• PROFILE
  • CONTRACT
  • BILLING
  • HUMAN

How to provision new customers with your AI

Connect Maxio to your AI client once. After that, you can set up new clients and their billing terms just by asking.

Ask AI about this page

Short answer

How can I automate customer setup with my AI?

Your AI uses Maxio tools to build customer profiles and generate subscription contracts. You get a ready-to-bill client in your billing system without typing into a dashboard. Here is how the setup works.

The results of your request.

Where your data lands.

When you tell your AI to onboard a client, it performs the following actions in Maxio.

PROFILE

New customer records

The AI creates the client profile in Maxio. You get a complete record with the contact info you provided.

CONTRACT

Subscription terms

The AI generates the contract in Maxio. This ensures the billing details match your chat instructions.

BILLING

Ready to invoice

The client is fully provisioned. You can start billing them immediately through your Maxio dashboard.

HUMAN

Final review

The AI handles the data entry. You stay in control to verify the details before you move to the next step.

The workflow

What your AI does when a new client arrives.

The AI acts as a bridge between your conversation and your Maxio account.

  1. Create the profile

    The AI takes the company name and contact details from your message to build the record.

    create_customer

  2. Set up the contract

    The AI uses the subscription details you provided to generate a formal contract.

    create_contract

  3. Link terms to client

    The AI ensures the new contract is correctly associated with the newly created customer.

    create_contract

  4. Confirm provisioning

    The AI verifies that both the customer and the contract are successfully created in Maxio.

    create_customercreate_contract

Try it

Copy these to start.

Use these prompts to trigger the Maxio workflow.

Starting points

Replace the names and plan types with the actual details of your new client.

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"
    }
  }
}
Copy into chat04

  • Create a new customer in Maxio for SolarTech with the email contact@solartech.io.

  • Set up a new subscription contract for BlueSky Inc using the Pro plan.

  • Provision a new client named Riverstone and create their monthly contract.

  • Add a new customer to Maxio for Delta Systems and set up their initial contract terms.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Maxio once, then ask.

Connect your Maxio account to Vinkius. Your login stays encrypted, and you can start using these tools in any MCP-compatible client.

Connect Maxio to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a customer in Maxio?

    No. This MCP only includes tools to create customers and contracts.

  • 02

    Can the AI change an existing contract?

    No. The tools are strictly for creating new customer profiles and new contracts.

  • 03

    Does the AI handle credit card processing?

    No. The AI only handles the setup of the profile and the contract terms.

  • 04

    Can I ask the AI to update a customer's email?

    No. There is no tool available to modify existing customer data.

  • 05

    Does the AI work with any billing software?

    No. This specific MCP only works with Maxio.

  • More questions about Maxio? The Connector page answers them. See everything the Maxio Connector can do

Connect Maxio to Claude, Cursor, ChatGPT & more