# Maxio — MCP server on mcp.ai
> Connect your Maxio account and use 177 tools for commerce straight from your AI agent. Connect with your own API key. Subscription billing and revenue management platform (formerly Chargify).

By: mcp.ai · official
Page: https://mcp.ai/maxio

## Connect (MCP protocol)
Remote MCP endpoint (HTTP, streamable): https://api.mcp.ai/p_maxio?ms=1787296020000
Add it as a custom/remote MCP connector, then authenticate when prompted.

## REST API (no MCP client required)
Every tool is also a REST endpoint, authed with a workspace API key.
Discover: GET https://api.mcp.ai/api/maxio/_endpoints   # public; lists every endpoint
Call:     POST https://api.mcp.ai/api/maxio/<endpoint>
  Authorization: Bearer sk_live_…   # create one at https://mcp.ai/settings/api-keys
  Content-Type: application/json
  Body: { …args }   →   { "ok": true, "tool": "<id>", "result": { … } }

## Developer docs
How to use (MCP or REST), markdown: https://mcp.ai/maxio/skill.md
Postman collection (v2.1): https://mcp.ai/maxio/postman.json

## Tools
- maxio_allocate_component(memo?: string, quantity: integer, accrual_date?: string, component_id: integer, proration_date?: string, allocation_type?: string, subscription_id: integer) — Creates an allocation for a component on a subscription. Use when you need to allocate quantities of a metered, quantity-based, or on/off component to a subscription. This action is commonly used to: 
- maxio_apply_coupons_to_subscription(code: string, subscription_id: integer) — Applies one or more coupons to a subscription. Use when you need to apply promotional discounts or coupon codes to an existing subscription. The coupon must be valid and not expired for the operation 
- maxio_archive_component(component_id: string, product_family_id: integer) — Archives a component to prevent new allocations. Use this action when you need to stop allowing new component allocations while keeping existing allocations active. This action is irreversible — once 
- maxio_archive_component_price_point(component_id: integer, price_point_id: integer) — Archives a component price point, making it inactive. Use when you need to deactivate a price point that is no longer needed but should not be permanently deleted. Archived price points are no longer 
- maxio_archive_coupon(coupon_id: integer, product_family_id: integer) — Archives a coupon to prevent new uses. Use this action when you need to deactivate a coupon while preserving its redemption history. This action is irreversible — once archived, the coupon cannot be u
- maxio_archive_offer(offer_id: integer) — Archives an offer to prevent new subscriptions from using it. Use this action when you need to deactivate an offer while preserving existing subscriptions. This action is irreversible — once archived,
- maxio_archive_product(product_id: integer) — Archives a product to prevent new subscriptions from being created. Use this action when you need to stop accepting new subscriptions for a product while keeping existing subscriptions active. This ac
- maxio_archive_product_price_point(product_id: string, price_point_id: string) — Archives a product price point by its ID. Use when you need to deactivate and archive a price point that is no longer needed. Archived price points cannot be used for new subscriptions but existing su
- maxio_cancel_delayed_cancellation(subscription_id: integer) — Cancels a scheduled cancellation on a subscription. Use when a user wants to undo a previously scheduled cancellation before it takes effect. This action is reversible only before the scheduled cancel
- maxio_clone_component_price_point(name?: string, component_id: integer, price_point_id: integer) — Clones an existing component price point to create a new one. Use this action when you need to duplicate a price point with all its pricing configuration, optionally providing a new name for the clone
- maxio_create_bulk_product_price_points(product_id: string, price_points: object[]) — Creates multiple product price points in a single API call. Use when you need to set up several pricing options for a product at once, such as creating tiered pricing plans (e.g., Basic, Standard, Pre
- maxio_create_component(component_kind: string, on_off_component?: object, metered_component?: object, product_family_id: integer, event_based_component?: object, prepaid_usage_component?: object, quantity_based_component?: object) — Creates a new component within a product family in Chargify. Use when you need to add billing components like metered usage, quantity-based pricing, on/off toggles, prepaid usage, or event-based compo
- maxio_create_component_price_point(price_point: object, component_id: integer) — Creates a price point for a component in Maxio Advanced Billing. Use this action when you need to define a new pricing configuration (such as per-unit, tiered, volume, or stair-step pricing) for a com
- maxio_create_coupon_subcodes(codes: string[], coupon_id: integer) — Creates multiple subcodes for an existing coupon in Maxio Advanced Billing. Use when you need to add additional coupon codes for tracking, segmentation, or allowing multiple uses of a coupon. Subcodes
- maxio_create_customer(email: string, phone?: string, locale?: string, address?: object, cc_emails?: string, last_name: string, reference?: string, first_name: string, organization?: string) — Creates a new customer in Maxio/Chargify with the required fields: first_name, last_name, and email. Use this action when you need to add a new customer to your billing system. Optional fields like or
- maxio_create_endpoint(url: string) — Creates a new webhook endpoint in Maxio Advanced Billing. Use when you need to register a new webhook endpoint to receive event notifications.
- maxio_create_invoice(line_items: object[], subscription_id: string) — Creates a one-time invoice for a subscription with custom line items. Use when you need to bill a customer for a one-time charge or custom amount that is not part of their regular subscription. The in
- maxio_create_metadata(metadata: object[], resource_id: integer, resource_type: string) — Creates metadata values for a resource in Maxio/Chargify Advanced Billing. Use this action when you need to attach custom key-value metadata to customers, subscriptions, or sites to store additional i
- maxio_create_metafields(metafields: object[], resource_type: string) — Creates metafield definitions for a resource type. Use this action when you need to define custom fields that can be attached to resources like customers, subscriptions, or products. After creating a 
- maxio_create_or_update_coupon_currency_prices(coupon_id: integer, currency_prices: object[]) — Tool to create or update currency prices for a coupon in Maxio. Use when you need to set or modify the pricing of a coupon across different currencies. This action is idempotent - calling it will repl
- maxio_create_payment_profile(cvv?: string, company?: string, last_name: string, first_name: string, billing_zip?: string, card_number: string, customer_id: integer, vault_token?: string, billing_city?: string, billing_state?: string, current_vault?: string, payment_token?: string, charge_account?: boolean, billing_address?: string, billing_country?: string, expiration_year: integer, expiration_month: integer) — Creates a new payment profile for a customer in Maxio (Chargify). Use when you need to add a new credit card or payment method to a customer's account. The payment profile stores card details securely
- maxio_create_prepaid_usage_component(name: string, handle?: string, prices: object[], tax_code?: string, unit_name: string, description?: string, pricing_scheme: string, upgrade_charge?: string, accounting_code?: string, overage_pricing?: object, downgrade_credit?: string, revenue_schedule?: string, product_family_id: integer, use_site_exchange_rate?: boolean) — Creates a prepaid usage component for pre-purchased units. Use when you need to create a component that allows customers to prepay for usage-based charges such as SMS credits, API calls, or storage un
- maxio_create_prepayment(memo: string, amount: string, method: string, details?: string, subscription_id: integer) — Creates a prepayment for a subscription. Prepayments allow customers to add funds to their account in advance, which are then applied to future invoices. Use this action when a customer wants to prepa
- maxio_create_product(name: string, active?: boolean, handle?: string, interval: integer, tax_code?: string, description?: string, interval_unit: string, price_in_cents: integer, trial_interval?: integer, accounting_code?: string, product_family_id: integer, expiration_interval?: integer, request_credit_card?: boolean, require_credit_card?: boolean, trial_interval_unit?: string, trial_price_in_cents?: integer, initial_charge_in_cents?: integer, expiration_interval_unit?: string) — Tool to create a new product within a product family in Maxio. Use when you need to add a new subscription product to an existing product family for billing purposes. This action is useful for setting
- maxio_create_product_family(name: string, handle?: string, description?: string, accounting_code?: string) — Creates a new product family in Maxio/Chargify. Product families are top-level containers used to organize products and related components. Use this action when you need to create a new product catego
- maxio_create_product_price_point(product_id: string, price_point: object) — Creates a price point for a product in Maxio Advanced Billing. Use this action when you need to define a new pricing configuration (such as monthly, annual, or trial pricing) for a product. Price poin
- maxio_create_proforma_invoice(subscription_id: integer) — Creates a proforma invoice for a subscription. A proforma invoice is a preliminary invoice that shows the expected charges before a final invoice is generated. Use when you need to preview or share ex
- maxio_create_quantity_based_component(product_family_id: integer, quantity_based_component: object) — Creates a quantity-based component for recurring units within a product family. Use when you need to add billing components that charge per unit based on quantity, such as user licenses, team seats, o
- maxio_create_reason_code(code: string, position?: integer, description?: string) — Creates a new churn reason code in Maxio/Chargify Advanced Billing. Use this action when you need to define a new reason code to categorize why customers cancel or churn from your subscription service
- maxio_create_signup_proforma_invoice(product_id: integer, customer_attributes: object) — Creates a proforma invoice for signup preview. A proforma invoice shows the expected charges for a new subscription before it is actually created. Use this action when you need to preview billing amou
- maxio_create_subscription(cvv?: string, group_by?: string, last_name?: string, net_terms?: integer, po_number?: string, trial_end?: string, components?: object[], first_name?: string, product_id?: integer, billing_zip?: string, card_number?: string, customer_id?: integer, vault_token?: string, billing_city?: string, coupon_codes?: string[], billing_state?: string, current_vault?: string, custom_fields?: object[], payment_token?: string, referral_code?: string, customer_email?: string, customer_phone?: string, product_handle?: string, billing_address?: string, billing_country?: string, expiration_year?: integer, expiration_month?: integer, customer_last_name?: string, customer_reference?: string, payment_profile_id?: integer, customer_first_name?: string, customer_organization?: string) — Creates a new subscription in Maxio (Chargify) with specified product, customer, and payment details. Use this action when you need to create a new subscription for an existing or new customer. At min
- maxio_create_subscription_group_with_signup(payer_id?: integer, subscriptions: object[], payer_attributes?: object, payment_profile_id?: integer, payment_collection_charge?: string) — Creates a subscription group with subscriptions and a shared payer in a single operation. Use this action when you need to create a subscription group that includes multiple subscriptions and a single
- maxio_create_subscription_note(body: string, created_at?: string, subscription_id: integer) — Creates a note on a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to add a note or comment to a subscription, such as tracking customer communication, recording suppor
- maxio_create_usage(memo?: string, quantity: number, recorded_at?: string, component_id: integer, subscription_id: integer) — Records usage for a metered component on a subscription. Use this action when you need to track and bill for usage-based consumption such as API calls, storage GB, emails sent, or any other metered us
- maxio_deactivate_event_based_component(component_id: integer, subscription_id: integer) — Deactivates an event-based component on a subscription. Use when you need to disable event-based billing on a subscription, such as pausing usage tracking or stopping billing for a specific component.
- maxio_deduct_service_credit(memo?: string, amount: string, subscription_id: integer) — Deducts from a subscription's service credit balance. Use this action when you need to reduce or correct a customer's service credit balance, such as for refunds, billing corrections, or adjusting for
- maxio_delete_coupon_subcode(subcode: string, coupon_id: integer) — Deletes a specific subcode from an existing coupon in Maxio Advanced Billing. Use this action when you need to remove a single subcode from a coupon. This action is irreversible — the subcode will be 
- maxio_delete_customer(customer_id: integer) — Deletes a customer from Maxio/Chargify. Use this action when you need to permanently remove a customer record. This action is irreversible — once deleted, the customer cannot be recovered. Note: A cus
- maxio_delete_prepaid_usage_allocation(component_id: integer, allocation_id: integer, subscription_id: integer) — Deletes a prepaid usage allocation from a subscription component. Use this action when you need to remove a specific prepaid allocation that was previously created. This action is irreversible — once 
- maxio_delete_reason_code(reason_code_id: integer) — Deletes a churn reason code from Maxio/Chargify Advanced Billing. Use this action when you need to permanently remove a reason code from your account. This action is irreversible — once deleted, the r
- maxio_delete_subscription_group(uid: string) — Deletes a subscription group and all its associated data. Use this action when you need to permanently remove a subscription group from the system. This action is irreversible — once deleted, the subs
- maxio_delete_subscription_note(note_id: integer, subscription_id: integer) — Deletes a specific note from a subscription in Maxio Advanced Billing. Use this action when you need to remove a single note from a subscription. This action is irreversible — the note will be permane
- maxio_delete_subscription_payment_profile(subscription_id: integer, payment_profile_id: integer) — Removes a payment profile from a subscription in Maxio Advanced Billing. Use when you need to unlink a credit card or payment method from a subscription, for example, when cleaning up obsolete payment
- maxio_delete_unused_payment_profile(payment_profile_id: integer) — Permanently deletes an unused payment profile from Maxio/Chargify. Use when you need to remove a payment profile that is no longer associated with any active subscriptions or payment references. This 
- maxio_deliver_proforma_invoice(recipient_emails?: string[], cc_recipient_emails?: string[], bcc_recipient_emails?: string[], proforma_invoice_uid: string) — Delivers a proforma invoice to the customer via email. Use when you need to email a proforma invoice to the customer. By default, the invoice will be sent to the customer on the subscription. Optional
- maxio_enable_webhooks(enabled: boolean) — Enables or disables webhooks for the Maxio/Chargify site. Use this action when you need to turn webhook notifications on or off. This can be useful during maintenance windows, troubleshooting, or when
- maxio_export_invoices() — Initiates an invoices export job. Use when you need to start an asynchronous export of invoice data from Maxio/Chargify. The export runs as a background job and returns a batch job object that can be 
- maxio_export_proforma_invoices() — Initiates an asynchronous export of proforma invoices data. Use when you need to export a large set of proforma invoices for analysis, reporting, or backup purposes. The export job runs in the backgro
- maxio_export_subscriptions(page?: integer, status?: string, end_date?: string, per_page?: integer, date_field?: string, start_date?: string) — Initiates an asynchronous export of subscription data from Maxio/Chargify. Use this action when you need to export bulk subscription data for analysis, backup, or integration with external systems. Th
- maxio_get_mrr(at_time?: string) — Returns monthly recurring revenue data for the site. Use this action when you need to retrieve the current MRR (Monthly Recurring Revenue) for your Chargify site, including plan and usage breakouts. T
- maxio_initiate_delayed_cancellation(subscription_id: integer) — Schedules a subscription for cancellation at the end of its current billing period. Use when a customer requests to cancel their subscription but you want to allow them to continue using the service u
- maxio_issue_advance_invoice(subscription_id: integer) — Issues an advance invoice for a subscription. An advance invoice allows billing for upcoming charges in advance of the normal billing cycle. Use this action when you need to immediately bill a custome
- maxio_issue_invoice(force?: boolean, invoice_uid: string, capture_prepayments?: boolean) — Issues a draft invoice for payment collection. Once issued, the invoice transitions from 'draft' to 'open' state and is ready to collect payment. Use when you need to finalize a draft invoice and init
- maxio_issue_service_credit(memo?: string, amount: string, subscription_id: integer) — Issues a service credit to a subscription. Service credits are amounts that are added to a subscription's service credit balance and can be applied toward future invoices. Use this action when you nee
- maxio_list_all_component_price_points(page?: integer, include?: string, per_page?: integer, direction?: string, filter_ids?: string, filter_type?: string, filter_end_date?: string, filter_date_field?: string, filter_start_date?: string, filter_archived_at?: string, filter_end_datetime?: string, filter_start_datetime?: string) — Lists all component price points across the site. Use this action when you need to retrieve all price points for billing components, with optional filtering by type, date range, or archived status. Su
- maxio_list_all_product_price_points(page?: integer, sort?: string, end_date?: string, per_page?: integer, direction?: string, date_field?: string, start_date?: string, filter_archived?: boolean, filter_product_id?: string) — Lists all product price points across the site in Maxio Advanced Billing. Use when you need to retrieve all pricing configurations for products, including their billing intervals, trial periods, and i
- maxio_list_allocations(page?: integer, per_page?: integer, component_id: integer, subscription_id: integer) — Lists all allocations for a component on a subscription. Use this action when you need to retrieve the allocation history for a specific component attached to a subscription. This is useful for auditi
- maxio_list_chargify_js_public_keys() — Lists all public keys for Chargify.js integration in Maxio Advanced Billing. Use when you need to retrieve available public keys for Chargify.js to securely tokenize payment information on the client 
- maxio_list_component_price_points(page?: integer, per_page?: integer, component_id: integer) — Lists all price points for a component in Maxio Advanced Billing. Use this action when you need to retrieve all available pricing configurations (such as per-unit, tiered, volume, or stair-step pricin
- maxio_list_components(page?: integer, per_page?: integer, direction?: string, filter_ids?: integer[], filter_handle?: string, filter_handles?: string[], filter_end_date?: string, filter_date_field?: string, filter_start_date?: string, filter_archival_state?: string, filter_product_family_id?: integer) — Returns a list of all components across product families in Chargify. Use this action when you need to retrieve all billing components (metered, quantity-based, on/off, prepaid usage, or event-based) 
- maxio_list_components_for_product_family(page?: integer, per_page?: integer, product_family_id: integer) — Lists all components within a product family in Maxio/Chargify. Use when you need to retrieve all billing components (metered, quantity-based, on/off, prepaid usage, or event-based) associated with a 
- maxio_list_consolidated_invoice_segments(invoice_uid: string) — Lists segments of a consolidated invoice. A consolidated invoice combines charges from multiple subscriptions or components into a single invoice. Use when you need to retrieve the individual segments
- maxio_list_coupon_subcodes(coupon_id: integer) — Lists all subcodes for an existing coupon in Maxio Advanced Billing. Use when you need to retrieve the subcodes associated with a coupon for verification, reporting, or administrative purposes. This i
- maxio_list_coupons_for_product_family(product_family_id: integer) — Lists all coupons within a product family. Use when you need to retrieve all available coupons for a specific product family, such as for displaying coupon options to customers or auditing coupon usag
- maxio_list_credit_notes(page?: integer, status?: string, end_date?: string, per_page?: integer, date_field?: string, start_date?: string, end_datetime?: string, start_datetime?: string, subscription_id?: integer, credit_note_number?: string, include_credit_note_components?: boolean) — Returns a list of credit notes from Maxio/Chargify. Use this action when you need to retrieve credit notes for a subscription or across your entire site. Credit notes represent credits issued to custo
- maxio_list_customer_subscriptions(page?: integer, state?: string, include?: string, per_page?: integer, customer_id: integer) — Lists all subscriptions for a specific customer in Maxio Advanced Billing. Use this action when you need to retrieve all subscriptions associated with a customer, such as for displaying subscription h
- maxio_list_customers(page?: integer, per_page?: integer, direction?: string, filter_ids?: integer[], filter_zip?: string, filter_state?: string, filter_end_date?: string, filter_reference?: string, filter_date_field?: string, filter_start_date?: string, filter_organization?: string) — Returns a list of customers with optional filtering and pagination. Use this action when you need to retrieve customers from your Chargify/Maxio billing system. Supports pagination and filtering by da
- maxio_list_endpoints(page?: integer, per_page?: integer) — Returns a list of webhook endpoints configured in Maxio Advanced Billing. Use when you need to retrieve all registered webhook endpoints to check their current configuration, monitor which endpoints a
- maxio_list_events(page?: integer, since?: string, until?: string, filter?: string, per_page?: integer, event_type?: string) — Returns a list of events for the site in Maxio Advanced Billing. Use this action when you need to retrieve events for audit purposes, monitoring activity, tracking subscription changes, or analyzing p
- maxio_list_exported_invoices(page?: integer, batch_id: string, per_page?: integer) — Retrieves a list of exported invoices for a specific invoice export batch. Use this action when you need to fetch the rows (invoice data) from a previously initiated invoice export. The batch_id shoul
- maxio_list_exported_proforma_invoices(page?: integer, batch_id: string, per_page?: integer) — Lists exported proforma invoice rows from a previously initiated export batch. Use when you need to retrieve the actual data from a proforma invoices export, such as for analysis, reporting, or import
- maxio_list_exported_subscriptions(page?: integer, batch_id: string, per_page?: integer) — Lists exported subscriptions from a subscription export batch in Maxio/Chargify. Use this action when you need to retrieve the results of a previously initiated subscription export. The batch_id shoul
- maxio_list_invoice_events(page?: integer, end_date?: string, per_page?: integer, start_date?: string) — Lists all invoice events from Maxio/Chargify with optional filtering. Use this action when you need to retrieve invoice event history, such as tracking invoice status changes (created, paid, voided), 
- maxio_list_invoices(page?: integer, per_page?: integer, direction?: string, filter_id?: integer, filter_status?: string, filter_end_date?: string, filter_date_field?: string, filter_product_id?: integer, filter_start_date?: string, filter_customer_id?: integer, filter_subscription_id?: integer, filter_product_family_id?: integer) — Returns a list of invoices with optional filtering and pagination. Use this action when you need to retrieve invoices from Maxio/Chargify, such as for displaying invoice history, generating reports, o
- maxio_list_metadata_for_resource_type(page?: integer, per_page?: integer, resource_type: string) — Lists all metadata definitions for a resource type in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all custom metadata field definitions available for a specific resource
- maxio_list_metafields(page?: integer, per_page?: integer, resource_type: string) — Lists all metafield definitions for a resource type in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all custom field (metafield) definitions configured for a specific res
- maxio_list_mrr_movements(page?: integer, end_date?: string, per_page?: integer, direction?: string, start_date?: string, filter_date_field?: string, filter_customer_id?: integer, filter_movement_type?: string, filter_subscription_id?: integer) — Returns MRR movement history showing changes in Monthly Recurring Revenue. Use this action when you need to retrieve the history of MRR changes for your Chargify site, such as for financial reporting,
- maxio_list_mrr_per_subscription(page?: integer, at_time?: string, per_page?: integer, direction?: string, filter_subscription_ids?: integer[]) — Returns MRR broken down by subscription. Use this action when you need to retrieve MRR (Monthly Recurring Revenue) data for your Chargify site, including plan and usage breakouts split per subscriptio
- maxio_list_offers(page?: integer, per_page?: integer, direction?: string, filter_ids?: integer[], filter_handle?: string, filter_end_date?: string, filter_date_field?: string, filter_offer_type?: string, filter_product_id?: integer, filter_start_date?: string, filter_archival_state?: string, filter_subscription_id?: integer) — Returns a list of all offers in Chargify. Use this action when you need to retrieve all offers from your Chargify site for reporting, analysis, or administrative purposes. Supports pagination and filt
- maxio_list_payment_profiles(page?: integer, include?: string, per_page?: integer, direction?: string, customer_id?: integer, filter_vault_token?: string, filter_current_vault?: string) — Returns a list of payment profiles in Maxio Advanced Billing. Use this action when you need to retrieve all payment profiles (credit cards, bank accounts, or other payment methods) for verification, r
- maxio_list_prepayments(page?: integer, per_page?: integer, subscription_id: integer) — Lists all prepayments for a subscription in Maxio Advanced Billing. Use this action when you need to retrieve all prepayments associated with a subscription, including their amounts, payment methods, 
- maxio_list_product_families(page?: integer, per_page?: integer, direction?: string, filter_ids?: integer[], filter_handle?: string, filter_handles?: string[], filter_end_date?: string, filter_date_field?: string, filter_start_date?: string) — Returns a list of all product families in Maxio/Chargify. Use this action when you need to retrieve product families from your Chargify/Maxio billing system. Product families are top-level containers 
- maxio_list_product_price_points(page?: integer, per_page?: integer, product_id: integer|string, filter_status?: string) — Lists all price points for a product in Maxio Advanced Billing. Use this action when you need to retrieve all available pricing configurations (such as monthly, annual, or trial pricing) defined for a
- maxio_list_products(page?: integer, per_page?: integer, direction?: string, filter_ids?: integer[], filter_state?: string, filter_handle?: string, filter_handles?: string[], filter_end_date?: string, filter_date_field?: string, filter_start_date?: string, filter_product_family_id?: integer) — Returns a list of all products from Maxio (Chargify). Use this action when you need to retrieve all subscription products from your Chargify site. Supports pagination and filtering by date, IDs, handl
- maxio_list_products_for_product_family(page?: integer, per_page?: integer, product_family_id: integer) — Lists all products within a product family in Maxio/Chargify. Use when you need to retrieve all subscription products associated with a specific product family, such as for displaying available plans 
- maxio_list_proforma_invoices(page?: integer, per_page?: integer, subscription_id: integer) — Lists all proforma invoices for a specific subscription in Maxio Advanced Billing. Use this action when you need to retrieve the proforma invoice history for a subscription, such as for reviewing bill
- maxio_list_reason_codes(page?: integer, per_page?: integer) — Returns a list of all churn reason codes in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all reason codes for churn reporting and analytics, such as auditing existing cod
- maxio_list_service_credits(page?: integer, per_page?: integer, subscription_id: integer) — Lists all service credits for a subscription in Maxio Advanced Billing. Use this action when you need to retrieve all service credits associated with a subscription, including their amounts, memos, an
- maxio_list_subscription_components(page?: integer, per_page?: integer, subscription_id: integer, filter_component_id?: integer, filter_price_point_id?: integer) — Lists all components attached to a subscription in Maxio (Chargify). Use this action when you need to retrieve all billing components (metered, quantity-based, on/off, prepaid usage, or event-based) a
- maxio_list_subscription_components_for_site(page?: integer, sort?: string, include?: string, end_date?: string, per_page?: integer, direction?: string, date_field?: string, start_date?: string, end_datetime?: string, start_datetime?: string, price_point_ids?: integer[], subscription_ids?: integer[], filter_currencies?: string, product_family_ids?: integer[], filter_subscription_states?: string, filter_subscription_end_date?: string, filter_use_site_exchange_rate?: boolean, filter_subscription_date_field?: string, filter_subscription_start_date?: string, filter_subscription_end_datetime?: string, filter_subscription_start_datetime?: string) — Lists all subscription components for a site. Use this action when you need to retrieve all subscription components across all subscriptions in your Chargify/Maxio site. Supports pagination, sorting, 
- maxio_list_subscription_events(page?: integer, per_page?: integer, since_id?: integer, until_id?: integer, direction?: string, subscription_id: integer) — Returns a list of events for a specific subscription in Maxio Advanced Billing. Use this action when you need to retrieve all events related to a subscription, such as for audit purposes, tracking sub
- maxio_list_subscription_groups(page?: integer, per_page?: integer, direction?: string, filter_ids?: integer[], filter_state?: string, filter_end_date?: string, filter_date_field?: string, filter_start_date?: string, filter_customer_id?: integer, filter_subscription_id?: integer) — Returns a list of subscription groups with optional filtering and pagination. Use this action when you need to retrieve subscription groups from your Chargify/Maxio billing system. Supports pagination
- maxio_list_subscription_notes(page?: integer, per_page?: integer, subscription_id: integer) — Lists all notes attached to a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all notes for a specific subscription, such as viewing customer communication h
- maxio_list_subscriptions(page?: integer, sort?: string, per_page?: integer, direction?: string, filter_ids?: integer[], filter_state?: string, filter_end_date?: string, filter_offer_id?: integer, filter_on_trial?: boolean, filter_date_field?: string, filter_start_date?: string, filter_product_ids?: integer[], filter_coupon_codes?: string[], filter_customer_ids?: integer[], filter_plan_interval?: string, filter_subscription_group_id?: integer) — Returns a list of subscriptions with optional filtering and pagination. Use this action when you need to retrieve all subscriptions from your Chargify/Maxio billing system. Supports pagination and fil
- maxio_list_usages(page?: integer, per_page?: integer, component_id: integer, subscription_id: integer) — Lists all usage records for a component on a subscription. Use this action when you need to retrieve the usage history for a metered or prepaid component attached to a subscription. This is useful for
- maxio_list_webhooks(page?: integer, per_page?: integer, filter_active?: boolean) — Returns a list of webhooks configured in Maxio Advanced Billing. Use this action when you need to retrieve all webhooks to check their current configuration, monitor which webhooks are active, or veri
- maxio_migrate_subscription_product(product_id: integer, subscription_id: integer) — Migrates a subscription to a different product in Maxio/Chargify Advanced Billing. Use when you need to change a subscription's product (e.g., upgrade, downgrade, or change the subscription plan). Thi
- maxio_override_subscription(subscription_id: integer, cancellation_message?: string) — Overrides cancellation settings of a subscription. Use when you need to update cancellation-related attributes on an existing subscription, such as adding a cancellation message to explain why the sub
- maxio_patch_product_price_point_to_default(product_id: integer|string, price_point_id: integer|string) — Promotes a product price point to be the default price point for a product. Use when you need to change which price point is automatically selected for new subscriptions to a product. This action sets
- maxio_pause_subscription(subscription_id: integer) — Pauses an active subscription in Maxio (Chargify) Advanced Billing. Use when you need to temporarily suspend a subscription without canceling it, such as when a customer requests a pause in service or
- maxio_preview_allocations(allocations: object[], subscription_id: integer) — Previews allocation charges before creating them for subscription components. Use this action when you need to calculate the cost impact of adding, upgrading, downgrading, or removing components from 
- maxio_preview_customer_information_changes(invoice_uid: string) — Previews customer information changes for an invoice. This endpoint shows what the invoice would look like with updated customer information before the changes are actually applied. Use when you need 
- maxio_preview_proforma_invoice(subscription_id: integer) — Previews a proforma invoice for a subscription without actually creating it. Use when you need to preview the expected charges and invoice details before committing to create the actual proforma invoi
- maxio_preview_renewal(include_trial?: boolean, subscription_id: integer, include_setup_fees?: boolean, include_next_charge?: boolean) — Previews the next renewal charges for a subscription in Maxio (Chargify). Use this action when you need to show customers what their next billing amount will be at renewal, including any component cha
- maxio_preview_signup_proforma_invoice(product_handle: string, customer_attributes: object, payment_collection_method?: string) — Previews a proforma invoice for signup. A proforma invoice shows the expected charges for a new subscription before it is actually created. Use this action when you need to preview billing amounts for
- maxio_preview_subscription(net_terms?: integer, po_number?: string, trial_end?: string, components?: object[], product_id?: integer, customer_id?: integer, vault_token?: string, coupon_codes?: string[], current_vault?: string, custom_fields?: object[], payment_token?: string, referral_code?: string, product_handle?: string, payment_profile_id?: integer, customer_attributes?: object, credit_card_attributes?: object) — Previews a subscription in Maxio (Chargify) before actual creation to see pricing and details. Use this action when you want to validate subscription parameters, preview costs, or show users what a su
- maxio_preview_subscription_product_migration(product_id?: integer, include_child?: boolean, new_product_id: integer, subscription_id: integer) — Previews a product migration before executing it. Use this action when you need to see what will happen when migrating a subscription to a different product without actually making the change. This al
- maxio_promote_component_price_point_to_default(component_id: integer, price_point_id: integer) — Promotes a component price point to be the default price point for its component. Use this action when you need to change which price point is used as the default for new subscriptions. This endpoint 
- maxio_reactivate_subscription(subscription_id: integer) — Reactivates a canceled subscription in Maxio (Chargify) Advanced Billing. Use when you need to restore a previously canceled subscription and resume billing for the customer. This action is reversible
- maxio_reactivate_subscription_group(uid: string) — Reactivates a canceled subscription group in Maxio/Chargify. Use this action when you need to restore a previously canceled subscription group and resume billing for all its associated subscriptions. 
- maxio_read_account_balances(subscription_id: integer) — Retrieves the account balances for a subscription in Maxio Advanced Billing. Use this action when you need to check the current financial status of a subscription, including any outstanding invoice am
- maxio_read_advance_invoice(subscription_id: integer) — Retrieves an advance invoice for a subscription. An advance invoice shows the charges that will be billed in advance of the normal billing cycle. Use this action when you need to preview or retrieve t
- maxio_read_component(component_id: string, product_family_id: integer) — Retrieves details of a specific component within a product family in Maxio/Chargify. Use this action when you need to fetch detailed information about a single billing component (metered, quantity-bas
- maxio_read_component_by_handle(handle: string) — Finds a component by its unique handle in Maxio/Chargify. Use this action when you need to retrieve a specific billing component using its handle identifier. The handle is a unique string that identif
- maxio_read_component_price_point(component_id: integer, price_point_id: integer) — Retrieves a specific component price point in Maxio Advanced Billing. Use this action when you need to fetch the details of a single price point, including its pricing scheme, price tiers, and configu
- maxio_read_coupon(coupon_id: integer, product_family_id: integer) — Retrieves details of a specific coupon within a product family. Use this action when you need to fetch the full details of a coupon, such as its discount configuration, redemption status, or to verify
- maxio_read_coupon_by_code(code: string) — Finds and retrieves a coupon by its unique code in Maxio Advanced Billing. Use when you need to look up coupon details using the coupon code, such as validating a coupon before applying it, displaying
- maxio_read_coupon_usage(coupon_id: integer, product_family_id: integer) — Retrieves usage statistics for a coupon. Use when you need to view how many times a coupon has been redeemed, the total discount given, and other usage metrics for a specific coupon within a product f
- maxio_read_credit_note(uid: string) — Retrieves details of a specific credit note from Maxio/Chargify. Use this action when you need to retrieve detailed information about a specific credit note by its unique identifier (UID). This is a r
- maxio_read_customer(customer_id: integer) — Retrieves details of a specific customer by their Chargify ID. Use this action when you need to fetch the full details of a customer, such as their contact information, address, tax status, or billing
- maxio_read_customer_by_reference(reference: string) — Looks up a customer by their external reference value. Use this action when you have an external reference identifier for a customer and need to retrieve the full customer details from Maxio/Chargify.
- maxio_read_events_count(since?: string, until?: string, filter?: string, event_type?: string) — Returns a count of events for the site in Maxio Advanced Billing. Use this action when you need to quickly determine the number of events matching specific criteria without retrieving full event detai
- maxio_read_invoice(uid: string) — Retrieves details of a specific invoice by its unique identifier (UID). Use this action when you need to fetch complete information about a single invoice, such as for displaying invoice details, proc
- maxio_read_invoices_export(batch_id: string) — Retrieves the status and details of an invoices export batch job. Use when you need to check whether a previously initiated invoice export has completed and how many rows were exported. This endpoint 
- maxio_read_offer(offer_id: integer) — Retrieves details of a specific offer by its ID from Maxio (Chargify). Use this action when you need to fetch full details of a single offer, including product information, discounts, items, and signu
- maxio_read_payment_profile(payment_profile_id: integer) — Retrieves details of a specific payment profile in Maxio Advanced Billing. Use this action when you need to fetch details of a payment profile by its ID, such as verifying card information, retrieving
- maxio_read_product(product_id: integer) — Retrieves details of a specific product by its ID from Maxio (Chargify). Use this action when you need to fetch full details of a single product, including pricing, billing intervals, trial settings, 
- maxio_read_product_by_handle(api_handle: string) — Retrieves a single product from Maxio (Chargify) by its unique handle. Use this action when you need to fetch a specific product's details using its handle identifier rather than its numeric ID. This 
- maxio_read_product_family(product_family_id: integer) — Retrieves details of a specific product family in Maxio/Chargify. Use this action when you need to fetch the full details of a product family, such as its name, description, handle, accounting code, o
- maxio_read_product_price_point(product_id: integer|string, price_point_id: integer|string, currency_prices?: boolean) — Retrieves a specific product price point in Maxio Advanced Billing. Use this action when you need to fetch the details of a single price point, including its pricing configuration, interval settings, 
- maxio_read_proforma_invoice(proforma_invoice_uid: string) — Retrieves a specific proforma invoice by its unique identifier. Use this action when you need to fetch detailed information about a single proforma invoice, including line items, amounts, taxes, disco
- maxio_read_proforma_invoices_export(batch_id: string) — Retrieves the status and details of a proforma invoices export batch job. Use when you need to check the status of a previously initiated proforma invoices export, such as to verify completion before 
- maxio_read_reason_code(reason_code_id: integer) — Retrieves a specific churn reason code by its ID from Maxio/Chargify Advanced Billing. Use this action when you need to fetch details of a single reason code, such as when viewing specific churn categ
- maxio_read_site() — Retrieves details about the current Chargify/Maxio site. Use this action when you need to retrieve information about your Chargify site, including site configuration, address, tax settings, and gatewa
- maxio_read_site_stats() — Returns site-wide statistics for the Chargify site. Use this action when you need to retrieve aggregate statistics about your Chargify site, including subscription counts by status, Monthly Recurring 
- maxio_read_subscription(include?: string, subscription_id: integer) — Retrieves details of a specific subscription by its unique identifier (ID). Use this action when you need to fetch complete information about a single subscription, such as for displaying subscription
- maxio_read_subscription_by_reference(reference: string) — Finds a subscription by its external reference identifier in Maxio Advanced Billing. Use this action when you need to retrieve a specific subscription using its reference field rather than the interna
- maxio_read_subscription_component(component_id: integer, subscription_id: integer) — Retrieves details of a component attached to a subscription in Maxio (Chargify). Use this action when you need to fetch detailed information about a specific billing component (metered, quantity-based
- maxio_read_subscription_note(note_id: integer, subscription_id: integer) — Retrieves a specific note attached to a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to fetch a single note from a subscription, such as retrieving details about a sp
- maxio_read_subscriptions_export(batch_id: string) — Retrieves the status and details of a subscriptions export batch job. Use this action when you need to check whether a previously initiated subscription export has completed and how many rows were exp
- maxio_record_bulk_events(events: object[], component_id: integer, subscription_id: integer) — Tool to record multiple billable events in bulk for a subscription component. Use when you need to log several usage events at once, such as batch processing usage data or recording multiple overage e
- maxio_record_payment_for_invoice(memo?: string, amount: string, invoice_uid: string, payment_method?: string, receipt_amount?: string, external_card_id?: string, payment_profile_id?: integer) — Records a payment for an invoice. This action can be used to record both full and partial payments against an invoice. Use this action when you need to record a customer payment for an existing invoic
- maxio_refund_invoice(uid: string, memo?: string, amount: string, reason: string, payment_id?: integer, external_payment?: boolean) — Creates a refund for a paid invoice. Use this action when you need to process a refund for a customer whose invoice has already been paid. The refund will be recorded against the invoice and a credit 
- maxio_refund_prepayment(memo: string, amount?: string, external?: boolean, prepayment_id: integer, amount_in_cents?: integer, subscription_id: integer) — Refunds a prepayment made on a subscription. This action is irreversible — once a prepayment is refunded, the refund cannot be undone. Use this action when a customer requests a refund for a prepaymen
- maxio_remove_coupon_from_subscription(subscription_id: integer) — Removes an applied coupon from a subscription in Maxio (Chargify) Advanced Billing. Use when you need to remove a promotional discount from an existing subscription and restore regular pricing. This a
- maxio_remove_subscription_from_group(subscription_id: integer) — Removes a subscription from its subscription group in Maxio Advanced Billing. Use this action when you need to unlink a subscription from its group, such as when migrating a subscription to operate in
- maxio_reopen_invoice(uid: string) — Reopens a voided or canceled invoice, changing its status back to open. Use when you need to reinstate an invoice that was previously voided or canceled. This action allows the invoice to be paid or m
- maxio_replay_webhooks(webhook_ids: integer[]) — Replays specified webhook deliveries in Maxio Advanced Billing. Use this action when you need to resend webhooks that may have failed, were not delivered, or need to be resent for any reason. Provide 
- maxio_reset_subscription_components_price_points(component_ids?: integer[], subscription_id: integer) — Resets subscription component price points to their default values. Use when you need to reset custom or overridden price points for subscription components back to their original default configuratio
- maxio_resume_subscription(subscription_id: integer) — Resumes a paused subscription in Maxio (Chargify) Advanced Billing. Use when you need to restore a previously paused subscription and resume billing and service delivery. This action is reversible — y
- maxio_retry_subscription(subscription_id: integer) — Retries payment for a past due subscription in Maxio (Chargify) Advanced Billing. Use when a subscription has failed payments and you need to manually trigger a retry of the billing attempt. This is u
- maxio_revoke_billing_portal_access(customer_id: integer) — Revokes billing portal access for a customer. This action invalidates the customer's current billing portal invitation, preventing them from accessing the self-service portal to view invoices, update 
- maxio_send_invoice(uid: string, recipient_emails?: string[], cc_recipient_emails?: string[], bcc_recipient_emails?: string[]) — Sends an invoice to the customer via email. Use when you need to email an invoice to the customer. By default, the invoice will be sent to the customer on the subscription. Optionally, you can specify
- maxio_send_request_update_payment_email(subscription_id: integer) — Sends an email to the customer requesting they update their payment method. Use when you need to prompt a customer to update their credit card or payment method on file. This is typically used when th
- maxio_unarchive_component_price_point(component_id: integer, price_point_id: integer) — Unarchives a component price point, restoring it to active status. Use this action when you need to reactivate an archived price point that was previously deactivated. Once unarchived, the price point
- maxio_unarchive_offer(offer_id: integer) — Unarchives a previously archived offer, making it available for new subscriptions again. Use this action when you need to restore an archived offer that was previously deactivated. This action is idem
- maxio_unarchive_product_price_point(product_id: string, price_point_id: string) — Unarchives a product price point by its ID. Use when you need to restore an archived price point that was previously deactivated. Once unarchived, the price point becomes available for new subscriptio
- maxio_update_automatic_subscription_resumption(subscription_id: integer, automatic_resumption: boolean) — Updates automatic resumption settings for a paused subscription in Maxio (Chargify) Advanced Billing. Use when you need to enable or disable automatic resumption for a subscription that is in a paused
- maxio_update_component(name: string, handle?: string, prices?: object[], archived?: boolean, tax_code?: string, unit_name?: string, description?: string, component_id: integer, pricing_scheme?: string, upgrade_charge?: string, downgrade_credit?: string) — Updates a component's details in Chargify. Use when you need to modify the name, description, pricing scheme, or other attributes of an existing billing component. Only the fields you provide in the r
- maxio_update_component_price_point(price_point?: object, component_id: integer, price_point_id: integer) — Updates a price point for a component in Maxio Advanced Billing. Use this action when you need to modify the pricing configuration (name, handle, exchange rate settings, or other attributes) of an exi
- maxio_update_coupon(code?: string, name?: string, duration?: string, coupon_id: integer, stackable?: boolean, code_length?: integer, description?: string, discount_type?: string, discount_amount?: string, expiration_date?: string, max_redemptions?: integer, duration_interval?: integer, product_family_id: integer, discount_percentage?: string) — Updates an existing coupon within a product family in Maxio. Use when you need to modify coupon details such as name, description, code, discount settings, expiration date, or redemption limits. This 
- maxio_update_coupon_subcodes(codes: string[], coupon_id: integer) — Updates all subcodes for an existing coupon in Maxio Advanced Billing. Use when you need to replace the entire set of subcodes for a coupon with a new set of codes for tracking, segmentation, or manag
- maxio_update_customer(customer?: object, customer_id: integer) — Updates an existing customer in Maxio/Chargify. Use this action when you need to modify customer information such as name, email, address, or other attributes. Only the fields provided in the customer
- maxio_update_customer_information(customer: object, invoice_uid: string) — Updates customer information on an invoice in Maxio/Chargify. Use this action when you need to modify customer details (such as name, email, organization) associated with a specific invoice. Only the 
- maxio_update_endpoint(endpoint?: object, endpoint_id: integer) — Updates an existing webhook endpoint in Maxio Advanced Billing. Use when you need to modify an endpoint's URL or description. This action is idempotent - updating an endpoint with the same values will
- maxio_update_payment_profile(cvv?: string, company?: string, last_name?: string, first_name?: string, billing_zip?: string, card_number?: string, vault_token?: string, billing_city?: string, billing_state?: string, current_vault?: string, payment_token?: string, billing_address?: string, billing_country?: string, expiration_year?: integer, expiration_month?: integer, payment_profile_id: integer) — Updates an existing payment profile in Maxio (Chargify). Use when you need to modify an existing payment profile's details such as card information, billing address, or contact details. At least one f
- maxio_update_prepaid_expiration(expires_at: string, component_id: integer, allocation_id: integer, subscription_id: integer) — Updates the expiration date of a prepaid usage allocation. Use this action when you need to extend or change the expiration date of a prepaid allocation on a subscription component. This action is com
- maxio_update_product(product?: object, product_id: integer) — Updates an existing product in Maxio/Chargify. Use this action when you need to modify product information such as name, description, pricing, billing intervals, or other attributes. Only the fields p
- maxio_update_product_family_component(component?: object, component_id: string, product_family_id: integer) — Updates a component within its product family in Maxio/Chargify. Use this action when you need to modify the configuration of an existing billing component (metered, quantity-based, on/off, prepaid us
- maxio_update_product_price_point(product_id: string, price_point: object, price_point_id: string) — Updates a product price point in Maxio Advanced Billing. Use when you need to modify an existing pricing configuration for a product, such as changing the name, price, billing interval, trial period, 
- maxio_update_reason_code(reason_code?: object, reason_code_id: integer) — Updates an existing churn reason code in Maxio/Chargify Advanced Billing. Use this action when you need to modify an existing reason code to update its code identifier, description, or position in lis
- maxio_update_subscription(subscription?: object, subscription_id: integer) — Updates an existing subscription's details in Maxio/Chargify. Use this action when you need to modify subscription attributes such as product, payment method, billing settings, or apply coupons. Only 
- maxio_update_subscription_components_price_points(price_points: object[], subscription_id: string) — Bulk updates component price points for a subscription. Use when you need to update multiple component price points for a subscription. Each component is updated via a separate API call sequentially, 
- maxio_update_subscription_note(body?: string, sticky?: boolean, note_id: integer, subscription_id: integer) — Updates an existing note on a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to modify the content or sticky status of an existing subscription note, such as updating c
- maxio_validate_coupon(code: string) — Validates a coupon code for a product. Use when you need to verify that a coupon code exists, is active, not expired, and hasn't exceeded its redemption limit before applying it to a subscription. Thi
- maxio_void_advance_invoice(reason: string, invoice_uid: string, subscription_id: integer) — Voids an advance invoice for a subscription. This cancels the advance billing charges and prevents them from being processed. Use this action when you need to cancel or reverse an advance invoice befo
- maxio_void_invoice(reason?: string, invoice_uid: string) — Voids an open invoice to stop future collection. Once voided, the invoice transitions from 'open' (or 'draft') to 'voided' state and will not be collected. Use when you need to cancel an invoice befor

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## Links
Docs: https://mcp.ai/docs/mcps/maxio
Website: https://mcp.ai/mcps/maxio