Maxio logoMCP server · Finance and commerce

Maxio MCP server

Maxio in any MCP client, through Memtro: Maxio does not publish this server. Memtro's Maxio connector reads Maxio through its API with the credentials you connect, and one endpoint hands those tools, every other system you connect and Memtro's memory tools to Claude Code, Cursor, Claude Desktop or anything else that speaks Streamable HTTP, as you.

What the model can do

Maxio Advanced Billing (formerly Chargify): subscriptions with state, product, balance and renewal dates, their components, customers, invoices, products, the event feed and subscription notes. Can add subscription notes, create and update customers, create, pause, resume, reactivate, retry and cancel subscriptions, record component usage and allocations, and issue, send, void, refund or record a payment on invoices.

Reads

  • maxio_list_subscriptionsSubscriptions in Maxio, most recently updated first: state (active, trialing, past_due, canceled…), customer, product, price, balance and revenue…
  • maxio_get_subscriptionOne Maxio subscription by id, with its customer, product, money and dates.
  • maxio_list_customersCustomers in Maxio: name, email, organization and reference.
  • maxio_list_invoicesInvoices in Maxio, newest first: number, status (draft, open, paid, pending, voided, canceled), customer, subscription, issue, due and paid dates…
  • maxio_list_eventsThe Maxio event feed, newest first: signups, renewals, payments, failed payments, plan changes, cancellations…
  • maxio_list_subscription_notesNotes written on a Maxio subscription, as the billing team left them.
  • maxio_list_productsProducts (plans) in the Maxio catalogue: name, handle, family, price and billing interval, and whether archived.
  • maxio_list_subscription_componentsA Maxio subscription's components (seats, usage, add-ons): name, kind, allocated quantity or usage balance, price point and whether enabled…

Acts, when you ask

These change something in Maxio. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

  • maxio_create_subscription_noteAdds a note to a Maxio subscription.
  • maxio_create_customerAdds a customer record to Maxio: a name, an email and optionally an organization.
  • maxio_update_customerChanges a Maxio customer's details.
  • maxio_create_subscriptionCreates a subscription in Maxio for an existing customer on a product (by handle or id).
  • maxio_cancel_subscriptionCancels a Maxio subscription immediately: billing stops now and Maxio may email the customer as the site is set up.
  • maxio_cancel_subscription_at_period_endSets a Maxio subscription to cancel at the end of its current billing period (it stays active until then and is not renewed).
  • maxio_pause_subscriptionPuts a Maxio subscription on hold (no billing while paused), until resumed or until automatically_resume_at.
  • maxio_resume_subscriptionResumes a paused Maxio subscription, so billing starts again.
  • maxio_reactivate_subscriptionReactivates a cancelled or expired Maxio subscription.
  • maxio_retry_subscription_paymentRetries the failed payment on a past-due Maxio subscription now, charging the customer's payment profile.
  • maxio_record_usageRecords usage of a metered component on a Maxio subscription (e.g. 120 API calls).
  • maxio_allocate_componentSets the allocated quantity of a quantity-based component (seats, licences) on a Maxio subscription.
  • maxio_issue_invoiceIssues a pending Maxio invoice, making it open and payable.
  • maxio_send_invoiceEmails a Maxio invoice.
  • maxio_record_invoice_paymentRecords a payment received outside Maxio (cheque, bank transfer, cash) against an invoice.
  • maxio_void_invoiceVoids a Maxio invoice, so it is no longer owed.
  • maxio_refund_invoiceRefunds a payment on a Maxio invoice.

Connect it

First connect Maxio on Dashboard → Connections, then add Memtro to your client once. The Maxio tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

Claude Code

The Memtro plugin registers the server and a skill for when to use it; the tools are then available in every session.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

Cursor

Add the server to .cursor/mcp.json in the project, or to the global file under ~/.cursor/.

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Claude Desktop

Create a personal API key on Dashboard → Profile → API keys. In Claude Desktop add an MCP server of type HTTP with URL https://platform.memtro.com/api/mcp and the header Authorization: Bearer sk-memtro-…

OpenCode

A remote server in opencode.json.

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Pi

One command: pi mcp add memtro --url https://platform.memtro.com/api/mcp --bearer-token-env-var MEMTRO_API_KEY. Tools arrive as mcp__memtro__*. The pi-memtro extension registers it for you, alongside Memtro as the model.

Any other client

Add an MCP server of type HTTP (Streamable HTTP, stateless) at https://platform.memtro.com/api/mcp with the header Authorization: Bearer sk-memtro-.... Codex, Zed, Windsurf, Cline and the SDKs all take a remote server this way.

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Maxio connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

  • › 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

Questions

Is this an official Maxio MCP server?
No. It is Memtro's MCP server with Memtro's Maxio connector behind it: the connector reads Maxio through its API with the credentials you connect on Dashboard → Connections, and Maxio publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.
What does it cost?
Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.
Can it 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. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.
Which clients work?
Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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