Maxio

Tools

• Allocate Component

  Creates an allocation for a component on a subscription. Use when you need to allocate quantities of a metered, quantity-based, or on/off component to a subscription. This action is commonly used to: - Add a new component to a subscription

• Apply Coupons to Subscription

  Applies one or more coupons to a subscription. Use when you need to apply promotional discounts or coupon codes to an existing subscription. The coupon must be valid and not expired for the operation to succeed.

• Archive Component

  Archives a component to prevent new allocations. Use this action when you need to stop allowing new component allocations while keeping existing allocations active. This action is irreversible — once archived, the component cannot be used f

• Archive Component Price Point

  Archives a component price point, making it inactive. Use when you need to deactivate a price point that is no longer needed but should not be permanently deleted. Archived price points are no longer available for new subscriptions but rema

• Archive Coupon

  Archives a coupon to prevent new uses. Use this action when you need to deactivate a coupon while preserving its redemption history. This action is irreversible — once archived, the coupon cannot be used for new subscriptions, but existing

• Archive Offer

  Archives an offer to prevent new subscriptions from using it. Use this action when you need to deactivate an offer while preserving existing subscriptions. This action is irreversible — once archived, the offer cannot be used for new subscr

• Archive Product

  Archives a product to prevent new subscriptions from being created. Use this action when you need to stop accepting new subscriptions for a product while keeping existing subscriptions active. This action is irreversible - once archived, th

• Archive product price point

  Archives a product price point by its ID. Use when you need to deactivate and archive a price point that is no longer needed. Archived price points cannot be used for new subscriptions but existing subscriptions will continue to use them. T

• Bulk Create Product Price Points

  Creates multiple product price points in a single API call. Use when you need to set up several pricing options for a product at once, such as creating tiered pricing plans (e.g., Basic, Standard, Premium) with different prices, intervals,

• Cancel Delayed Cancellation

  Cancels a scheduled cancellation on a subscription. Use when a user wants to undo a previously scheduled cancellation before it takes effect. This action is reversible only before the scheduled cancellation time passes.

• Clone Component Price Point

  Clones an existing component price point to create a new one. Use this action when you need to duplicate a price point with all its pricing configuration, optionally providing a new name for the cloned version. The cloned price point will i

• Create Component

  Creates a new component within a product family in Chargify. Use when you need to add billing components like metered usage, quantity-based pricing, on/off toggles, prepaid usage, or event-based components to a product family. Supports five

• Create Component Price Point

  Creates a price point for a component in Maxio Advanced Billing. Use this action when you need to define a new pricing configuration (such as per-unit, tiered, volume, or stair-step pricing) for a component. This action is irreversible — on

• Create Coupon Subcodes

  Creates multiple subcodes for an existing coupon in Maxio Advanced Billing. Use when you need to add additional coupon codes for tracking, segmentation, or allowing multiple uses of a coupon. Subcodes are tied to the parent coupon and inher

• Create Customer

  Creates a new customer in Maxio/Chargify with the required fields: first_name, last_name, and email. Use this action when you need to add a new customer to your billing system. Optional fields like organization, reference, phone, and addres

• Create Invoice

  Creates a one-time invoice for a subscription with custom line items. Use when you need to bill a customer for a one-time charge or custom amount that is not part of their regular subscription. The invoice can include multiple line items wi

• Create Metadata

  Creates metadata values for a resource in Maxio/Chargify Advanced Billing. Use this action when you need to attach custom key-value metadata to customers, subscriptions, or sites to store additional information. Note: If metadata with the s

• Create Metafields

  Creates metafield definitions for a resource type. Use this action when you need to define custom fields that can be attached to resources like customers, subscriptions, or products. After creating a metafield definition, you can set values

• Create or Update Coupon Currency Prices

  Tool to create or update currency prices for a coupon in Maxio. Use when you need to set or modify the pricing of a coupon across different currencies. This action is idempotent - calling it will replace all existing currency prices for the

• Create Payment Profile

  Creates a new payment profile for a customer in Maxio (Chargify). Use when you need to add a new credit card or payment method to a customer's account. The payment profile stores card details securely and returns a vault token for future us

• Create Prepaid Usage Component

  Creates a prepaid usage component for pre-purchased units. Use when you need to create a component that allows customers to prepay for usage-based charges such as SMS credits, API calls, or storage units. The component supports various pric

• Create Prepayment

  Creates a prepayment for a subscription. Prepayments allow customers to add funds to their account in advance, which are then applied to future invoices. Use this action when a customer wants to prepay for services, make an advance payment,

• Create Product

  Tool to create a new product within a product family in Maxio. Use when you need to add a new subscription product to an existing product family for billing purposes. This action is useful for setting up subscription billing products with v

• Create Product Family

  Creates a new product family in Maxio/Chargify. Product families are top-level containers used to organize products and related components. Use this action when you need to create a new product category or family grouping to organize your s

• Create Product Price Point

  Creates a price point for a product in Maxio Advanced Billing. Use this action when you need to define a new pricing configuration (such as monthly, annual, or trial pricing) for a product. Price points determine the billing amount, interva

• Create Proforma Invoice

  Creates a proforma invoice for a subscription. A proforma invoice is a preliminary invoice that shows the expected charges before a final invoice is generated. Use when you need to preview or share expected billing amounts with a customer b

• Create Quantity Based Component

  Creates a quantity-based component for recurring units within a product family. Use when you need to add billing components that charge per unit based on quantity, such as user licenses, team seats, or device slots. Quantity-based component

• Create Reason Code

  Creates a new churn reason code in Maxio/Chargify Advanced Billing. Use this action when you need to define a new reason code to categorize why customers cancel or churn from your subscription service. Reason codes are used for reporting an

• Create Signup Proforma Invoice

  Creates a proforma invoice for signup preview. A proforma invoice shows the expected charges for a new subscription before it is actually created. Use this action when you need to preview billing amounts for a potential new customer or to s

• Create Subscription

  Creates a new subscription in Maxio (Chargify) with specified product, customer, and payment details. Use this action when you need to create a new subscription for an existing or new customer. At minimum, either product_handle or product_i

• Create Subscription Group With Signup

  Creates a subscription group with subscriptions and a shared payer in a single operation. Use this action when you need to create a subscription group that includes multiple subscriptions and a single payer who is responsible for all paymen

• Create Subscription Note

  Creates a note on a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to add a note or comment to a subscription, such as tracking customer communication, recording support interactions, or documenting billing-r

• Create Usage

  Records usage for a metered component on a subscription. Use this action when you need to track and bill for usage-based consumption such as API calls, storage GB, emails sent, or any other metered usage. This action creates a usage record

• Create Webhook Endpoint

  Creates a new webhook endpoint in Maxio Advanced Billing. Use when you need to register a new webhook endpoint to receive event notifications.

• Deactivate Event Based Component

  Deactivates an event-based component on a subscription. Use when you need to disable event-based billing on a subscription, such as pausing usage tracking or stopping billing for a specific component. This action is commonly used to: - Paus

• Deduct Service Credit

  Deducts from a subscription's service credit balance. Use this action when you need to reduce or correct a customer's service credit balance, such as for refunds, billing corrections, or adjusting for erroneous credits. Note: The amount wil

• Delete Coupon Subcode

  destructive

  Deletes a specific subcode from an existing coupon in Maxio Advanced Billing. Use this action when you need to remove a single subcode from a coupon. This action is irreversible — the subcode will be permanently deleted and cannot be recove

• Delete Customer

  destructive

  Deletes a customer from Maxio/Chargify. Use this action when you need to permanently remove a customer record. This action is irreversible — once deleted, the customer cannot be recovered. Note: A customer can only be deleted if they have n

• Delete Prepaid Usage Allocation

  destructive

  Deletes a prepaid usage allocation from a subscription component. Use this action when you need to remove a specific prepaid allocation that was previously created. This action is irreversible — once deleted, the allocation cannot be recove

• Delete Reason Code

  destructive

  Deletes a churn reason code from Maxio/Chargify Advanced Billing. Use this action when you need to permanently remove a reason code from your account. This action is irreversible — once deleted, the reason code cannot be recovered, and any

• Delete Subscription Group

  destructive

  Deletes a subscription group and all its associated data. Use this action when you need to permanently remove a subscription group from the system. This action is irreversible — once deleted, the subscription group and all its subscriptions

• Delete Subscription Note

  destructive

  Deletes a specific note from a subscription in Maxio Advanced Billing. Use this action when you need to remove a single note from a subscription. This action is irreversible — the note will be permanently deleted and cannot be recovered onc

• Delete Subscription Payment Profile

  destructive

  Removes a payment profile from a subscription in Maxio Advanced Billing. Use when you need to unlink a credit card or payment method from a subscription, for example, when cleaning up obsolete payment profiles or replacing them with new one

• Delete Unused Payment Profile

  destructive

  Permanently deletes an unused payment profile from Maxio/Chargify. Use when you need to remove a payment profile that is no longer associated with any active subscriptions or payment references. This action is irreversible — once deleted, t

• Deliver Proforma Invoice

  Delivers a proforma invoice to the customer via email. Use when you need to email a proforma invoice to the customer. By default, the invoice will be sent to the customer on the subscription. Optionally, you can specify custom recipient ema

• Enable Webhooks

  Enables or disables webhooks for the Maxio/Chargify site. Use this action when you need to turn webhook notifications on or off. This can be useful during maintenance windows, troubleshooting, or when temporarily pausing webhook deliveries.

• Export Invoices

  Initiates an invoices export job. Use when you need to start an asynchronous export of invoice data from Maxio/Chargify. The export runs as a background job and returns a batch job object that can be used to track the export status and retr

• Export Proforma Invoices

  Initiates an asynchronous export of proforma invoices data. Use when you need to export a large set of proforma invoices for analysis, reporting, or backup purposes. The export job runs in the background and returns immediately with a batch

• Export Subscriptions

  Initiates an asynchronous export of subscription data from Maxio/Chargify. Use this action when you need to export bulk subscription data for analysis, backup, or integration with external systems. The export runs asynchronously and returns

• Get MRR

  Returns monthly recurring revenue data for the site. Use this action when you need to retrieve the current MRR (Monthly Recurring Revenue) for your Chargify site, including plan and usage breakouts. This is useful for financial reporting, r

Works well with

How Switchy teams use it

Starter prompts

@Maxio list all active subscriptions and show me their next billing dates and current MRR

@Maxio apply coupon code SUMMER2024 to subscription ID 12345 and confirm the new total

@Maxio allocate 500 API calls to subscription ID 67890 for component 'API Usage' and show the updated balance

@Maxio archive price point ID 111 for product 'Pro Plan' and confirm it's no longer available for new signups

@Maxio get full details for subscription ID 54321 including all active components and applied coupons

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Use-case deep-dives

Frequently asked