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Maxio

Maxio MCP integration

Reads a customer's subscription and invoices, pauses and resumes plans on request, records payments and refunds, and reverses a scheduled cancellation.

Connect MaxioSee all integrations

177actions available

  1. Home/
  2. Integrations/
  3. Maxio

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Send request update payment email

    Lyro triggers a payment method update email to a customer. Collect missing or expired card information without friction or manual follow-up.

  • Refund invoice

    Lyro refunds a paid invoice in Maxio instantly. Credit the customer and update billing records in one action.

  • Create customer

    Lyro adds a new customer to Maxio with name and email. Enable subscription setup and invoicing immediately.

See all 177 actions

How businesses use Maxio + Lyro

Each card is one request a support team gets, and the Maxio actions Lyro runs to close it.

  • search

    Answer a billing question against the subscription

    Lyro finds the customer by the reference your product stores, reads the subscription on that account and the invoices raised against it, so a question about what was charged is answered from the billing record.

    Read Customer By ReferenceRead SubscriptionList Invoices
  • sync_alt

    Pause, resume, or rescue a cancelling subscription

    When a customer wants to step away rather than leave, Lyro pauses the subscription, resumes it on the agreed date, and reverses a delayed cancellation already scheduled if they change their mind.

    Pause SubscriptionResume SubscriptionCancel Delayed Cancellation
  • payments

    Settle the invoice inside the conversation

    Lyro records the payment against an open invoice, issues the refund that was agreed, and reopens an invoice voided by mistake, so a billing dispute closes without a second handoff to finance.

    Record Payment for InvoiceRefund InvoiceReopen Invoice
  • insights

    Show what a plan change does to revenue

    Lyro reads MRR for the site, lists the movements behind the number, and prices a product migration before anyone commits to it, so the revenue impact is known ahead of the change rather than after.

    Get MRRList MRR MovementsPreview Subscription Product Migration

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Maxio actions it has and picks the ones a request needs.

  1. 01

    Connect Maxio

    Authorize the Maxio account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Maxio actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free

Maxio · Lyro

What can you do in Maxio without me setting anything up?

These, right away:

  • Create component
  • Get mrr
  • Cancel delayed cancellation

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Maxio

Setup, permissions, and the limits of what Lyro can do inside Maxio.

  • Yes, and Maxio treats that as its own set of actions. Preview Renewal returns the next renewal amount, Preview Allocations shows what a component change would bill, and Preview Subscription Product Migration prices a plan move, none of which write anything to the subscription.

  • Validate Coupon checks a code is still live, Apply Coupons to Subscription attaches it, and Remove Coupon from Subscription takes it back off. Coupons stay defined in Maxio, so a retention offer follows the codes finance set up rather than a number invented in the chat.

  • List Reason Codes returns the cancellation reasons configured on the site and Create Reason Code adds a new one, so the reasons in play are the ones your team defined rather than free text. Create Subscription Note records the detail that does not fit a code.

  • Create Webhook Endpoint registers where Maxio should push them, List Webhooks shows what has already been sent, and Replay Webhooks resends what was missed while an endpoint was down, so a failed delivery is recoverable rather than gone.

Every action available in Maxio

All 177 actions your agent can call on Maxio, straight from the live MCP connection.

  • 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

    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

    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.

The tools Maxio sits next to

Same connection, same setup. Pick the next one your team already uses.

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    Finmei

    Raises invoices with line items, files expenses with receipts attached, reports on payments, and corrects customer and product records.

  • Moneybirdarrow_outward

    Moneybird

    Looks up invoices by customer, drafts and revises sales invoices, maintains contact records, and issues direct-debit mandate links.

  • Polygonarrow_outward

    Polygon

    Returns live quotes, reads 10-K sections and financial statements, computes technical indicators, and surfaces dividends, splits, and news.

  • Skyfirearrow_outward

    Skyfire

    Browses the service directory, issues KYA and PAY tokens scoped to one purchase, audits what sellers charged, and collects payment seller-side.

  • Zoho invoicearrow_outward

    Zoho invoice

    Quotes the real balance on an invoice, raises and emails new ones, issues credit notes and refunds, and controls the reminder schedule.

Browse every integration
Support agent working at a laptop next to the Lyro mascot

Ready to connect Maxio?

Authorize the account and your agent has all 177 actions from the first conversation.

Connect MaxioTalk to sales
Connect MaxioTalk to sales
Support agent working at a laptop next to the Lyro mascot