Maxio
for LuumenAI

Subscription billing and revenue management platform (formerly Chargify)

Operate Maxio from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.

The Maxio toolbox

177 tools: 84 read, 93 write. Reads answer instantly. Writes require approval by default. Everything is logged.

  • ReadExport InvoicesInitiates an invoices export job.
  • ReadExport Proforma InvoicesInitiates an asynchronous export of proforma invoices data.
  • ReadExport SubscriptionsInitiates an asynchronous export of subscription data from Maxio/Chargify.
  • ReadGet MRRReturns monthly recurring revenue data for the site.
  • ReadList All Component Price PointsLists all component price points across the site.
  • ReadList AllocationsLists all allocations for a component on a subscription.
  • ReadList All Product Price PointsLists all product price points across the site in Maxio Advanced Billing.
  • ReadList Chargify.js Public KeysLists all public keys for Chargify.js integration in Maxio Advanced Billing.
  • ReadList Component Price PointsLists all price points for a component in Maxio Advanced Billing.
  • ReadList ComponentsReturns a list of all components across product families in Chargify.
  • ReadList Components for Product FamilyLists all components within a product family in Maxio/Chargify.
  • ReadList Consolidated Invoice SegmentsLists segments of a consolidated invoice.
  • ReadList Coupons for Product FamilyLists all coupons within a product family.
  • ReadList Coupon SubcodesLists all subcodes for an existing coupon in Maxio Advanced Billing.
  • ReadList Credit NotesReturns a list of credit notes from Maxio/Chargify.
  • ReadList CustomersReturns a list of customers with optional filtering and pagination.
  • ReadList Customer SubscriptionsLists all subscriptions for a specific customer in Maxio Advanced Billing.
  • ReadList Webhook EndpointsReturns a list of webhook endpoints configured in Maxio Advanced Billing.
  • ReadList EventsReturns a list of events for the site in Maxio Advanced Billing.
  • ReadList Exported InvoicesRetrieves a list of exported invoices for a specific invoice export batch.
  • ReadList Exported Proforma InvoicesLists exported proforma invoice rows from a previously initiated export batch.
  • ReadList Exported SubscriptionsLists exported subscriptions from a subscription export batch in Maxio/Chargify.
  • ReadList Invoice EventsLists all invoice events from Maxio/Chargify with optional filtering.
  • ReadList InvoicesReturns a list of invoices with optional filtering and pagination.
  • ReadList Metadata for Resource TypeLists all metadata definitions for a resource type in Maxio/Chargify Advanced Billing.
  • ReadList MetafieldsLists all metafield definitions for a resource type in Maxio/Chargify Advanced Billing.
  • ReadList MRR MovementsReturns MRR movement history showing changes in Monthly Recurring Revenue.
  • ReadList MRR Per SubscriptionReturns MRR broken down by subscription.
  • ReadList OffersReturns a list of all offers in Chargify.
  • ReadList Payment ProfilesReturns a list of payment profiles in Maxio Advanced Billing.
  • ReadList PrepaymentsLists all prepayments for a subscription in Maxio Advanced Billing.
  • ReadList Product FamiliesReturns a list of all product families in Maxio/Chargify.
  • ReadList Product Price PointsLists all price points for a product in Maxio Advanced Billing.
  • ReadList ProductsReturns a list of all products from Maxio (Chargify).
  • ReadList Products for Product FamilyLists all products within a product family in Maxio/Chargify.
  • ReadList Proforma InvoicesLists all proforma invoices for a specific subscription in Maxio Advanced Billing.
  • ReadList Reason CodesReturns a list of all churn reason codes in Maxio/Chargify Advanced Billing.
  • ReadList Service CreditsLists all service credits for a subscription in Maxio Advanced Billing.
  • ReadList Subscription ComponentsLists all components attached to a subscription in Maxio (Chargify).
  • ReadList Subscription Components For SiteLists all subscription components for a site.
  • ReadList Subscription EventsReturns a list of events for a specific subscription in Maxio Advanced Billing.
  • ReadList Subscription GroupsReturns a list of subscription groups with optional filtering and pagination.
  • ReadList Subscription NotesLists all notes attached to a subscription in Maxio/Chargify Advanced Billing.
  • ReadList SubscriptionsReturns a list of subscriptions with optional filtering and pagination.
  • ReadList UsagesLists all usage records for a component on a subscription.
  • ReadList WebhooksReturns a list of webhooks configured in Maxio Advanced Billing.
  • ReadPreview AllocationsPreviews allocation charges before creating them for subscription components.
  • ReadPreview Customer Information ChangesPreviews customer information changes for an invoice.
  • ReadPreview Proforma InvoicePreviews a proforma invoice for a subscription without actually creating it.
  • ReadPreview RenewalPreviews the next renewal charges for a subscription in Maxio (Chargify).
  • ReadPreview Signup Proforma InvoicePreviews a proforma invoice for signup.
  • ReadPreview SubscriptionPreviews a subscription in Maxio (Chargify) before actual creation to see pricing and details.
  • ReadPreview Subscription Product MigrationPreviews a product migration before executing it.
  • ReadRead Account BalancesRetrieves the account balances for a subscription in Maxio Advanced Billing.
  • ReadRead Advance InvoiceRetrieves an advance invoice for a subscription.
  • ReadRead ComponentRetrieves details of a specific component within a product family in Maxio/Chargify.
  • ReadRead Component by HandleFinds a component by its unique handle in Maxio/Chargify.
  • ReadRead Component Price PointRetrieves a specific component price point in Maxio Advanced Billing.
  • ReadRead CouponRetrieves details of a specific coupon within a product family.
  • ReadFind Coupon by CodeFinds and retrieves a coupon by its unique code in Maxio Advanced Billing.
  • ReadRead Coupon UsageRetrieves usage statistics for a coupon.
  • ReadRead Credit NoteRetrieves details of a specific credit note from Maxio/Chargify.
  • ReadRead CustomerRetrieves details of a specific customer by their Chargify ID.
  • ReadRead Customer By ReferenceLooks up a customer by their external reference value.
  • ReadRead Events CountReturns a count of events for the site in Maxio Advanced Billing.
  • ReadRead InvoiceRetrieves details of a specific invoice by its unique identifier (UID).
  • ReadRead Invoices Export StatusRetrieves the status and details of an invoices export batch job.
  • ReadRead OfferRetrieves details of a specific offer by its ID from Maxio (Chargify).
  • ReadRead Payment ProfileRetrieves details of a specific payment profile in Maxio Advanced Billing.
  • ReadRead ProductRetrieves details of a specific product by its ID from Maxio (Chargify).
  • ReadRead Product By HandleRetrieves a single product from Maxio (Chargify) by its unique handle.
  • ReadRead Product FamilyRetrieves details of a specific product family in Maxio/Chargify.
  • ReadRead Product Price PointRetrieves a specific product price point in Maxio Advanced Billing.
  • ReadRead Proforma InvoiceRetrieves a specific proforma invoice by its unique identifier.
  • ReadRead Proforma Invoices ExportRetrieves the status and details of a proforma invoices export batch job.
  • ReadRead Reason CodeRetrieves a specific churn reason code by its ID from Maxio/Chargify Advanced Billing.
  • ReadRead SiteRetrieves details about the current Chargify/Maxio site.
  • ReadRead Site StatsReturns site-wide statistics for the Chargify site.
  • ReadRead SubscriptionRetrieves details of a specific subscription by its unique identifier (ID).
  • ReadRead Subscription By ReferenceFinds a subscription by its external reference identifier in Maxio Advanced Billing.
  • ReadRead Subscription ComponentRetrieves details of a component attached to a subscription in Maxio (Chargify).
  • ReadRead Subscription NoteRetrieves a specific note attached to a subscription in Maxio/Chargify Advanced Billing.
  • ReadRead Subscriptions Export StatusRetrieves the status and details of a subscriptions export batch job.
  • ReadValidate CouponValidates a coupon code for a product.
  • WriteAllocate ComponentCreates an allocation for a component on a subscription. Approval by default
  • WriteApply Coupons to SubscriptionApplies one or more coupons to a subscription. Approval by default
  • WriteArchive ComponentArchives a component to prevent new allocations. Approval by default
  • WriteArchive Component Price PointArchives a component price point, making it inactive. Approval by default
  • WriteArchive CouponArchives a coupon to prevent new uses. Approval by default
  • WriteArchive OfferArchives an offer to prevent new subscriptions from using it. Approval by default
  • WriteArchive ProductArchives a product to prevent new subscriptions from being created. Approval by default
  • WriteArchive product price pointArchives a product price point by its ID. Approval by default
  • WriteCancel Delayed CancellationCancels a scheduled cancellation on a subscription. Approval by default
  • WriteClone Component Price PointClones an existing component price point to create a new one. Approval by default
  • WriteBulk Create Product Price PointsCreates multiple product price points in a single API call. Approval by default
  • WriteCreate ComponentCreates a new component within a product family in Chargify. Approval by default
  • WriteCreate Component Price PointCreates a price point for a component in Maxio Advanced Billing. Approval by default
  • WriteCreate Coupon SubcodesCreates multiple subcodes for an existing coupon in Maxio Advanced Billing. Approval by default
  • WriteCreate CustomerCreates a new customer in Maxio/Chargify with the required fields: first_name, last_name, and email. Approval by default
  • WriteCreate Webhook EndpointCreates a new webhook endpoint in Maxio Advanced Billing. Approval by default
  • WriteCreate InvoiceCreates a one-time invoice for a subscription with custom line items. Approval by default
  • WriteCreate MetadataCreates metadata values for a resource in Maxio/Chargify Advanced Billing. Approval by default
  • WriteCreate MetafieldsCreates metafield definitions for a resource type. Approval by default
  • WriteCreate or Update Coupon Currency PricesCreate or update currency prices for a coupon in Maxio. Approval by default
  • WriteCreate Payment ProfileCreates a new payment profile for a customer in Maxio (Chargify). Approval by default
  • WriteCreate Prepaid Usage ComponentCreates a prepaid usage component for pre-purchased units. Approval by default
  • WriteCreate PrepaymentCreates a prepayment for a subscription. Approval by default
  • WriteCreate ProductCreate a new product within a product family in Maxio. Approval by default
  • WriteCreate Product FamilyCreates a new product family in Maxio/Chargify. Approval by default
  • WriteCreate Product Price PointCreates a price point for a product in Maxio Advanced Billing. Approval by default
  • WriteCreate Proforma InvoiceCreates a proforma invoice for a subscription. Approval by default
  • WriteCreate Quantity Based ComponentCreates a quantity-based component for recurring units within a product family. Approval by default
  • WriteCreate Reason CodeCreates a new churn reason code in Maxio/Chargify Advanced Billing. Approval by default
  • WriteCreate Signup Proforma InvoiceCreates a proforma invoice for signup preview. Approval by default
  • WriteCreate SubscriptionCreates a new subscription in Maxio (Chargify) with specified product, customer, and payment details. Approval by default
  • WriteCreate Subscription Group With SignupCreates a subscription group with subscriptions and a shared payer in a single operation. Approval by default
  • WriteCreate Subscription NoteCreates a note on a subscription in Maxio/Chargify Advanced Billing. Approval by default
  • WriteCreate UsageRecords usage for a metered component on a subscription. Approval by default
  • WriteDeactivate Event Based ComponentDeactivates an event-based component on a subscription. Approval by default
  • WriteDeduct Service CreditDeducts from a subscription's service credit balance. Approval by default
  • WriteDelete Coupon SubcodeDeletes a specific subcode from an existing coupon in Maxio Advanced Billing. Approval by default
  • WriteDelete CustomerDeletes a customer from Maxio/Chargify. Approval by default
  • WriteDelete Prepaid Usage AllocationDeletes a prepaid usage allocation from a subscription component. Approval by default
  • WriteDelete Reason CodeDeletes a churn reason code from Maxio/Chargify Advanced Billing. Approval by default
  • WriteDelete Subscription GroupDeletes a subscription group and all its associated data. Approval by default
  • WriteDelete Subscription NoteDeletes a specific note from a subscription in Maxio Advanced Billing. Approval by default
  • WriteDelete Subscription Payment ProfileRemoves a payment profile from a subscription in Maxio Advanced Billing. Approval by default
  • WriteDelete Unused Payment ProfilePermanently deletes an unused payment profile from Maxio/Chargify. Approval by default
  • WriteDeliver Proforma InvoiceDelivers a proforma invoice to the customer via email. Approval by default
  • WriteEnable WebhooksEnables or disables webhooks for the Maxio/Chargify site. Approval by default
  • WriteInitiate Delayed CancellationSchedules a subscription for cancellation at the end of its current billing period. Approval by default
  • WriteIssue Advance InvoiceIssues an advance invoice for a subscription. Approval by default
  • WriteIssue InvoiceIssues a draft invoice for payment collection. Approval by default
  • WriteIssue Service CreditIssues a service credit to a subscription. Approval by default
  • WriteMigrate Subscription ProductMigrates a subscription to a different product in Maxio/Chargify Advanced Billing. Approval by default
  • WriteOverride SubscriptionOverrides cancellation settings of a subscription. Approval by default
  • WritePromote Product Price Point to DefaultPromotes a product price point to be the default price point for a product. Approval by default
  • WritePause SubscriptionPauses an active subscription in Maxio (Chargify) Advanced Billing. Approval by default
  • WritePromote Component Price Point to DefaultPromotes a component price point to be the default price point for its component. Approval by default
  • WriteReactivate SubscriptionReactivates a canceled subscription in Maxio (Chargify) Advanced Billing. Approval by default
  • WriteReactivate Subscription GroupReactivates a canceled subscription group in Maxio/Chargify. Approval by default
  • WriteBulk Record EventsRecord multiple billable events in bulk for a subscription component. Approval by default
  • WriteRecord Payment for InvoiceRecords a payment for an invoice. Approval by default
  • WriteRefund InvoiceCreates a refund for a paid invoice. Approval by default
  • WriteRefund PrepaymentRefunds a prepayment made on a subscription. Approval by default
  • WriteRemove Coupon from SubscriptionRemoves an applied coupon from a subscription in Maxio (Chargify) Advanced Billing. Approval by default
  • WriteRemove Subscription from GroupRemoves a subscription from its subscription group in Maxio Advanced Billing. Approval by default
  • WriteReopen InvoiceReopens a voided or canceled invoice, changing its status back to open. Approval by default
  • WriteReplay WebhooksReplays specified webhook deliveries in Maxio Advanced Billing. Approval by default
  • WriteBulk Reset Subscription Components Price PointsResets subscription component price points to their default values. Approval by default
  • WriteResume SubscriptionResumes a paused subscription in Maxio (Chargify) Advanced Billing. Approval by default
  • WriteRetry SubscriptionRetries payment for a past due subscription in Maxio (Chargify) Advanced Billing. Approval by default
  • WriteRevoke Billing Portal AccessRevokes billing portal access for a customer. Approval by default
  • WriteSend InvoiceSends an invoice to the customer via email. Approval by default
  • WriteSend Request Update Payment EmailSends an email to the customer requesting they update their payment method. Approval by default
  • WriteUnarchive Component Price PointUnarchives a component price point, restoring it to active status. Approval by default
  • WriteUnarchive OfferUnarchives a previously archived offer, making it available for new subscriptions again. Approval by default
  • WriteUnarchive product price pointUnarchives a product price point by its ID. Approval by default
  • WriteUpdate Automatic Subscription ResumptionUpdates automatic resumption settings for a paused subscription in Maxio (Chargify) Advanced Billing. Approval by default
  • WriteUpdate ComponentUpdates a component's details in Chargify. Approval by default
  • WriteUpdate Component Price PointUpdates a price point for a component in Maxio Advanced Billing. Approval by default
  • WriteUpdate CouponUpdates an existing coupon within a product family in Maxio. Approval by default
  • WriteUpdate Coupon SubcodesUpdates all subcodes for an existing coupon in Maxio Advanced Billing. Approval by default
  • WriteUpdate CustomerUpdates an existing customer in Maxio/Chargify. Approval by default
  • WriteUpdate Invoice Customer InformationUpdates customer information on an invoice in Maxio/Chargify. Approval by default
  • WriteUpdate Webhook EndpointUpdates an existing webhook endpoint in Maxio Advanced Billing. Approval by default
  • WriteUpdate Payment ProfileUpdates an existing payment profile in Maxio (Chargify). Approval by default
  • WriteUpdate Prepaid ExpirationUpdates the expiration date of a prepaid usage allocation. Approval by default
  • WriteUpdate ProductUpdates an existing product in Maxio/Chargify. Approval by default
  • WriteUpdate Product Family ComponentUpdates a component within its product family in Maxio/Chargify. Approval by default
  • WriteUpdate Product Price PointUpdates a product price point in Maxio Advanced Billing. Approval by default
  • WriteUpdate Reason CodeUpdates an existing churn reason code in Maxio/Chargify Advanced Billing. Approval by default
  • WriteUpdate SubscriptionUpdates an existing subscription's details in Maxio/Chargify. Approval by default
  • WriteBulk Update Subscription Component Price PointsBulk updates component price points for a subscription. Approval by default
  • WriteUpdate Subscription NoteUpdates an existing note on a subscription in Maxio/Chargify Advanced Billing. Approval by default
  • WriteVoid Advance InvoiceVoids an advance invoice for a subscription. Approval by default
  • WriteVoid InvoiceVoids an open invoice to stop future collection. Approval by default

Questions

How does LuumenAI connect to Maxio?

Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.

Can LuumenAI change things in Maxio on its own?

Read actions answer immediately. Anything that writes — allocate component, apply coupons to subscription, archive component, archive component price point, and more — is shown as a plan and requires approval by default, including the 23 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.

Who gets access to the integration?

You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.

Is there an audit trail?

Every call to Maxio — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.

Put Maxio to work with Luumen

Connect in minutes. Every action scoped, approved, and audited from day one.