Finance and RevOps teams carry an increasing workload, from delivering accurate revenue metrics to supporting faster decision cycles across the business. The challenge is not a lack of data. It is the amount of time required to reach reliable answers and complete routine tasks.
Maxio MCP (model context protocol) was created to make financial data easier to work with by providing a secure AI layer that links the structured data and financial logic inside Maxio to the tools teams already use, giving Finance and RevOps leaders the reporting and operational flexibility they need while preserving the accuracy and compliance standards they depend on.
Today, it is officially available to all eligible Maxio customers as a fully supported part of the platform. Early adopters have already been using natural language to retrieve metrics, validate billing information, and streamline recurring workflows. Expanded availability now brings this capability into a governed environment that finance teams can confidently operate within.
Governed AI Designed for Financial Operations
This release focuses on giving teams faster access to financial insight while maintaining the level of control required in finance. Maxio MCP now includes a complete set of safeguards that define how AI interacts with Maxio data and what actions it can perform.
Key elements include:
- Role based permissions that mirror existing Maxio access
- OAuth based authentication for secure entry points
- Scoped tokens that clearly restrict available actions
- Comprehensive audit logging for full visibility
- No transfer of customer data to public AI models
- Outputs that reflect the financial logic and definitions already configured inside Maxio
These elements work together to ensure that Maxio MCP operates within the standards finance teams expect. When someone asks for ARR, MRR, churn performance, or cohort level details, Maxio MCP provides results that are consistent with the company’s specific revenue rules and operational context. The focus is accuracy, predictability, and alignment with established financial processes.
Reducing Manual Effort in Daily Workflows
A major benefit of Maxio MCP is its ability to reduce the time teams spend navigating systems or building reports manually. Users can efficiently request what they need through the AI tools they already work with.
Maxio MCP supports tasks such as:
- Retrieving recurring performance metrics
- Generating reporting packages
- Checking billing data for inconsistencies
- Creating customers or subscriptions
- Producing summaries for internal reviews or external reporting
These capabilities give teams a faster path to the information they rely on without adding new workflows to learn.
The new Maxio MCP has dramatically cut the time I spend on reporting. I’ve been using Maxio MCP with Claude, I can just ask for the data I need and it does all the heavy lifting. I get everything I need in seconds instead of digging through multiple screens.
– Drew Weik, Revenue Operations Manager, Ingage, Maxio MCP user
When information becomes easier to access, teams can focus more on analysis and decision making instead of the mechanics of pulling data together.
A More Efficient Finance Stack
Bringing AI into finance only works when it supports the workflows teams already rely on. Maxio MCP’s expanded availability reflects that principle by prioritizing accuracy, governance, and operational consistency. The result is a more accessible financial data layer that reduces friction without adding new complexity. Teams can reach insight faster, move through recurring tasks with less effort, and respond to business needs with greater confidence.
Maxio MCP represents another practical step toward a finance stack that is better aligned with how organizations work today.
Now Available
Maxio MCP is now available to all eligible Maxio customers, offering secure natural-language access to financial data within the controls built into the Maxio platform.
Take a closer look at how Maxio MCP fits into the modern finance stack today.
