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Integration · Payments and finance

AI agents for Maxio

Read and manage Maxio Advanced Billing (formerly Chargify) customers, subscriptions, invoices and products for one site.

Actions
9
Read
7
Write
2

Actions

What your agents can do in Maxio

Read and manage Maxio Advanced Billing (formerly Chargify) customers, subscriptions, invoices and products for one site: find customers, check subscription states and unpaid invoices, add customers and cancel subscriptions.

Read 7

Look things up. Nothing changes.

  • List customers

    Lists the site's customers, newest first unless asked otherwise, optionally only those matching a search (an email, ID, your reference or organization).

  • Get a customer

    Reads one customer by Maxio ID: name, email, organization, your reference, address, phone, VAT number, tax exemption and dates, as {customer: {…}}.

  • List subscriptions

    Lists subscriptions, optionally only one state (active, trialing, past_due, canceled …), one customer, one product (ID or exact name) or a search.

  • Get a subscription

    Reads one subscription by ID: state, balance, period dates, next billing, cancellation details, the customer, the product and its price point, and the payment method on file (masked).

  • List invoices

    Lists invoices, newest first, optionally only one status (draft, open, paid, pending, voided), one subscription, some customers or a date range on the due, issue or paid date.

  • Get an invoice

    Reads one invoice by its UID (like inv_8gd8tdhtd3hgr).

  • List products

    Lists the site's products (plans), each as {product: {…}} with id, name, handle, price_in_cents, interval and interval_unit, trial settings and its product family.

Write 2

Create, change or send.

  • Create a customer

    Adds a customer with first and last name and email, and optionally an organization, your own unique reference, phone, address and VAT number.

  • Cancel a subscriptionDeletes data

    Cancels a subscription now, or at the end of its current period when the site has scheduled cancellation turned on, with an optional internal message and reason code.

A person can approve first

Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.

Connection

How it connects

Connect it once in the console, then give it to the agents and workflows that need it.

Username and key

Enter the API credentials from your Maxio account.

What you enter

  • API key

Settings

  • Site subdomain
  • Hosting

Kept safe

  • Credentials are stored encrypted with your organization's own keys.
  • They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
  • Calls go only to the tool's own servers.

How we protect your data

Ideas

Ideas to start with

Starting points made only from the actions above. Mix them with any other tool your agents can use.

  • 01

    Ask about your Maxio data

    Ask a question in plain words. The agent can list customers, get a customer or list subscriptions in Maxio, then answers with what it found.

  • 02

    Let an agent update Maxio

    Have the agent create a customer or cancel a subscription in Maxio as part of a larger task. Turn on approval and a person signs off on each change first.

  • 03

    Share what it finds in Slack

    Give one agent Maxio and Slack: it can list customers in Maxio and post a summary to a Slack channel in the same run.

FAQ

Maxio and MyDeepAgents

Can MyDeepAgents connect to Maxio?

Yes. The Maxio connector has 9 actions: 7 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.

How do I connect Maxio?

Enter the API credentials from your Maxio account. You'll need: API key. The connection also asks for: Site subdomain and Hosting. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.

Can an agent change data in Maxio without asking?

Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.

Can I use Maxio in workflows as well as agents?

Yes. Every Maxio action also works as a step in a workflow, and the same connection serves your agents and your workflows.

Early access

Put Maxio to work

Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.