Pax8

Pax8 - Claude Code Skill

Prerequisites: Install the CLI

This skill drives the pax8-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:

1. macOS / Linux:

   bashCopy code
   bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/pax8/install.sh)
   

2. Windows (PowerShell):

   powershellCopy code
   iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/pax8/install.ps1 | iex
   

3. Verify: pax8-cli --version
4. Ensure ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows) is on $PATH.

The installer downloads the pax8-cli and pax8-mcp binaries into ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows). It does not register the skill with your agent and writes no MCP client config - see mcp-install.md for that wire-up.

If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds.

pax8-cli mirrors the full Pax8 Partner API as typed, agent-native commands, then extends it with a local SQLite store. Reconcile invoices against subscriptions, compute MRR and margin, catch metered overages before they bill, and pull a true customer-360 - the reports the portal makes you build by hand.

When to Use This CLI

Use pax8-cli when an MSP needs to do anything with the Pax8 Partner API from the terminal or an agent: list/create/update companies and contacts, pull products and pricing, manage subscriptions and orders, fetch invoices and usage, and especially the cross-entity analytics (reconcile, mrr, overage, spend, customer-360) that the Pax8 portal cannot produce in one place. The six analytics commands (reconcile, mrr, overage, since, company show, spend) read the local synced store - run sync first; sync needs PAX8_CLIENT_ID/PAX8_CLIENT_SECRET.

Anti-triggers

Do not use this CLI for:

• PSA/RMM tasks (tickets, alerts, patching) - Pax8 only covers marketplace billing/provisioning
• Vendor-portal administration (Microsoft 365 admin, Azure resources) - Pax8 resells products, it cannot administer them
• Payments or invoice disputes with Pax8 itself - portal/support workflow, not a Partner API surface
• Quoting/CPQ workflows - the Partner API has no quote endpoints

Unique Capabilities

These capabilities aren't available in any other tool for this API.

Local state that compounds

• reconcile - Flag invoice lines that no longer match an active subscription, and active subscriptions that never got billed; --draft pre-checks the next unposted invoice.

  Reach for this when an MSP needs to catch billing leakage the Pax8 portal can't surface in one place.

  bashCopy code
  pax8-cli reconcile --agent
  

• mrr - Compute monthly recurring revenue and margin from subscriptions and product pricing, trended across syncs, with a per-product breakdown.

  Reach for this when an agent needs the revenue number the portal makes you build in a spreadsheet.

  bashCopy code
  pax8-cli mrr --agent --select totals.mrr,totals.margin
  

• overage - Aggregate usage-lines per subscription and surface overages before they land on the customer invoice.

  Reach for this to catch metered overages proactively instead of after the invoice posts.

  bashCopy code
  pax8-cli overage --agent
  

• since - Show subscription changes in a window: synced history events plus subscriptions created or updated in it.

  Reach for this to answer 'what changed in my book of business' without diffing exports by hand.

  bashCopy code
  pax8-cli since 7d --agent
  

• company show - One view of a company with its subscriptions, contacts, invoices, and usage.

  Reach for this when an agent needs a full picture of one customer in a single call.

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  pax8-cli company show <companyId> --agent --select subscriptions.productName,invoices.total
  

• spend - Roll up invoice-items by company to show what each customer is costing across invoices.

  Reach for this to rank customers by spend without exporting every invoice.

  bashCopy code
  pax8-cli spend --agent
  

Command Reference

companies - Companies represent the customers your organization serves through the Pax8 platform. Fetch a list of your company records, or a specific company by its companyId

• pax8-cli companies create-company - Creates a new company.
• pax8-cli companies find - Returns a paginated list of all your companies filtered by optional parameters
• pax8-cli companies get - Returns a single company record matching the companyId you specify
• pax8-cli companies update-company - Updates an existing Company. ATTENTION - at least one parameter has to be modified.

invoices - Manage invoices

• pax8-cli invoices find-partner - Fetch a paginated list of invoices. Default page is 0 and default size is 10. The maximum page size is 200
• pax8-cli invoices find-partner-draft-items - Fetch a paginated list of draft invoice items before they are finalized into invoices.
• pax8-cli invoices get-partner - Fetch a paginated list of invoices. Default page is 0 and default size is 10. The maximum page size is 200

orders - Orders describe your purchases of Pax8 products. Endpoints let you create new product orders and query past purchases

• pax8-cli orders create - Create a new order. Currently NOT supported for scheduled orders(orders with a future date).
• pax8-cli orders find - Returns a paginated list of orders. Currently NOT supported for scheduled orders(orders with a future date).
• pax8-cli orders find-by-id - Returns the Order record specified by OrderId. Currently NOT supported for scheduled orders

products - The Products resource lets you fetch all the information required to complete an Order -- product descriptions, pricing, provisioning details, and the dependencies associated with each product

• pax8-cli products find-all - Returns a paginated list of Pax8 products filtered by optional query parameters
• pax8-cli products find-by-id - Returns only the product record for the productId you specify

subscriptions - Subscriptions describe terms of service, including price and the billing start/end dates for a specified product/company combination. Resources let you update, cancel, and fetch details of existing subscriptions

• pax8-cli subscriptions delete - Cancels the Subscription specified by subscriptionId
• pax8-cli subscriptions find - Fetch a paginated list of subscriptions. Default page is 0 and default size is 10. The maximum page size is 200
• pax8-cli subscriptions find-by-id - Returns the Subscription record specified by the subscriptionId
• pax8-cli subscriptions update - Updates a subscription. Currently NOT supported for subscriptions with a future date.

usage-summaries - Manage usage summaries

• pax8-cli usage-summaries <usageSummaryId> - Fetch a paginated list of usage summaries. Default page is 0 and default size is 10. The maximum page size is 200

Finding the right command

When you know what you want to do but not which command does it, ask the CLI directly:

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pax8-cli which "<capability in your own words>"

which resolves a natural-language capability query to the best matching command from this CLI's curated feature index. Exit code 0 means at least one match; exit code 2 means no confident match - fall back to --help or use a narrower query.

Recipes

Billing reconciliation for the current period

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pax8-cli reconcile --agent

Surfaces invoice lines with no active subscription and active subscriptions that were never billed.

MRR and margin, narrowed for an agent

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pax8-cli mrr --agent --select totals.mrr,totals.margin,byProduct.productName

Returns just the revenue numbers an agent needs from a wide aggregate, using dotted select paths.

Customer 360 in one call

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pax8-cli company show <companyId> --agent --select subscriptions.productName,subscriptions.quantity,invoices.total

Joins a company to its subscriptions and invoices locally and narrows the deeply nested result.

What changed this week

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pax8-cli since 7d --agent

Lists the synced subscription history plus the subscriptions created or updated in the last 7 days.

Find a product by vendor

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pax8-cli search 'microsoft 365' --json

Full-text search across the offline store with no API round-trip.

Auth Setup

Pax8 uses OAuth2 client-credentials. Set PAX8_CLIENT_ID and PAX8_CLIENT_SECRET (create an API key in the Pax8 portal under Integrations). The CLI exchanges them at https://token-manager.pax8.com/oauth/token with the required audience (override with PAX8_AUDIENCE, default api://p8p.client) and caches the bearer token until it expires. Run pax8-cli doctor to verify the token exchange; pax8-cli auth status shows the active credential source and pax8-cli auth login stores credentials interactively.

Agent Mode

Add --agent to any command. Expands to: --json --compact --no-input --no-color --yes.

• Pipeable - JSON on stdout, errors on stderr

• Filterable - --select keeps a subset of fields. Dotted paths descend into nested structures; arrays traverse element-wise. Critical for keeping context small on verbose APIs:

  bashCopy code
  pax8-cli companies get <id> --agent --select id,name,status
  

• Previewable - --dry-run shows the request without sending

• Offline-friendly - sync/search commands can use the local SQLite store when available

• Non-interactive - never prompts, every input is a flag

• Explicit retries - use --idempotent only when an already-existing create should count as success, and --ignore-missing only when a missing delete target should count as success

Response envelope

Commands that read from the local store or the API wrap output in a provenance envelope:

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{
  "meta": {"source": "live" | "local", "synced_at": "...", "reason": "..."},
  "results": <data>
}

Parse .results for data and .meta.source to know whether it's live or local. A human-readable N results (live) summary is printed to stderr only when stdout is a terminal AND no machine-format flag (--json, --csv, --compact, --quiet, --plain, --select) is set - piped/agent consumers and explicit-format runs get pure JSON on stdout.

Agent Feedback

When you (or the agent) notice something off about this CLI, record it:

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pax8-cli feedback "the --since flag is inclusive but docs say exclusive"
pax8-cli feedback --stdin < notes.txt
pax8-cli feedback list --json --limit 10

Entries are stored locally at ~/.local/share/pax8-cli/feedback.jsonl. They are never POSTed unless PAX8_FEEDBACK_ENDPOINT is set AND either --send is passed or PAX8_FEEDBACK_AUTO_SEND=true. Default behavior is local-only.

Write what surprised you, not a bug report. Short, specific, one line: that is the part that compounds.

Output Delivery

Every command accepts --deliver <sink>. The output goes to the named sink in addition to (or instead of) stdout, so agents can route command results without hand-piping. Three sinks are supported:

Unknown schemes are refused with a structured error naming the supported set. Webhook failures return non-zero and log the URL + HTTP status on stderr.

Named Profiles

A profile is a saved set of flag values, reused across invocations. Use it when a scheduled agent calls the same command every run with the same configuration - HeyGen's "Beacon" pattern.

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pax8-cli profile save briefing --json
pax8-cli --profile briefing companies get <id>
pax8-cli profile list --json
pax8-cli profile show briefing
pax8-cli profile delete briefing --yes

Explicit flags always win over profile values; profile values win over defaults. agent-context lists all available profiles under available_profiles so introspecting agents discover them at runtime.

Exit Codes

Argument Parsing

Parse $ARGUMENTS:

1. Empty, help, or --help → show pax8-cli --help output
2. Starts with install → ends with mcp → MCP installation; otherwise → see Prerequisites above
3. Anything else → Direct Use (execute as CLI command with --agent)

MCP Server Installation

1. Install the MCP binary (run the install script from the Prerequisites section, or see mcp-install.md for per-agent wire-up).
2. Register with Claude Code:

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   claude mcp add pax8-mcp -- pax8-mcp
   

3. Verify: claude mcp list

Direct Use

1. Check if installed: which pax8-cli If not found, offer to install (see Prerequisites at the top of this skill).
2. Match the user query to the best command from the Unique Capabilities and Command Reference above.
3. Execute with the --agent flag:

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   pax8-cli <command> [subcommand] [args] --agent
   

4. If ambiguous, drill into subcommand help: pax8-cli <command> --help.