# Fxiaoke MCP for AI Agents AI Agent Connect

> Fxiaoke MCP connects your AI agent to China's leading sales management and CRM platform. It lets you manage leads, track sales opportunities, monitor approval workflows, and audit team activity through natural conversation. Stop jumping between tabs and start managing your entire sales pipeline directly from your AI workspace.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_3F9O9dspWGIHTJ25cDOQKyb2WrR9hCcMaohyyJwb/ai-agent-connect
- **Tags:** lead-management, pipeline-tracking, sales-operations, crm-integration, business-approvals

## Description

Managing a high-volume sales pipeline in China usually means getting buried in a complex dashboard. You spend your day clicking through tabs to see where a lead stands, checking if an approval went through, or trying to find a specific contact's history. This Connector changes that by letting your agent do the heavy lifting. Instead of manual navigation, you just ask your AI client to pull up the latest leads or check on a pending discount authorization. It handles the data retrieval and status checks for you, keeping your records accurate without the constant context switching. By connecting this to your workflow via Vinkius, you turn a static CRM into a conversational tool. You can audit your team's tasks, browse company profiles, and create new opportunities on the fly. It's about moving from looking for data to taking action on data without ever leaving your chat interface.

## Tools

### create_opportunity
Create a new sales opportunity. Use this to move a prospect into a formal deal stage instantly.

### get_approval_details
Fetch the specifics of an approval request. It's perfect for checking why a deal is stalled or who needs to sign off.

### list_approvals
See all recent approval instances. Use this to monitor the progress of internal requests like discounts or contracts.

### list_contacts
Pull a list of contacts from Fxiaoke. This makes it easy to find specific people within your existing network.

### list_leads
Get a list of all your current leads. This gives you a quick overview of your sales pipeline at a glance.

### list_opportunities
View all active sales opportunities. Use this to track your deals and see what's closest to closing.

### list_sales_tasks
See all sales tasks assigned to your team. This keeps everyone on track with their daily activities.

### list_users
See a list of all organization users. Use this to manage team assignments and check participation levels.

### create_lead
Generate a new lead record in Fxiaoke. This helps you capture new prospects quickly without manual data entry.

### list_accounts
Retrieve a list of accounts from your CRM. This lets you browse your company database without opening the full dashboard.

## Prompt Examples

**Prompt:** 
```
Check if the discount for the Acme deal has been approved yet.
```

**Response:** 
```
I've checked the approval status for the Acme deal. It's currently **Pending** and was submitted 2 hours ago. The request is waiting for a signature from the Finance Director.
```

**Prompt:** 
```
Create a new lead for a prospect named Sarah Jenkins from Global Tech.
```

**Response:** 
```
Done! I've created a new lead record for **Sarah Jenkins** at **Global Tech** in Fxiaoke. Would you like me to add a phone number or specific notes to this record?
```

**Prompt:** 
```
Show me all the active sales opportunities we have right now.
```

**Response:** 
```
Here are your active opportunities:

| Deal Name | Value | Stage |
| --- | --- | --- |
| Project X | $50k | Negotiation |
| Cloud Migration | $120k | Proposal |
| Security Audit | $15k | Discovery |
```

## Capabilities

### Create new leads automatically
Generate a new lead record in Fxiaoke without leaving your chat.

### Generate sales opportunities
Move a prospect into a formal deal stage instantly via your agent.

### Check approval status
See if a discount or contract has been signed off on in real time.

### Pull account and contact lists
Browse your company database and find specific people on demand.

### Monitor team tasks
Keep track of what your team is actually working on every day.

### Audit organization users
View and manage the list of users across your entire organization.

## Use Cases

### Checking stalled approvals
A Sales Manager asks the agent to check why a discount hasn't been approved. The agent uses get_approval_details to find the bottleneck.

### Quick lead entry during calls
A rep wants to add a new prospect during a call. They tell the agent to create_lead, saving them from switching apps.

### Real-time pipeline audits
A Director needs to see all current deals. The agent uses list_opportunities to show a summary of the active pipeline.

### Rapid contact lookup
An analyst needs to find a specific company. The agent uses list_accounts to find the right entry and pull the details.

## Benefits

- Stop manual data entry by using create_lead and create_opportunity to build your pipeline from your chat.
- Get instant visibility into your sales funnel with list_leads and list_opportunities for faster decision making.
- Track internal progress without clicking through menus by using list_approvals and get_approval_details.
- Find anyone in your network faster by using list_accounts and list_contacts to pull data on demand.
- Keep your team on schedule by using list_sales_tasks to see what's actually getting done every day.
- Audit your entire organization's activity using list_users to ensure everyone is aligned with your goals.

## How It Works

The bottom line is you get a conversational interface for your entire Fxiaoke sales operations.

1. Subscribe to the Fxiaoke MCP on the Vinkius marketplace.
2. Enter your Fxiaoke App ID, App Secret, and Permanent Code.
3. Start asking your AI client to manage leads, tasks, and approvals.

## Frequently Asked Questions

**What can I do with the Fxiaoke MCP?**
You can use your AI agent to manage leads, create sales opportunities, and monitor your team's tasks and approvals directly within your chat interface.

**How does the Fxiaoke MCP help with sales operations?**
It removes the need to manually navigate the Fxiaoke dashboard. You can ask your agent to pull data, check statuses, and create records using natural language.

**Can I use the Fxiaoke MCP to create leads?**
Yes. Your agent can create new lead records in Fxiaoke instantly based on information you provide during your conversation.

**Can the Fxiaoke MCP check my team's tasks?**
Yes, it can list all sales tasks assigned to your team so you can monitor progress and activity without leaving your workspace.

**Does the Fxiaoke MCP work with my existing CRM data?**
Yes, it connects directly to your existing Fxiaoke CRM data to pull accounts, contacts, and leads for your agent to access.

**How do I manage approvals using the Fxiaoke MCP?**
You can ask your agent to list all recent approvals or get specific details on a pending request to see who needs to sign off.

**Can I use the Fxiaoke MCP to find specific contacts?**
Yes, your agent can browse your list of contacts and accounts to find the information you need quickly.

**How do I obtain my Fxiaoke App ID and Permanent Code?**
Log in to the Fxiaoke Admin Backend, go to [App List] → [Create Self-built App], enable Developer Mode, and you will find your App ID, App Secret, and the option to generate a Permanent Code.

**Can I monitor the status of an approval request?**
Yes. Use the `list_approvals` tool to see recent requests and `get_approval_details` with a specific instance ID to retrieve detailed information about the current step and assignee.

**Is it possible to manage B2B opportunities through the agent?**
Yes! You can list and create sales opportunities using the `list_opportunities` and `create_opportunity` tools, allowing for rapid updates to your B2B sales pipeline.