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Connect Maxio SAAS Billing Finops to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire revenue operations through a natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Maxio.

  1. 01

    Create contract

    This capability sets up new subscription contracts within your Maxio account. It handles the necessary authentication and structural rules for active billing.

  2. 02

    Create invoice

    Use this to generate new revenue events. It allows your agent to create invoices against existing contracts based on specific plan math.

  3. 03

    List contracts

    This capability pulls a list of all managed subscription contracts. It returns the structured billing rules and active terms for each.

  4. 04

    Create customer

    This capability provisions new customer records. It uses a JSON payload to create hard bindings within your Maxio CRM.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Maxio.

  1. 05

    Delete customer

    Use this to remove customer records from the system. It extracts churn flags during the validation process.

  2. 06

    Get contract

    This capability retrieves specific details for a single contract. It pulls validation data and gateway history for the requested record.

  3. 07

    Get customer

    This capability fetches the full profile of a customer. It extracts the specific properties that drive your account logic.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Maxio.

  1. 08

    List customers

    This capability provides a directory of all CRM records. It identifies bounded customer data within the Maxio RevRec platform.

  2. 09

    List invoices

    Use this to view historical billing records. It identifies active invoice arrays and parses hold statuses.

  3. 10

    Update customer

    This capability modifies existing customer information. It uses cloud logging to trace updates against vault limits.

Real work

What teams actually run

01

Monthly Revenue Reconciliation

Ask your agent to compare recent invoices against active contracts to ensure MRR accuracy.

02

Customer Onboarding

Use the agent to provision a new customer and immediately assign their first subscription contract.

03

Renewal Risk Assessment

Have your agent scan contract metadata to find upcoming renewal dates for high-value accounts.

04

Billing Error Correction

Retrieve specific invoice arrays to identify and resolve discrepancies in B2B billing schedules.

Automate a task

Put Maxio to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Maxio works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Maxio to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

910ms average. Fast in production.

Maxio is checked daily against the live service.

Daily averagePeak 1317ms
Oct 3Today
Fastest day
786ms
Slowest day
1317ms
14-day trend
Slowing+38%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Maxio, so you can see the experience inside your AI.

It does not authenticate your account with Maxio. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Maxio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Maxio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "maxio-saas-billing-finops-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Maxio in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Maxio owners hand off.

This MCP is built for professionals managing B2B SaaS revenue and customer data.

  • 01

    Finance Operations

    They use the agent to audit contract ledgers and verify revenue recognition without manual exports.

  • 02

    SaaS Founders

    They ask for quick ARR growth summaries and monitor invoicing activity directly in their workspace.

  • 03

    Revenue Teams

    They manage customer metadata and track contract renewal boundaries to drive retention.

FAQ

Questions Maxio owners ask.

  • 01

    How do I connect Maxio to my AI client?

    You subscribe to the MCP on Vinkius and enter your Maxio Domain and API Token. Once connected, you can use it immediately in any compatible client like Claude or Cursor.

  • 02

    Can I use this to track my ARR?

    Yes. You can ask your agent to list active contracts and calculate total ARR or MRR by validating the ledger math.

  • 03

    Does this replace my Maxio dashboard?

    It acts as a functional interface for your dashboard. It allows you to perform tasks like creating customers or invoices through conversation instead of clicking through the UI.

  • 04

    Which AI clients are compatible?

    This MCP works with any client that supports the Model Context Protocol, including Claude, Cursor, and Windsurf.

  • 05

    Is my financial data secure?

    Vinkius manages the connection and credentials, allowing your agent to perform authorized actions securely through the Maxio API.

  • 06

    Can I audit the ARR breakdown for a specific contract through my agent?

    Yes. Use the get_contract capability 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.

  • 07

    How do I create a new invoice for a customer through a conversation?

    The create_invoice capability allows your agent to dispatch a JSON payload representing the invoice headers and lines. This is used to charge or log revenue events against an active customer contract, helping you manage B2B billing schedules directly from your workspace.

  • 08

    Can my agent help me manage customer account information in Maxio?

    Absolutely. Use capabilities like list_customers and update_customer to manage your billing directory. Your agent can retrieve account profiles, update display names, or identify churn flags by inspecting customer metadata mappings in real-time.

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