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Review Maxio MCP Supported Tools

Applies to: Maxio MCP Server

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Last updated on Oct 12, 2026

Every tool the Maxio Model Context Protocol (MCP) exposes, grouped by the platform it reaches. Which of them your AI client can call depends on the role you assigned the connector.

What each role can reach

Two roles are available, and the narrower one covers most reporting work.

Analyst, read-only

The Analyst role is designed for safe data access, reporting, and analysis. It includes only read operations and does not allow data creation or modification.

All Maxio (General) tools
All Advanced Billing read tools
All Maxio Core read tools

Best for: Reporting, analysis, auditing, and customer support workflows.

Bookkeeper, read and create

The Bookkeeper role includes everything in the Analyst role, plus the ability to create and manage billing and transaction data.

All Analyst tools

In Advanced Billing it adds:

Create Component
Create Coupon
Create Customers
Create Product Family
Create Product
Create Subscription

In Maxio Core it adds:

Create Sales Order

Best for: Finance, billing operations, and workflow execution.

Tools that span both platforms

One tool gives the client its bearings before it calls anything else.

Tool	What it does
About Current Account	Returns Advanced Billing and Maxio Core endpoints along with key account metadata to provide context for other tool calls.

Advanced Billing tools

Create tools here are available only to the Bookkeeper role, and Update Component Quantity requires update permission.

Tool	What it does
Create Component	Creates a quantity-based component within the product catalog, supporting tiered pricing and schemes.
Create Coupon	Builds percentage- or amount-based coupons scoped to product families, with optional restrictions.
Create Customers	Accepts an array of customer payloads to bulk-create records, with per-record error handling.
Create Product Family	Registers a new product family container to organize related products and components.
Create Product	Adds a new product to a family with interval, pricing, trial, and accounting metadata.
Create Subscription	Provisions a subscription (remittance only) using customer, pricing, coupon, and component options under PCI-safe constraints.
List Advanced Billing Invoices	Lists Invoices with filters for status, dates, Customers, and Subscription, one row per Invoice with separate subtotal, tax, discount, and total amounts, so you can review many Invoices at once before they are finalized.
List Advanced Billing Pro Forma Invoices	Lists pro forma Invoices for one Subscription, a Subscription group, or the whole Site, filterable by status. Available on Sites that use Relationship Invoicing.
List Advanced Billing Subscriptions	Returns a paginated, filterable list of subscriptions by state, product, or price point.
List Advanced Billing Transactions	Lists a Customer's or a Subscription's transactions, such as charges, payments, refunds, adjustments, and credits, filterable by kind and date range. Each row includes the amount, currency, and the exchange rate applied when the transaction was created. You must provide a Customer or a Subscription.
Search Customer by Reference	Looks up a Customer using an external reference ID and enriches the result with custom fields and Subscriptions.
Retrieve Advanced Billing Invoices	Retrieves full details for up to 25 Invoices or pro forma Invoices in one call, including line items, taxes, discounts, credits, and totals.
Show Advanced Billing Customers	Retrieves Customer records (optionally by ID or query), including Subscriptions and custom fields.
Show Product Catalog	Aggregates the full product catalog, including families, products, components, coupons, and site metadata.
Show Advanced Billing Subscriptions	Retrieves detailed subscription records (by ID), including payment profiles, custom fields, Invoices, and components.
Update Component Quantity	Opens an editor where you adjust a Subscription Component's quantity, preview the billing impact including proration and taxes, and confirm or cancel the change. Requires update permission.

Maxio Core tools

Mostly reporting and retrieval, plus one create tool and one update tool.

Tool	What it does
Create Sales Order in Maxio Core	Creates a sales order and nested line items in Maxio Core for downstream billing and revenue workflows.
Download Existing Report Run	Pulls a previously run report using a report run ID. Returns either CSV data or a secure download link.
Generate Maxio One Click Report	Runs a selected report, waits for export, downloads the CSV, and renders the data.
List Reports (search)	Lists available Maxio report definitions, including IDs, names, descriptions, and URLs for downstream usage.
Fetch Report	Generates a selected Maxio report using the GenerateReportTool and returns its contents by ID.
List Maxio Core Contracts	Lists contracts with pagination and filters (Customer, register, Maxio ID) with register preloading.
List Maxio Core Customers	Paginates Customers or retrieves specific IDs, returning authoritative records.
List Maxio Core Invoices	Returns Invoices with pagination and filters for Customer, contract, or register. Each Invoice includes its foreign exchange rate, when it has one, so you can convert its balance to your home currency.
List Maxio Core Metrics Policies	Lists Metrics Policies, which constrain report generation by pinning or requiring values for report fields, filterable by name, creator, and modified date.
List Maxio Core Payments	Lists payments, refunds, or credits filtered by type, Customer, source, currency, and contract.
Listing Maxio Projects	Returns all Maxio Project objects configured for the current account.
Listing Maxio Reports	Outputs all report definitions and IDs required for triggering report generation.
List Maxio Core Sales Orders	Paginates sales orders, filters by creation date, and excludes integration-specific fields.
List Maxio Core Transactions	Retrieves Transactions by Customer, contract, item, or register with preloaded metadata.
Retrieve Maxio Core Contract Details	Combines contract metadata, analytics, and register data into one view.
Retrieve Maxio Core Metrics Policy Details	Returns one Metrics Policy with its field values and, optionally, what each field means and which reports it applies to.
Retrieve Customer Details	Returns a comprehensive Customer dashboard with analytics, contracts, Invoices, Transactions, and payments.
Retrieve Maxio Core Invoice Details	Provides enriched Invoice data, including item-level details and the Invoice's foreign exchange rate, when it has one.
Update Maxio Core Transaction	Opens an editor, pre-filled with your changes, to update an existing Transaction's dates, amounts, MRR and ARR, quantity, order details, notes, or Invoice description. You review the changes and confirm before anything is saved, and you can regenerate the Transaction's revenue entries afterward. Requires update permission.
Retrieving Project with Details	Outputs a project and associated milestones and triggers for workflow analysis.

For prompts that call these tools, see the Review Example Prompts for Maxio MCP Tools help article.

To choose the role that grants them, see the Configure the Maxio MCP Connector help article.

If a report tool fails with an Amazon S3 error, see the Troubleshoot MCP Report Retrieval Errors help article.

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