How to integrate Maxio MCP with Claude Code

Manage your Maxio directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns. You can do this in two different ways: Via Composio Connect - Direct and easiest approach Via Composio SDK - Programmatic approach with more control

Maxio logoMaxio
Api Key

Maxio is a subscription billing and revenue management platform for B2B SaaS. It helps teams automate invoicing, payments, usage billing, and revenue insights.

177 Tools

Introduction

Manage your Maxio directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Composio Connect - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Also integrate Maxio with

Why use Composio?

  • Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
  • Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Handling Large tool responses out of LLM context to minimize context rot.
  • Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

Connecting Maxio to Claude Code using Composio

1. Add the Composio MCP to Claude

Terminal

2. Start Claude Code

bash
claude

3. Open your MCP list

bash
/mcp

4. Select Composio and click on Authenticate

Select Composio and click Authenticate

5. This will redirect you to the Composio OAuth page. Complete the flow by authorizing Composio and you're all set.

Composio OAuth authorization page
Composio authorization complete
Ask Claude to connect to your account and authenticate via the link

What is the Maxio MCP server, and what's possible with it?

The Maxio MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Maxio account. It provides structured and secure access to your customers, products, subscriptions, pricing, credits, prepayments, and invoices, so your agent can create customers, configure products and prices, manage subscriptions, issue credits, and prepare invoices on your behalf.

  • Customer and subscription management: Have your agent create or update customers, start new subscriptions, change subscription details, and cancel scheduled cancellations.
  • Product and pricing setup: Let the agent create product families and products, then create or update product and component price points.
  • Invoice preparation and control: Direct your agent to preview or create proforma invoices, issue advance invoices, and void advance invoices when needed.
  • Credits and prepayments: Instruct your agent to create or refund prepayments and issue or deduct service credits for subscriptions.
  • Subscription records and churn reasons: Have your agent create or update subscription notes, attach metadata, and maintain churn reason codes.

Connecting Maxio via Composio SDK

Composio SDK is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Maxio) for even more tool search precision. It's secure and reliable.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step10 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Maxio account
  • Basic knowledge of Python or TypeScript
2

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

3

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)
5

Install Composio library

npm install @composio/core dotenv

Install the Composio TypeScript library to create MCP sessions.

  • @composio/core provides the core Composio functionality
  • dotenv loads environment variables from your .env file
6

Generate Composio MCP URL

import 'dotenv/config';
import { Composio } from '@composio/core';

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['maxio'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http maxio-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);

Create a script to generate a Composio MCP URL for Maxio. This URL will be used to connect Claude Code to Maxio.

What's happening

  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Maxio
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it
7

Run the script and copy the MCP URL

node --loader ts-node/esm generate_mcp_url.ts
# or if using tsx
tsx generate_mcp_url.ts

Run your TypeScript script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output
8

Add Maxio MCP to Claude Code

bash
claude mcp add --transport http maxio-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (maxio-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

9

Verify the installation

bash
claude mcp list

Check that your Maxio MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your maxio-composio entry in the list
  • This confirms that Claude Code can now access Maxio tools

If everything is wired up, you should see your maxio-composio entry listed:

Claude Code MCP list showing the toolkit MCP server
10

Authenticate Maxio

The first time you try to use Maxio tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Maxio
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Maxio authorization flow
  • Return to the terminal and start using Maxio through Claude Code

Once authenticated, you can ask Claude Code to perform Maxio operations in natural language. For example:

  • "List overdue Maxio invoices by customer"
  • "Create subscription for new SaaS customer"
  • "Summarize monthly recurring revenue changes"

Complete Code

Here's the complete code to get you started with Maxio and Claude Code:

import 'dotenv/config';
import { Composio } from '@composio/core';

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['maxio'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http maxio-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);

Conclusion

You've successfully integrated Maxio with Claude Code using Composio's MCP server. Now you can interact with Maxio directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Maxio operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Maxio operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

TOOLS

Supported Tools

Every Maxio action and event your agent gets out of the box.

Allocate Component

Creates an allocation for a component on a subscription.

Apply Coupons to Subscription

Applies one or more coupons to a subscription.

Archive Component

Archives a component to prevent new allocations.

Archive Component Price Point

Archives a component price point, making it inactive.

Archive Coupon

Archives a coupon to prevent new uses.

Archive Offer

Archives an offer to prevent new subscriptions from using it.

Archive Product

Archives a product to prevent new subscriptions from being created.

Archive product price point

Archives a product price point by its ID.

Cancel Delayed Cancellation

Cancels a scheduled cancellation on a subscription.

Clone Component Price Point

Clones an existing component price point to create a new one.

Bulk Create Product Price Points

Creates multiple product price points in a single API call.

Create Component

Creates a new component within a product family in Chargify.

Create Component Price Point

Creates a price point for a component in Maxio Advanced Billing.

Create Coupon Subcodes

Creates multiple subcodes for an existing coupon in Maxio Advanced Billing.

Create Customer

Creates a new customer in Maxio/Chargify with the required fields: first_name, last_name, and email.

Create Webhook Endpoint

Creates a new webhook endpoint in Maxio Advanced Billing.

Create Invoice

Creates a one-time invoice for a subscription with custom line items.

Create Metadata

Creates metadata values for a resource in Maxio/Chargify Advanced Billing.

Create Metafields

Creates metafield definitions for a resource type.

Create or Update Coupon Currency Prices

Tool to create or update currency prices for a coupon in Maxio.

Create Payment Profile

Creates a new payment profile for a customer in Maxio (Chargify).

Create Prepaid Usage Component

Creates a prepaid usage component for pre-purchased units.

Create Prepayment

Creates a prepayment for a subscription.

Create Product

Tool to create a new product within a product family in Maxio.

Create Product Family

Creates a new product family in Maxio/Chargify.

Create Product Price Point

Creates a price point for a product in Maxio Advanced Billing.

Create Proforma Invoice

Creates a proforma invoice for a subscription.

Create Quantity Based Component

Creates a quantity-based component for recurring units within a product family.

Create Reason Code

Creates a new churn reason code in Maxio/Chargify Advanced Billing.

Create Signup Proforma Invoice

Creates a proforma invoice for signup preview.

Create Subscription

Creates a new subscription in Maxio (Chargify) with specified product, customer, and payment details.

Create Subscription Group With Signup

Creates a subscription group with subscriptions and a shared payer in a single operation.

Create Subscription Note

Creates a note on a subscription in Maxio/Chargify Advanced Billing.

Create Usage

Records usage for a metered component on a subscription.

Deactivate Event Based Component

Deactivates an event-based component on a subscription.

Deduct Service Credit

Deducts from a subscription's service credit balance.

Delete Coupon Subcode

Deletes a specific subcode from an existing coupon in Maxio Advanced Billing.

Delete Customer

Deletes a customer from Maxio/Chargify.

Delete Prepaid Usage Allocation

Deletes a prepaid usage allocation from a subscription component.

Delete Reason Code

Deletes a churn reason code from Maxio/Chargify Advanced Billing.

Delete Subscription Group

Deletes a subscription group and all its associated data.

Delete Subscription Note

Deletes a specific note from a subscription in Maxio Advanced Billing.

Delete Subscription Payment Profile

Removes a payment profile from a subscription in Maxio Advanced Billing.

Delete Unused Payment Profile

Permanently deletes an unused payment profile from Maxio/Chargify.

Deliver Proforma Invoice

Delivers a proforma invoice to the customer via email.

Enable Webhooks

Enables or disables webhooks for the Maxio/Chargify site.

Export Invoices

Initiates an invoices export job.

Export Proforma Invoices

Initiates an asynchronous export of proforma invoices data.

Export Subscriptions

Initiates an asynchronous export of subscription data from Maxio/Chargify.

Get MRR

Returns monthly recurring revenue data for the site.

Initiate Delayed Cancellation

Schedules a subscription for cancellation at the end of its current billing period.

Issue Advance Invoice

Issues an advance invoice for a subscription.

Issue Invoice

Issues a draft invoice for payment collection.

Issue Service Credit

Issues a service credit to a subscription.

List All Component Price Points

Lists all component price points across the site.

List Allocations

Lists all allocations for a component on a subscription.

List All Product Price Points

Lists all product price points across the site in Maxio Advanced Billing.

List Chargify.js Public Keys

Lists all public keys for Chargify.

List Component Price Points

Lists all price points for a component in Maxio Advanced Billing.

List Components

Returns a list of all components across product families in Chargify.

List Components for Product Family

Lists all components within a product family in Maxio/Chargify.

List Consolidated Invoice Segments

Lists segments of a consolidated invoice.

List Coupons for Product Family

Lists all coupons within a product family.

List Coupon Subcodes

Lists all subcodes for an existing coupon in Maxio Advanced Billing.

List Credit Notes

Returns a list of credit notes from Maxio/Chargify.

List Customers

Returns a list of customers with optional filtering and pagination.

List Customer Subscriptions

Lists all subscriptions for a specific customer in Maxio Advanced Billing.

List Webhook Endpoints

Returns a list of webhook endpoints configured in Maxio Advanced Billing.

List Events

Returns a list of events for the site in Maxio Advanced Billing.

List Exported Invoices

Retrieves a list of exported invoices for a specific invoice export batch.

List Exported Proforma Invoices

Lists exported proforma invoice rows from a previously initiated export batch.

List Exported Subscriptions

Lists exported subscriptions from a subscription export batch in Maxio/Chargify.

List Invoice Events

Lists all invoice events from Maxio/Chargify with optional filtering.

List Invoices

Returns a list of invoices with optional filtering and pagination.

List Metadata for Resource Type

Lists all metadata definitions for a resource type in Maxio/Chargify Advanced Billing.

List Metafields

Lists all metafield definitions for a resource type in Maxio/Chargify Advanced Billing.

List MRR Movements

Returns MRR movement history showing changes in Monthly Recurring Revenue.

List MRR Per Subscription

Returns MRR broken down by subscription.

List Offers

Returns a list of all offers in Chargify.

List Payment Profiles

Returns a list of payment profiles in Maxio Advanced Billing.

List Prepayments

Lists all prepayments for a subscription in Maxio Advanced Billing.

List Product Families

Returns a list of all product families in Maxio/Chargify.

List Product Price Points

Lists all price points for a product in Maxio Advanced Billing.

List Products

Returns a list of all products from Maxio (Chargify).

List Products for Product Family

Lists all products within a product family in Maxio/Chargify.

List Proforma Invoices

Lists all proforma invoices for a specific subscription in Maxio Advanced Billing.

List Reason Codes

Returns a list of all churn reason codes in Maxio/Chargify Advanced Billing.

List Service Credits

Lists all service credits for a subscription in Maxio Advanced Billing.

List Subscription Components

Lists all components attached to a subscription in Maxio (Chargify).

List Subscription Components For Site

Lists all subscription components for a site.

List Subscription Events

Returns a list of events for a specific subscription in Maxio Advanced Billing.

List Subscription Groups

Returns a list of subscription groups with optional filtering and pagination.

List Subscription Notes

Lists all notes attached to a subscription in Maxio/Chargify Advanced Billing.

List Subscriptions

Returns a list of subscriptions with optional filtering and pagination.

List Usages

Lists all usage records for a component on a subscription.

List Webhooks

Returns a list of webhooks configured in Maxio Advanced Billing.

Migrate Subscription Product

Migrates a subscription to a different product in Maxio/Chargify Advanced Billing.

Override Subscription

Overrides cancellation settings of a subscription.

Promote Product Price Point to Default

Promotes a product price point to be the default price point for a product.

Pause Subscription

Pauses an active subscription in Maxio (Chargify) Advanced Billing.

Preview Allocations

Previews allocation charges before creating them for subscription components.

Preview Customer Information Changes

Previews customer information changes for an invoice.

Preview Proforma Invoice

Previews a proforma invoice for a subscription without actually creating it.

Preview Renewal

Previews the next renewal charges for a subscription in Maxio (Chargify).

Preview Signup Proforma Invoice

Previews a proforma invoice for signup.

Preview Subscription

Previews a subscription in Maxio (Chargify) before actual creation to see pricing and details.

Preview Subscription Product Migration

Previews a product migration before executing it.

Promote Component Price Point to Default

Promotes a component price point to be the default price point for its component.

Reactivate Subscription

Reactivates a canceled subscription in Maxio (Chargify) Advanced Billing.

Reactivate Subscription Group

Reactivates a canceled subscription group in Maxio/Chargify.

Read Account Balances

Retrieves the account balances for a subscription in Maxio Advanced Billing.

Read Advance Invoice

Retrieves an advance invoice for a subscription.

Read Component

Retrieves details of a specific component within a product family in Maxio/Chargify.

Read Component by Handle

Finds a component by its unique handle in Maxio/Chargify.

Read Component Price Point

Retrieves a specific component price point in Maxio Advanced Billing.

Read Coupon

Retrieves details of a specific coupon within a product family.

Find Coupon by Code

Finds and retrieves a coupon by its unique code in Maxio Advanced Billing.

Read Coupon Usage

Retrieves usage statistics for a coupon.

Read Credit Note

Retrieves details of a specific credit note from Maxio/Chargify.

Read Customer

Retrieves details of a specific customer by their Chargify ID.

Read Customer By Reference

Looks up a customer by their external reference value.

Read Events Count

Returns a count of events for the site in Maxio Advanced Billing.

Read Invoice

Retrieves details of a specific invoice by its unique identifier (UID).

Read Invoices Export Status

Retrieves the status and details of an invoices export batch job.

Read Offer

Retrieves details of a specific offer by its ID from Maxio (Chargify).

Read Payment Profile

Retrieves details of a specific payment profile in Maxio Advanced Billing.

Read Product

Retrieves details of a specific product by its ID from Maxio (Chargify).

Read Product By Handle

Retrieves a single product from Maxio (Chargify) by its unique handle.

Read Product Family

Retrieves details of a specific product family in Maxio/Chargify.

Read Product Price Point

Retrieves a specific product price point in Maxio Advanced Billing.

Read Proforma Invoice

Retrieves a specific proforma invoice by its unique identifier.

Read Proforma Invoices Export

Retrieves the status and details of a proforma invoices export batch job.

Read Reason Code

Retrieves a specific churn reason code by its ID from Maxio/Chargify Advanced Billing.

Read Site

Retrieves details about the current Chargify/Maxio site.

Read Site Stats

Returns site-wide statistics for the Chargify site.

Read Subscription

Retrieves details of a specific subscription by its unique identifier (ID).

Read Subscription By Reference

Finds a subscription by its external reference identifier in Maxio Advanced Billing.

Read Subscription Component

Retrieves details of a component attached to a subscription in Maxio (Chargify).

Read Subscription Note

Retrieves a specific note attached to a subscription in Maxio/Chargify Advanced Billing.

Read Subscriptions Export Status

Retrieves the status and details of a subscriptions export batch job.

Bulk Record Events

Tool to record multiple billable events in bulk for a subscription component.

Record Payment for Invoice

Records a payment for an invoice.

Refund Invoice

Creates a refund for a paid invoice.

Refund Prepayment

Refunds a prepayment made on a subscription.

Remove Coupon from Subscription

Removes an applied coupon from a subscription in Maxio (Chargify) Advanced Billing.

Remove Subscription from Group

Removes a subscription from its subscription group in Maxio Advanced Billing.

Reopen Invoice

Reopens a voided or canceled invoice, changing its status back to open.

Replay Webhooks

Replays specified webhook deliveries in Maxio Advanced Billing.

Bulk Reset Subscription Components Price Points

Resets subscription component price points to their default values.

Resume Subscription

Resumes a paused subscription in Maxio (Chargify) Advanced Billing.

Retry Subscription

Retries payment for a past due subscription in Maxio (Chargify) Advanced Billing.

Revoke Billing Portal Access

Revokes billing portal access for a customer.

Send Invoice

Sends an invoice to the customer via email.

Send Request Update Payment Email

Sends an email to the customer requesting they update their payment method.

Unarchive Component Price Point

Unarchives a component price point, restoring it to active status.

Unarchive Offer

Unarchives a previously archived offer, making it available for new subscriptions again.

Unarchive product price point

Unarchives a product price point by its ID.

Update Automatic Subscription Resumption

Updates automatic resumption settings for a paused subscription in Maxio (Chargify) Advanced Billing.

Update Component

Updates a component's details in Chargify.

Update Component Price Point

Updates a price point for a component in Maxio Advanced Billing.

Update Coupon

Updates an existing coupon within a product family in Maxio.

Update Coupon Subcodes

Updates all subcodes for an existing coupon in Maxio Advanced Billing.

Update Customer

Updates an existing customer in Maxio/Chargify.

Update Invoice Customer Information

Updates customer information on an invoice in Maxio/Chargify.

Update Webhook Endpoint

Updates an existing webhook endpoint in Maxio Advanced Billing.

Update Payment Profile

Updates an existing payment profile in Maxio (Chargify).

Update Prepaid Expiration

Updates the expiration date of a prepaid usage allocation.

Update Product

Updates an existing product in Maxio/Chargify.

Update Product Family Component

Updates a component within its product family in Maxio/Chargify.

Update Product Price Point

Updates a product price point in Maxio Advanced Billing.

Update Reason Code

Updates an existing churn reason code in Maxio/Chargify Advanced Billing.

Update Subscription

Updates an existing subscription's details in Maxio/Chargify.

Bulk Update Subscription Component Price Points

Bulk updates component price points for a subscription.

Update Subscription Note

Updates an existing note on a subscription in Maxio/Chargify Advanced Billing.

Validate Coupon

Validates a coupon code for a product.

Void Advance Invoice

Voids an advance invoice for a subscription.

Void Invoice

Voids an open invoice to stop future collection.

FAQ

Frequently asked questions

With a standalone Maxio MCP server, the agents and LLMs can only access a fixed set of Maxio tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Maxio and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Maxio tools.

Yes, absolutely. You can configure which Maxio scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Maxio data and credentials are handled as safely as possible.

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