Maxio Launches Maxio MCP to Accelerate AI-forward Finance With Governed Access to Billing and Revenue Data

New model context protocol (MCP) provides role-based, auditable natural-language access via tools like Claude and ChatGPT

ATLANTA--(BUSINESS WIRE)--Maxio, the leading platform for billing automation and revenue management for B2B SaaS and AI companies, today announced the general availability of Maxio MCP, a secure AI governance layer designed for finance teams.

The Model Context Protocol (MCP) is an open standard for securely connecting AI assistants to the systems where business data lives so they can answer questions and take approved actions using governed access. Maxio MCP connects Maxio’s billing and revenue data, along with the underlying financial logic, to approved AI tools so finance leaders can use natural language to explore metrics, generate reports, and take controlled actions within admin-defined guardrails.

“Maxio MCP is giving finance teams new efficiency and speed to get their work done,” said Chris Weber, chief product officer at Maxio. “AI becomes genuinely useful in finance only when it’s grounded in trusted, governed data. MCP brings that vision to life. By connecting AI tools people already use to Maxio’s financial logic and controls, we’re giving finance teams a safeguarded way to automate everyday work and move faster without sacrificing compliance.”

Maxio MCP adds native MCP support and a protected integration layer for AI platforms that team members are already using in daily workflows.

Key capabilities include:

• Role-based permissions and OAuth authentication for controlled AI access
• Scoped tokens and audit logging to maintain compliance and transparency
• Protection of sensitive data within Maxio’s environment, so data is not sent to public AI models

“The new Maxio MCP has dramatically cut the time I spend on reporting,” said Drew Weik, revenue operations manager at Ingage. “I've been using Maxio MCP with Claude, and 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.”

Maxio MCP is available to Maxio customers starting today. Learn more and get started here.

About Maxio

Maxio is the billing and financial reporting platform trusted by over 2,000 SaaS and subscription businesses worldwide. With $18B+ in billings under management, Maxio empowers finance teams to scale recurring revenue, automate quote-to-cash and deliver the insights needed to grow confidently. Learn more at maxio.com.