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Connect Pax8 so the agent can answer billing-and-licensing questions across all your customers — “how many M365 Business Standard seats does Acme have?”, “what does an extra Defender for Business license cost?” — and, with approval, place orders or change subscription quantities.
Pax8 is configured in MSP Settings → Integrations.

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How to connect

Pax8 uses an OAuth 2.0 client credentials flow. You’ll generate API credentials in the Pax8 portal first.
1

Generate Pax8 API credentials

Sign in to the Pax8 portal as an administrator. Go to Settings → Integrations and create a new API credential pair. Copy the Client ID and Client Secret — the secret is only shown once.
2

Open MSP Integrations

In the Rallied.ai dashboard, navigate to MSP Settings → Integrations.
3

Connect Pax8

Find the Pax8 card and click Connect. A credentials form appears.
4

Enter your credentials

Fill in:
  • Client ID — from your Pax8 API credential
  • Client Secret — from your Pax8 API credential
5

Save and confirm

Click Save. Rallied.ai exchanges the credentials for an access token against https://api.pax8.com/v1/token and the card shows Connected when complete.

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How the agent uses it

When a request touches purchasing, licensing, or billing — “add 5 more M365 Business Premium seats for Globex”, “do they have spare Defender licenses?”, “what’s the monthly cost for SentinelOne Complete?” — the agent typically:
  1. Resolves the customer with pax8-list-companies (and pax8-get-company for full details).
  2. Lists what they own with pax8-list-subscriptions, then drills into a specific one with pax8-get-subscription.
  3. Researches alternatives with pax8-search-products, pax8-get-product, pax8-get-product-pricing, and pax8-get-product-dependencies.
  4. Acts via pax8-update-subscription (change seat count / quantity) or pax8-create-order (purchase something new) — both gated by approval.
  5. Confirms provisioning with pax8-get-provision-details and tracks history with pax8-list-orders.

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Tools

ToolDefault policyDescription
pax8:pax8-list-companiesAutoList Pax8 companies (customers)
pax8:pax8-get-companyAutoGet details for a specific company
pax8:pax8-list-subscriptionsAutoList subscriptions, optionally scoped to one company
pax8:pax8-get-subscriptionAutoGet details for a specific subscription
pax8:pax8-search-productsAutoSearch the Pax8 product catalog
pax8:pax8-get-productAutoGet details for a specific product
pax8:pax8-get-product-pricingAutoGet pricing tiers for a product
pax8:pax8-get-product-dependenciesAutoList dependencies / prerequisite SKUs for a product
pax8:pax8-get-provision-detailsAutoGet provisioning details for a subscription (status, identifiers)
pax8:pax8-list-ordersAutoList recent orders
pax8:pax8-create-orderApproval neededPlace a new order in Pax8
pax8:pax8-update-subscriptionApproval neededUpdate an existing subscription (e.g. change seat quantity)

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Policies

Pax8 is an integration. Per-tool policies are configured on the Pax8 integration detail page (open it from MSP Settings → Integrations). See Policies for an overview of policy modes.