CEO Session
Maxio CEO Branden Jenkins shows how he reads business health in real time with MCP.
AI
Metrics & analytics
Model Context Protocol
Where Finance Meets
Secure AI
Maxio MCP connects your governed financial data and logic to trusted AI tools, giving finance and RevOps teams a faster and more controlled way to work with the information they rely on.
One platform for recurring revenue operations
Maxio MCP (Model Context Protocol) is the secure AI layer for finance. It links the structured financial data and logic inside Maxio to the AI tools your team already uses.
Equip Finance and RevOps leaders with governed, auditable natural-language access to data exploration, reporting, and approved tasks, ensuring a modern workflow that remains both accurate and compliant.
Why It Matters
Finance teams benefit from MCP in four key ways.
Secure access to your financial data
Give approved AI tools a safe, governed way to access your Maxio data — no exports, no manual consolidation needed.
Outputs reflect your financial model
AI responses follow Maxio’s definitions and structure, so insights match your actual revenue, billing, and subscription logic.
Reports and approved actions become faster
Use natural language to generate reports or request approved billing actions while MCP manages secure access behind the scenes.
You keep full control and oversight
Permissions, scoped access, and audit logs stay enforced, allowing safe AI use without exposing sensitive financial data.
Governance and Control
Maxio MCP enforces your existing permissions so AI can only access the data and actions you explicitly allow. Every interaction is authenticated and logged, giving you full visibility and compliance without adding new oversight work.
See Maxio MCP in Action
“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
Streamline finance workflows with AI-powered support that’s safe, reliable, and fully within your control.
AI in the C-Suite
See how Maxio leaders use Maxio MCP to help run the business.
CPO Session
Maxio CPO Chris Weber shows how revenue signals shape roadmap priorities with MCP.
AI
Product
Head of Sales Session
Maxio Head of Sales Monica Lee shows how sales teams spot churn and upsell risk with MCP.
AI
Sales
CFO Session
Dan Owens shows how finance teams close faster and win time back with MCP.
AI
Financial Reporting