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Connectors · MSP & PSA

Rev.io MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Rev.io and the rest of your systems. It gives your agent 335 Rev.io actions (160 reads, 137 writes and 38 that wait for a confirmation) and holds the Rev.io credential itself, so the agent never does. It paces Rev.io's limits and records every call.

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: "rev_io.bills.list",  intent: "check which Rev.io account is connected"}# Search bills · read · 1 upstream call
  • 335actionsin one signed file
  • 160readlook, never change
  • 137writecreate and update
  • 38wait for a yesdestructive, confirmed first

Set up

Connect Rev.io 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 Rev.io.

    Header credentials. 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.

    • usernameRev.io login name of the API user (create a dedicated API-only user in Rev.io and give its role only the permissions…
    • client_codeRev.io client code (the instance code, e.g
    • passwordPassword of the Rev.io API user
    • subscription_keyOptional
    • hostWhere your Rev.io lives: your host
    account { op: "connections.requirements", service: "rev_io" }
    # 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: "rev_io.bills.list" }# search bills · read · 1 upstream callcheck { action: "rev_io.bills.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Rev.io at a glance

Sign-in
Header credentials. 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
usernameclient_codepasswordsubscription_key
Setup fields
host
Limits we pace to
300 calls a minute, per connection
API covered
Rev.io REST API v1 (OpenAPI 3.0, developers.rev.io API Explorer)restapi.rev.io
Built from
Rev.io's documentation, read 23 October 2026developers.rev.iodevelopers.rev.iodevelopers.rev.io
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
160 of 160 reads, for up to an hour; a write clears what it affects
Shared entities
10, so ask can line Rev.io up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Rev.io.

335 actions in 73 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 160readlook, never change
  • 137writecreate and update
  • 38destructivewait for a confirmation
  1. Customers

    15

    8 read · 7 write · 0 destructive

    Search customers · Create a new customer · View customer · Create bill messages for a customer

  2. Inventory items

    11

    2 read · 9 write · 0 destructive

    Create inventory item · Search inventory items · Assign an inventory item to a specified customer · Assign inventory items to a specified service product

  3. Requests

    11

    5 read · 6 write · 0 destructive

    Create request · Create requests via Excel file upload · Search requests · Approve a request

  4. Payments

    10

    4 read · 1 write · 5 destructive

    Search payments · Create a new payment · View payment · Reverse a payment

  5. Payment accounts

    9

    2 read · 6 write · 1 destructive

    Create a bank account payment account · Create a card payment account · Search payment accounts · View payment account

  6. Services

    7

    2 read · 3 write · 2 destructive

    Create service · Search services · View service · Replace service

  7. Webhook receivers

    7

    2 read · 4 write · 1 destructive

    Register webhook receiver · Search webhook receivers · Activate a webhook receiver · View webhook receiver

  8. Bill profiles

    6

    2 read · 3 write · 1 destructive

    Create bill profile · Search bill profiles · View bill profile · Replace bill profile

65 more areas · 259 actions
  • Contacts 6
  • Files 6
  • Integration key links 6
  • Inventory types 6
  • Notes 6
  • Package products 6
  • Packages 6
  • Product groups 6
  • Products 6
  • Report categories 6
  • Request contacts 6
  • Request products 6
  • Request services 6
  • Service commissions 6
  • Service products 6
  • Tasks 6
  • Tickets 6
  • Usage plan group plans 6
  • Usage plan groups 6
  • Usage plan rates 6
  • Usage plans 6
  • Webhook subscriptions 6
  • Addresses 5
  • Agents 5
  • Bills 5
  • Charges 5
  • Contact types 5
  • Credits 5
  • Orders 5
  • Product allowances 5
  • Provider accounts 5
  • Providers 5
  • Request addresses 5
  • Customer relationships 4
  • Provider 4
  • Reports 4
  • Task notified users 4
  • Audits 3
  • Deposits 3
  • Service types 3
  • Ticket journals 3
  • Announcements 2
  • Commission plans 2
  • Integration entity types 2
  • Integration systems 2
  • Note types 2
  • Payment methods 2
  • Process phases 2
  • Process routes 2
  • Process tasks 2
  • Processes 2
  • Product types 2
  • Provider contacts 2
  • Request statuses 2
  • Request templates 2
  • Service inventories 2
  • Task steps 2
  • Task types 2
  • Ticket processes 2
  • User groups 2
  • Users 2
  • Fields 1
  • Order service products 1
  • Order services 1
  • System status 1

Top actions

The Rev.io API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 40 of Rev.io's 40 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
rev_io.bills.listSearch billsSearch bills.readfinance.invoice.list101 connectors
rev_io.payments.listSearch paymentsSearch payments.readfinance.payment.list75 connectors
rev_io.contacts.listSearch contactsSearch contacts.readcrm.contact.list177 connectors
rev_io.customers.listSearch customersSearch customers.readcrm.company.list162 connectors
rev_io.credits.listSearch creditsSearch credits.readfinance.credit_note.list33 connectors
rev_io.users.listSearch usersSearch users.readidentity.user.list474 connectors
rev_io.products.listSearch productsSearch products.readfinance.billing_item.list24 connectors
rev_io.bills.createCreate billCreate bill.writefinance.invoice.create74 connectors
rev_io.payments.createCreate a new paymentCreate a new payment.writefinance.payment.create67 connectors
rev_io.contacts.createCreate contactCreate contact.writecrm.contact.create161 connectors
rev_io.customers.createCreate a new customerCreate a new customer.writecrm.company.create142 connectors
rev_io.contacts.deleteDelete contactDelete contact.destructivecrm.contact.delete147 connectors

Try it

Prompts to paste into Claude.

Each one names the Rev.io actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Rev.io invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsrev_io.bills.list

  2. Writewrite

    Create bill in Rev.io. Show me exactly what you will send before you save it.

    callsrev_io.bills.create

  3. Across systemsread

    Which Rev.io companies have invoices in NetSuite, and how many each?

    callsrev_io.customers.listnetsuite.views.invoices

Across your systems

Rev.io, joined to the rest of your business.

One ask fetches from Rev.io and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • Which Rev.io companies have invoices in NetSuite, and how many each?

    rev_io.customers.list + netsuite.views.invoices, on crm.company · NetSuite

  • Which Rev.io companies have tickets in HubSpot CRM, and how many each?

    rev_io.customers.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorsidentity.user 517identity.group 239crm.company 227crm.contact 192work.task 105finance.invoice 91service.ticket 62finance.payment 53
ask
ask {  intent: "which Rev.io companies have invoices in NetSuite, and how many each",  steps: [    { action: "rev_io.customers.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.

Governance for Rev.io

Destructive actions wait for a yes.

38 Rev.io actions are destructive. The first 10:

  • Delete contactrev_io.contacts.delete
  • Reverse billrev_io.bills.reverse
  • Delete productrev_io.products.delete
  • Reverse a paymentrev_io.payments.reverse
  • Reverse creditrev_io.credits.reverse
  • Delete noterev_io.notes.delete
  • Delete filerev_io.files.delete
  • Create chargerev_io.charges.create
  • Refund a paymentrev_io.payments.refund
  • Create a card paymentrev_io.payments.create_card

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.

dorev_io.contacts.deleteconfirm_policy: human

Delete contact?

intent: the user asked me to delete contact

run suspended · waiting for a named person · key rev-io-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "rev-io-agent",  allowed_actions: ["rev_io.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "rev_io.contacts.delete", approver: "[email protected]" },    { match: "rev_io.bills.reverse", approver: "[email protected]" },    { match: "rev_io.products.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Rev.io only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Rev.io costs on actionlake.

Every Rev.io action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Rev.io 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.

  • 1upstream call per actionall 335 Rev.io actions
  • 335actions pageeach page of a long list is one call
  • 160reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Rev.io action.

335 actions by area: the id your agent calls, what it does, and its effect.

Customers15
  • rev_io.customers.createCreate a new customerwrite
  • rev_io.customers.create_bill_messagesCreate bill messages for a customerwrite
  • rev_io.customers.getView customerread
  • rev_io.customers.get_account_agingView a customer account agingread
  • rev_io.customers.get_bill_messagesRetrieve bill messages for a customerread
  • rev_io.customers.get_financeView optimized finance information of an existing customerread
  • rev_io.customers.listSearch customersread
  • rev_io.customers.list_metadataView a customer metadataread
  • rev_io.customers.list_optimizedSearch customers optimizedread
  • rev_io.customers.list_recentRetrieve recent customer IDsread
  • rev_io.customers.replaceUpdate/Replace an existing customerwrite
  • rev_io.customers.replace_bill_messagesUpdate/Replace a customer's existing bill messageswrite
  • rev_io.customers.rerate_usageRerate unbilled usage of an existing customerwrite
  • rev_io.customers.updateDo a partial update of an existing customerwrite
  • rev_io.customers.update_bill_messagesDo a partial update of an existing customer's bill messageswrite
Inventory items11
  • rev_io.inventory_items.assign_customerAssign an inventory item to a specified customerwrite
  • rev_io.inventory_items.assign_productAssign inventory items to a specified service productwrite
  • rev_io.inventory_items.assign_serviceAssign inventory items to a specified servicewrite
  • rev_io.inventory_items.createCreate inventory itemwrite
  • rev_io.inventory_items.getView inventory itemread
  • rev_io.inventory_items.listSearch inventory itemsread
  • rev_io.inventory_items.replaceReplace inventory itemwrite
  • rev_io.inventory_items.unassign_customerUnassign an inventory itemwrite
  • rev_io.inventory_items.unassign_productUnassign inventory items from a specified service productwrite
  • rev_io.inventory_items.unassign_serviceUnassign inventory items from a specified servicewrite
  • rev_io.inventory_items.updatePartially update inventory itemwrite
Requests11
  • rev_io.requests.approveApprove a requestwrite
  • rev_io.requests.choose_routeChoose the next process phase route for an existing requestwrite
  • rev_io.requests.createCreate requestwrite
  • rev_io.requests.create_from_spreadsheetCreate requests via Excel file uploadwrite
  • rev_io.requests.getView requestread
  • rev_io.requests.get_charges_summaryGet charges, taxes and fees for a requestread
  • rev_io.requests.get_pdf_base64Download request PDF represented as a Base64-encoded stringread
  • rev_io.requests.listSearch requestsread
  • rev_io.requests.list_approval_methodsGet list of approval methods available for requestread
  • rev_io.requests.replaceReplace requestwrite
  • rev_io.requests.updatePartially update requestwrite
Payments10
  • rev_io.payments.createCreate a new paymentwrite
  • rev_io.payments.create_bank_accountCreate a bank account paymentdestructive
  • rev_io.payments.create_cardCreate a card paymentdestructive
  • rev_io.payments.getView paymentread
  • rev_io.payments.get_bills_applied_toBill(s) to which a payment was appliedread
  • rev_io.payments.get_charges_applied_toBill(s) and charge(s) the payment was applied toread
  • rev_io.payments.listSearch paymentsread
  • rev_io.payments.refundRefund a paymentdestructive
  • rev_io.payments.reverseReverse a paymentdestructive
  • rev_io.payments.voidVoid a paymentdestructive
Payment accounts9
  • rev_io.payment_accounts.create_bank_accountCreate a bank account payment accountwrite
  • rev_io.payment_accounts.create_cardCreate a card payment accountwrite
  • rev_io.payment_accounts.deleteDelete a payment accountdestructive
  • rev_io.payment_accounts.getView payment accountread
  • rev_io.payment_accounts.listSearch payment accountsread
  • rev_io.payment_accounts.replace_bank_accountReplace a bank account payment accountwrite
  • rev_io.payment_accounts.replace_cardReplace a card payment accountwrite
  • rev_io.payment_accounts.update_bank_accountPartially update payment accountwrite
  • rev_io.payment_accounts.update_cardUpdate a card payment accountwrite
Services7
  • rev_io.services.createCreate servicewrite
  • rev_io.services.disconnectDisconnects a specified servicedestructive
  • rev_io.services.getView serviceread
  • rev_io.services.listSearch servicesread
  • rev_io.services.replaceReplace servicewrite
  • rev_io.services.transferTransfer a specified service to another customer accountdestructive
  • rev_io.services.updatePartially update servicewrite
Webhook receivers7
  • rev_io.webhook_receivers.activateActivate a webhook receiverwrite
  • rev_io.webhook_receivers.createRegister webhook receiverwrite
  • rev_io.webhook_receivers.deleteDelete webhook receiverdestructive
  • rev_io.webhook_receivers.getView webhook receiverread
  • rev_io.webhook_receivers.listSearch webhook receiversread
  • rev_io.webhook_receivers.replaceReplace webhook receiverwrite
  • rev_io.webhook_receivers.updatePartially update webhook receiverwrite
Bill profiles6
  • rev_io.bill_profiles.createCreate bill profilewrite
  • rev_io.bill_profiles.deleteDelete bill profiledestructive
  • rev_io.bill_profiles.getView bill profileread
  • rev_io.bill_profiles.listSearch bill profilesread
  • rev_io.bill_profiles.replaceReplace bill profilewrite
  • rev_io.bill_profiles.updatePartially update bill profilewrite
Contacts6
  • rev_io.contacts.createCreate contactwrite
  • rev_io.contacts.deleteDelete contactdestructive
  • rev_io.contacts.getView contactread
  • rev_io.contacts.listSearch contactsread
  • rev_io.contacts.replaceReplace contactwrite
  • rev_io.contacts.updatePartially update contactwrite
Files6
  • rev_io.files.createCreate filewrite
  • rev_io.files.deleteDelete filedestructive
  • rev_io.files.getView fileread
  • rev_io.files.listSearch filesread
  • rev_io.files.replaceReplace filewrite
  • rev_io.files.updatePartially update filewrite
Integration key links6
  • rev_io.integration_key_links.createCreate integration key linkwrite
  • rev_io.integration_key_links.deleteDelete integration key linkdestructive
  • rev_io.integration_key_links.exact_searchGet exact search for an integration key linkread
  • rev_io.integration_key_links.getView integration key linkread
  • rev_io.integration_key_links.listSearch integration key linksread
  • rev_io.integration_key_links.replaceReplace integration key linkwrite
Inventory types6
  • rev_io.inventory_types.createCreate inventory typewrite
  • rev_io.inventory_types.deleteDelete inventory typedestructive
  • rev_io.inventory_types.getView inventory typeread
  • rev_io.inventory_types.listSearch inventory typesread
  • rev_io.inventory_types.replaceReplace inventory typewrite
  • rev_io.inventory_types.updatePartially update inventory typewrite
Notes6
  • rev_io.notes.createCreate notewrite
  • rev_io.notes.deleteDelete notedestructive
  • rev_io.notes.getView noteread
  • rev_io.notes.listSearch notesread
  • rev_io.notes.replaceReplace notewrite
  • rev_io.notes.updatePartially update notewrite
Package products6
  • rev_io.package_products.createCreate package productwrite
  • rev_io.package_products.deleteDelete package productdestructive
  • rev_io.package_products.getView package productread
  • rev_io.package_products.listSearch package productsread
  • rev_io.package_products.replaceReplace package productwrite
  • rev_io.package_products.updatePartially update package productwrite
Packages6
  • rev_io.packages.createCreate packagewrite
  • rev_io.packages.deleteDelete packagedestructive
  • rev_io.packages.getView packageread
  • rev_io.packages.listSearch packagesread
  • rev_io.packages.replaceReplace packagewrite
  • rev_io.packages.updatePartially update packagewrite
Product groups6
  • rev_io.product_groups.createCreate product groupwrite
  • rev_io.product_groups.deleteDelete product groupdestructive
  • rev_io.product_groups.getView product groupread
  • rev_io.product_groups.listSearch product groupsread
  • rev_io.product_groups.replaceReplace product groupwrite
  • rev_io.product_groups.updatePartially update product groupwrite
Products6
  • rev_io.products.createCreate productwrite
  • rev_io.products.deleteDelete productdestructive
  • rev_io.products.getView productread
  • rev_io.products.listSearch productsread
  • rev_io.products.replaceReplace productwrite
  • rev_io.products.updatePartially update productwrite
Report categories6
  • rev_io.report_categories.createCreate report categorywrite
  • rev_io.report_categories.deleteDelete report categorydestructive
  • rev_io.report_categories.getView report categoryread
  • rev_io.report_categories.listSearch report categoriesread
  • rev_io.report_categories.replaceReplace report categorywrite
  • rev_io.report_categories.updatePartially update report categorywrite
Request contacts6
  • rev_io.request_contacts.createCreate request contactwrite
  • rev_io.request_contacts.deleteDelete request contactdestructive
  • rev_io.request_contacts.getView request contactread
  • rev_io.request_contacts.listSearch request contactsread
  • rev_io.request_contacts.replaceReplace request contactwrite
  • rev_io.request_contacts.updatePartially update request contactwrite
Request products6
  • rev_io.request_products.createCreate request productwrite
  • rev_io.request_products.deleteDelete request productdestructive
  • rev_io.request_products.getView request productread
  • rev_io.request_products.listSearch request productsread
  • rev_io.request_products.replaceReplace request productwrite
  • rev_io.request_products.updatePartially update request productwrite
Request services6
  • rev_io.request_services.createCreate request servicewrite
  • rev_io.request_services.deleteDelete request servicedestructive
  • rev_io.request_services.getView request serviceread
  • rev_io.request_services.listSearch request servicesread
  • rev_io.request_services.replaceReplace request servicewrite
  • rev_io.request_services.updatePartially update request servicewrite
Service commissions6
  • rev_io.service_commissions.createCreate a new service commissionwrite
  • rev_io.service_commissions.deleteDelete a service commissiondestructive
  • rev_io.service_commissions.getGet a single service commissionread
  • rev_io.service_commissions.listSearch for one or more service commissionsread
  • rev_io.service_commissions.replaceUpdate/Replace an existing service commissionwrite
  • rev_io.service_commissions.updateDo a partial update of an existing service commissionwrite
Service products6
  • rev_io.service_products.createCreate service productwrite
  • rev_io.service_products.disconnectDisconnect service productdestructive
  • rev_io.service_products.getView service productread
  • rev_io.service_products.listSearch service productsread
  • rev_io.service_products.replaceReplace service productwrite
  • rev_io.service_products.updatePartially update service productwrite
Tasks6
  • rev_io.tasks.createCreate taskwrite
  • rev_io.tasks.getView taskread
  • rev_io.tasks.listSearch tasksread
  • rev_io.tasks.replaceReplace taskwrite
  • rev_io.tasks.take_actionTake action on taskwrite
  • rev_io.tasks.updatePartially update taskwrite
Tickets6
  • rev_io.tickets.choose_routeChoose the next process phase route for an existing ticketwrite
  • rev_io.tickets.createCreate ticketwrite
  • rev_io.tickets.getView ticketread
  • rev_io.tickets.listSearch ticketsread
  • rev_io.tickets.replaceReplace ticketwrite
  • rev_io.tickets.updatePartially update ticketwrite
Usage plan group plans6
  • rev_io.usage_plan_group_plans.createCreate usage plan group planwrite
  • rev_io.usage_plan_group_plans.deleteDelete usage plan group plandestructive
  • rev_io.usage_plan_group_plans.getView usage plan group planread
  • rev_io.usage_plan_group_plans.listSearch usage plan group plansread
  • rev_io.usage_plan_group_plans.replaceReplace usage plan group planwrite
  • rev_io.usage_plan_group_plans.updatePartially update usage plan group planwrite
Usage plan groups6
  • rev_io.usage_plan_groups.createCreate usage plan groupwrite
  • rev_io.usage_plan_groups.deleteDelete usage plan groupdestructive
  • rev_io.usage_plan_groups.getView usage plan groupread
  • rev_io.usage_plan_groups.listSearch usage plan groupsread
  • rev_io.usage_plan_groups.replaceReplace usage plan groupwrite
  • rev_io.usage_plan_groups.updatePartially update usage plan groupwrite
Usage plan rates6
  • rev_io.usage_plan_rates.createCreate usage plan ratewrite
  • rev_io.usage_plan_rates.deleteDelete usage plan ratedestructive
  • rev_io.usage_plan_rates.getView usage plan rateread
  • rev_io.usage_plan_rates.listSearch usage plan ratesread
  • rev_io.usage_plan_rates.replaceReplace usage plan ratewrite
  • rev_io.usage_plan_rates.updatePartially update usage plan ratewrite
Usage plans6
  • rev_io.usage_plans.createCreate usage planwrite
  • rev_io.usage_plans.deleteDelete usage plandestructive
  • rev_io.usage_plans.getView usage planread
  • rev_io.usage_plans.listSearch usage plansread
  • rev_io.usage_plans.replaceReplace usage planwrite
  • rev_io.usage_plans.updatePartially update usage planwrite
Webhook subscriptions6
  • rev_io.webhook_subscriptions.createCreate webhook subscriptionwrite
  • rev_io.webhook_subscriptions.deleteDelete webhook subscriptiondestructive
  • rev_io.webhook_subscriptions.getView webhook subscriptionread
  • rev_io.webhook_subscriptions.listSearch webhook subscriptionsread
  • rev_io.webhook_subscriptions.replaceReplace webhook subscriptionwrite
  • rev_io.webhook_subscriptions.updatePartially update webhook subscriptionwrite
Addresses5
  • rev_io.addresses.createCreate a new addresswrite
  • rev_io.addresses.getGet a single address by IDread
  • rev_io.addresses.listSearch for one or more addressesread
  • rev_io.addresses.replaceUpdate/Replace an existing addresswrite
  • rev_io.addresses.updateDo a partial update of an existing addresswrite
Agents5
  • rev_io.agents.createCreate agentwrite
  • rev_io.agents.getView agentread
  • rev_io.agents.listSearch agentsread
  • rev_io.agents.replaceReplace agentwrite
  • rev_io.agents.updatePartially update agentwrite
Bills5
  • rev_io.bills.createCreate billwrite
  • rev_io.bills.getView billread
  • rev_io.bills.get_ledgerGet bill information in ledger formread
  • rev_io.bills.listSearch billsread
  • rev_io.bills.reverseReverse billdestructive
Charges5
  • rev_io.charges.createCreate chargedestructive
  • rev_io.charges.deleteDelete chargedestructive
  • rev_io.charges.getView chargeread
  • rev_io.charges.get_tax_detailsView the tax details of a specified charge.read
  • rev_io.charges.listSearch chargesread
Contact types5
  • rev_io.contact_types.createCreate contact typewrite
  • rev_io.contact_types.getView contact typeread
  • rev_io.contact_types.listSearch contact typesread
  • rev_io.contact_types.replaceReplace contact typewrite
  • rev_io.contact_types.updatePartially update contact typewrite
Credits5
  • rev_io.credits.createCreate creditwrite
  • rev_io.credits.getView creditread
  • rev_io.credits.get_tax_detailsView the tax details of a specified credit.read
  • rev_io.credits.listSearch creditsread
  • rev_io.credits.reverseReverse creditdestructive
Orders5
  • rev_io.orders.choose_routeChoose the next process phase route for an existing orderwrite
  • rev_io.orders.getView orderread
  • rev_io.orders.listSearch ordersread
  • rev_io.orders.replaceReplace orderwrite
  • rev_io.orders.updatePartially update orderwrite
Product allowances5
  • rev_io.product_allowances.createCreate productallowancewrite
  • rev_io.product_allowances.deleteDelete productallowancedestructive
  • rev_io.product_allowances.getView productallowanceread
  • rev_io.product_allowances.listSearch productallowancesread
  • rev_io.product_allowances.replaceReplace productallowancewrite
Provider accounts5
  • rev_io.provider_accounts.createCreate provider accountwrite
  • rev_io.provider_accounts.getView provider accountread
  • rev_io.provider_accounts.listSearch provider accountsread
  • rev_io.provider_accounts.replaceReplace provider accountwrite
  • rev_io.provider_accounts.updatePartially update provider accountwrite
Providers5
  • rev_io.providers.createCreate providerwrite
  • rev_io.providers.getView providerread
  • rev_io.providers.listSearch providersread
  • rev_io.providers.replaceReplace providerwrite
  • rev_io.providers.updatePartially update providerwrite
Request addresses5
  • rev_io.request_addresses.createCreate request addresswrite
  • rev_io.request_addresses.deleteDelete request addressdestructive
  • rev_io.request_addresses.getView request addressread
  • rev_io.request_addresses.listSearch request addressesread
  • rev_io.request_addresses.updatePartially update request addresswrite
Customer relationships4
  • rev_io.customer_relationships.createCreate customer relationshipwrite
  • rev_io.customer_relationships.deleteDelete customer relationshipdestructive
  • rev_io.customer_relationships.getView customer relationshipread
  • rev_io.customer_relationships.listSearch customer relationshipsread
Provider4
  • rev_io.provider.get_csrGet CSRread
  • rev_io.provider.get_lrnGet LRN Informationread
  • rev_io.provider.get_number_infoGet Number Informationread
  • rev_io.provider.view_orderView Provider Orderread
Reports4
  • rev_io.reports.getView reportread
  • rev_io.reports.listSearch reportsread
  • rev_io.reports.runRun a reportread
  • rev_io.reports.run_with_inputRun a report with inputread
Task notified users4
  • rev_io.task_notified_users.createCreate task notified userswrite
  • rev_io.task_notified_users.deleteDelete task notified usersdestructive
  • rev_io.task_notified_users.listSearch task notified usersread
  • rev_io.task_notified_users.replace_allReplace task notified users on the taskwrite
Audits3
  • rev_io.audits.createCreate auditwrite
  • rev_io.audits.getView auditread
  • rev_io.audits.listSearch auditsread
Deposits3
  • rev_io.deposits.createCreate depositswrite
  • rev_io.deposits.getView depositsread
  • rev_io.deposits.listSearch depositsread
Service types3
  • rev_io.service_types.createCreate service typewrite
  • rev_io.service_types.getView service typeread
  • rev_io.service_types.listSearch service typesread
Ticket journals3
  • rev_io.ticket_journals.createCreate ticket journalwrite
  • rev_io.ticket_journals.getView ticket journalread
  • rev_io.ticket_journals.listSearch ticket journalsread
Announcements2
  • rev_io.announcements.getView announcementread
  • rev_io.announcements.listSearch announcementsread
Commission plans2
  • rev_io.commission_plans.getView commission planread
  • rev_io.commission_plans.listSearch commission plansread
Integration entity types2
  • rev_io.integration_entity_types.getView integration entity typeread
  • rev_io.integration_entity_types.listSearch integration entity typesread
Integration systems2
  • rev_io.integration_systems.getView integration systemread
  • rev_io.integration_systems.listSearch integration systemsread
Note types2
  • rev_io.note_types.getView note typeread
  • rev_io.note_types.listSearch note typesread
Payment methods2
  • rev_io.payment_methods.getView payment methodread
  • rev_io.payment_methods.listSearch payment methodsread
Process phases2
  • rev_io.process_phases.getView process phaseread
  • rev_io.process_phases.listSearch process phasesread
Process routes2
  • rev_io.process_routes.getView process routeread
  • rev_io.process_routes.listSearch process routesread
Process tasks2
  • rev_io.process_tasks.getView process taskread
  • rev_io.process_tasks.listSearch process tasksread
Processes2
  • rev_io.processes.getView processread
  • rev_io.processes.listSearch processesread
Product types2
  • rev_io.product_types.getView product typeread
  • rev_io.product_types.listSearch product typesread
Provider contacts2
  • rev_io.provider_contacts.getView providercontactread
  • rev_io.provider_contacts.listSearch providercontactsread
Request statuses2
  • rev_io.request_statuses.getView request statusread
  • rev_io.request_statuses.listSearch request statusesread
Request templates2
  • rev_io.request_templates.getView request templateread
  • rev_io.request_templates.listSearch request templatesread
Service inventories2
  • rev_io.service_inventories.getGet Inventory Itemread
  • rev_io.service_inventories.listGet Inventory Items associated with a serviceread
Task steps2
  • rev_io.task_steps.getView task stepread
  • rev_io.task_steps.listSearch task stepsread
Task types2
  • rev_io.task_types.getView task typeread
  • rev_io.task_types.listSearch task typesread
Ticket processes2
  • rev_io.ticket_processes.getView ticketprocessread
  • rev_io.ticket_processes.listSearch ticketprocessesread
User groups2
  • rev_io.user_groups.getView user groupread
  • rev_io.user_groups.listSearch user groupsread
Users2
  • rev_io.users.getView userread
  • rev_io.users.listSearch usersread
Fields1
  • rev_io.fields.listView defined custom fields.read
Order service products1
  • rev_io.order_service_products.listSearch order service productsread
Order services1
  • rev_io.order_services.listSearch order servicesread
System status1
  • rev_io.system_status.getGet API service statusread

Questions

The Rev.io MCP server, answered.

Is there a Rev.io MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 335 Rev.io actions across customers, inventory items, requests and payments, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Rev.io.

What do I need to connect Rev.io?

Rev.io login name of the API user (create a dedicated API-only user in Rev.io and give its role only the permissions…, Rev.io client code (the instance code, e.g, Password of the Rev.io API user and Optional. Plus your host. The free call account { op: "connections.requirements", service: "rev_io" } lists exactly what to paste.

Can an AI agent delete or change things in Rev.io?

Only if its key allows it, and only with an explicit confirmation. 38 Rev.io actions are destructive, including delete contact, reverse bill and delete product. 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 Rev.io API limit?

actionlake paces every call to the limits in the Rev.io service file: 300 calls a minute per connection. Repeated reads are answered from cache (160 Rev.io actions can be), which never reaches Rev.io.

What does a Rev.io action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (335 Rev.io actions page). Cache hits, searches, dry runs and calls Rev.io 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 Rev.io API does it cover?

The Rev.io REST API v1 (OpenAPI 3.0, developers.rev.io API Explorer) at restapi.rev.io by default, or the base URL set when you connect. It is built from Rev.io's documentation as read on 23 October 2026. 335 actions in 73 areas, each one in the signed service file (version 1.0.0).

Can I combine Rev.io with my other systems?

Yes. ask joins Rev.io to NetSuite or HubSpot CRM on the same customer and returns the answer rather than every row. Rev.io maps crm.company, which 227 other connectors also map.

Does actionlake keep my Rev.io 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 Rev.io 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.

Give your agent Rev.io today.

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.