Maxio MCP

Maxio + AI - for Claude, the ChatGPT desktop app, GitHub Copilot, Gemini CLI, and any agent that speaks MCP

Unofficial. Community-built Claude Code Skill and MCP server for the Maxio

API. Not affiliated with, endorsed by, or sponsored by Maxio LLC.

Full skill page - install, outcomes, safety model.

Open, local revenue-intelligence CLI for Maxio Advanced Billing - MRR waterfalls, retention, and per-client history computed offline from a SQLite mirror, so the trended history survives even though the live API returns only point-in-time figures. Works with the AI you already use - ChatGPT (desktop app), Claude Desktop, Codex, Claude Code, Claude Cowork, and GitHub Copilot - plus Gemini CLI. Free, open source, runs on your laptop. Built for MSP owners. No code required.

Works with your agent

Security note (until this connector is reprinted). Do not run HTTP mode

(--transport http), not even on localhost. This build has no password,

listens on every network interface, and predates the browser-rebinding guard,

so a web page you open can reach it. The MCP tools can also make changes with

your credentials. Use the default stdio transport. If you set up a tunnel for

a remote agent, shut it down. A fix is on the way.

The six agents MSP owners actually use (self-serve, works today):

The ChatGPT desktop app runs maxio-mcp locally and shares MCP configuration with Codex (OpenAI). ChatGPT on the web needs a remote (HTTP) server, and this connector's HTTP mode is paused until it is reprinted (see the security note in mcp-install.md), so msp-skills does not support it yet. If your team works there, a hosted gateway is the better pick; check that your AI app is on the gateway's setup list.

Also for the Microsoft and Google stacks

Big install base, but an honest heads-up: Gemini CLI runs the local binary you just installed, while Microsoft 365 Copilot and the Gemini app need a remote server, which msp-skills does not support yet.

Skill-native agents (also covered): Hermes and OpenClaw read this skill's SKILL.md directly *and* speak MCP - see their install sections below. Also works with Cursor, Windsurf, Cline, Continue.dev, and Zed via MCP. Full per-tool wire-up: [docs/which-agent.md](../../docs/which-agent.md).

Run more than one agent? Install across all 51+ supported agents in one command: npx skills add Servosity/msp-skills@latest (requires Node.js, then run the per-skill installer for the CLI/MCP binaries). See docs/which-agent.md.

Install in 60 seconds

Fastest for Claude Desktop - one-click .mcpb

Claude Desktop bundle: the .mcpb launches on macOS (Intel and Apple Silicon), Windows x64 and Linux x64. Every tool shells out to the companion maxio-cli. Releases cut from 2026-09-18 on ship that CLI inside the bundle; older bundles contain only the MCP server, so if yours lacks the companion, run the Path A or Path B installer below first (or set MAXIO_CLI_PATH to an existing binary). Details: #331.

Download Maxio MCP (.mcpb) - then open Claude Desktop > Settings > Extensions and select the file. One click, no JSON, no shell. (Browse every Maxio release on the releases page.)

Prefer the Claude Code plugin? Add the marketplace once, then install - works immediately, no directory listing required:

/plugin marketplace add Servosity/msp-skills

/plugin install maxio@msp-skills

Path A - paste one prompt into your AI agent (recommended)

Copy this into Claude Code, Codex CLI, or Claude Cowork:

Install the Maxio Skill and MCP server from Servosity/msp-skills in this agent workspace. If this workspace uses a POSIX shell (macOS, Linux, WSL, or Bash), run bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/maxio/install.sh). If it uses Windows PowerShell, run iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/maxio/install.ps1 | iex. Then authenticate per the README and run maxio-cli --help to explore.

The same prompt works in any agent that can run shell.

Path B - run the installer yourself

Windows (PowerShell):

iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/maxio/install.ps1 | iex

macOS / Linux:

bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/maxio/install.sh)

The installer drops both maxio-cli (the CLI) and maxio-mcp (the MCP server) into your user bin path. Claude Code, Codex, and Cowork discover the Skill via SKILL.md in this directory.

Verify:

maxio-cli --version

Upgrade to the latest version

The installer always fetches the current release - re-run it to upgrade:

macOS / Linux:

bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/maxio/install.sh)

Windows (PowerShell):

iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/maxio/install.ps1 | iex

Claude Desktop .mcpb users: download the latest .mcpb (top of this section) and re-select it in Settings > Extensions. Claude Code plugin users: /plugin update maxio@msp-skills.

Add to Claude Desktop, the ChatGPT desktop app, GitHub Copilot, Gemini CLI, or another MCP client

After the installer runs, see [mcp-install.md](./mcp-install.md) and [docs/which-agent.md](../../docs/which-agent.md) for the per-agent wire-up - one section per agent, including the GitHub Copilot servers key and the ChatGPT desktop app. Claude Desktop's Settings > Extensions panel is the simplest path; the MCP config block (for users who prefer editing JSON) is documented in mcp-install.md.

Install for Hermes

From the Hermes CLI:

hermes skills install servosity/msp-skills/skills/maxio --force

Inside a Hermes chat session:

/skills install servosity/msp-skills/skills/maxio --force

Hermes speaks MCP natively, so it can also use the maxio-mcp server directly - same install path, same env vars.

Install for OpenClaw

Tell your OpenClaw agent (copy this):

Install the maxio skill from https://github.com/servosity/msp-skills/tree/main/skills/maxio. The skill defines how its required CLI (maxio-cli) can be installed via the openclaw: frontmatter block.

OpenClaw isn't generally available yet; the frontmatter wiring is pre-shipped and will activate the moment OpenClaw launches.

Authenticate

Set the credentials the CLI needs (from your Maxio portal):

MAXIO_PASSWORD=<value> MAXIO_SITE=<value> MAXIO_USERNAME=<value> maxio-cli doctor

doctor confirms the credentials work before you run anything that touches data. It exits 0 even when the credential is rejected, so scripts should add --fail-on error.

What this skill does

Full command reference: guide.md. For the AI-agent operating contract (--agent, --dry-run, when to confirm before mutating), see AGENTS.md.

What makes this different

Most Maxio integrations and MCP servers proxy each question into a live API call. That's fine for one record. It dies at scale, when you're asking for the MRR movement waterfall and net revenue retention across your entire customer book at board-prep time - because the live API returns only point-in-time figures (and the MRR endpoints require Maxio's Insights/Analytics add-on), with no trended multi-period history to query.

This skill syncs Maxio into a local SQLite mirror with full-text search, and snapshots each sync into a time series. Aggregate questions become one local computation: instant, offline, and the AI sees the answer, not the raw data. Compound commands like maxio-cli mrr waterfall, maxio-cli retention, and maxio-cli reconcile join across subscriptions, customers, components, and invoices - work a stateless API wrapper can't do, and the history keeps growing because the live API has no endpoint that reconstructs historic MRR movement or retention after the fact.

The pain this closes

On Maxio's own G2 reviews, operators name recurring-revenue reporting as the weak spot: MRR, churn, and ARPA are hard to get out cleanly, and teams report having to use third-party applications on imported billing data to answer them. Even a basic ask - the customers who signed up in a given window and the revenue they brought - has no clean portal answer, and the live API returns only point-in-time figures, with no endpoint to reconstruct the historic trend.

This skill closes that gap from the terminal or your AI agent:

• maxio-cli mrr waterfall --since 2026-01-01 --group-by month - the New/Expansion/Contraction/Churn/Reactivation movement, monthly.
• maxio-cli retention --since 2026-01-01 --group-by month - net and gross revenue retention, plus