The Pax8 Integration and documentation is currently in a Beta period. Beta Features must be enabled in the tenant in order to access the Pax8 Integration.
Getting started
1) Generate an MCP token
Create a secure, unique MCP token in the Pax8 Marketplace Integrations Hub:
https://app.pax8.com/integrations/mcp
2) Configure Hatz Integration
Login to the customer dashboard view
Click the Workshop Tab
Click Integrations
Click Add an Integration
Find Pax8, click Add
Paste your MCP Token
Click Connect
3) Start using Pax8 data with natural language
Once connected, you can query and take actions using simple prompts in your AI client (for example, ask questions about your Pax8 data or request common workflows).
Available Tools in the Pax8 MCP Server
The Pax8 MCP Server exposes a set of tools that let an AI client securely retrieve information (and, depending on the tool, take actions) inside your Pax8 account. These tools are organized around the main objects and workflows teams use every day—customers, billing, orders, products, quotes, and recurring subscriptions. With MCP, you can query these areas in natural language and return structured lists for reporting, operations, or automation.
Below is a practical overview of the tool categories you’ll typically see.
Company & Contact Management
This category focuses on customer account data: the companies you manage in Pax8 and the people associated with them. It’s useful for keeping CRM-like records accurate and for ensuring the right contacts are tied to billing, purchasing, and support.
Common uses include:
Retrieving a list of companies (for segmentation, audits, or reporting)
Looking up company details for a specific customer
Pulling associated contacts to identify billing or administrative owners
Validating that key fields (like billing contacts) are present and current
Invoices
Invoice tools help you analyze billing history and current receivables. This is often the first stop for finance teams and account managers who need to understand what’s been billed, what’s outstanding, and how spend is trending.
Common uses include:
Listing invoices for a specific company or date range
Identifying unpaid, overdue, or recently issued invoices
Summarizing invoice totals by customer or by period
Supporting collections workflows by pairing invoice status with customer contacts
Order Management
Order Management tools cover the lifecycle of purchases—tracking what was ordered, when, and in what state it currently sits. This area is especially helpful for operations teams coordinating provisioning and fulfillment.
Common uses include:
Pulling order lists by status (submitted, processing, completed, etc.)
Checking order details to confirm what was purchased
Auditing order activity over a time window (e.g., last 30–90 days)
Troubleshooting: verifying whether an order was placed and its current outcome
Products
Product tools provide visibility into the catalog: what products are available, how they’re described, and what options exist for building quotes or standardizing offerings.
Common uses include:
Searching the catalog for specific products or vendors
Retrieving product details needed for quoting and packaging
Building curated product lists for internal playbooks
Comparing offerings to support “good / better / best” recommendations
Quoting
Quoting tools support pre-sales and renewal workflows by helping generate, review, and manage quotes. These tools are often used by sales teams to quickly assemble pricing options and move a customer toward purchase.
Common uses include:
Creating quote scenarios (baseline vs. upgraded bundles)
Listing or retrieving quote details for a customer
Standardizing quote templates for repeatable packages
Producing a structured summary of a quote to share with stakeholders
Subscriptions
Subscriptions tools focus on recurring services—active subscriptions, renewal timing, and ongoing changes. This category is central for customer success and revenue operations, where visibility into the subscription base drives forecasting and retention.
Common uses include:
Listing subscriptions by company (active, cancelled, or upcoming renewals)
Producing renewal calendars (next 30/60/90 days)
Tracking changes that affect billing (seat changes, plan shifts)
Auditing subscription coverage against invoicing for revenue hygiene