Pax8 Products

Pax8 Product Catalog

Overview

The Pax8 product catalog contains thousands of cloud software products from hundreds of vendors. MSPs use the catalog to find the right products for their clients, check pricing, and understand provisioning requirements. Products range from Microsoft 365 and Azure to security tools, backup solutions, and line-of-business applications. Each product has associated pricing tiers, billing terms, and provisioning details that determine how it is ordered and managed.

MCP Tools

Available Tools

| Tool | Description | Key Parameters | |------|-------------|----------------| | pax8-list-products | Search and browse the product catalog | productName, page, size, vendorName, search | | pax8-get-product-by-uuid | Get a single product's details | productId (required) | | pax8-get-product-pricing-by-uuid | Get product pricing tiers | productId (required), companyId (optional) |

Search Products

Call pax8-list-products with optional parameters:

• Search by name: Set productName or search to a product name or keyword
• Filter by vendor: Set vendorName to a vendor name (e.g., Microsoft, SentinelOne, Acronis)
• Paginate: Set page (0-based) and size (up to 200)

Example: Find Microsoft 365 products:

• pax8-list-products with vendorName=Microsoft, search=365, size=200

Example: Search for backup products:

• pax8-list-products with search=backup, size=200

Get Product Details

Call pax8-get-product-by-uuid with the productId parameter.

Example:

• pax8-get-product-by-uuid with productId=f9e8d7c6-b5a4-3210-fedc-ba0987654321

Get Product Pricing

Call pax8-get-product-pricing-by-uuid with the productId parameter. Optionally pass companyId to get company-specific pricing.

Example:

• pax8-get-product-pricing-by-uuid with productId=f9e8d7c6-b5a4-3210-fedc-ba0987654321

Example with company-specific pricing:

• pax8-get-product-pricing-by-uuid with productId=f9e8d7c6-..., companyId=a1b2c3d4-...

Key Concepts

Product Hierarchy

Products in Pax8 follow a hierarchical structure:

| Level | Description | Example | |-------|-------------|---------| | Vendor | The software publisher | Microsoft, SentinelOne, Acronis | | Product | A specific offering | Microsoft 365 Business Premium | | SKU/Pricing | Billing terms and tiers | Monthly, Annual, per-user, per-device |

Product Types

| Type | Description | Examples | |------|-------------|---------| | Seat-based | Per-user licensing | Microsoft 365, Google Workspace | | Usage-based | Pay for what you consume | Azure, AWS | | Device-based | Per-device licensing | Endpoint security, RMM | | Flat-rate | Fixed monthly fee | Domain registration, hosted services | | Tiered | Price varies by quantity | Backup storage tiers |

Billing Terms

| Term | Description | |------|-------------| | Monthly | Month-to-month billing, cancel anytime | | Annual | 12-month commitment, typically discounted | | Triennial | 3-year commitment, deepest discount | | One-Time | Single purchase (e.g., setup fees) | | Trial | Free trial period before billing begins |

Provisioning Types

| Type | Description | |------|-------------| | Automated | Instantly provisioned through Pax8 | | Manual | Requires manual setup by vendor or Pax8 | | Hybrid | Automated creation with manual configuration steps |

Field Reference

Product Fields

| Field | Type | Description | |-------|------|-------------| | id | UUID | Product unique identifier | | name | string | Product display name | | vendorName | string | Vendor/publisher name | | vendorId | UUID | Vendor unique identifier | | description | string | Product description | | sku | string | Product SKU code | | unitOfMeasurement | string | Licensing unit (e.g., "User", "Device", "GB") | | billingTermOptions | array | Available billing terms | | provisioningType | string | How the product is provisioned | | minQuantity | integer | Minimum order quantity | | maxQuantity | integer | Maximum order quantity | | active | boolean | Whether the product is available for ordering | | category | string | Product category |

Pricing Fields

| Field | Type | Description | |-------|------|-------------| | id | UUID | Pricing record ID | | productId | UUID | Associated product ID | | billingTerm | string | Billing term (Monthly, Annual) | | unitPrice | decimal | Price per unit | | flatPrice | decimal | Flat fee (if applicable) | | partnerBuyPrice | decimal | MSP cost price | | suggestedRetailPrice | decimal | Suggested end-user price | | currency | string | Currency code (e.g., "USD") | | startDate | date | Pricing effective date | | endDate | date | Pricing expiration date |

Common Workflows

Find the Right Product for a Client

1. Call pax8-list-products with search set to the product keyword and optionally vendorName
2. Review the results for matching products
3. For each candidate, call pax8-get-product-by-uuid to check details (active status, min/max quantity, provisioning type)
4. Call pax8-get-product-pricing-by-uuid to compare pricing tiers

Compare Product Pricing

1. Identify the product IDs you want to compare
2. For each product, call pax8-get-product-pricing-by-uuid with the productId
3. Compare partnerBuyPrice (your cost) and suggestedRetailPrice (recommended client price)
4. Calculate margin: (suggestedRetailPrice - partnerBuyPrice) / suggestedRetailPrice * 100

Microsoft 365 Product Finder

Common M365 plans MSPs order through Pax8:

• Microsoft 365 Business Basic
• Microsoft 365 Business Standard
• Microsoft 365 Business Premium
• Microsoft 365 E3
• Microsoft 365 E5
• Exchange Online Plan 1/2
• Microsoft Teams Essentials
• Microsoft Defender for Business

To find these, call pax8-list-products with vendorName=Microsoft and search=365 (or Defender, Exchange, etc.).

Build a Product Catalog Export

1. Call pax8-list-products with size=200 and page=0
2. Paginate through all pages by incrementing page
3. For each product, call pax8-get-product-pricing-by-uuid to get pricing
4. Compile into a catalog with product name, vendor, SKU, unit, monthly price, annual price, and margin

Response Examples

Product:

{
  "id": "f9e8d7c6-b5a4-3210-fedc-ba0987654321",
  "name": "Microsoft 365 Business Premium",
  "vendorName": "Microsoft",
  "description": "Best-in-class Office apps with advanced security and device management",
  "sku": "CFQ7TTC0LCHC",
  "unitOfMeasurement": "User",
  "billingTermOptions": ["Monthly", "Annual"],
  "provisioningType": "Automated",
  "minQuantity": 1,
  "maxQuantity": 300,
  "active": true
}

Pricing:

{
  "content": [
    {
      "id": "p1r2i3c4-e5f6-7890-abcd-ef1234567890",
      "productId": "f9e8d7c6-b5a4-3210-fedc-ba0987654321",
      "billingTerm": "Monthly",
      "unitPrice": 18.90,
      "partnerBuyPrice": 18.90,
      "suggestedRetailPrice": 22.00,
      "currency": "USD"
    },
    {
      "id": "p2r3i4c5-f6a7-8901-bcde-f12345678901",
      "productId": "f9e8d7c6-b5a4-3210-fedc-ba0987654321",
      "billingTerm": "Annual",
      "unitPrice": 17.10,
      "partnerBuyPrice": 17.10,
      "suggestedRetailPrice": 22.00,
      "currency": "USD"
    }
  ]
}

Error Handling

Common Errors

| Error | Cause | Resolution | |-------|-------|------------| | Product not found | Invalid product UUID | Verify the UUID with pax8-list-products | | Pricing not found | Product may not have pricing configured | Check the Pax8 portal for pricing details | | No results | Search term too specific | Try a shorter or broader search term |

Best Practices

1. Cache product catalog - Products and pricing change infrequently; cache for 1-4 hours
2. Use vendor filter - Always filter by vendorName when you know the vendor to reduce result sets
3. **Check pricing separately