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Maxio + Memtro

Ask which Maxio subscriptions renew or went past due this month, and what each owes.

Connect Maxio with an API key and your site and Memtro reads subscriptions with state, customer, product, price, balance and key dates, customers, invoices with amounts due, products, the event feed of signups, renewals and failed payments, and subscription notes. Card details are never returned. The hourly sync writes billing events into memory. When you ask, and once an administrator has granted the action by name, it can manage customers and subscriptions, record usage, and issue, email or void invoices. Creating, reactivating or retrying a subscription can charge the customer, refunds move money, and voids and refunds cannot be undone.

In Memtro

What you can do with Maxio in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Maxio tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Subscriptions by state or customer, with product, price, balance, revenue and renewal, trial and cancellation dates
  2. 02Invoices by status, subscription or issue-date range, with total, paid and due amounts
  3. 03The event feed by event type, date range or subscription: signups, renewals, failed payments, cancellations
  4. 04When asked and granted, adds subscription notes and customer records, updates customer details, records component usage, and records payments received outside Maxio
  5. 05When asked and granted, creates, cancels, pauses, resumes or reactivates subscriptions, retries a past-due payment and changes allocated quantities, any of which can charge the customer's payment profile
  6. 06When asked and granted, issues or emails invoices to the customer, voids an invoice permanently, and refunds a payment, which moves money and cannot be undone

Acts when asked

When you ask it to

These tools change something in Maxio. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Add a note to a Maxio subscription
  2. 02Add a customer record to Maxio (no subscription, charge or invitation)
  3. 03Update a customer's details
  4. 04Create a subscription for an existing customer
  5. 05Cancel a subscription now
  6. 06Cancel a subscription at the end of its period
  7. 07Pause a subscription
  8. 08Resume a paused subscription
  9. 09Reactivate a cancelled subscription (may charge)
  10. 10Retry a past-due subscription's payment (charges)
  11. 11Record component usage on a subscription
  12. 12Change a component's allocated quantity (may charge)
  13. 13Issue a pending invoice (may charge or email)
  14. 14Email an invoice
  15. 15Record an external payment on an invoice
  16. 16Void an invoice
  17. 17Refund an invoice payment

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Maxio, choosing the same kinds; the tab shows Maxio's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. Maxio signs every delivery, and one whose signature does not check out is refused before it is read.

Events and webhooks
  • 01A subscription was created at signup
  • 02A subscription failed to begin at signup
  • 03A subscription renewed
  • 04A renewal failed
  • 05A payment succeeded
  • 06A payment failed
  • 07A refund was processed
  • 08A refund failed or was reversed
  • 09A subscription's state changed
  • 10A subscription changed product
  • 11A cancellation at period end was set or cleared
  • 12A billing date was changed
  • 13An upgrade or downgrade succeeded
  • 14An upgrade or downgrade failed
  • 15A component allocation changed
  • 16Metered usage was reported
  • 17A customer was created
  • 18A customer was updated
  • 19A customer was deleted
  • 20An invoice was issued
  • 21A statement was settled
  • 22A subscription reached a dunning step
  • 23A Direct Debit payment was rejected
  • 24A trial is about to end
  • 25A renewal is coming up
In practice

Ask it like you would a colleague

Once Maxio is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Maxio logoMaxio + Memtro
  • Which subscriptions renew this month, and on which product?

  • Which subscriptions went past due this week?

  • What failed payments did Northwind have in the last 90 days?

  • Retry the failed payment on the Acme subscription now that their card is updated

  • Cancel the Brightwave Ltd subscription at the end of its period

01

Past due this week

On Monday the head of finance asks which subscriptions went past due last week. Memtro reads the event feed and the subscriptions and lists five, each with the failed payment, its balance and the product, with BigCo the largest at £2,400.

02

A card updated

Northwind tells the account lead, Grace Lee, that they have updated their card. She asks Memtro to retry the past-due payment. Memtro retries it, Maxio charges the payment profile on file, and Memtro reports the payment succeeded and the subscription is active again.

Teams

Where it fits

The teams that lean on Maxio most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Maxio is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Setup

How to connect

Connect withAPI key and Site
  1. 1

    In Maxio Advanced Billing open Config → Integrations → API keys and create a new API key. The menu path may differ slightly on your site

  2. 2

    Find your Site: the subdomain, the acme in acme.chargify.com (US) or acme.ebilling.maxio.com (EU)

  3. 3

    In Memtro open Connections → Maxio, paste the API key, enter the Site, set Region to us for chargify.com or eu for ebilling.maxio.com, and connect

  4. 4

    Ask which subscriptions renew this month

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Maxio tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in Maxio?+

Only when you ask, and only what it has been granted: add a note to a Maxio subscription; add a customer record to Maxio (no subscription, charge or invitation); update a customer's details; create a subscription for an existing customer; cancel a subscription now; cancel a subscription at the end of its period; pause a subscription; resume a paused subscription; reactivate a cancelled subscription (may charge); retry a past-due subscription's payment (charges); record component usage on a subscription; change a component's allocated quantity (may charge); issue a pending invoice (may charge or email); email an invoice; record an external payment on an invoice; void an invoice; refund an invoice payment. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Maxio connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Maxio data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Maxio records into memory as entities.

How do I connect Maxio?+

API key and Site. In Maxio Advanced Billing open Config → Integrations → API keys and create a new API key. The menu path may differ slightly on your site.

Can Maxio start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Maxio, choosing the same kinds; the tab shows Maxio's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect Maxio in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time