If you’ve poked around the new Pax8 Integrations Hub within the Pax8 Marketplace lately, you may have noticed two major features now available: MCP Servers and Events (Webhooks). These tools unlock serious potential for managed service providers (MSPs) looking to grow their businesses. But if you’re wondering, “Okay, but how exactly can I use this?” you’re not alone.
First, a quick explanation: Model Context Protocol (MCP) servers allow partners to access Pax8 data through secure API connections, enabling more advanced use cases, such as AI applications, business intelligence dashboards and custom workflow automation. Events (webhooks) are event-driven triggers that partners can use to automate real-time workflows, eliminating the need for polling and reducing manual overhead.
With these new features in place, how can they help you, the Pax8 partner? These help you connect data from the Pax8 Marketplace to your outside CRM and billing systems.
We’ve cooked up some real-world examples with easy-to-follow workflow recipes. These step-by-step use cases are designed to help you gain new revenue by upselling and cross-selling solutions, increase efficiency with automated workflows and reduce your risk while serving up solutions to your clients’ biggest business hurdles.
Let’s break them down.
Grow Revenue: More Upsell, Less Guesswork
The Integrations Hub can help you find more opportunities with the customers you already have. Here’s how:
- Upsell to existing customers by identifying subscriptions that aren’t bundled with complementary services.
- Spot sales opportunities faster by setting up alerts for changes in quantity or subscription status.
- Highlight unused licenses and proactively check in with customers.
See our Proactive Upsell Opportunity Finder for a taste.
Increase Efficiency: Automate the Busywork
If you’re tired of jumping between tools or re-entering data, these workflows can set up automations that handle the grunt work for you, allowing you to save time on routine tasks. They allow you to:
- Auto-generate tickets in your PSA when a new subscription is created or modified.
- Keep your CRM or billing system updated in real time with webhook events.
- Build dashboards that pull data directly from Pax8 via MCP server, so you’re never guessing.
Sample the Automated Quoting and Sales Cycle workflow now.
Reduce Risk: Stay Ahead of the Curve
Manual processes can lead to mistakes that mean financial or security risk. These workflows help you reduce the chance of human error:
- Monitor for sudden changes in licenses or invoices, so you can respond quickly.
- Get alerts for unexpected subscription adjustments that could impact billing.
- Control how third-party tools access Pax8 data, with secure, managed credentials via MCP.
Try the AI-Powered Invoice Discrepancy Monitoring to proactively catch billing errors.
Getting Started
You don’t have to be a developer to get value out of the Integrations Hub. These workflows walk you through what’s possible — and, once you’re ready, your team or your vendor can help build it. Ultimately, automation features like these help you better serve your clients, build long-term relationships and improve customer satisfaction.
Have questions? Reach out to speak with a Pax8 expert about how to get cooking with Integrations Hub.
