MCP For Claude Marketplace
Zixflow

Zixflow MCP Connector for Claude

A+

Manage sales collections, contacts, and transactions via the Zixflow API.

7 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Zixflow workspace to any AI agent to automate your sales and CRM operations. This MCP server enables your agent to interact with collections (People, Company, etc.), manage individual records, and track wallet transactions directly from natural language.

What you can do

  • Collection Oversight — List all data collections configured in your workspace to understand your CRM structure
  • Contact Management — List, retrieve, create, and update records within any collection using detailed field mappings
  • Precision Filtering — Search for specific records using JSON-based filtering and sorting criteria
  • Cleanup Automation — Delete unnecessary records and maintain your database directly via natural language commands
  • Wallet Tracking — Access a history of transactions and balance changes within your Zixflow wallet

How it works

  1. Subscribe to this server
  2. Enter your Zixflow API Token
  3. Start managing your CRM and sales data from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Teams — Update lead statuses and company details instantly from your conversation interface
  • Growth Managers — Automate the creation of new contact records and segment collections on the fly
  • Operations Teams — Monitor wallet usage and maintain CRM hygiene via simple natural language instructions
sales-engagementcontact-managementcrm-automationtransaction-trackinglead-managementdata-collections

7 tools expose this connector's capabilities to your AI agent.

list_collections

List all collections (People, Company, etc.)

create_collection_record

g., a person or company) to a specific Zixflow collection. Create a new record in a collection

delete_collection_record

Delete a record from a collection

get_record_details

Get details for a specific record

list_collection_records

Requires a JSON body for filtering/sorting. List records within a specific collection

list_wallet_transactions

List Zixflow wallet transactions

update_collection_record

Update an existing record

See how to talk to your AI agent using Zixflow.

List all data collections in my Zixflow workspace.

I've retrieved your collections. You have 2 main collections: 'People' (ID: 123) and 'Company' (ID: 456). Which one would you like to explore?

Show details for record with ID '98765'.

I've fetched the details for record 98765. It's 'John Smith' from 'Acme Corp'. Current status is 'Warm Lead' and his email is john@acme.com.

List my recent wallet transactions.

I found 5 recent transactions. The latest was a deduction of $10.50 for 'Campaign SMS Fees' on June 1st.

Use the `list_collections` tool to see all available data sets (e.g., People, Company) in your workspace along with their unique IDs.

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