---
title: "Rev.io MCP server for AI agents - actionlake"
description: "Give Claude 335 Rev.io actions through one MCP server: customers, inventory items, requests. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/rev-io
updated: 2026-10-23
---

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.

[Connect Rev.io 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: "rev_io.bills.list",
  intent: "check which Rev.io account is connected"
}
# Search bills · read · 1 upstream call
```

- 335 actions in one signed file
- 160 read look, never change
- 137 write create and update
- 38 wait for a yes destructive, 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.
   - `username` Rev.io login name of the API user (create a dedicated API-only user in Rev.io and give its role only the permissions…
   - `client_code` Rev.io client code (the instance code, e.g
   - `password` Password of the Rev.io API user
   - `subscription_key` Optional
   - `host` Where 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 call
   check { 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**

`username` `client_code` `password` `subscription_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 2026[developers.rev.io](https://developers.rev.io/llms.txt) [developers.rev.io](https://developers.rev.io/docs/basic-authentication) [developers.rev.io](https://developers.rev.io/docs/api-management)

**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.

- **160** read look, never change
- **137** write create and update
- **38** destructive wait 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.

| Action | What it does | Effect | Same name in |
| --- | --- | --- | --- |
| `rev_io.bills.list` Search bills | Search bills. | read | `finance.invoice.list` 101 connectors |
| `rev_io.payments.list` Search payments | Search payments. | read | `finance.payment.list` 75 connectors |
| `rev_io.contacts.list` Search contacts | Search contacts. | read | `crm.contact.list` 177 connectors |
| `rev_io.customers.list` Search customers | Search customers. | read | `crm.company.list` 162 connectors |
| `rev_io.credits.list` Search credits | Search credits. | read | `finance.credit_note.list` 33 connectors |
| `rev_io.users.list` Search users | Search users. | read | `identity.user.list` 474 connectors |
| `rev_io.products.list` Search products | Search products. | read | `finance.billing_item.list` 24 connectors |
| `rev_io.bills.create` Create bill | Create bill. | write | `finance.invoice.create` 74 connectors |
| `rev_io.payments.create` Create a new payment | Create a new payment. | write | `finance.payment.create` 67 connectors |
| `rev_io.contacts.create` Create contact | Create contact. | write | `crm.contact.create` 161 connectors |
| `rev_io.customers.create` Create a new customer | Create a new customer. | write | `crm.company.create` 142 connectors |
| `rev_io.contacts.delete` Delete contact | Delete contact. | destructive | `crm.contact.delete` 147 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. Read read
   Which Rev.io invoices are more than 30 days overdue? Group them by customer with the total owed.
   calls `rev_io.bills.list`
2. Write write
   Create bill in Rev.io. Show me exactly what you will send before you save it.
   calls `rev_io.bills.create`
3. Across systems read
   Which Rev.io companies have invoices in NetSuite, and how many each?
   calls `rev_io.customers.list` `netsuite.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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm)

Also mapped by other connectors `identity.user` **517** `identity.group` **239** `crm.company` **227** `crm.contact` **192** `work.task` **105** `finance.invoice` **91** `service.ticket` **62** `finance.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 contact `rev_io.contacts.delete`
- Reverse bill `rev_io.bills.reverse`
- Delete product `rev_io.products.delete`
- Reverse a payment `rev_io.payments.reverse`
- Reverse credit `rev_io.credits.reverse`
- Delete note `rev_io.notes.delete`
- Delete file `rev_io.files.delete`
- Create charge `rev_io.charges.create`
- Refund a payment `rev_io.payments.refund`
- Create a card payment `rev_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.

do rev_io.contacts.delete confirm_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: "lead@example.com" },
    { match: "rev_io.bills.reverse", approver: "lead@example.com" },
    { match: "rev_io.products.delete", approver: "lead@example.com" }
  ]
}
```

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.

- 1 upstream call per action all 335 Rev.io actions
- 335 actions page each page of a long list is one call
- 160 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 Rev.io action.

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

**Customers 15**

- `rev_io.customers.create` Create a new customer write
- `rev_io.customers.create_bill_messages` Create bill messages for a customer write
- `rev_io.customers.get` View customer read
- `rev_io.customers.get_account_aging` View a customer account aging read
- `rev_io.customers.get_bill_messages` Retrieve bill messages for a customer read
- `rev_io.customers.get_finance` View optimized finance information of an existing customer read
- `rev_io.customers.list` Search customers read
- `rev_io.customers.list_metadata` View a customer metadata read
- `rev_io.customers.list_optimized` Search customers optimized read
- `rev_io.customers.list_recent` Retrieve recent customer IDs read
- `rev_io.customers.replace` Update/Replace an existing customer write
- `rev_io.customers.replace_bill_messages` Update/Replace a customer's existing bill messages write
- `rev_io.customers.rerate_usage` Rerate unbilled usage of an existing customer write
- `rev_io.customers.update` Do a partial update of an existing customer write
- `rev_io.customers.update_bill_messages` Do a partial update of an existing customer's bill messages write

**Inventory items 11**

- `rev_io.inventory_items.assign_customer` Assign an inventory item to a specified customer write
- `rev_io.inventory_items.assign_product` Assign inventory items to a specified service product write
- `rev_io.inventory_items.assign_service` Assign inventory items to a specified service write
- `rev_io.inventory_items.create` Create inventory item write
- `rev_io.inventory_items.get` View inventory item read
- `rev_io.inventory_items.list` Search inventory items read
- `rev_io.inventory_items.replace` Replace inventory item write
- `rev_io.inventory_items.unassign_customer` Unassign an inventory item write
- `rev_io.inventory_items.unassign_product` Unassign inventory items from a specified service product write
- `rev_io.inventory_items.unassign_service` Unassign inventory items from a specified service write
- `rev_io.inventory_items.update` Partially update inventory item write

**Requests 11**

- `rev_io.requests.approve` Approve a request write
- `rev_io.requests.choose_route` Choose the next process phase route for an existing request write
- `rev_io.requests.create` Create request write
- `rev_io.requests.create_from_spreadsheet` Create requests via Excel file upload write
- `rev_io.requests.get` View request read
- `rev_io.requests.get_charges_summary` Get charges, taxes and fees for a request read
- `rev_io.requests.get_pdf_base64` Download request PDF represented as a Base64-encoded string read
- `rev_io.requests.list` Search requests read
- `rev_io.requests.list_approval_methods` Get list of approval methods available for request read
- `rev_io.requests.replace` Replace request write
- `rev_io.requests.update` Partially update request write

**Payments 10**

- `rev_io.payments.create` Create a new payment write
- `rev_io.payments.create_bank_account` Create a bank account payment destructive
- `rev_io.payments.create_card` Create a card payment destructive
- `rev_io.payments.get` View payment read
- `rev_io.payments.get_bills_applied_to` Bill(s) to which a payment was applied read
- `rev_io.payments.get_charges_applied_to` Bill(s) and charge(s) the payment was applied to read
- `rev_io.payments.list` Search payments read
- `rev_io.payments.refund` Refund a payment destructive
- `rev_io.payments.reverse` Reverse a payment destructive
- `rev_io.payments.void` Void a payment destructive

**Payment accounts 9**

- `rev_io.payment_accounts.create_bank_account` Create a bank account payment account write
- `rev_io.payment_accounts.create_card` Create a card payment account write
- `rev_io.payment_accounts.delete` Delete a payment account destructive
- `rev_io.payment_accounts.get` View payment account read
- `rev_io.payment_accounts.list` Search payment accounts read
- `rev_io.payment_accounts.replace_bank_account` Replace a bank account payment account write
- `rev_io.payment_accounts.replace_card` Replace a card payment account write
- `rev_io.payment_accounts.update_bank_account` Partially update payment account write
- `rev_io.payment_accounts.update_card` Update a card payment account write

**Services 7**

- `rev_io.services.create` Create service write
- `rev_io.services.disconnect` Disconnects a specified service destructive
- `rev_io.services.get` View service read
- `rev_io.services.list` Search services read
- `rev_io.services.replace` Replace service write
- `rev_io.services.transfer` Transfer a specified service to another customer account destructive
- `rev_io.services.update` Partially update service write

**Webhook receivers 7**

- `rev_io.webhook_receivers.activate` Activate a webhook receiver write
- `rev_io.webhook_receivers.create` Register webhook receiver write
- `rev_io.webhook_receivers.delete` Delete webhook receiver destructive
- `rev_io.webhook_receivers.get` View webhook receiver read
- `rev_io.webhook_receivers.list` Search webhook receivers read
- `rev_io.webhook_receivers.replace` Replace webhook receiver write
- `rev_io.webhook_receivers.update` Partially update webhook receiver write

**Bill profiles 6**

- `rev_io.bill_profiles.create` Create bill profile write
- `rev_io.bill_profiles.delete` Delete bill profile destructive
- `rev_io.bill_profiles.get` View bill profile read
- `rev_io.bill_profiles.list` Search bill profiles read
- `rev_io.bill_profiles.replace` Replace bill profile write
- `rev_io.bill_profiles.update` Partially update bill profile write

**Contacts 6**

- `rev_io.contacts.create` Create contact write
- `rev_io.contacts.delete` Delete contact destructive
- `rev_io.contacts.get` View contact read
- `rev_io.contacts.list` Search contacts read
- `rev_io.contacts.replace` Replace contact write
- `rev_io.contacts.update` Partially update contact write

**Files 6**

- `rev_io.files.create` Create file write
- `rev_io.files.delete` Delete file destructive
- `rev_io.files.get` View file read
- `rev_io.files.list` Search files read
- `rev_io.files.replace` Replace file write
- `rev_io.files.update` Partially update file write

**Integration key links 6**

- `rev_io.integration_key_links.create` Create integration key link write
- `rev_io.integration_key_links.delete` Delete integration key link destructive
- `rev_io.integration_key_links.exact_search` Get exact search for an integration key link read
- `rev_io.integration_key_links.get` View integration key link read
- `rev_io.integration_key_links.list` Search integration key links read
- `rev_io.integration_key_links.replace` Replace integration key link write

**Inventory types 6**

- `rev_io.inventory_types.create` Create inventory type write
- `rev_io.inventory_types.delete` Delete inventory type destructive
- `rev_io.inventory_types.get` View inventory type read
- `rev_io.inventory_types.list` Search inventory types read
- `rev_io.inventory_types.replace` Replace inventory type write
- `rev_io.inventory_types.update` Partially update inventory type write

**Notes 6**

- `rev_io.notes.create` Create note write
- `rev_io.notes.delete` Delete note destructive
- `rev_io.notes.get` View note read
- `rev_io.notes.list` Search notes read
- `rev_io.notes.replace` Replace note write
- `rev_io.notes.update` Partially update note write

**Package products 6**

- `rev_io.package_products.create` Create package product write
- `rev_io.package_products.delete` Delete package product destructive
- `rev_io.package_products.get` View package product read
- `rev_io.package_products.list` Search package products read
- `rev_io.package_products.replace` Replace package product write
- `rev_io.package_products.update` Partially update package product write

**Packages 6**

- `rev_io.packages.create` Create package write
- `rev_io.packages.delete` Delete package destructive
- `rev_io.packages.get` View package read
- `rev_io.packages.list` Search packages read
- `rev_io.packages.replace` Replace package write
- `rev_io.packages.update` Partially update package write

**Product groups 6**

- `rev_io.product_groups.create` Create product group write
- `rev_io.product_groups.delete` Delete product group destructive
- `rev_io.product_groups.get` View product group read
- `rev_io.product_groups.list` Search product groups read
- `rev_io.product_groups.replace` Replace product group write
- `rev_io.product_groups.update` Partially update product group write

**Products 6**

- `rev_io.products.create` Create product write
- `rev_io.products.delete` Delete product destructive
- `rev_io.products.get` View product read
- `rev_io.products.list` Search products read
- `rev_io.products.replace` Replace product write
- `rev_io.products.update` Partially update product write

**Report categories 6**

- `rev_io.report_categories.create` Create report category write
- `rev_io.report_categories.delete` Delete report category destructive
- `rev_io.report_categories.get` View report category read
- `rev_io.report_categories.list` Search report categories read
- `rev_io.report_categories.replace` Replace report category write
- `rev_io.report_categories.update` Partially update report category write

**Request contacts 6**

- `rev_io.request_contacts.create` Create request contact write
- `rev_io.request_contacts.delete` Delete request contact destructive
- `rev_io.request_contacts.get` View request contact read
- `rev_io.request_contacts.list` Search request contacts read
- `rev_io.request_contacts.replace` Replace request contact write
- `rev_io.request_contacts.update` Partially update request contact write

**Request products 6**

- `rev_io.request_products.create` Create request product write
- `rev_io.request_products.delete` Delete request product destructive
- `rev_io.request_products.get` View request product read
- `rev_io.request_products.list` Search request products read
- `rev_io.request_products.replace` Replace request product write
- `rev_io.request_products.update` Partially update request product write

**Request services 6**

- `rev_io.request_services.create` Create request service write
- `rev_io.request_services.delete` Delete request service destructive
- `rev_io.request_services.get` View request service read
- `rev_io.request_services.list` Search request services read
- `rev_io.request_services.replace` Replace request service write
- `rev_io.request_services.update` Partially update request service write

**Service commissions 6**

- `rev_io.service_commissions.create` Create a new service commission write
- `rev_io.service_commissions.delete` Delete a service commission destructive
- `rev_io.service_commissions.get` Get a single service commission read
- `rev_io.service_commissions.list` Search for one or more service commissions read
- `rev_io.service_commissions.replace` Update/Replace an existing service commission write
- `rev_io.service_commissions.update` Do a partial update of an existing service commission write

**Service products 6**

- `rev_io.service_products.create` Create service product write
- `rev_io.service_products.disconnect` Disconnect service product destructive
- `rev_io.service_products.get` View service product read
- `rev_io.service_products.list` Search service products read
- `rev_io.service_products.replace` Replace service product write
- `rev_io.service_products.update` Partially update service product write

**Tasks 6**

- `rev_io.tasks.create` Create task write
- `rev_io.tasks.get` View task read
- `rev_io.tasks.list` Search tasks read
- `rev_io.tasks.replace` Replace task write
- `rev_io.tasks.take_action` Take action on task write
- `rev_io.tasks.update` Partially update task write

**Tickets 6**

- `rev_io.tickets.choose_route` Choose the next process phase route for an existing ticket write
- `rev_io.tickets.create` Create ticket write
- `rev_io.tickets.get` View ticket read
- `rev_io.tickets.list` Search tickets read
- `rev_io.tickets.replace` Replace ticket write
- `rev_io.tickets.update` Partially update ticket write

**Usage plan group plans 6**

- `rev_io.usage_plan_group_plans.create` Create usage plan group plan write
- `rev_io.usage_plan_group_plans.delete` Delete usage plan group plan destructive
- `rev_io.usage_plan_group_plans.get` View usage plan group plan read
- `rev_io.usage_plan_group_plans.list` Search usage plan group plans read
- `rev_io.usage_plan_group_plans.replace` Replace usage plan group plan write
- `rev_io.usage_plan_group_plans.update` Partially update usage plan group plan write

**Usage plan groups 6**

- `rev_io.usage_plan_groups.create` Create usage plan group write
- `rev_io.usage_plan_groups.delete` Delete usage plan group destructive
- `rev_io.usage_plan_groups.get` View usage plan group read
- `rev_io.usage_plan_groups.list` Search usage plan groups read
- `rev_io.usage_plan_groups.replace` Replace usage plan group write
- `rev_io.usage_plan_groups.update` Partially update usage plan group write

**Usage plan rates 6**

- `rev_io.usage_plan_rates.create` Create usage plan rate write
- `rev_io.usage_plan_rates.delete` Delete usage plan rate destructive
- `rev_io.usage_plan_rates.get` View usage plan rate read
- `rev_io.usage_plan_rates.list` Search usage plan rates read
- `rev_io.usage_plan_rates.replace` Replace usage plan rate write
- `rev_io.usage_plan_rates.update` Partially update usage plan rate write

**Usage plans 6**

- `rev_io.usage_plans.create` Create usage plan write
- `rev_io.usage_plans.delete` Delete usage plan destructive
- `rev_io.usage_plans.get` View usage plan read
- `rev_io.usage_plans.list` Search usage plans read
- `rev_io.usage_plans.replace` Replace usage plan write
- `rev_io.usage_plans.update` Partially update usage plan write

**Webhook subscriptions 6**

- `rev_io.webhook_subscriptions.create` Create webhook subscription write
- `rev_io.webhook_subscriptions.delete` Delete webhook subscription destructive
- `rev_io.webhook_subscriptions.get` View webhook subscription read
- `rev_io.webhook_subscriptions.list` Search webhook subscriptions read
- `rev_io.webhook_subscriptions.replace` Replace webhook subscription write
- `rev_io.webhook_subscriptions.update` Partially update webhook subscription write

**Addresses 5**

- `rev_io.addresses.create` Create a new address write
- `rev_io.addresses.get` Get a single address by ID read
- `rev_io.addresses.list` Search for one or more addresses read
- `rev_io.addresses.replace` Update/Replace an existing address write
- `rev_io.addresses.update` Do a partial update of an existing address write

**Agents 5**

- `rev_io.agents.create` Create agent write
- `rev_io.agents.get` View agent read
- `rev_io.agents.list` Search agents read
- `rev_io.agents.replace` Replace agent write
- `rev_io.agents.update` Partially update agent write

**Bills 5**

- `rev_io.bills.create` Create bill write
- `rev_io.bills.get` View bill read
- `rev_io.bills.get_ledger` Get bill information in ledger form read
- `rev_io.bills.list` Search bills read
- `rev_io.bills.reverse` Reverse bill destructive

**Charges 5**

- `rev_io.charges.create` Create charge destructive
- `rev_io.charges.delete` Delete charge destructive
- `rev_io.charges.get` View charge read
- `rev_io.charges.get_tax_details` View the tax details of a specified charge. read
- `rev_io.charges.list` Search charges read

**Contact types 5**

- `rev_io.contact_types.create` Create contact type write
- `rev_io.contact_types.get` View contact type read
- `rev_io.contact_types.list` Search contact types read
- `rev_io.contact_types.replace` Replace contact type write
- `rev_io.contact_types.update` Partially update contact type write

**Credits 5**

- `rev_io.credits.create` Create credit write
- `rev_io.credits.get` View credit read
- `rev_io.credits.get_tax_details` View the tax details of a specified credit. read
- `rev_io.credits.list` Search credits read
- `rev_io.credits.reverse` Reverse credit destructive

**Orders 5**

- `rev_io.orders.choose_route` Choose the next process phase route for an existing order write
- `rev_io.orders.get` View order read
- `rev_io.orders.list` Search orders read
- `rev_io.orders.replace` Replace order write
- `rev_io.orders.update` Partially update order write

**Product allowances 5**

- `rev_io.product_allowances.create` Create productallowance write
- `rev_io.product_allowances.delete` Delete productallowance destructive
- `rev_io.product_allowances.get` View productallowance read
- `rev_io.product_allowances.list` Search productallowances read
- `rev_io.product_allowances.replace` Replace productallowance write

**Provider accounts 5**

- `rev_io.provider_accounts.create` Create provider account write
- `rev_io.provider_accounts.get` View provider account read
- `rev_io.provider_accounts.list` Search provider accounts read
- `rev_io.provider_accounts.replace` Replace provider account write
- `rev_io.provider_accounts.update` Partially update provider account write

**Providers 5**

- `rev_io.providers.create` Create provider write
- `rev_io.providers.get` View provider read
- `rev_io.providers.list` Search providers read
- `rev_io.providers.replace` Replace provider write
- `rev_io.providers.update` Partially update provider write

**Request addresses 5**

- `rev_io.request_addresses.create` Create request address write
- `rev_io.request_addresses.delete` Delete request address destructive
- `rev_io.request_addresses.get` View request address read
- `rev_io.request_addresses.list` Search request addresses read
- `rev_io.request_addresses.update` Partially update request address write

**Customer relationships 4**

- `rev_io.customer_relationships.create` Create customer relationship write
- `rev_io.customer_relationships.delete` Delete customer relationship destructive
- `rev_io.customer_relationships.get` View customer relationship read
- `rev_io.customer_relationships.list` Search customer relationships read

**Provider 4**

- `rev_io.provider.get_csr` Get CSR read
- `rev_io.provider.get_lrn` Get LRN Information read
- `rev_io.provider.get_number_info` Get Number Information read
- `rev_io.provider.view_order` View Provider Order read

**Reports 4**

- `rev_io.reports.get` View report read
- `rev_io.reports.list` Search reports read
- `rev_io.reports.run` Run a report read
- `rev_io.reports.run_with_input` Run a report with input read

**Task notified users 4**

- `rev_io.task_notified_users.create` Create task notified users write
- `rev_io.task_notified_users.delete` Delete task notified users destructive
- `rev_io.task_notified_users.list` Search task notified users read
- `rev_io.task_notified_users.replace_all` Replace task notified users on the task write

**Audits 3**

- `rev_io.audits.create` Create audit write
- `rev_io.audits.get` View audit read
- `rev_io.audits.list` Search audits read

**Deposits 3**

- `rev_io.deposits.create` Create deposits write
- `rev_io.deposits.get` View deposits read
- `rev_io.deposits.list` Search deposits read

**Service types 3**

- `rev_io.service_types.create` Create service type write
- `rev_io.service_types.get` View service type read
- `rev_io.service_types.list` Search service types read

**Ticket journals 3**

- `rev_io.ticket_journals.create` Create ticket journal write
- `rev_io.ticket_journals.get` View ticket journal read
- `rev_io.ticket_journals.list` Search ticket journals read

**Announcements 2**

- `rev_io.announcements.get` View announcement read
- `rev_io.announcements.list` Search announcements read

**Commission plans 2**

- `rev_io.commission_plans.get` View commission plan read
- `rev_io.commission_plans.list` Search commission plans read

**Integration entity types 2**

- `rev_io.integration_entity_types.get` View integration entity type read
- `rev_io.integration_entity_types.list` Search integration entity types read

**Integration systems 2**

- `rev_io.integration_systems.get` View integration system read
- `rev_io.integration_systems.list` Search integration systems read

**Note types 2**

- `rev_io.note_types.get` View note type read
- `rev_io.note_types.list` Search note types read

**Payment methods 2**

- `rev_io.payment_methods.get` View payment method read
- `rev_io.payment_methods.list` Search payment methods read

**Process phases 2**

- `rev_io.process_phases.get` View process phase read
- `rev_io.process_phases.list` Search process phases read

**Process routes 2**

- `rev_io.process_routes.get` View process route read
- `rev_io.process_routes.list` Search process routes read

**Process tasks 2**

- `rev_io.process_tasks.get` View process task read
- `rev_io.process_tasks.list` Search process tasks read

**Processes 2**

- `rev_io.processes.get` View process read
- `rev_io.processes.list` Search processes read

**Product types 2**

- `rev_io.product_types.get` View product type read
- `rev_io.product_types.list` Search product types read

**Provider contacts 2**

- `rev_io.provider_contacts.get` View providercontact read
- `rev_io.provider_contacts.list` Search providercontacts read

**Request statuses 2**

- `rev_io.request_statuses.get` View request status read
- `rev_io.request_statuses.list` Search request statuses read

**Request templates 2**

- `rev_io.request_templates.get` View request template read
- `rev_io.request_templates.list` Search request templates read

**Service inventories 2**

- `rev_io.service_inventories.get` Get Inventory Item read
- `rev_io.service_inventories.list` Get Inventory Items associated with a service read

**Task steps 2**

- `rev_io.task_steps.get` View task step read
- `rev_io.task_steps.list` Search task steps read

**Task types 2**

- `rev_io.task_types.get` View task type read
- `rev_io.task_types.list` Search task types read

**Ticket processes 2**

- `rev_io.ticket_processes.get` View ticketprocess read
- `rev_io.ticket_processes.list` Search ticketprocesses read

**User groups 2**

- `rev_io.user_groups.get` View user group read
- `rev_io.user_groups.list` Search user groups read

**Users 2**

- `rev_io.users.get` View user read
- `rev_io.users.list` Search users read

**Fields 1**

- `rev_io.fields.list` View defined custom fields. read

**Order service products 1**

- `rev_io.order_service_products.list` Search order service products read

**Order services 1**

- `rev_io.order_services.list` Search order services read

**System status 1**

- `rev_io.system_status.get` Get API service status read

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.

## More connectors like Rev.io

Shares the most action names with

- [Gorelo 23](https://actionlake.com/connectors/gorelo)
- [SuperOps RMM+PSA 20](https://actionlake.com/connectors/superops-rmm-psa)
- [Accelo 19](https://actionlake.com/connectors/accelo)
- [Domotz 11](https://actionlake.com/connectors/domotz)
- [ArrowSphere 10](https://actionlake.com/connectors/arrowsphere)
- [3CX 8](https://actionlake.com/connectors/3cx)

Joins with, on shared entities

- [Odoo 8](https://actionlake.com/connectors/odoo)
- [Zoho Books 7](https://actionlake.com/connectors/zoho-books)
- [ERPNext (Frappe) 7](https://actionlake.com/connectors/erpnext-frappe)
- [Microsoft Dynamics 365 7](https://actionlake.com/connectors/microsoft-dynamics-365)
- [ServiceTitan 7](https://actionlake.com/connectors/servicetitan)
- [Xero 6](https://actionlake.com/connectors/xero)

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 Rev.io; the name is the vendor's own. Counts are from the Rev.io service file, version 1.0.0.

## Give your agent Rev.io today.

[Connect Rev.io 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.

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Source: https://actionlake.com/connectors/rev-io
More: https://actionlake.com/llms.txt