maxio_advanced_billing.subscriptions.list_subscriptions` List Subscriptions | List Subscriptions. | read | `finance.subscription.list` 37 connectors | | `maxio_advanced_billing.invoices.list_credit_notes` List Credit Notes | List Credit Notes. | read | `finance.credit_note.list` 33 connectors | | `maxio_advanced_billing.products.list_products` List Products | List Products. | read | `commerce.product.list` 112 connectors | | `maxio_advanced_billing.invoices.create_invoice` Create Invoice | Create Invoice. | write | `finance.invoice.create` 74 connectors | | `maxio_advanced_billing.customers.list_customers` List or Find Customers | List or Find Customers. | read | `commerce.customer.list` 45 connectors | | `maxio_advanced_billing.subscriptions.create_subscription` Create Subscription | Create Subscription. | write | `finance.subscription.create` 27 connectors | | `maxio_advanced_billing.invoices.read_credit_note` Read Credit Note | Read Credit Note. | read | `finance.credit_note.get` 34 connectors | | `maxio_advanced_billing.products.read_product` Read Product | Read Product. | read | `commerce.product.get` 112 connectors | | `maxio_advanced_billing.customers.create_customer` Create Customer | Create Customer. | write | `commerce.customer.create` 43 connectors | | `maxio_advanced_billing.invoices.void_invoice` Void Invoice | Void Invoice. | destructive | `finance.invoice.void` 22 connectors | | `maxio_advanced_billing.coupons.update_coupon` Update Coupon | Update Coupon. | write | `commerce.coupon.update` 25 connectors | Try it ## Prompts to paste into Claude. Each one names the Maxio Advanced Billing actions it will call, so you know what it reads and what it changes before you send it. 1. Read read Which Maxio Advanced Billing invoices are more than 30 days overdue? Group them by customer with the total owed. calls `maxio_advanced_billing.invoices.list_invoices` 2. Write write Create Invoice in Maxio Advanced Billing. Show me exactly what you will send before you save it. calls `maxio_advanced_billing.invoices.create_invoice` 3. Across systems read For each customer, how many invoices are in Maxio Advanced Billing and how many tickets in ConnectWise PSA? calls `maxio_advanced_billing.invoices.list_invoices` `connectwise_manage.tickets.list` Across your systems ## Maxio Advanced Billing, joined to the rest of your business. One `ask` fetches from Maxio Advanced Billing and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row. - For each customer, how many invoices are in Maxio Advanced Billing and how many tickets in ConnectWise PSA? `maxio_advanced_billing.invoices.list_invoices` + `connectwise_manage.tickets.list`, on `crm.company` · [ConnectWise PSA](https://actionlake.com/connectors/connectwise-psa) - For each customer, how many invoices are in Maxio Advanced Billing and how many tickets in HubSpot CRM? `maxio_advanced_billing.invoices.list_invoices` + `hubspot_crm.tickets.list`, on `crm.company` · [HubSpot CRM](https://actionlake.com/connectors/hubspot-crm) Also mapped by other connectors `crm.company` **227** `commerce.product` **109** `finance.invoice` **91** `commerce.customer` **51** `finance.credit_note` **28** `finance.subscription` **24** ask ``` ask { intent: "for each customer, how many invoices are in Maxio Advanced Billing and how many tickets in ConnectWise PSA", steps: [ { action: "maxio_advanced_billing.invoices.list_invoices", as: "inv", input: {}, limit: 100, max_pages: 5 }, { action: "connectwise_manage.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 }, { join: { left: "inv", right: "tix", on: "crm.company", group_by: "inv.company_name", select: ["inv.company_name", "count(inv.id) as invoices", "count(tix.id) as tickets"] } } ] } ``` Example. Run it through check first: it validates the steps and prices them, and it is free. Governance for Maxio Advanced Billing ## Destructive actions wait for a yes. 35 Maxio Advanced Billing actions are destructive. The first 10: - Void Invoice `maxio_advanced_billing.invoices.void_invoice` - Cancel Subscription `maxio_advanced_billing.subscription_status.cancel_subscription` - Delete Customer `maxio_advanced_billing.customers.delete_customer` - Clear Site Data `maxio_advanced_billing.sites.clear_site` - Archive Coupon `maxio_advanced_billing.coupons.archive_coupon` - Delete a draft ad hoc invoice. Issued invoices must be voided instead. `maxio_advanced_billing.invoices.delete_invoice` - Refund Invoice `maxio_advanced_billing.invoices.refund_invoice` - Archive Product `maxio_advanced_billing.products.archive_product` - Archive Component `maxio_advanced_billing.components.archive_component` - Delete Coupon Subcode `maxio_advanced_billing.coupons.delete_coupon_subcode` A destructive action runs only with `confirm: true`. Under the `human` policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after. do maxio_advanced_billing.invoices.void_invoice confirm_policy: **human** Void Invoice? **intent:** the user asked me to void Invoice run suspended · waiting for a named person · key _maxio-advanced-billing-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "maxio-advanced-billing-agent", allowed_actions: ["maxio_advanced_billing.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "maxio_advanced_billing.invoices.void_invoice", approver: "lead@example.com" }, { match: "maxio_advanced_billing.subscription_status.cancel_subscription", approver: "lead@example.com" }, { match: "maxio_advanced_billing.customers.delete_customer", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to Maxio Advanced Billing only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What Maxio Advanced Billing costs on actionlake. Every Maxio Advanced Billing action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call Maxio Advanced Billing refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. - 1 upstream call per action all 246 Maxio Advanced Billing actions - 246 actions page each page of a long list is one call - 85 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Maxio Advanced Billing action. 246 actions by area: the id your agent calls, what it does, and its effect. **Invoices 19** - `maxio_advanced_billing.invoices.create_invoice` Create Invoice write - `maxio_advanced_billing.invoices.delete_invoice` Delete a draft ad hoc invoice. Issued invoices must be voided instead. destructive - `maxio_advanced_billing.invoices.issue_invoice` Issue Invoice write - `maxio_advanced_billing.invoices.list_consolidated_invoice_segments` List Segments for Consolidated Invoice read - `maxio_advanced_billing.invoices.list_credit_notes` List Credit Notes read - `maxio_advanced_billing.invoices.list_invoice_events` List Invoice Events read - `maxio_advanced_billing.invoices.list_invoices` List Invoices read - `maxio_advanced_billing.invoices.preview_customer_information_changes` Preview Customer Information Changes read - `maxio_advanced_billing.invoices.read_credit_note` Read Credit Note read - `maxio_advanced_billing.invoices.read_invoice` Read Invoice read - `maxio_advanced_billing.invoices.record_payment_for_invoice` Record Payment for Invoice write - `maxio_advanced_billing.invoices.record_payment_for_multiple_invoices` Record Payment for Multiple Invoices write - `maxio_advanced_billing.invoices.record_payment_for_subscription` Record Payment For Subscription write - `maxio_advanced_billing.invoices.refund_invoice` Refund Invoice destructive - `maxio_advanced_billing.invoices.reopen_invoice` Reopen Invoice write - `maxio_advanced_billing.invoices.send_invoice` Send Invoice write - `maxio_advanced_billing.invoices.update_customer_information` Update Customer Information write - `maxio_advanced_billing.invoices.update_invoice` Update a draft ad hoc invoice (line items, coupons, issue date, net terms, addresses, memo, payment instructions). write - `maxio_advanced_billing.invoices.void_invoice` Void Invoice destructive **Subscription components 17** - `maxio_advanced_billing.subscription_components.activate_event_based_component` Activate Event-Based Component write - `maxio_advanced_billing.subscription_components.allocate_component` Allocate Component write - `maxio_advanced_billing.subscription_components.allocate_components` Allocate Components write - `maxio_advanced_billing.subscription_components.bulk_record_events` Bulk Event Ingestion write - `maxio_advanced_billing.subscription_components.bulk_reset_subscription_components_price_points` Bulk Reset Subscription Components' Price Points write - `maxio_advanced_billing.subscription_components.bulk_update_subscription_components_price_points` Bulk Update Subscription Components' Price Points write - `maxio_advanced_billing.subscription_components.create_usage` Create Usage write - `maxio_advanced_billing.subscription_components.deactivate_event_based_component` Deactivate Event-Based Component write - `maxio_advanced_billing.subscription_components.delete_prepaid_usage_allocation` Delete Prepaid Usage Allocation destructive - `maxio_advanced_billing.subscription_components.list_allocations` List Allocations read - `maxio_advanced_billing.subscription_components.list_subscription_components` List Subscription Components read - `maxio_advanced_billing.subscription_components.list_subscription_components_for_site` List Subscription Components for Site read - `maxio_advanced_billing.subscription_components.list_usages` List Usages read - `maxio_advanced_billing.subscription_components.preview_allocations` Preview Allocations read - `maxio_advanced_billing.subscription_components.read_subscription_component` Read Subscription Component read - `maxio_advanced_billing.subscription_components.record_event` Event Ingestion write - `maxio_advanced_billing.subscription_components.update_prepaid_usage_allocation_expiration_date` Update Prepaid Usage Allocation Expiration Date write **Coupons 14** - `maxio_advanced_billing.coupons.archive_coupon` Archive Coupon destructive - `maxio_advanced_billing.coupons.create_coupon` Create Coupon write - `maxio_advanced_billing.coupons.create_coupon_subcodes` Create Coupon Subcodes write - `maxio_advanced_billing.coupons.create_or_update_coupon_currency_prices` Create / Update Currency Prices write - `maxio_advanced_billing.coupons.delete_coupon_subcode` Delete Coupon Subcode destructive - `maxio_advanced_billing.coupons.find_coupon` Find Coupon read - `maxio_advanced_billing.coupons.list_coupon_subcodes` List Coupon Subcodes read - `maxio_advanced_billing.coupons.list_coupons` List Coupons read - `maxio_advanced_billing.coupons.list_coupons_for_product_family` List Coupons for Product Family read - `maxio_advanced_billing.coupons.read_coupon` Read Coupon read - `maxio_advanced_billing.coupons.read_coupon_usage` List Coupon Usages read - `maxio_advanced_billing.coupons.update_coupon` Update Coupon write - `maxio_advanced_billing.coupons.update_coupon_subcodes` Update Coupon Subcodes write - `maxio_advanced_billing.coupons.validate_coupon` Validate Coupon read **Component price points 12** - `maxio_advanced_billing.component_price_points.archive_component_price_point` Archive Component Price Point destructive - `maxio_advanced_billing.component_price_points.bulk_create_component_price_points` Bulk Create Component Price Points write - `maxio_advanced_billing.component_price_points.clone_component_price_point` Clone a component price point. write - `maxio_advanced_billing.component_price_points.create_component_price_point` Create Component Price Point write - `maxio_advanced_billing.component_price_points.create_currency_prices` Create Currency Prices write - `maxio_advanced_billing.component_price_points.list_all_component_price_points` List All Components Price Points read - `maxio_advanced_billing.component_price_points.list_component_price_points` List Component Price Points read - `maxio_advanced_billing.component_price_points.promote_component_price_point_to_default` Promote Price Point to Default write - `maxio_advanced_billing.component_price_points.read_component_price_point` Read Component Price Point read - `maxio_advanced_billing.component_price_points.unarchive_component_price_point` Unarchive Component Price Point write - `maxio_advanced_billing.component_price_points.update_component_price_point` Update Component Price Point write - `maxio_advanced_billing.component_price_points.update_currency_prices` Update Currency Prices write **Components 12** - `maxio_advanced_billing.components.archive_component` Archive Component destructive - `maxio_advanced_billing.components.create_event_based_component` Create Event Based Component write - `maxio_advanced_billing.components.create_metered_component` Create Metered Component write - `maxio_advanced_billing.components.create_on_off_component` Create On/Off Component write - `maxio_advanced_billing.components.create_prepaid_usage_component` Create Prepaid Usage Component write - `maxio_advanced_billing.components.create_quantity_based_component` Create Quantity Based Component write - `maxio_advanced_billing.components.find_component` Find Component read - `maxio_advanced_billing.components.list_components` List Components read - `maxio_advanced_billing.components.list_components_for_product_family` List Components for Product Family read - `maxio_advanced_billing.components.read_component` Read Component read - `maxio_advanced_billing.components.update_component` Update Component write - `maxio_advanced_billing.components.update_product_family_component` Update Product Family Component write **Payment profiles 12** - `maxio_advanced_billing.payment_profiles.change_subscription_default_payment_profile` Change Subscription Default Payment Profile write - `maxio_advanced_billing.payment_profiles.change_subscription_group_default_payment_profile` Change Subscription Group Default Payment Profile write - `maxio_advanced_billing.payment_profiles.create_payment_profile` Create Payment Profile write - `maxio_advanced_billing.payment_profiles.delete_subscription_group_payment_profile` Delete Subscription Group Payment Profile destructive - `maxio_advanced_billing.payment_profiles.delete_subscriptions_payment_profile` Delete Subscription Payment Profile destructive - `maxio_advanced_billing.payment_profiles.delete_unused_payment_profile` Delete Unused Payment Profile destructive - `maxio_advanced_billing.payment_profiles.list_payment_profiles` List Payment Profiles read - `maxio_advanced_billing.payment_profiles.read_one_time_token` Read one time token details read - `maxio_advanced_billing.payment_profiles.read_payment_profile` Read Payment Profile read - `maxio_advanced_billing.payment_profiles.send_request_update_payment_email` Send request payment update email write - `maxio_advanced_billing.payment_profiles.update_payment_profile` Update Payment Profile write - `maxio_advanced_billing.payment_profiles.verify_bank_account` Verify Bank Account write **Subscriptions 12** - `maxio_advanced_billing.subscriptions.activate_subscription` Activate Subscription write - `maxio_advanced_billing.subscriptions.apply_coupons_to_subscription` Apply Coupons to Subscription write - `maxio_advanced_billing.subscriptions.create_subscription` Create Subscription write - `maxio_advanced_billing.subscriptions.find_subscription` Find Subscription read - `maxio_advanced_billing.subscriptions.list_subscriptions` List Subscriptions read - `maxio_advanced_billing.subscriptions.override_subscription` Override Subscription write - `maxio_advanced_billing.subscriptions.preview_subscription` Preview Subscription read - `maxio_advanced_billing.subscriptions.purge_subscription` Purge Subscription destructive - `maxio_advanced_billing.subscriptions.read_subscription` Read Subscription read - `maxio_advanced_billing.subscriptions.remove_coupon_from_subscription` Remove Coupon from Subscription destructive - `maxio_advanced_billing.subscriptions.update_prepaid_subscription_configuration` Update Prepaid Subscription Configuration write - `maxio_advanced_billing.subscriptions.update_subscription` Update Subscription write **Product price points 11** - `maxio_advanced_billing.product_price_points.archive_product_price_point` Archive Product Price Point destructive - `maxio_advanced_billing.product_price_points.bulk_create_product_price_points` Bulk Create Product Price Points write - `maxio_advanced_billing.product_price_points.create_product_currency_prices` Create Product Currency Prices write - `maxio_advanced_billing.product_price_points.create_product_price_point` Create Product Price Point write - `maxio_advanced_billing.product_price_points.list_all_product_price_points` List All Products Price Points read - `maxio_advanced_billing.product_price_points.list_product_price_points` List Product Price Points read - `maxio_advanced_billing.product_price_points.promote_product_price_point_to_default` Promote Product Price Point to Default write - `maxio_advanced_billing.product_price_points.read_product_price_point` Read Product Price Point read - `maxio_advanced_billing.product_price_points.unarchive_product_price_point` Unarchive Product Price Point write - `maxio_advanced_billing.product_price_points.update_product_currency_prices` Update Product Currency Prices write - `maxio_advanced_billing.product_price_points.update_product_price_point` Update Product Price Point write **Subscription renewals 11** - `maxio_advanced_billing.subscription_renewals.cancel_scheduled_renewal_configuration` Cancel a scheduled renewal configuration. write - `maxio_advanced_billing.subscription_renewals.create_scheduled_renewal_configuration` Create a scheduled renewal configuration for a subscription. write - `maxio_advanced_billing.subscription_renewals.create_scheduled_renewal_configuration_item` Add a product or component item to a scheduled renewal configuration. write - `maxio_advanced_billing.subscription_renewals.delete_scheduled_renewal_configuration_item` Remove an item from a scheduled renewal configuration. destructive - `maxio_advanced_billing.subscription_renewals.list_scheduled_renewal_configurations` List scheduled renewal configurations for a subscription, optionally filtered by status. read - `maxio_advanced_billing.subscription_renewals.lock_in_scheduled_renewal_immediately` Lock in a scheduled renewal configuration immediately. write - `maxio_advanced_billing.subscription_renewals.read_scheduled_renewal_configuration` Read one scheduled renewal configuration. read - `maxio_advanced_billing.subscription_renewals.schedule_scheduled_renewal_lock_in` Schedule the lock-in date of a scheduled renewal configuration. write - `maxio_advanced_billing.subscription_renewals.unpublish_scheduled_renewal_configuration` Return a scheduled renewal configuration to draft. write - `maxio_advanced_billing.subscription_renewals.update_scheduled_renewal_configuration` Update a scheduled renewal configuration. write - `maxio_advanced_billing.subscription_renewals.update_scheduled_renewal_configuration_item` Update an item on a scheduled renewal configuration. write **Proforma invoices 10** - `maxio_advanced_billing.proforma_invoices.create_consolidated_proforma_invoice` Create Consolidated Proforma Invoices write - `maxio_advanced_billing.proforma_invoices.create_proforma_invoice` Create Proforma Invoice write - `maxio_advanced_billing.proforma_invoices.create_signup_proforma_invoice` Create signup proforma invoice write - `maxio_advanced_billing.proforma_invoices.deliver_proforma_invoice` Email a proforma invoice. write - `maxio_advanced_billing.proforma_invoices.list_proforma_invoices` List Subscription Proforma Invoices read - `maxio_advanced_billing.proforma_invoices.list_subscription_group_proforma_invoices` List Subscription Group Proforma Invoices read - `maxio_advanced_billing.proforma_invoices.preview_proforma_invoice` Preview Proforma Invoice read - `maxio_advanced_billing.proforma_invoices.preview_signup_proforma_invoice` Create signup proforma preview read - `maxio_advanced_billing.proforma_invoices.read_proforma_invoice` Read Proforma Invoice read - `maxio_advanced_billing.proforma_invoices.void_proforma_invoice` Void Proforma Invoice destructive **Subscription status 10** - `maxio_advanced_billing.subscription_status.cancel_delayed_cancellation` Cancel Delayed Cancellation write - `maxio_advanced_billing.subscription_status.cancel_dunning` Cancel Dunning write - `maxio_advanced_billing.subscription_status.cancel_subscription` Cancel Subscription destructive - `maxio_advanced_billing.subscription_status.initiate_delayed_cancellation` Initiate Delayed Cancellation destructive - `maxio_advanced_billing.subscription_status.pause_subscription` Hold / Pause Subscription write - `maxio_advanced_billing.subscription_status.preview_renewal` Preview Renewal read - `maxio_advanced_billing.subscription_status.reactivate_subscription` Reactivate Subscription write - `maxio_advanced_billing.subscription_status.resume_subscription` Resume Subscription write - `maxio_advanced_billing.subscription_status.retry_subscription` Retry Subscription write - `maxio_advanced_billing.subscription_status.update_automatic_subscription_resumption` Update Automatic Subscription Resumption write **API exports 9** - `maxio_advanced_billing.api_exports.export_invoices` Create Invoices Export write - `maxio_advanced_billing.api_exports.export_proforma_invoices` Create Proforma Invoices Export write - `maxio_advanced_billing.api_exports.export_subscriptions` Create Subscriptions Export write - `maxio_advanced_billing.api_exports.list_exported_invoices` List Exported Invoices read - `maxio_advanced_billing.api_exports.list_exported_proforma_invoices` List Exported Proforma Invoices read - `maxio_advanced_billing.api_exports.list_exported_subscriptions` List Exported Subscriptions read - `maxio_advanced_billing.api_exports.read_invoices_export` Read Invoices Export read - `maxio_advanced_billing.api_exports.read_proforma_invoices_export` Read Proforma Invoices Export read - `maxio_advanced_billing.api_exports.read_subscriptions_export` Read Subscriptions Export read **Custom fields 9** - `maxio_advanced_billing.custom_fields.create_metadata` Create Metadata write - `maxio_advanced_billing.custom_fields.create_metafields` Create Metafields write - `maxio_advanced_billing.custom_fields.delete_metadata` Delete Metadata destructive - `maxio_advanced_billing.custom_fields.delete_metafield` Delete Metafield destructive - `maxio_advanced_billing.custom_fields.list_metadata` List Metadata read - `maxio_advanced_billing.custom_fields.list_metadata_for_resource_type` List Metadata for Resource Type read - `maxio_advanced_billing.custom_fields.list_metafields` List Metafields read - `maxio_advanced_billing.custom_fields.update_metadata` Update Metadata write - `maxio_advanced_billing.custom_fields.update_metafield` Update Metafield write **Subscription groups 9** - `maxio_advanced_billing.subscription_groups.add_subscription_to_group` Add Subscription to Group write - `maxio_advanced_billing.subscription_groups.create_subscription_group` Create Subscription Group write - `maxio_advanced_billing.subscription_groups.delete_subscription_group` Delete Subscription Group destructive - `maxio_advanced_billing.subscription_groups.find_subscription_group` Find Subscription Group read - `maxio_advanced_billing.subscription_groups.list_subscription_groups` List Subscription Groups read - `maxio_advanced_billing.subscription_groups.read_subscription_group` Read Subscription Group read - `maxio_advanced_billing.subscription_groups.remove_subscription_from_group` Remove Subscription from Group destructive - `maxio_advanced_billing.subscription_groups.signup_with_subscription_group` Subscription Group Signup write - `maxio_advanced_billing.subscription_groups.update_subscription_group_members` Update Subscription Group Members write **Customers 7** - `maxio_advanced_billing.customers.create_customer` Create Customer write - `maxio_advanced_billing.customers.delete_customer` Delete Customer destructive - `maxio_advanced_billing.customers.list_customer_subscriptions` List Customer Subscriptions read - `maxio_advanced_billing.customers.list_customers` List or Find Customers read - `maxio_advanced_billing.customers.read_customer` Read Customer read - `maxio_advanced_billing.customers.read_customer_by_reference` Read Customer by Reference read - `maxio_advanced_billing.customers.update_customer` Update Customer write **Subscription invoice account 7** - `maxio_advanced_billing.subscription_invoice_account.create_prepayment` Create Prepayment write - `maxio_advanced_billing.subscription_invoice_account.deduct_service_credit` Deduct Service Credit destructive - `maxio_advanced_billing.subscription_invoice_account.issue_service_credit` Issue Service Credit write - `maxio_advanced_billing.subscription_invoice_account.list_prepayments` List Prepayments read - `maxio_advanced_billing.subscription_invoice_account.list_service_credits` List Service Credits read - `maxio_advanced_billing.subscription_invoice_account.read_account_balances` Read Account Balances read - `maxio_advanced_billing.subscription_invoice_account.refund_prepayment` Refund Prepayment destructive **Events based billing segments 6** - `maxio_advanced_billing.events_based_billing_segments.bulk_create_segments` Bulk Create Segments write - `maxio_advanced_billing.events_based_billing_segments.bulk_update_segments` Bulk Update Segments write - `maxio_advanced_billing.events_based_billing_segments.create_segment` Create Single Segment write - `maxio_advanced_billing.events_based_billing_segments.delete_segment` Delete Single Segment destructive - `maxio_advanced_billing.events_based_billing_segments.list_segments_for_price_point` List Segments for a Price Point read - `maxio_advanced_billing.events_based_billing_segments.update_segment` Update Single Segment write **Products 6** - `maxio_advanced_billing.products.archive_product` Archive Product destructive - `maxio_advanced_billing.products.create_product` Create Product write - `maxio_advanced_billing.products.list_products` List Products read - `maxio_advanced_billing.products.read_product` Read Product read - `maxio_advanced_billing.products.read_product_by_handle` Read Product by Handle read - `maxio_advanced_billing.products.update_product` Update Product write **Webhooks 6** - `maxio_advanced_billing.webhooks.create_endpoint` Create Endpoint write - `maxio_advanced_billing.webhooks.enable_webhooks` Enable Webhooks write - `maxio_advanced_billing.webhooks.list_endpoints` List Endpoints read - `maxio_advanced_billing.webhooks.list_webhooks` List Webhooks read - `maxio_advanced_billing.webhooks.replay_webhooks` Replay Webhooks write - `maxio_advanced_billing.webhooks.update_endpoint` Update Endpoint write **Offers 5** - `maxio_advanced_billing.offers.archive_offer` Archive Offer write - `maxio_advanced_billing.offers.create_offer` Create Offer write - `maxio_advanced_billing.offers.list_offers` List Offers read - `maxio_advanced_billing.offers.read_offer` Read Offer read - `maxio_advanced_billing.offers.unarchive_offer` Unarchive Offer write **Reason codes 5** - `maxio_advanced_billing.reason_codes.create_reason_code` Create Reason Code write - `maxio_advanced_billing.reason_codes.delete_reason_code` Delete Reason Code destructive - `maxio_advanced_billing.reason_codes.list_reason_codes` List Reason Codes read - `maxio_advanced_billing.reason_codes.read_reason_code` Read Reason Code read - `maxio_advanced_billing.reason_codes.update_reason_code` Update Reason Code write **Subscription notes 5** - `maxio_advanced_billing.subscription_notes.create_subscription_note` Create Subscription Note write - `maxio_advanced_billing.subscription_notes.delete_subscription_note` Delete Subscription Note destructive - `maxio_advanced_billing.subscription_notes.list_subscription_notes` List Subscription Notes read - `maxio_advanced_billing.subscription_notes.read_subscription_note` Read Subscription Note read - `maxio_advanced_billing.subscription_notes.update_subscription_note` Update Subscription Note write **Billing portal 4** - `maxio_advanced_billing.billing_portal.enable_billing_portal_for_customer` Enable Billing Portal for Customer write - `maxio_advanced_billing.billing_portal.read_billing_portal_link` Read Billing Portal Management Link read - `maxio_advanced_billing.billing_portal.resend_billing_portal_invitation` Resend Billing Portal Invitation write - `maxio_advanced_billing.billing_portal.revoke_billing_portal_access` Revoke Billing Portal Invitation for Customer destructive **Insights 4** - `maxio_advanced_billing.insights.list_mrr_movements` List MRR Movements read - `maxio_advanced_billing.insights.list_mrr_per_subscription` List MRR per subscription read - `maxio_advanced_billing.insights.read_mrr` Read MRR read - `maxio_advanced_billing.insights.read_site_stats` Read Site Stats read **Product families 4** - `maxio_advanced_billing.product_families.create_product_family` Create Product Family write - `maxio_advanced_billing.product_families.list_product_families` List Product Families read - `maxio_advanced_billing.product_families.list_products_for_product_family` List Products for Product Family read - `maxio_advanced_billing.product_families.read_product_family` Read Product Family read **Subscription group invoice account 4** - `maxio_advanced_billing.subscription_group_invoice_account.create_subscription_group_prepayment` Create Subscription Group Prepayment write - `maxio_advanced_billing.subscription_group_invoice_account.deduct_subscription_group_service_credit` Deduct Subscription Group Service Credit destructive - `maxio_advanced_billing.subscription_group_invoice_account.issue_subscription_group_service_credit` Issue Subscription Group Service Credit write - `maxio_advanced_billing.subscription_group_invoice_account.list_prepayments_for_subscription_group` List Prepayments For Subscription Group read **Subscription group status 4** - `maxio_advanced_billing.subscription_group_status.cancel_delayed_cancellation_for_group` Cancel Delayed Group Cancellation write - `maxio_advanced_billing.subscription_group_status.cancel_subscriptions_in_group` Cancel Grouped Subscriptions destructive - `maxio_advanced_billing.subscription_group_status.initiate_delayed_cancellation_for_group` Initiate Delayed Group Cancellation destructive - `maxio_advanced_billing.subscription_group_status.reactivate_subscription_group` Reactivate / Resume Subscription Group write **Advance invoice 3** - `maxio_advanced_billing.advance_invoice.issue_advance_invoice` Issue advance invoice write - `maxio_advanced_billing.advance_invoice.read_advance_invoice` Read advance invoice read - `maxio_advanced_billing.advance_invoice.void_advance_invoice` Void advance invoice destructive **Events 3** - `maxio_advanced_billing.events.list_events` List Events read - `maxio_advanced_billing.events.list_subscription_events` List Events for Subscription read - `maxio_advanced_billing.events.read_events_count` Read Total Event Count read **Sites 3** - `maxio_advanced_billing.sites.clear_site` Clear Site Data destructive - `maxio_advanced_billing.sites.list_chargify_js_public_keys` List Chargify.js Public Keys read - `maxio_advanced_billing.sites.read_site` Read Site read **Subscription products 2** - `maxio_advanced_billing.subscription_products.migrate_subscription_product` Migrate Subscription Product write - `maxio_advanced_billing.subscription_products.preview_subscription_product_migration` Preview Subscription Product Migration read **Referral codes 1** - `maxio_advanced_billing.referral_codes.validate_referral_code` Validate Referral Code read Questions ## The Maxio Advanced Billing MCP server, answered. **Is there a Maxio Advanced Billing MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 246 Maxio Advanced Billing actions across invoices, subscription components, coupons and component price points, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Maxio Advanced Billing. **What do I need to connect Maxio Advanced Billing?** Maxio Advanced Billing API key: in your site open Config > Integrations > API Keys and create a key. Plus your host and your site. The free call account { op: "connections.requirements", service: "maxio_advanced_billing" } lists exactly what to paste. **Can an AI agent delete or change things in Maxio Advanced Billing?** Only if its key allows it, and only with an explicit confirmation. 35 Maxio Advanced Billing actions are destructive, including void Invoice, cancel Subscription and delete Customer. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it. **Will an AI agent use up my Maxio Advanced Billing API limit?** actionlake paces every call to the limits in the Maxio Advanced Billing service file: 60 calls a minute per connection. Repeated reads are answered from cache (85 Maxio Advanced Billing actions can be), which never reaches Maxio Advanced Billing. **What does a Maxio Advanced Billing action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (246 Maxio Advanced Billing actions page). Cache hits, searches, dry runs and calls Maxio Advanced Billing refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. **Which Maxio Advanced Billing API does it cover?** The Advanced Billing API (OpenAPI 3.1, plus newer SDK operations) at your Maxio Advanced Billing instance's API base URL, which you enter when connecting. It is built from Maxio Advanced Billing's documentation as read on 23 October 2026. 246 actions in 32 areas, each one in the signed service file (version 1.0.0). **Can I combine Maxio Advanced Billing with my other systems?** Yes. ask joins Maxio Advanced Billing to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Maxio Advanced Billing maps crm.company, which 227 other connectors also map. **Does actionlake keep my Maxio Advanced Billing data, and where?** actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Maxio Advanced Billing credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models. **Which AI clients can use it?** Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names. ## More connectors like Maxio Advanced Billing Shares the most action names with - [Paddle Billing 19](https://actionlake.com/connectors/paddle-billing) - [Chargebee 18](https://actionlake.com/connectors/chargebee) - [Polar 18](https://actionlake.com/connectors/polar) - [Recurly 17](https://actionlake.com/connectors/recurly) - [Mollie 16](https://actionlake.com/connectors/mollie) - [Orb 15](https://actionlake.com/connectors/orb) Joins with, on shared entities - [Adobe Commerce 5](https://actionlake.com/connectors/adobe-commerce) - [Zoho Inventory 4](https://actionlake.com/connectors/zoho-inventory) - [Planhat 4](https://actionlake.com/connectors/planhat) - [ConnectWise PSA 3](https://actionlake.com/connectors/connectwise-psa) - [HaloPSA 3](https://actionlake.com/connectors/halopsa) - [Microsoft Dynamics 365 3](https://actionlake.com/connectors/microsoft-dynamics-365) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Maxio Advanced Billing; the name is the vendor's own. Counts are from the Maxio Advanced Billing service file, version 1.0.0. ## Give your agent Maxio Advanced Billing today. [Connect Maxio Advanced Billing free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/maxio-advanced-billing More: https://actionlake.com/llms.txt