> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rallied.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pax8

> Connect Pax8 so the agent can look up companies, subscriptions, products, and pricing — and (with approval) place orders or update subscription seats.

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.

<Note>
  Pax8 is configured in **MSP Settings → Integrations**.
</Note>

## How to connect

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Open MSP Integrations">
    In the Rallied.ai dashboard, navigate to **MSP Settings → Integrations**.
  </Step>

  <Step title="Connect Pax8">
    Find the Pax8 card and click **Connect**. A credentials form appears.
  </Step>

  <Step title="Enter your credentials">
    Fill in:

    * **Client ID** — from your Pax8 API credential
    * **Client Secret** — from your Pax8 API credential
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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`.

## Tools

| Tool                                 | Default policy  | Description                                                       |
| ------------------------------------ | --------------- | ----------------------------------------------------------------- |
| `pax8:pax8-list-companies`           | Auto            | List Pax8 companies (customers)                                   |
| `pax8:pax8-get-company`              | Auto            | Get details for a specific company                                |
| `pax8:pax8-list-subscriptions`       | Auto            | List subscriptions, optionally scoped to one company              |
| `pax8:pax8-get-subscription`         | Auto            | Get details for a specific subscription                           |
| `pax8:pax8-search-products`          | Auto            | Search the Pax8 product catalog                                   |
| `pax8:pax8-get-product`              | Auto            | Get details for a specific product                                |
| `pax8:pax8-get-product-pricing`      | Auto            | Get pricing tiers for a product                                   |
| `pax8:pax8-get-product-dependencies` | Auto            | List dependencies / prerequisite SKUs for a product               |
| `pax8:pax8-get-provision-details`    | Auto            | Get provisioning details for a subscription (status, identifiers) |
| `pax8:pax8-list-orders`              | Auto            | List recent orders                                                |
| `pax8:pax8-create-order`             | Approval needed | Place a new order in Pax8                                         |
| `pax8:pax8-update-subscription`      | Approval needed | Update an existing subscription (e.g. change seat quantity)       |

## Policies

Pax8 is an integration. Per-tool policies are configured on the **Pax8** integration detail page (open it from **MSP Settings → Integrations**).

See [Policies](/dashboard/policies) for an overview of policy modes.