Maxio (SaaS Billing & FinOps) Connector for AI agents.
10 live capabilities
Manage B2B SaaS billing and revenue recognition with your AI agent.
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Why people use Maxio (SaaS Billing & FinOps)
Maxio for SaaS Billing and Revenue Recognition
This Connector puts your Maxio data into a conversational flow. You can ask your agent to pull up contract details or create invoices in seconds. You get a clear view of your revenue without the manual overhead.
What Vinkius changes
You get a conversational interface for your entire Maxio billing and revenue operation.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Auditing a discrepancy
A finance lead asks why a customer was undercharged and uses `get_contract` to check the specific discount rules.
- Real-world use case 02
Rapid onboarding
A founder wants to add a new client and uses `create_customer` followed by `create_contract` to get them live in seconds.
- Real-world use case 03
Churn prevention
A success manager asks the agent to find all contracts renewing in 30 days using `list_contracts` to start outreach.
Complete set · 10capabilities
The complete Maxio (SaaS Billing & FinOps) capability set.
These are the exact actions your AI can choose when you ask it to work with Maxio (SaaS Billing & FinOps).
01—04
4 capabilities in this set.
Part of 10 available through Maxio (SaaS Billing & FinOps).
- 01 Capability
Create contract
Set up new contracts with specific gateway authorization and billing rules.
- 02 Capability
Create customer
Provision new customer bindings using a JSON payload.
- 03 Capability
Create invoice
Create new revenue events against active contracts while handling complex plan math.
- 04 Capability
Delete customer
Remove customer records from the platform while capturing churn flags.
05—07
3 capabilities in this set.
Part of 10 available through Maxio (SaaS Billing & FinOps).
- 05 Capability
Get contract
Pull specific contract details and gateway history for automated validation.
- 06 Capability
Get customer
Extract properties that drive active account logic for a specific customer.
- 07 Capability
List contracts
Enumerate all attached structured rules for your active billing records.
08—10
3 capabilities in this set.
Part of 10 available through Maxio (SaaS Billing & FinOps).
- 08 Capability
List customers
Identify all CRM records within your Maxio revenue platform.
- 09 Capability
List invoices
Find active invoice arrays and parse native hold information.
- 10 Capability
Update customer
Update customer records and trace vault limits via cloud logging.
Set up in minutes
One URL. Then ask Maxio (SaaS Billing & FinOps) to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Maxio (SaaS Billing & FinOps) from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Maxio (SaaS Billing & FinOps), and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Maxio (SaaS Billing & FinOps) for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Maxio (SaaS Billing & FinOps) URL.
- Step 03
Save and start
Save the connection and enable Maxio (SaaS Billing & FinOps) in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"maxio-saas-billing-finops": {
"url": "https://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Maxio (SaaS Billing & FinOps)
Open Agent mode in chat and ask: "Using Maxio (SaaS Billing & FinOps), help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"maxio-saas-billing-finops": {
"url": "https://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Maxio (SaaS Billing & FinOps)
Ask Copilot: "Using Maxio (SaaS Billing & FinOps), help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"maxio-saas-billing-finops": {
"url": "https://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Maxio (SaaS Billing & FinOps)
Open Cascade and ask: "Using Maxio (SaaS Billing & FinOps), help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"maxio-saas-billing-finops": {
"url": "https://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Maxio (SaaS Billing & FinOps)
Ask Cline: "Using Maxio (SaaS Billing & FinOps), help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add maxio-saas-billing-finops --transport http "https://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Maxio (SaaS Billing & FinOps)
Ask Claude: "Using Maxio (SaaS Billing & FinOps), show me...". 10 tools are ready
Where the request belongs
Work Maxio can move forward.
This is for the finance ops person who's tired of manual data entry and the SaaS founder who needs to see the truth about their ARR without waiting for a monthly report.
Finance Operations Manager
Audits contract ledgers and verifies revenue recognition schedules every week.
SaaS Founder
Monitors recent invoicing activity and gets rapid summaries of ARR growth.
Revenue Team Lead
Manages customer account metadata and identifies renewal boundaries to help with retention.
Build the capability set
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Bring your own AI
Change the model, client or framework. Keep Maxio connected.
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Claude -
ChatGPT -
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Cursor -
VS Code -
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Before you connect
Questions about Maxio.
The practical details behind the request, access and result.
Can the Maxio MCP help me with revenue recognition?
Yes, it allows your agent to pull specific contract rules and discount structures directly from Maxio to help you verify revenue recognition schedules.
How does this Connector handle B2B billing schedules?
It interacts with your Maxio ledger to manage and view complex billing events, ensuring your agent can see the full schedule for any active contract.
Can I use the Maxio MCP to manage my customer CRM?
Yes, you can use it to retrieve account profiles and perform real-time updates to company metadata and other CRM records within Maxio.
Does this Connector support contract auditing?
It does. You can use your agent to list all managed contracts and see their structural rules, term lengths, and renewal dates in one place.
Can I create invoices using the Maxio MCP?
Yes, your agent can create new revenue events against your active contracts, making it easy to manage complex B2B billing schedules.
Is the Maxio MCP good for tracking ARR/MRR?
It's designed for it. You can ask your agent to track ARR and MRR by having it list active contracts and validate the underlying ledger math.
Can the Maxio MCP update customer info?
Yes, it can update customer records and trace specific vault limits or cloud logging data to keep your billing records accurate.
How do I use the Maxio MCP for churn analysis?
You can ask your agent to identify high-value accounts at risk by inspecting contract states and metadata across your entire customer directory.
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.
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.
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.
One connection away
Give your agent a direct line to Maxio.
Connect Maxio once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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