Maxio saasoptics Python API Docs | dltHub

Maxio SaaSOptics is a subscription management and financial operations platform that provides a REST API for financial data and metrics integration. The REST API base URL is https://{subdomain}.saasoptics.com and all requests require an API token for authentication.

dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv add "dlt[hub]" and start loading Maxio saasoptics data in under 10 minutes.

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What data can I load from Maxio saasoptics?

Here are some of the endpoints you can load from Maxio saasoptics:

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How do I authenticate with the Maxio saasoptics API?

Authentication is performed using an API token provided in the Authorization header. Specific header format often requires 'Authorization: Token <api_token>' or simple inclusion of the token as a parameter depending on the endpoint context.

1. Get your credentials

To obtain your Maxio SaaSoptics API credentials, follow these steps in your account dashboard: 1. Log in to your Maxio SaaSoptics account with administrator privileges. 2. Navigate to the Admin section in the navigation menu. 3. Under the Settings section, select API Tokens. 4. Click the Create API Token button. 5. Enter a descriptive name for the token (e.g., 'dlt-pipeline') and confirm. 6. Copy the API token immediately, as it is typically displayed only once. You will also need your account's subdomain and account name, which can be extracted from your dashboard URL (typically formatted as https://{subdomain}.saasoptics.com/{account_name}/so).

2. Add them to .dlt/secrets.toml

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[sources.maxio_saasoptics_source]
api_token = "your_api_token_here"
subdomain = "your_subdomain_here"
account_name = "your_account_name_here"

dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.

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How do I set up and run the pipeline?

Set up a virtual environment and install dlt:

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uv init
uv add "dlt[hub]"

1. Install the dlt AI harness:

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uv run dlthub ai init --agent <your-agent> # <agent>: claude | cursor | codex

This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →

2. Install the rest-api-pipeline toolkit:

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uv run dlthub ai toolkit install rest-api-pipeline

This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →

3. Start LLM-assisted coding:

Use /find-source to load data from the Maxio saasoptics API into DuckDB.

The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.

4. Run the pipeline:

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uv run python maxio_saasoptics_pipeline.py

If everything is configured correctly, you'll see output like this:

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Pipeline maxio_saasoptics_pipeline load step completed in 0.26 seconds
1 load package(s) were loaded to destination duckdb and into dataset maxio_saasoptics_data
The duckdb destination used duckdb:/maxio_saasoptics.duckdb location to store data
Load package 1749667187.541553 is LOADED and contains no failed jobs

Inspect your pipeline and data:

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uv run dlthub show

This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.

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Python pipeline example

This example loads customers and subscriptions from the Maxio saasoptics API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def maxio_saasoptics_source(api_token=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://{subdomain}.saasoptics.com",
            "auth": {"type": "api_key", "api_key": api_token, "name": "Authorization", "location": "header"},
        },
        "resources": [
            {"name": "customers", "endpoint": {"path": "customers.json", "data_selector": "customers"}},
            {"name": "subscriptions", "endpoint": {"path": "subscriptions.json", "data_selector": "subscriptions"}}
        ],
    }
    yield from rest_api_resources(config)


def get_data() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="maxio_saasoptics_pipeline",
        destination="duckdb",
        dataset_name="maxio_saasoptics_data",
    )
    load_info = pipeline.run(maxio_saasoptics_source())
    print(load_info)

To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.

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How do I query the loaded data?

Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("maxio_saasoptics_pipeline").dataset()
sessions_df = data.customers.df()
print(sessions_df.head())

SQL (DuckDB example):

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SELECT * FROM maxio_saasoptics_data.customers LIMIT 10;

In a marimo or Jupyter notebook:

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import dlt

data = dlt.pipeline("maxio_saasoptics_pipeline").dataset()
data.customers.df().head()

See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.

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What destinations can I load Maxio saasoptics data to?

dlt supports loading into any of these destinations — only the destination parameter changes:

Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.

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Next steps

Continue your data engineering journey with the other toolkits of the dltHub AI harness:

• data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
• dlthub-platform — Deploy, schedule, and monitor your pipeline in production.

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uv run dlthub ai toolkit install data-exploration
uv run dlthub ai toolkit install dlthub-platform

• How to deploy a pipeline
• How to explore your data in marimo Notebooks
• How to query your data in Python with dataset
• Join the dlt community on Slack