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From pax8
Manages Pax8 orders: lists with company filters and pagination, retrieves by UUID, tracks states like Submitted/Processing/Completed, explains line items and provisioning to subscription workflow.
npx claudepluginhub wyre-technology/msp-claude-plugins --plugin pax8How this skill is triggered — by the user, by Claude, or both
Slash command
/pax8:ordersThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Orders in Pax8 are the mechanism for provisioning new cloud subscriptions for client companies. When an MSP needs to set up a new product for a client -- whether it is Microsoft 365 licenses, a security tool, or backup solution -- they create an order. The order contains one or more line items, each specifying a product, quantity, and billing term. Once submitted, the order is processed and, up...
Guides Pax8 MCP API tools: connect to hosted server with token auth, use parameters/pagination/sorting/filtering for 15 tools on companies/products/subscriptions/orders/invoices, handle rate limits/errors.
Reconciles Pax8 cloud subscriptions against Xero or QuickBooks Online invoices to identify billing gaps, unbilled subscriptions, quantity mismatches, and margin discrepancies.
Accesses Sherweb distributor billing data via tools for payable charges, billing periods, invoices, charge details, pricing breakdowns (listPrice, netPrice, prorated), deductions, fees, taxes, and MSP margins.
Share bugs, ideas, or general feedback.
Orders in Pax8 are the mechanism for provisioning new cloud subscriptions for client companies. When an MSP needs to set up a new product for a client -- whether it is Microsoft 365 licenses, a security tool, or backup solution -- they create an order. The order contains one or more line items, each specifying a product, quantity, and billing term. Once submitted, the order is processed and, upon successful provisioning, creates one or more subscriptions.
| Tool | Description | Key Parameters |
|---|---|---|
pax8-list-orders | List orders with optional filters | page, size, companyId |
pax8-get-order-by-uuid | Get a single order's details | uuid (required) |
Call pax8-list-orders with optional parameters:
companyId to a company UUIDpage (0-based) and size (up to 200)Example: List all orders for a company:
pax8-list-orders with companyId=a1b2c3d4-..., size=200Example: List recent orders (first page):
pax8-list-orders with page=0, size=50Call pax8-get-order-by-uuid with the uuid parameter.
Example:
pax8-get-order-by-uuid with uuid=o1r2d3e4-r5s6-7890-abcd-ef1234567890Create Order --> Processing --> Provisioning --> Completed --> Subscription Created
|
PendingManual
(vendor action needed)
| State | Description |
|---|---|
Submitted | Order received and being processed |
Processing | Order is being provisioned |
Completed | Order fulfilled; subscriptions created |
Failed | Order could not be provisioned |
PendingApproval | Awaiting MSP approval (self-service orders) |
Cancelled | Order was cancelled before completion |
Each order contains one or more line items. Each line item corresponds to a single product:
| Concept | Description |
|---|---|
| Product | The cloud software being ordered |
| Quantity | Number of seats/licenses |
| Billing Term | Monthly, Annual, or Triennial |
| Provision Start Date | When the subscription should begin |
| Field | Type | Required | Description |
|---|---|---|---|
id | UUID | System | Order unique identifier |
companyId | UUID | Yes | Company the order is for |
lineItems | array | Yes | Products being ordered |
status | string | System | Current order status |
createdDate | datetime | System | When the order was placed |
orderedBy | string | System | Who placed the order |
| Field | Type | Required | Description |
|---|---|---|---|
id | UUID | System | Line item unique identifier |
productId | UUID | Yes | Product being ordered |
quantity | integer | Yes | Number of licenses |
billingTerm | string | Yes | Billing term (Monthly, Annual) |
provisionStartDate | date | No | When subscription starts |
lineItemNumber | integer | System | Position in the order |
pax8-get-order-by-uuid with the order's uuidstatus field for the current stateCompleted, check back periodicallypax8-list-companies with company_namepax8-list-orders with companyId and size=200Completed status, call pax8-list-subscriptions with companyIdWhen onboarding a new client, verify the typical stack was ordered:
pax8-list-orders with the companyIdCompleted statuspax8-list-subscriptions to confirm active subscriptionsOrder:
{
"id": "o1r2d3e4-r5s6-7890-abcd-ef1234567890",
"companyId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
"status": "Completed",
"createdDate": "2026-02-20T09:15:00.000Z",
"orderedBy": "partner@msp.com",
"lineItems": [
{
"id": "l1i2n3e4-i5t6-7890-abcd-ef1234567890",
"productId": "f9e8d7c6-b5a4-3210-fedc-ba0987654321",
"quantity": 25,
"billingTerm": "Annual",
"provisionStartDate": "2026-03-01",
"lineItemNumber": 1
}
]
}
| Error | Cause | Resolution |
|---|---|---|
| Order not found | Invalid UUID | Verify the order UUID with pax8-list-orders |
| No orders found | Company has no orders | Verify the company UUID is correct |
| State | Meaning | Action |
|---|---|---|
Failed | Provisioning failed | Check the Pax8 portal for details; may need to resubmit |
PendingApproval | Awaiting approval | Approve in the Pax8 portal if orderApprovalRequired is set |
Cancelled | Order was cancelled | Create a new order if still needed |
| Term | Commitment | Seat Changes | Discount |
|---|---|---|---|
| Monthly | None | Increase/decrease anytime | Standard price |
| Annual | 12 months | Increase anytime, decrease restricted | ~10% discount |
| Triennial | 36 months | Increase anytime, decrease restricted | ~15% discount |
pax8-get-order-by-uuidpax8-get-product-by-uuid to verify products are active before orderingpax8-list-subscriptions