# Maxio Billing MCP

> Maxio (SaaS Billing & FinOps) connects your AI agent directly to complex B2B SaaS financial systems. Use this MCP to audit customer contracts, track Annual and Monthly Recurring Revenue (ARR/MRR), manage billing schedules, and perform real-time updates on customer account data using natural conversation.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Tags:** billing-management, revenue-recognition, subscription-management, invoicing, arr-mrr-tracking, contract-lifecycle

## Description

Managing enterprise revenue operations usually means jumping between five different dashboards just to calculate one metric. This MCP lets your AI client bypass the clicks entirely. It gives your agent full visibility into core SaaS financial processes, handling everything from contract lifecycle management to precise invoice creation.

You can ask your agent to audit every active subscription agreement or retrieve raw billing logs spanning years of payment history. Need to update a customer's metadata record? Done. Want to know the total ARR based on five specific contracts? The MCP handles the deep ledger math instantly. This level of financial control is what makes Vinkius such a powerful resource, letting you connect your favorite AI client—Claude, Cursor, or any compatible agent—to critical systems without ever having to export data into an unreliable spreadsheet.

## Tools

### create_contract
Creates a new subscription agreement record, identifying precise active arrays spanning native Gateway authentication rules.

### create_customer
Provisions a new customer account by generating necessary JSON payloads and establishing hard bindings.

### create_invoice
Generates an invoice, allowing inspection of deep internal arrays to apply specific plan math rules.

### delete_customer
Permanently removes a customer record and extracts detailed churn flags for historical analysis.

### get_contract
Runs an automated validation check to retrieve the full history of any specific contract.

### get_customer
Performs a structural data pull on a customer account, retrieving properties that drive active account logic.

### list_contracts
Generates an enumerated list of all managed contracts, exporting current billing rules and details.

### list_customers
Provides a comprehensive list of bounded CRM records within the Maxio/SaaSOptics platform.

### list_invoices
Retrieves an indexed list of historical invoices, checking for specific billing hold statuses.

### update_customer
Modifies existing customer data by retrieving explicit cloud logging and tracing current vault limits.

## Prompt Examples

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

**Response:** 
```
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?
```

**Prompt:** 
```
What was our total ARR for the last 5 contracts registered?
```

**Response:** 
```
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.
```

**Prompt:** 
```
Create a new customer record for 'Innovative SaaS' in Maxio
```

**Response:** 
```
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.
```

## Capabilities

### Audit and retrieve contract details
List all managed subscription contracts and pull structural rules like renewal dates, discounts, and term lengths.

### Calculate recurring revenue metrics
Track Annual Recurring Revenue (ARR) and Monthly Recurring Revenue (MRR) by analyzing active contract ledgers.

### Update customer account data
Manage the billing directory by retrieving detailed account profiles or making real-time updates to company metadata.

### Process and create invoices
Generate new revenue events or list historical invoices against existing contracts for complex billing cycles.

### Monitor the subscription lifecycle
Review contract status from initial provisioning all the way through to churn, flagging high-risk accounts.

## Use Cases

### Quarterly Revenue Audit
A finance analyst needs to verify if the total ARR calculation is correct based on all current contracts. They ask their agent to list all managed subscription contracts and check the underlying ledger math, confirming immediate compliance.

### New Customer Setup
The sales team just closed a big deal. Instead of filling out forms, they prompt the agent to use `create_customer` followed by `create_contract`, getting both the account and subscription terms mapped in minutes.

### Identifying At-Risk Accounts
A CSM reviews the platform for churn risks. They ask the agent to monitor contract states, allowing them to identify accounts whose renewal dates are approaching or who have unusual billing patterns.

### Troubleshooting Billing Discrepancy
The accounting team finds an invoice mismatch. Instead of digging through archives, they ask the agent to list historical invoices and retrieve raw chronological billing logs for immediate reconciliation.

## Benefits

- You don't need to manually export contract ledgers into a spreadsheet. Use the agent to list all managed subscription contracts and get detailed structural rules instantly.
- Calculating ARR or MRR used to require compiling data from multiple sources. Now, you can ask your agent to track Annual/Monthly Recurring Revenue by listing active contracts and validating the underlying math.
- Need to onboard a new client? Use `create_customer` first, then use `create_contract` to assign subscription terms and map out revenue immediately.
- Managing complex billing schedules is simpler. You can list historical invoices using `list_invoices` or create brand-new revenue events directly against active contracts.
- You'll get a complete view of the customer relationship, from initial setup to end-of-life. The agent helps monitor contract states and deep metadata for growth opportunities.

## How It Works

The bottom line is: you get instant access to complex billing logic without manual dashboard navigation.

1. Subscribe to this MCP and enter your Maxio (SaaSOptics) Domain and API Token.
2. Direct your AI agent (like Claude or Cursor) to use the connector for financial tasks.
3. Your agent interprets your natural language request and executes the necessary actions, providing immediate, structured data.

## Frequently Asked Questions

**How do I check if a customer has an active contract using Maxio Billing MCP?**
You can use `list_contracts` to enumerate all attached structured rules. This gives you a quick, comprehensive view of every contract tied to the account.

**Can I create invoices with Maxio Billing MCP?**
Yes. You use the `create_invoice` tool to generate new revenue events. This allows you to apply specific plan math rules directly through your agent.

**Is this for general accounting, or just billing? (Maxio Billing MCP)**
This is focused specifically on B2B SaaS billing and contract lifecycle management. It handles the revenue recognition logic that sits between standard CRM and full GAAP accounting.

**What if I need to change a customer's details? (Maxio Billing MCP)**
Use `update_customer`. Your agent will handle retrieving explicit cloud logging data, ensuring the update is traceable and accurate across the system.

**Does Maxio Billing MCP track MRR?**
Yes. You can ask your agent to calculate recurring revenue metrics by listing active contracts and validating the underlying ledger math for real-time MRR tracking.