The Maxio MCP Server - free, local, built for MSPs
Independent, open source, inspectable. Every line of code is on GitHub under Apache-2.0 - built for the MSP community, vendor-neutral by design. Not affiliated with, endorsed by, or sponsored by Maxio LLC.
Passes all 4 mechanical gates (build · command-surface · claims · install). Awaiting its first MSP receipt - be the first, 60 seconds →.
Yes - there is an MCP server for Maxio. It’s free, open source, and runs on your own machine, so your client data never leaves your network. It connects Maxio to Claude, ChatGPT, Copilot, or any MCP-capable agent, and installs in about 60 seconds.
Ask ‘what’s our MRR, and how did it move last quarter?’ and get the New / Expansion / Contraction / Churn / Reactivation waterfall, net and gross revenue retention, per-customer revenue history, and a ranked list of accounts that need attention - in one command, computed offline from a local mirror of your Maxio Advanced Billing data. It is the revenue math the dashboard buries and the live, point-in-time API can’t reconstruct after the fact.
New to the term? An MCP server is the same thing ChatGPT calls an app or connector, Claude on the web calls a connector, and Claude Code calls a Skill. One thing, many names →
Install in 60s → View on GitHub →
Instead of clicking through Maxio, just ask
Instead of Exporting subscription CSVs into a spreadsheet every month to rebuild the MRR movement waterfall by hand
just ask: “Show me the MRR waterfall by month since January”
Your agent runs: maxio-cli mrr waterfall --since 2026-01-01 --group-by month
Instead of Clicking through the portal account by account to spot who is contracting, churning, or up for a big renewal
just ask: “Which accounts need my attention this week?”
Your agent runs: maxio-cli triage --limit 20
Instead of Pulling Maxio data into a separate BI tool just to compute net revenue retention
just ask: “What’s our net and gross revenue retention this year?”
Your agent runs: maxio-cli retention --since 2026-01-01 --group-by month
See it in 30 seconds
Demo data is simulated. Every command shown exists in the real CLI.
What it does
| Question your MSP keeps asking | Command your agent runs |
|---|---|
| What’s our current MRR and ARR right now? | maxio-cli mrr now |
| How did MRR move month over month (new, expansion, contraction, churn, reactivation)? | maxio-cli mrr waterfall --since 2026-01-01 --group-by month |
| What’s our net and gross revenue retention, and quick ratio? | maxio-cli retention --since 2026-01-01 --group-by month |
| What’s recurring revenue for this customer, and how has it trended? | maxio-cli mrr client --customer "Acme" |
| Which accounts need attention this week? | maxio-cli triage --limit 20 |
| How much MRR is up for renewal in the next 30 days? | maxio-cli renewals --within 30 |
| Which usage components drove expansion versus contraction? | maxio-cli usage-drivers --since 2026-01-01 |
| Where does normalized MRR diverge from what we actually invoiced? | maxio-cli reconcile --since 2026-01-01 |
| How many new logos did we land this quarter, and how much MRR? | maxio-cli new-customers --since 3m |
Full command reference at github.com/servosity/msp-skills/blob/main/skills/maxio/guide.md.
What makes this one different
Most Maxio integrations proxy each question into a live API call - fine for reading one record, useless for trending, because the live MRR endpoints return only point-in-time figures (and require Maxio’s Insights/Analytics add-on). This skill syncs Maxio into a local SQLite mirror and snapshots each sync into a time series, so the waterfall, retention curves, and cohort history are computed locally as a trend the live, point-in-time API can’t reconstruct after the fact.
The Maxio dashboard shows point-in-time numbers behind clicks and exports; this skill answers the trended, cross-object revenue questions in one command from the terminal or your AI agent, and keeps the history on your own machine rather than depending on a live API that returns only point-in-time numbers. It complements the portal, which still owns billing operations and configuration.
The pain this closes
- Maxio’s recurring-revenue reporting - MRR, churn, ARPA, retention - is thin enough that operators routinely export the data into a separate BI tool to answer board questions (a recurring theme in Maxio’s G2 reviews).
- Simple asks like ‘list the customers who signed up this quarter and the revenue they brought’ have no one-click answer in the portal, and the live API returns only point-in-time figures, with no endpoint to reconstruct the historic trend.
Install
Works in any of these agents - pick yours:
| Agent | Quick install |
|---|---|
| Claude Desktop | Step-by-step → |
| ChatGPT (Plus/Pro+) | Step-by-step → |
| Claude Code | Step-by-step → |
| Codex CLI | Step-by-step → |
| Cursor, Windsurf, Cline, Continue, Zed, Copilot, Gemini, Hermes, OpenClaw | Which agent? → |
Quickest path for everyone else (terminal):
macOS / Linux:
bash <(curl -fsSL https://raw.githubusercontent.com/servosity/msp-skills/main/skills/maxio/install.sh)
Windows (PowerShell):
iwr -useb https://raw.githubusercontent.com/servosity/msp-skills/main/skills/maxio/install.ps1 | iex
After install, authenticate once with your Maxio credentials, then verify with maxio-cli --version.
Safety model
| Tier | Examples | Recommended agent policy |
|---|---|---|
| Read | mrr now, mrr waterfall, retention, cohort, triage, reconcile, renewals, churn, new-customers, search | Allow |
| Write (routine) | subscriptions-json create-subscription, customers update, components update | Preview with –dry-run, then a reviewed write |
| Destructive / config | customers delete, subscription-groups delete, payment-profiles delete-unused, reason-codes delete | Human-in-the-loop only |
Read commands - every MRR, retention, cohort, triage, and reconcile rollup plus search - cannot change anything and are safe to run unattended. Routine writes (creating or updating subscriptions, components, or customers) send immediately unless you pass –dry-run first, so the recommended agent policy is preview-then-approve. Credential, destructive (deletes and cancellations), and admin commands should always be human-in-the-loop. Full details in governance.md.
Frequently asked questions
Is there an MCP server for Maxio?
Yes - this one. A free, open source MCP server and Claude Code Skill for Maxio, built for MSPs. It runs locally on your machine, works with Claude, ChatGPT, Copilot, and any MCP-capable agent, and installs in about 60 seconds.
Is the Maxio MCP server safe for client data?
Yes, by design. The CLI, the MCP server, and any local data mirror run on your own machine - nothing is sent to MSP Skills or any third party. Credentials stay in your environment, and every command is safety-tiered (read, write, destructive) so your agent only gets the permissions you grant. Full policy in the safety model on this page.
Does this work with ChatGPT?
Yes, on paid ChatGPT plans. ChatGPT connects to remote MCP servers over HTTPS, so you expose the local Maxio MCP server via a secure bridge. Step-by-step in the install guide.
Do I need to know how to code?
No. Paste one sentence into Claude Code or Codex and your agent does the install, or run a one-line installer. You enter your credentials once.
Is my Maxio data safe?
Your data stays on your machine. The CLI, MCP server, and the local mirror are all local. The AI sees query results, not raw bulk data, and credentials are never bundled or transmitted by MSP Skills.
What does it cost?
Free. Apache-2.0 licensed. You pay only for whichever AI agent you already use.
Will this hit my Maxio API rate limits?
Rarely, for the analytics. After you sync, the revenue-analytics commands (mrr waterfall, retention, cohort, triage, reconcile) read from the local SQLite mirror, so they make zero API calls. Keeping the mirror current is two incremental commands - ‘maxio-cli sync’ for the full dataset and ‘maxio-cli mrr sync’ to snapshot MRR-movement history - and both fetch only what changed. The endpoint-mirror commands and tail read live from Maxio, so those count against your limits.
Do I need to be a Maxio partner or customer to use this?
You need your own Maxio Advanced Billing API credentials (a username and password) - that’s it. This is an unofficial, community-built skill, not a Maxio product, so there is no partner program or separate signup. It reads only the data your credentials already grant.
More Billing connectors
Run more than one Billing tool, or comparing options? These connectors work the same way: AppDirect · AWS · Gradient MSP · Pax8 · QuickBooks Online · Sherweb · Xero
Status
Beta. Validated against the Maxio API surface and being validated with MSPs running it live against their own production tenants in our weekly Build Sessions.
Build Sessions are free and stay free - The Build Room is where the deep work happens.
Standards. Conforms to the open Agent Skills spec (Anthropic, Dec 2025; 40+ agents). MCP-compatible - works with any MCP-capable agent including Hermes. OpenClaw-ready (frontmatter pre-wired, awaiting OpenClaw launch).
Maintained by Servosity for the MSP community. Apache-2.0 licensed. Built with CLI Printing Press.