--- title: "Pax8 MCP server for AI agents - actionlake" description: "Give Claude 99 Pax8 actions through one MCP server: quotes, orders, companies, subscriptions. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/pax8 updated: 2026-09-21 --- Connectors · MSP & PSA # Pax8 MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Pax8 and the rest of your systems. It gives your agent 99 Pax8 actions (54 reads, 34 writes and 11 that wait for a confirmation) and holds the Pax8 credential itself, so the agent never does. It paces Pax8's limits and records every call. [Connect Pax8 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: "pax8.quotes.list", intent: "check which Pax8 account is connected" } # List Pax8 quotes · read · 1 upstream call ``` - 99 actions in one signed file - 54 read look, never change - 34 write create and update - 11 wait for a yes destructive, confirmed first Set up ## Connect Pax8 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 Pax8. OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in. actionlake stores what you paste write-only, sealed under your tenant's key. - `client_id` Pax8 client id - `client_secret` Pax8 client secret ``` account { op: "connections.requirements", service: "pax8" } # 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: "pax8.quotes.list" } # list pax8 quotes · read · 1 upstream call check { action: "pax8.quotes.create", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` Pax8 at a glance **Sign-in** OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in. **You provide** `client_id` `client_secret` **Limits we pace to** 1,000 calls a minute, per connection **API covered** Pax8 API 1`api.pax8.com/v1` **Built from** Pax8's documentation, read 15 September 2026[devx.pax8.com](https://devx.pax8.com/openapi/partner-endpoints.json) [devx.pax8.com](https://devx.pax8.com/openapi/quoting-endpoints.json) [devx.pax8.com](https://devx.pax8.com/openapi/webhooks-api.json) **Service file** Version 2.0.0, signed (Ed25519) **Cached reads** 54 of 54 reads, for up to an hour; a write clears what it affects **Ready-made plans** 8 in the store **Shared entities** 8, so ask can line Pax8 up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in Pax8. 99 actions in 1 area. Every one carries its effect, so a key can allow the reads and hold the rest. - **54** read look, never change - **34** write create and update - **11** destructive wait for a confirmation 1. ### Distribution 99 54 read · 34 write · 11 destructive List Pax8 quotes · List Pax8 orders · List Pax8 companies · List Pax8 subscriptions Top actions ## The Pax8 API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 66 of Pax8's 72 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `pax8.quotes.list` List Pax8 quotes | List quotes with optional search, status and intent filters. | read | `finance.quote.list` 52 connectors | | `pax8.orders.list` List Pax8 orders | List orders placed through Pax8, optionally for one company. | read | `finance.purchase_order.list` 45 connectors | | `pax8.companies.list` List Pax8 companies | List the client companies under this Pax8 partner account, filtered by status or location. | read | `crm.company.list` 162 connectors | | `pax8.subscriptions.list` List Pax8 subscriptions | List subscriptions across clients, filtered by company, product, status or billing term. | read | `finance.subscription.list` 37 connectors | | `pax8.products.list` List Pax8 products | List the products in the Pax8 marketplace, optionally searched by name, vendor or SKU. | read | `commerce.product.list` 112 connectors | | `pax8.company_contacts.list` List a company's contacts | List the contacts on one Pax8 client company, newest first. | read | `crm.contact.list` 177 connectors | | `pax8.quotes.create` Create a Pax8 quote | Start a new quote for a client company. | write | `finance.quote.create` 52 connectors | | `pax8.orders.create` Place a Pax8 order | Place an order for one or more products against a client company. | write | `finance.purchase_order.create` 43 connectors | | `pax8.companies.create` Create a Pax8 company | Create a client company, optionally with its first contacts. | write | `crm.company.create` 142 connectors | | `pax8.company_contacts.create` Create a company contact | Add a contact to a Pax8 client company. | write | `crm.contact.create` 161 connectors | | `pax8.product_dependencies.list` Get a product's dependencies | List the products and commitments a product depends on. | read | `commerce.product.list` 112 connectors | | `pax8.quotes.delete` Delete a Pax8 quote | Delete a quote by id. | destructive | `finance.quote.delete` 36 connectors | Try it ## Prompts to paste into Claude. Each one names the Pax8 actions it will call, so you know what it reads and what it changes before you send it. 1. Read read Which Pax8 quotes went out this month and are still waiting for an answer? calls `pax8.quotes.list` 2. Plan write Build a quote, add line items and publish it in Pax8. Ask me before anything is sent or changed. calls `pax8.quote_preferences.get` `pax8.quotes.create` `pax8.quote_sections.create` `pax8.quote_line_items.create` `pax8.quote_access_list.create` +2 more 3. Plan write Place an order and wait for provisioning to finish in Pax8. Ask me before anything is sent or changed. calls `pax8.companies.get` `pax8.product_pricing.list` `pax8.orders.create` `pax8.orders.get` `pax8.subscriptions.list` 4. Write write Create a Pax8 quote in Pax8. Show me exactly what you will send before you save it. calls `pax8.quotes.create` 5. Across systems read Which Pax8 companies have invoices in NetSuite, and how many each? calls `pax8.companies.list` `netsuite.views.invoices` Across your systems ## Pax8, joined to the rest of your business. One `ask` fetches from Pax8 and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row. - Which Pax8 companies have invoices in NetSuite, and how many each? `pax8.companies.list` + `netsuite.views.invoices`, on `crm.company` · [NetSuite](https://actionlake.com/connectors/netsuite) - Which Pax8 companies have tickets in HubSpot CRM, and how many each? `pax8.companies.list` + `hubspot_crm.tickets.list`, on `crm.company` · [HubSpot CRM](https://actionlake.com/connectors/hubspot-crm) Also mapped by other connectors `crm.company` **227** `crm.contact` **192** `commerce.product` **109** `crm.location` **49** `finance.quote` **45** `finance.purchase_order` **35** `finance.subscription` **24** `platform.invoice` **12** ask ``` ask { intent: "which Pax8 companies have invoices in NetSuite, and how many each", steps: [ { action: "pax8.companies.list", as: "co", input: {}, limit: 100, max_pages: 5 }, { action: "netsuite.views.invoices", as: "inv", input: {}, limit: 100, max_pages: 5 }, { join: { left: "co", right: "inv", on: "crm.company", group_by: "co.name", select: ["co.name", "count(inv.id) as invoices"] } } ] } ``` Example. Run it through check first: it validates the steps and prices them, and it is free. The plan store ## Ready-made plans for Pax8. 8 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design. 1. ### Review this month's invoices and pull the line detail Use it when Finance wants the month's Pax8 invoices with their line detail before approving the bill run. **Effect** read **Steps** 3 · loops **Needs** invoice date from and invoice date to **Install** `pax8-monthly-invoice-review` 2. ### Triage a failing webhook and retry its failed deliveries Use it when A Pax8 webhook is reporting delivery errors and the failed events need inspecting and replaying. **Effect** write **Steps** 5 · loops **Needs** webhook id **Install** `pax8-failing-webhook-triage` 3. ### Onboard a new client company with its primary contact Use it when A new managed-services client has signed and needs a Pax8 company record plus a primary billing contact. A person decides Add _first name_ _last name_ (_email_) as the primary billing contact on _name_. **Effect** write **Steps** 5 **Needs** name, street, city, state or province, postal code, country, phone, website, first name, last name and email **Install** `pax8-onboard-new-client-company` 4. ### Sweep unfulfilled provision requests and start a new attempt Use it when Provisioning is backed up and stalled Pax8 provision requests need inspecting and re-attempting. **Effect** write **Steps** 5 · loops **Install** `pax8-unfulfilled-provision-requests-sweep` 5. ### Place an order and wait for provisioning to finish Use it when A client has approved a new product and you need to order it in Pax8 and confirm it provisioned. A person decides Place a Pax8 order for _name_ covering _number of line items_ line item(s) of product _product id_. **Effect** write **Steps** 6 **Needs** company id, product id and line items **Install** `pax8-place-order-and-track-provisioning` 6. ### Build a quote, add line items and publish it Use it when Sales needs a Pax8 quote assembled from known line items and published to a client after review. A person decides Publish quote _id_ to client _client id_ with _number of line items_ line item(s), expiring _expires on_. **Effect** write **Steps** 8 **Needs** client id, line items and expires on **Install** `pax8-quote-build-and-publish` 7. ### Cancel a subscription after a human signs off Use it when A client has asked to end a Pax8 subscription and the cancellation needs a signed-off, audited path. A person decides Cancel subscription _subscription id_ (_productName_, qty _quantity_) effective _cancel date, 'immediately'_. **Effect** destructive **Steps** 5 **Needs** subscription id **Install** `pax8-cancel-subscription-with-approval` 8. ### Remove a departed contact from a client company Use it when Someone has left a client and their contact record must be removed from the Pax8 company. A person decides Delete contact _firstName_ _lastName_ (_email_) from _name_, leaving _contact count_ contact(s) minus one. **Effect** destructive **Steps** 7 **Needs** company id and contact id **Install** `pax8-stale-contact-cleanup` install a plan ``` account { op: "plans.install", slug: "pax8-monthly-invoice-review" } # then ask for it by name; a schedule can run it on a timetable ``` Governance for Pax8 ## Destructive actions wait for a yes. 11 Pax8 actions are destructive. These are all of them: - Delete a Pax8 quote `pax8.quotes.delete` - Delete a company contact `pax8.company_contacts.delete` - Delete a Pax8 webhook `pax8.webhooks.delete` - Cancel a Pax8 subscription `pax8.subscriptions.cancel` - Delete a Pax8 quote library attachment `pax8.quote_library_attachments.delete` - Remove a topic from a Pax8 webhook `pax8.webhook_topics.delete` - Delete a Pax8 quote line item `pax8.quote_line_items.delete` - Bulk delete Pax8 quote line items `pax8.quote_line_items.bulk_delete` - Revoke access to a Pax8 quote `pax8.quote_access_list.delete` - Delete a Pax8 quote attachment `pax8.quote_attachments.delete` - Remove a Pax8 quote preference attachment `pax8.quote_preference_attachments.delete` 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 pax8.quotes.delete confirm_policy: **human** Delete a Pax8 quote? **intent:** the user asked me to delete a Pax8 quote run suspended · waiting for a named person · key _pax8-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "pax8-agent", allowed_actions: ["pax8.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "pax8.quotes.delete", approver: "lead@example.com" }, { match: "pax8.company_contacts.delete", approver: "lead@example.com" }, { match: "pax8.webhooks.delete", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to Pax8 only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What Pax8 costs on actionlake. Every Pax8 action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call Pax8 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 99 Pax8 actions - 54 actions page each page of a long list is one call - 54 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 Pax8 action. 99 actions by area: the id your agent calls, what it does, and its effect. **Distribution 99** - `pax8.companies.create` Create a Pax8 company write - `pax8.companies.get` Get a Pax8 company read - `pax8.companies.list` List Pax8 companies read - `pax8.companies.update` Update a Pax8 company write - `pax8.company_contacts.create` Create a company contact write - `pax8.company_contacts.delete` Delete a company contact destructive - `pax8.company_contacts.get` Get a company contact read - `pax8.company_contacts.list` List a company's contacts read - `pax8.company_contacts.update` Update a company contact write - `pax8.finance_report_invoices.query` Query the Pax8 invoice line-item report read - `pax8.invoice_draft_items.list` List Pax8 draft invoice items read - `pax8.invoice_items.list` List a Pax8 invoice's line items read - `pax8.invoices.get` Get a Pax8 invoice read - `pax8.invoices.list` List Pax8 invoices read - `pax8.orders.create` Place a Pax8 order write - `pax8.orders.get` Get a Pax8 order read - `pax8.orders.list` List Pax8 orders read - `pax8.product_dependencies.list` Get a product's dependencies read - `pax8.product_pricing.list` Get a product's pricing read - `pax8.product_provision_details.list` Get a product's provisioning details read - `pax8.products.get` Get a Pax8 product read - `pax8.products.list` List Pax8 products read - `pax8.provision_attempts.create` Create a Pax8 provision attempt write - `pax8.provision_attempts.get` Get a Pax8 provision attempt read - `pax8.provision_attempts.get_latest` Get a Pax8 provision request's latest attempt read - `pax8.provision_attempts.list` List a Pax8 provision request's attempts read - `pax8.provision_details.get` Get a Pax8 provision detail read - `pax8.provision_details.get_latest` Get a Pax8 provision request's latest detail read - `pax8.provision_details.list` List a Pax8 provision request's details read - `pax8.provision_requests.get` Get a Pax8 provision request read - `pax8.provision_requests.list` List Pax8 provision requests read - `pax8.provision_requests.list_unfulfilled` List unfulfilled Pax8 provision requests read - `pax8.provision_results.create` Report a Pax8 provision result write - `pax8.provision_results.get` Get a Pax8 provision result read - `pax8.provision_results.get_latest` Get a Pax8 provision request's latest result read - `pax8.provision_results.list` List a Pax8 provision request's results read - `pax8.provision_simulations.create_order_event` Simulate a Pax8 order event write - `pax8.provisioner_webhooks.create` Create a Pax8 provisioner webhook write - `pax8.provisioner_webhooks.get` Get a Pax8 provisioner webhook read - `pax8.provisioner_webhooks.get_latest` Get a Pax8 provisioner's latest webhook read - `pax8.provisioner_webhooks.list` List a Pax8 provisioner's webhooks read - `pax8.provisioners.get` Get a Pax8 provisioner read - `pax8.provisioners.list` List Pax8 provisioners read - `pax8.quote_access_list.create` Share a Pax8 quote write - `pax8.quote_access_list.delete` Revoke access to a Pax8 quote destructive - `pax8.quote_access_list.list` List a Pax8 quote's access list read - `pax8.quote_attachments.copy_from_library` Copy a library attachment onto a Pax8 quote write - `pax8.quote_attachments.delete` Delete a Pax8 quote attachment destructive - `pax8.quote_attachments.download_all` Download all a Pax8 quote's attachments read - `pax8.quote_attachments.get` Get a Pax8 quote attachment read - `pax8.quote_attachments.update` Update a Pax8 quote's attachments write - `pax8.quote_library_attachments.add_from_quote` Add a quote attachment to the Pax8 library write - `pax8.quote_library_attachments.delete` Delete a Pax8 quote library attachment destructive - `pax8.quote_library_attachments.get` Get a Pax8 quote library attachment read - `pax8.quote_library_attachments.list` List Pax8 quote library attachments read - `pax8.quote_library_attachments.update` Update Pax8 quote library attachments write - `pax8.quote_line_items.bulk_delete` Bulk delete Pax8 quote line items destructive - `pax8.quote_line_items.create` Add line items to a Pax8 quote write - `pax8.quote_line_items.delete` Delete a Pax8 quote line item destructive - `pax8.quote_line_items.update` Update a Pax8 quote's line items write - `pax8.quote_preference_attachments.create` Attach library documents to Pax8 quote preferences write - `pax8.quote_preference_attachments.delete` Remove a Pax8 quote preference attachment destructive - `pax8.quote_preferences.get` Get Pax8 quote preferences read - `pax8.quote_preferences.update` Update Pax8 quote preferences write - `pax8.quote_sections.create` Create a Pax8 quote section write - `pax8.quote_sections.list` List a Pax8 quote's sections read - `pax8.quote_sections.update` Update a Pax8 quote's sections write - `pax8.quotes.create` Create a Pax8 quote write - `pax8.quotes.delete` Delete a Pax8 quote destructive - `pax8.quotes.get` Get a Pax8 quote read - `pax8.quotes.list` List Pax8 quotes read - `pax8.quotes.take_ownership` Take ownership of a Pax8 quote write - `pax8.quotes.update` Update a Pax8 quote write - `pax8.subscription_usage_summaries.list` List a subscription's usage summaries read - `pax8.subscriptions.cancel` Cancel a Pax8 subscription destructive - `pax8.subscriptions.get` Get a Pax8 subscription read - `pax8.subscriptions.list` List Pax8 subscriptions read - `pax8.subscriptions.update` Update a Pax8 subscription write - `pax8.subscriptions_history.list` Get a subscription's history read - `pax8.usage.aggregate_lines_save` Save Pax8 vendor usage lines with an aggregate quantity write - `pax8.usage_lines.list` List Pax8 vendor usage lines read - `pax8.usage_lines.save` Save Pax8 vendor usage lines write - `pax8.usage_summaries.get` Get a Pax8 usage summary read - `pax8.usage_summary_lines.list` List a usage summary's lines read - `pax8.webhook_delivery.retry` Retry a Pax8 webhook delivery write - `pax8.webhook_logs.get` Get a Pax8 webhook delivery log read - `pax8.webhook_logs.list` List a Pax8 webhook's delivery logs read - `pax8.webhook_topic_definitions.list` List Pax8 webhook topic definitions read - `pax8.webhook_topics.create` Add a topic to a Pax8 webhook write - `pax8.webhook_topics.delete` Remove a topic from a Pax8 webhook destructive - `pax8.webhook_topics.replace` Replace a Pax8 webhook's topics write - `pax8.webhook_topics.test` Test a Pax8 webhook topic write - `pax8.webhook_topics.update_configuration` Update a Pax8 webhook topic's filters write - `pax8.webhooks.create` Create a Pax8 webhook write - `pax8.webhooks.delete` Delete a Pax8 webhook destructive - `pax8.webhooks.get` Get a Pax8 webhook read - `pax8.webhooks.list` List Pax8 webhooks read - `pax8.webhooks.update_configuration` Update a Pax8 webhook's configuration write - `pax8.webhooks.update_status` Enable or disable a Pax8 webhook write Questions ## The Pax8 MCP server, answered. **Is there a Pax8 MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 99 Pax8 actions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Pax8. **What do I need to connect Pax8?** Pax8 client id and Pax8 client secret. The free call account { op: "connections.requirements", service: "pax8" } lists exactly what to paste. **Can an AI agent delete or change things in Pax8?** Only if its key allows it, and only with an explicit confirmation. 11 Pax8 actions are destructive, including delete a Pax8 quote, delete a company contact and delete a Pax8 webhook. 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 Pax8 API limit?** actionlake paces every call to the limits in the Pax8 service file: 1,000 calls a minute per connection. Repeated reads are answered from cache (54 Pax8 actions can be), which never reaches Pax8. **What does a Pax8 action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (54 Pax8 actions page). Cache hits, searches, dry runs and calls Pax8 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 Pax8 API does it cover?** The Pax8 API 1 at api.pax8.com/v1. It is built from Pax8's documentation as read on 15 September 2026. 99 actions in 1 area, each one in the signed service file (version 2.0.0). **Can I combine Pax8 with my other systems?** Yes. ask joins Pax8 to NetSuite or HubSpot CRM on the same customer and returns the answer rather than every row. Pax8 maps crm.company, which 227 other connectors also map. **Does actionlake keep my Pax8 data, and where?** actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, 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 Pax8 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 Pax8 Shares the most action names with - [Kaseya BMS 31](https://actionlake.com/connectors/kaseya-bms) - [RepairShopr 23](https://actionlake.com/connectors/repairshopr) - [Salesbuildr 15](https://actionlake.com/connectors/salesbuildr) - [ArrowSphere 15](https://actionlake.com/connectors/arrowsphere) - [Quoter 11](https://actionlake.com/connectors/quoter) - [Blumira 9](https://actionlake.com/connectors/blumira) Joins with, on shared entities - [Simpro 5](https://actionlake.com/connectors/simpro) - [ERPNext (Frappe) 5](https://actionlake.com/connectors/erpnext-frappe) - [Microsoft Dynamics 365 Business Central 5](https://actionlake.com/connectors/microsoft-dynamics-365-business-central) - [ServiceTitan 5](https://actionlake.com/connectors/servicetitan) - [Epicor Kinetic 5](https://actionlake.com/connectors/epicor-kinetic) - [Zoho CRM 5](https://actionlake.com/connectors/zoho-crm) Browse - [All MSP & PSA connectors](https://actionlake.com/connectors/category/msp-and-psa) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Pax8; the name is the vendor's own. Counts are from the Pax8 service file, version 2.0.0. ## Give your agent Pax8 today. [Connect Pax8 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/pax8 More: https://actionlake.com/llms.txt