Maxio connector for AI agents

Tools your billing agent reaches for on Maxio, scoped per user.

CALL ANY TOOL

90 tools for subscription billing in Maxio: create, migrate, pause, and cancel subscriptions, record usage and allocations, create invoices and record payments, manage products, price points, and coupons, and read site stats.

maxio_billing_portal_enable

Enable billing portal

Enable billing portal access for a customer, optionally emailing them an invitation. Returns the customer portal status. Use maxio_billing_portal_enable once per customer. Use maxio_billing_portal_link_get for a login link, or maxio_billing_portal_invitation_resend to email the invitation again.

Parameters

Name

Type

Required

Description

customer_id

integer

Required

The numeric Advanced Billing ID of the customer.

auto_invite

string

Optional

Set to 1 to email the customer an invitation. 0 or omitted sends no email. One of: `0`, `1`.

maxio_billing_portal_link_get

Get billing portal link

maxio_component_get_by_handle

Component get by handle

maxio_component_price_points_list

List component price points

maxio_coupon_create

Create coupon

Create a percentage or flat-amount coupon in a product family. Returns the new coupon with its id and code. Use maxio_coupon_create to add a discount code. Use maxio_coupon_update to change an existing coupon. Send either percentage or amount_in_cents.

Parameters

Name

Type

Required

Description

code

string

Required

Code customers enter, up to 255 characters of uppercase letters, numbers and the symbols % @ + - _ . Required when creating.

description

string

Required

Description that can be shown to customers. Required when creating.

name

string

Required

Internal name of the coupon (not shown to customers), up to 255 characters. Required when creating.

product_family_id

integer

Required

The Advanced Billing id of the product family to which the coupon belongs

allow_negative_balance

boolean

Optional

Flat amount coupons only. Set to true to let unused discount carry forward as credit.

amount_in_cents

integer

Optional

Flat discount in integer cents. Send amount_in_cents or percentage, not both.

apply_on_cancel_at_end_of_period

boolean

Optional

Set to true to keep applying the coupon when a subscription is set to cancel at period end.

apply_on_subscription_expiration

boolean

Optional

Set to true to apply the coupon on the charge made at subscription expiration.

compounding_strategy

string

Optional

Stackable coupons only: compound (percentage applies to the already discounted price) or full-price. One of: `compound`, `full-price`.

end_date

string

Optional

Last day new signups can use the coupon (YYYY-MM-DD).

exclude_mid_period_allocations

boolean

Optional

Set to true to not discount charges from mid-period component allocations.

percentage

string

Optional

Percentage discount as a string, for example 15 or 12.5. Send percentage or amount_in_cents, not both.

recurring

boolean

Optional

Set to true to apply the discount on every renewal, not only the first charge.

restricted_components

object

Optional

Components the coupon is limited to, as an object whose keys are component IDs (or handle:<handle>) and values are true to restrict or false to unrestrict.

restricted_products

object

Optional

Products the coupon is limited to, as an object whose keys are product IDs (or handle:<handle>) and values are true to restrict or false to unrestrict.

stackable

boolean

Optional

Set to true to allow combining this coupon with other coupons on a subscription.

maxio_coupon_find

Coupon find

maxio_coupon_update

Update coupon

Update a coupon's name, code, description, discount, end date or product restrictions. Only the fields you send are changed. Returns the updated coupon. Use maxio_coupon_update to edit a coupon. Use maxio_coupon_create to add a new one.

Parameters

Name

Type

Required

Description

coupon_id

integer

Required

The Advanced Billing id of the coupon

product_family_id

integer

Required

The Advanced Billing id of the product family to which the coupon belongs

allow_negative_balance

boolean

Optional

Flat amount coupons only. Set to true to let unused discount carry forward as credit.

amount_in_cents

integer

Optional

Flat discount in integer cents. Send amount_in_cents or percentage, not both.

apply_on_cancel_at_end_of_period

boolean

Optional

Set to true to keep applying the coupon when a subscription is set to cancel at period end.

apply_on_subscription_expiration

boolean

Optional

Set to true to apply the coupon on the charge made at subscription expiration.

code

string

Optional

Coupon code, up to 255 characters.

compounding_strategy

string

Optional

Stackable coupons only: compound (percentage applies to the already discounted price) or full-price. One of: `compound`, `full-price`.

description

string

Optional

Description that can be shown to customers.

end_date

string

Optional

Last day new signups can use the coupon (YYYY-MM-DD).

exclude_mid_period_allocations

boolean

Optional

Set to true to not discount charges from mid-period component allocations.

name

string

Optional

Internal name of the coupon, up to 255 characters.

percentage

string

Optional

Percentage discount as a string, for example 15 or 12.5. Send percentage or amount_in_cents, not both.

recurring

boolean

Optional

Set to true to apply the discount on every renewal, not only the first charge.

restricted_components

object

Optional

Components the coupon is limited to, as an object whose keys are component IDs (or handle:<handle>) and values are true to restrict or false to unrestrict.

restricted_products

object

Optional

Products the coupon is limited to, as an object whose keys are product IDs (or handle:<handle>) and values are true to restrict or false to unrestrict.

stackable

boolean

Optional

Set to true to allow combining this coupon with other coupons on a subscription.

maxio_coupon_usage_get

Get coupon usage

maxio_custom_field_values_list

List custom field values

maxio_events_list

List events

maxio_invoice_get

Get invoice

maxio_payment_profiles_list

List payment profiles

maxio_product_create

Create product

maxio_product_family_get

Get product family

maxio_product_family_products_list

List product family products

maxio_product_price_point_get

Get product price point

maxio_product_update

Update product

maxio_reason_codes_list

List reason codes

maxio_site_stats_get

Get site stats

maxio_subscription_cancel

Cancel subscription

maxio_subscription_component_allocate

Subscription component allocate

maxio_subscription_component_usage_create

Create subscription component usage

maxio_subscription_coupon_remove

Remove subscription coupon

maxio_subscription_entitlements_list

List subscription entitlements

maxio_subscription_get_by_reference

Subscription get by reference

maxio_subscription_group_find

Subscription group find

maxio_subscription_payment_update_request_send

Send subscription payment update request

maxio_subscription_prepayments_list

List subscription prepayments

maxio_subscription_product_migrate

Subscription product migrate

maxio_subscription_renewal_preview

Preview subscription renewal

For more tools, view docs.

Build your Agent

Same auth pattern across LangChain, OpenAI, Anthropic, and Google ADK.

import { ScalekitClient } from "@scalekit-sdk/node";
import { createReactAgent } from "@langchain/langgraph/prebuilt";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

// Maxio tools scoped to this user
const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["maxio"], toolNames: [
    "maxio_site_stats_get",
    "maxio_subscriptions_list",
    "maxio_subscription_payment_update_request_send"] },
  pageSize: 100,
});

const agent = createReactAgent({ llm, tools });
await agent.invoke({ messages: [{ role: "user", content: "Find past due subscriptions and email each customer a link to update their payment method" }] });

import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["maxio"] }, pageSize: 100,
});

const res = await openai.chat.completions.create({
  model: "gpt-5",
  messages: [{ role: "user", content: "Find past due subscriptions and email each customer a link to update their payment method" }],
  tools,
});

// Execute the tool call with the user's vaulted Maxio API key
await sk.tools.executeTool(res.choices[0].message.tool_calls[0], "user_123");

import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["maxio"] }, pageSize: 100,
});

const msg = await anthropic.messages.create({
  model: "claude-sonnet-5",
  max_tokens: 1024,
  messages: [{ role: "user", content: "Find past due subscriptions and email each customer a link to update their payment method" }],
  tools,
});

// Tool call runs with the user's vaulted Maxio API key
await sk.tools.executeTool(msg.content, "user_123");

import { Agent } from "@google/adk/agents";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["maxio"] }, pageSize: 100,
});

const agent = new Agent({
  name: "billing_agent",
  model: "gemini-2.5-pro",
  instruction: "Maxio tools scoped to this user",
  tools,
});

await agent.run("Find past due subscriptions and email each customer a link to update their payment method");

Try these prompts

Copy any prompt into your agent. Each maps directly to a Maxio tool. Click to copy, paste into your agent, done.

Subscriptions

Copy the prompt

Copied

Show the subscription for customer reference acme-001 and its components.

Copy the prompt

Copied

Preview moving Acme's subscription to the Growth product, then migrate it.

Copy the prompt

Copied

Pause the Globex subscription until December 1.

Usage and invoicing

Copy the prompt

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Record 1,200 units of API call usage on Acme's subscription.

Copy the prompt

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Set Acme's seats component to 45.

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Record a $3,000 wire payment against this invoice.

Catalog and coupons

Copy the prompt

Copied

Create a 20% coupon called LAUNCH20 in the Core product family.

Copy the prompt

Copied

How many times has the LAUNCH20 coupon been used?

Copy the prompt

Copied

List every product and its price points in the Core family.

SEE HOW AUTH WORKS

Each user connects their own Maxio API key once, and Scalekit sends it with every call. Keys stay vaulted, every call is scope checked, and every action is logged.

Authorize

Your user connects

Maxio

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

Maxio

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

Maxio

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

Maxio

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

See the same per-user auth pattern across other accounting and finance connectors.

GTM and RevOps Teams

Revenue forecast commentary

Pulls open pipeline from Salesforce and HubSpot, calculates coverage against quota, flags at-risk stages, posts commentary to Slack, and logs every snapshot to Google Sheets.

GTM and RevOps Teams

CRM AI agent

Reads the Granola transcript after every call, extracts next steps and updates the HubSpot record, drafts the follow-up in Gmail, and confirms in Slack, all on the rep's own delegated OAuth.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared Maxio API key looks fine in a demo. In production every subscription change and usage record looks like one service account, and you cannot tell which user triggered it. Scalekit resolves the credential of the actual user who triggered the agent, never a shared bot.

// shared key
audit → bot_service_account

// scalekit
audit → user_abc ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Maxio today. Ten connectors tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access Maxio as the user or through a shared API key?

As the user. Each user connects their own Maxio API key once, and Scalekit sends it with every call. Audit logs attribute every subscription change and payment record to that user, not a shared service account.

Where is the Maxio API key stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. To rotate it, the user reconnects with a new API key. Revocation is a single dashboard action. Credentials never appear in prompts, logs, or LLM context.

Can I limit what the agent does in Maxio?

Yes. Filter by tool name in listScopedTools to expose only what you want, for example the list, get, and preview tools without maxio_subscription_cancel, which ends a subscription immediately or on a scheduled date. Scalekit also enforces scope checks before every API call.

What happens when a user revokes Maxio access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Which Maxio site does the agent work on?

The Advanced Billing site the user's API key belongs to. maxio_site_get returns that site's name, subdomain, currency, and test mode flag, so the agent can confirm the site before it changes a subscription.