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Connect Pax8

Pax8 is a cloud distribution marketplace — partner billing, subscriptions, quoting, and vendor provisioning. Connecting Pax8 to StackJack lets your AI assistant work with your Pax8 partner data…

Written By Christopher Scaminaci

Last updated 6 days ago

Pax8 is a cloud distribution marketplace — partner billing, subscriptions, quoting, and vendor provisioning. Connecting Pax8 to StackJack lets your AI assistant work with your Pax8 partner data through MCP tools (MCP is the Model Context Protocol, the open standard AI assistants use to call external tools).

Once connected, your AI can work with companies and contacts, products and pricing, subscriptions, orders and invoices, usage summaries, and quotes through tools with the pax8_ prefix (for example pax8_list_subscriptions). See the generated Pax8 tool reference for the current inventory, input schemas, plan tiers, and safety notes.

Before you begin

You'll need:

  • A StackJack role that can manage connectors: Owner, co-owner, or Administrator.
  • Access to the Pax8 developer portal at devx.pax8.com for your organization.

The same steps below are also shown inside the portal — open Connectors, find the Pax8 card, and click How To Connect.

Step 1 — Create an API Application in Pax8

  1. Go to the Pax8 developer portal (devx.pax8.com) and create a new API Application for your organization.
  2. Pax8 issues a Client ID and Client Secret for the application. The secret is shown only once — copy it immediately.
  3. Check which API surfaces your application can reach. Typical MSP partners get the standard partner audience (https://api.pax8.com), covering companies, subscriptions, quoting, and billing. The vendor provisioning (api://provisioning) and vendor usage (api://usage) audiences require separate Pax8 marketplace-vendor onboarding — tools in those areas will not work without it.

See Pax8's authentication documentation for the current details.

Step 2 — Connect in StackJack

  1. In the StackJack portal, open Connectors from the sidebar.
  2. Find the Pax8 card and click Configure (or How To Connect first for the in-portal walkthrough).
  3. Fill in the form:
FieldWhat to enter
Client IDThe Client ID from your Pax8 API Application.
Client SecretThe Client Secret from your Pax8 API Application.

There is no URL field — the Pax8 API lives at a single global endpoint (https://api.pax8.com), shown as fixed text in the dialog.

  1. Click Save.

What happens when you save

  • Your credentials are stored encrypted in Azure Key Vault — never in StackJack's database, and never shown back to you.
  • A Free plan for Pax8 is activated automatically, so your AI can start calling Pax8 tools right away.
  • StackJack immediately runs a live validation call against Pax8. If validation fails, your credentials are still saved — fix the underlying issue and click Re-test on the card.
  • Behind the scenes, StackJack exchanges your Client ID and Secret for Pax8 access tokens using the OAuth 2.0 client_credentials grant, requesting the right audience for each endpoint family. Pax8 tokens last a fixed 24 hours; StackJack caches and renews them per audience automatically, so you never manage tokens yourself.

Access and safety

The Pax8 API token represents a Pax8 user, so what your AI can see and change is governed by that user's role and account permissions. If the user behind the API application lacks permission on an account, those endpoints return empty or filtered results rather than errors — a common cause of "the data looks incomplete".

Treat the Client Secret as a high-impact credential: the partner surface includes write operations such as ordering, subscription changes, and company creation. Scope the Pax8 user behind the application accordingly, and never send the secret in a ticket, chat, or email.

The Pax8 tool family spans these areas:

AreaAccess
Companies & Contactsread/write
Products & Pricingread
Subscriptionsread/write
Orders & Invoicesorders read/write, invoices read
Usage Summariesread
Quotesread/write
Quote Attachments & Preferencesread/write
Vendor Provisioningread/write — requires the separate Pax8 vendor-provisioning onboarding
Vendor Usageread/write — requires the separate Pax8 vendor-usage onboarding

To see exactly which tools touch which areas — and to scope an AI client to a smaller tool set — open Permissions in the portal and select Pax8.

StackJack's per-client tool assignments limit what an AI client may request through StackJack, but they do not make the Pax8 credential itself less privileged — scope the Pax8 user as well as the tool list.

Partner data and the Pax8 marketplace-vendor APIs are separate contracts. Vendor provisioning and vendor usage require Pax8 marketplace-vendor onboarding and the api://provisioning or api://usage audience; ordinary partner access does not grant those surfaces.

Note: the four provisioner-webhook tools (pax8_vendor_list_provisioner_webhooks, pax8_vendor_get_provisioner_webhook, pax8_vendor_get_latest_provisioner_webhook, and pax8_vendor_create_provisioner_webhook) configure the endpoints Pax8 delivers provision events to. They belong to the Vendor Provisioning group and need the same api://provisioning audience as the rest of it.

Plans, tools, and usage limits

  • See the generated Pax8 tool reference for the current tool inventory, plan tier, and destructive-operation labels. Use the Portal for current pricing and monthly allowance.
  • Pax8's API allows 1,000 successful calls per minute per client; exceeding it returns HTTP 429 until the window resets. StackJack paces its own Pax8 requests to keep your tenant under that limit.
  • Pax8 list endpoints use zero-based page numbers; continue through totalPages - 1. Individual StackJack tools expose their supported paging inputs in the generated reference.

Troubleshooting

SymptomLikely cause and fix
"Saved but validation failed" messageThe credentials were stored but the live check failed. Re-check the Client ID and Secret (regenerate the application if the secret is lost), then click Re-test on the card.
Connection fails validation laterClick Re-test once. If it still fails, check Pax8 Partner API status and contact StackJack support. Do not paste credentials into the ticket.
Tools return 401 or 403The Client Secret was rotated or the application was removed in Pax8. Generate a replacement in the developer portal and use Update Credentials on the card.
Vendor provisioning / vendor usage tools failThose tools require separate Pax8 marketplace-vendor onboarding and audiences; ordinary partner access is not enough.
Tools return empty results unexpectedlyPax8 filters results by the API user's permissions on the account being queried — check that user's role in Pax8.
A list appears incompletePax8 pages are zero-based. Use the tool's paging input and continue until totalPages - 1.
Connector suddenly shows as disabledThree consecutive failed background checks auto-disable a connector, and the account owner is emailed. Fix the credentials, save, then Re-enable.

Disconnecting

On the Pax8 card, click Disconnect and confirm. This deletes StackJack's stored credential and stops all Pax8 tool calls. It does not revoke the credential in Pax8; revoke that separately if the connection is being retired.

⚠ Disconnecting does not cancel a paid Pax8 plan — billing continues until you cancel it separately. The plan controls only appear while the connector is connected, so end the plan before disconnecting. On a paid connector that button reads Manage on Billing and opens this connector's removal dialog on the Billing page; a legacy website subscription still reads Cancel Plan. If you've already disconnected, save your credentials again to bring the plan controls back, then end the plan.

Pax8 tools

pax8_ · 86 tools · Free 86

Companies

ToolWhat it does
pax8_create_company
Free · Write
Create a new company (client) on the Pax8 partner tenant.
pax8_get_company
Free · Read-only
Retrieve a single company by its Pax8 company ID.
pax8_list_companies
Free · Read-only
List companies (Pax8 clients) on your partner tenant with optional filters.
pax8_update_company
Free · Write
Update a company on the Pax8 partner tenant (PATCH).

Contacts

ToolWhat it does
pax8_create_contact
Free · Write
Create a contact on a Pax8 company.
pax8_delete_contact
Free · Destructive
Delete a contact from a Pax8 company.
pax8_get_contact
Free · Read-only
Retrieve a single contact under a specific Pax8 company.
pax8_list_contacts
Free · Read-only
List contacts for a specific Pax8 company.
pax8_update_contact
Free · Destructive
Replace a contact on a Pax8 company (PUT).

Invoices

ToolWhat it does
pax8_get_invoice
Free · Read-only
Retrieve a single invoice by its Pax8 invoice ID.
pax8_list_draft_invoice_items
Free · Read-only
List draft (unbilled) invoice items for the current or next month.
pax8_list_invoice_items
Free · Read-only
List line items on a specific Pax8 invoice.
pax8_list_invoices
Free · Read-only
List partner invoices with optional filters.

Orders

ToolWhat it does
pax8_create_order
Free · Destructive
Create an order on the partner tenant.
pax8_get_order
Free · Read-only
Retrieve a single order by its Pax8 order ID.
pax8_list_orders
Free · Read-only
List orders on the partner tenant with optional company filter.

Products

ToolWhat it does
pax8_get_product
Free · Read-only
Retrieve a single product from the Pax8 catalog by productId.
pax8_get_product_dependencies
Free · Read-only
Retrieve the dependency graph for a Pax8 product.
pax8_get_product_pricing
Free · Read-only
Retrieve pricing for a Pax8 product.
pax8_get_product_provision_details
Free · Read-only
Retrieve the provisioning details schema for a Pax8 product (required fields and prompts to collect before placing an order).
pax8_list_products
Free · Read-only
List Pax8 catalog products with optional search and vendor filters.

Subscriptions

ToolWhat it does
pax8_cancel_subscription
Free · Destructive
Cancel a subscription.
pax8_get_subscription
Free · Read-only
Retrieve a single subscription by its Pax8 subscription ID.
pax8_get_subscription_history
Free · Read-only
Retrieve the history (state transitions and quantity changes) for a specific subscription.
pax8_list_subscriptions
Free · Read-only
List subscriptions on the partner tenant with optional filters.
pax8_update_subscription
Free · Destructive
Update a subscription (PUT).

Usage Summaries

ToolWhat it does
pax8_get_usage_summary
Free · Read-only
Retrieve a single usage summary by ID.
pax8_list_subscription_usage_summaries
Free · Read-only
List usage summaries for a specific subscription.
pax8_list_usage_summary_lines
Free · Read-only
List usage lines under a specific usage summary, optionally filtered by date and product.

Quotes

ToolWhat it does
pax8_create_quote
Free · Write
Create a quote.
pax8_delete_quote
Free · Destructive
Delete a quote permanently.
pax8_get_quote
Free · Read-only
Retrieve a single quote by its Pax8 quote ID.
pax8_list_quotes
Free · Read-only
List quotes on the partner tenant with optional filters.
pax8_take_quote_ownership
Free · Destructive
Take ownership of a quote (e.g. to edit another user's draft).
pax8_update_quote
Free · Destructive
Update an existing quote (PUT).

Quote Line Items

ToolWhat it does
pax8_add_quote_line_items
Free · Write
Add one or more line items to a quote.
pax8_bulk_delete_quote_line_items
Free · Destructive
Bulk-delete multiple line items from a quote.
pax8_delete_quote_line_item
Free · Destructive
Delete a single line item from a quote by ID.
pax8_update_quote_line_items
Free · Destructive
Update one or more existing line items on a quote (PUT).

Quote Sections

ToolWhat it does
pax8_create_quote_section
Free · Write
Create a new section on a quote.
pax8_list_quote_sections
Free · Read-only
List the sections (groups of line items) on a specific quote.
pax8_update_quote_sections
Free · Destructive
Update one or more sections on a quote (PUT).

Quote Attachments

ToolWhat it does
pax8_copy_library_attachment_to_quote
Free · Write
Copy one or more attachments from the partner's shared quote-attachment library onto a specific quote.
pax8_delete_quote_attachment
Free · Destructive
Delete a single attachment from a quote.
pax8_download_all_quote_attachments
Free · Read-only
Download all attachments for a quote as a single ZIP.
pax8_get_quote_attachment
Free · Read-only
Retrieve attachment metadata for a specific quote attachment.
pax8_update_quote_attachments
Free · Destructive
Update metadata on one or more quote attachments (PUT).
pax8_upload_quote_attachment
Free · Write
Upload an attachment to a quote.

Quote Access List

ToolWhat it does
pax8_add_quote_access_list_entry
Free · Destructive
Add one or more entries to a quote's access list (e.g. grant a client user access to view the quote).
pax8_delete_quote_access_list_entry
Free · Destructive
Remove a specific access-list entry from a quote, revoking that user's access.
pax8_list_quote_access_list
Free · Read-only
List the access-list entries (users / emails that can view or edit a shared quote) for a specific quote.

Quote Preferences

ToolWhat it does
pax8_delete_preference_attachment
Free · Destructive
Delete a preference attachment by its Pax8 attachment ID.
pax8_get_quote_preferences
Free · Read-only
Retrieve the partner's quote-preference defaults (branding, default terms, etc.) used when rendering new quotes.
pax8_update_quote_preferences
Free · Destructive
Update the partner's quote-preference defaults (PUT).
pax8_upload_preference_attachment
Free · Write
Associate one or more existing library attachments with the partner's quote preferences.

Library Attachments

ToolWhat it does
pax8_copy_quote_attachment_to_library
Free · Write
Copy one or more attachments from a specific quote into the partner's shared library for reuse on future quotes.
pax8_delete_library_attachment
Free · Destructive
Delete a library attachment permanently.
pax8_get_library_attachment
Free · Read-only
Retrieve metadata for a specific library attachment.
pax8_list_library_attachments
Free · Read-only
List attachments in the partner's shared quote-attachment library.
pax8_replace_library_attachment
Free · Destructive
Replace a library attachment's binary via PATCH multipart upload.
pax8_update_library_attachments
Free · Destructive
Update metadata on one or more library attachments (PUT).
pax8_upload_library_attachment
Free · Write
Upload a new attachment into the partner's shared quote-attachment library.

Vendor Provisioning

ToolWhat it does
pax8_vendor_create_order_event_simulation
Free · Destructive
Simulate an order event against your vendor integration.
pax8_vendor_create_provision_attempt
Free · Destructive
Create a new provision attempt for a provision request and provision detail (your vendor integration signaling that it has begun work).
pax8_vendor_create_provision_result
Free · Destructive
Report a provision result back to Pax8 (success, failure, or in-progress) for a provision request.
pax8_vendor_create_provisioner_webhook
Free · Write
Create a new webhook configuration for a provisioner (Pax8 delivers provision events to this endpoint).
pax8_vendor_get_latest_provision_attempt
Free · Read-only
Retrieve the most recent provision attempt for a provision request (shortcut so you don't have to list+sort).
pax8_vendor_get_latest_provision_detail
Free · Read-only
Retrieve the most recent provision detail record for a provision request.
pax8_vendor_get_latest_provision_result
Free · Read-only
Retrieve the most recent provision result for a provision request.
pax8_vendor_get_latest_provisioner_webhook
Free · Read-only
Retrieve the most recent webhook configuration for a provisioner.
pax8_vendor_get_provision_attempt
Free · Read-only
Retrieve a single provision attempt by its ID under a provision request.
pax8_vendor_get_provision_detail
Free · Read-only
Retrieve a specific provision detail by ID under a provision request.
pax8_vendor_get_provision_request
Free · Read-only
Retrieve a single provision request by its ID.
pax8_vendor_get_provision_result
Free · Read-only
Retrieve a single provision result by ID under a provision request.
pax8_vendor_get_provisioner
Free · Read-only
Retrieve a single provisioner by ID.
pax8_vendor_get_provisioner_webhook
Free · Read-only
Retrieve a single webhook configuration for a provisioner.
pax8_vendor_list_provision_attempts
Free · Read-only
List all provision attempts for a specific provision request, optionally scoped to a provision detail.
pax8_vendor_list_provision_details
Free · Read-only
List all provision details (per-subscription provisioning state records) for a provision request.
pax8_vendor_list_provision_requests
Free · Read-only
List all provision requests Pax8 has sent to your vendor integration.
pax8_vendor_list_provision_results
Free · Read-only
List all provision results (terminal outcomes reported back to Pax8) for a provision request, optionally scoped to a specific provision attempt.
pax8_vendor_list_provisioner_webhooks
Free · Read-only
List all webhook configurations for a specific provisioner.
pax8_vendor_list_provisioners
Free · Read-only
List all provisioners registered for your vendor integration.
pax8_vendor_list_unfulfilled_provision_requests
Free · Read-only
List only provision requests that are not yet fulfilled by your vendor integration (work queue).

Vendor Usage

ToolWhat it does
pax8_vendor_list_usage_lines
Free · Read-only
List usage lines your vendor integration has reported for a subscription and billing period.
pax8_vendor_save_usage_lines
Free · Destructive
Save (append or overwrite) per-day usage lines for a subscription billing period.
pax8_vendor_save_usage_lines_aggregate
Free · Destructive
Save usage lines with an aggregate partner quantity (single total instead of per-day entries) for a subscription billing period.