MCP For Claude Marketplace
Maxio (SaaS Billing & FinOps)

Maxio (SaaS Billing & FinOps) MCP Connector for Claude

A+

Manage SaaS billing via Maxio — audit customer contracts, track ARR/MRR metrics, and create invoices.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Maxio (SaaSOptics) account to any AI agent and take full control of your enterprise B2B SaaS financial operations, revenue recognition, and contract lifecycle through natural conversation.

What you can do

  • Contract Orchestration — List all managed subscription contracts and retrieve detailed structural rules including term lengths, discounts, and renewal dates directly from your agent
  • ARR/MRR Auditing — Track Annual and Monthly Recurring Revenue by listing active contracts and validating the underlying ledger math powering your RevRec metrics
  • Customer CRM — Manage your billing-centric customer directory, retrieve detailed account profiles, and perform real-time updates to company metadata securely
  • Invoicing Control — List historical invoices and create new revenue events directly against active contracts to manage complex B2B billing schedules natively
  • Subscription Lifecycle — Monitor contract states from initial provisioning to churn, identifying high-value account risks or growth opportunities through deep metadata inspection
  • Ledger Visibility — Extract raw chronological billing logs and historical payment records to ensure your financial system of record remains consistent and traceable

How it works

  1. Subscribe to this server
  2. Enter your Maxio (SaaSOptics) Domain and API Token
  3. Start managing your revenue operations from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Finance Operations — audit contract ledgers and verify revenue recognition schedules through natural conversation without manual dashboard exports
  • SaaS Founders — get rapid summaries of ARR growth and monitor recent customer invoicing activities directly from your workspace
  • Revenue Teams — manage customer account metadata and identify contract renewal boundaries to optimize retention and expansion efforts efficiently
billing-managementrevenue-recognitionsubscription-managementinvoicingarr-mrr-trackingcontract-lifecycle

10 tools expose this connector's capabilities to your AI agent.

create_contract

Identify precise active arrays spanning native Gateway auth

create_customer

Provision a highly-available JSON Payload generating hard Customer bindings

create_invoice

Inspect deep internal arrays mitigating specific Plan Math

delete_customer

Irreversibly vaporize explicit validations extracting rich Churn flags

get_contract

Dispatch an automated validation check routing explicit Gateway history

get_customer

Perform structural extraction of properties driving active Account logic

list_contracts

Enumerate explicitly attached structured rules exporting active Billing

list_customers

Identify bounded CRM records inside the Headless Maxio/SaaSOptics RevRec Platform

list_invoices

Identify precise active arrays spanning native Hold parsing

update_customer

Retrieve explicit Cloud logging tracing explicit Vault limits

See how to talk to your AI agent using Maxio (SaaS Billing & FinOps).

List all active contracts for customer 'Acme Corp' (ID: 12345)

I've identified 2 active contracts for Acme Corp: 1) 'Enterprise Platform' (ID: cont-987, ARR: $50,000), and 2) 'Professional Services' (ID: cont-654, ARR: $12,000). Both are in good standing with renewals set for 2027. Would you like to see the billing schedule for the enterprise platform?

What was our total ARR for the last 5 contracts registered?

Retrieving recent contract ledgers… The last 5 contracts represent a combined total ARR of $245,500. The largest single contract was 'Globex Global' at $120,000 ARR. I can provide the individual breakdown for each contract if you'd like.

Create a new customer record for 'Innovative SaaS' in Maxio

Customer 'Innovative SaaS' has been successfully created. The new Account ID is 'cust-13579'. You can now use the `create_contract` tool to assign subscription terms and revenue mappings to this account.

Yes. Use the `get_contract` tool with a specific Contract ID. Your agent will retrieve the detailed recurring revenue mappings, term dates, and line-item distributions, allowing you to validate exactly how much ARR is assigned to that contract record.

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