# Zixflow MCP for AI Agents AI Agent Connect

> Zixflow MCP lets your AI agent manage CRM records, sales collections, and wallet transactions directly. It handles lead updates, contact creation, and transaction history without you having to switch tabs between different apps. You can manage your entire sales pipeline and monitor your spending through a single conversational interface.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/undefined/ai-agent-connect
- **Tags:** sales-engagement, contact-management, crm-automation, transaction-tracking, lead-management, data-collections

## Description

Zixflow MCP lets you connect your workspace to any AI agent to handle your sales and CRM operations automatically. This Connector allows your agent to interact with collections like People and Company records, manage individual entries, and track wallet transactions using natural language. Instead of switching tabs to update a lead or find a contact, you can just tell your agent what needs to happen. It handles the heavy lifting of data entry and organization so you can stay focused on closing deals. It makes keeping your database clean a lot easier when you can ask for a summary of records or delete old data on the fly. If you're looking to turn your CRM into a conversational interface, this is the way to do it. You can connect this to your preferred setup through Vinkius to get everything running in one place. It's about moving away from manual data entry and toward a workflow where your agent actually does the work for you.

## Tools

### list_collections
See every data group in your workspace. This lets you understand how your CRM is organized.

### create_collection_record
Add a new person or company to a specific list. This makes it easy to log new leads instantly.

### delete_collection_record
Remove a record you no longer need from a collection. This helps keep your database clean and accurate.

### list_wallet_transactions
See your history of payments and deductions. This helps you monitor your campaign spending.

### update_collection_record
Change the details of an existing record. This allows for quick updates to lead statuses or notes.

### get_record_details
Pull up the specific info for a single record. Use this to quickly see status updates or contact info.

### list_collection_records
View records in a collection with specific filters. This lets you find exactly what you need in seconds.

## Prompt Examples

**Prompt:** 
```
Show me the latest transactions from my wallet.
```

**Response:** 
```
I've pulled your recent Zixflow wallet transactions:

| Date | Description | Amount |
| :--- | :--- | :--- |
| June 1 | Campaign SMS Fees | -$10.50 |
| May 28 | Lead Gen Credits | -$50.00 |
| May 20 | Account Setup | -$5.00 |

**Current Balance:** $142.75
```

**Prompt:** 
```
Create a new record for a company called Acme Corp.
```

**Response:** 
```
I've created a new record for **Acme Corp** in your Company collection.

**Record Details:**
* **Name:** Acme Corp
* **Status:** New Lead
* **ID:** 88291

Would you like me to add any specific contact details to this company?
```

**Prompt:** 
```
Find all leads with a 'Warm' status.
```

**Response:** 
```
I found 3 records with a 'Warm' status:

* **John Smith** (ID: 12345)
* **Sarah Jenkins** (ID: 12399)
* **TechCorp Lead** (ID: 12402)

Do you want me to pull up the details for any of these?
```

## Capabilities

### Pull CRM collections
List all your data groups like People or Company.

### Create new records
Add new leads or companies to specific collections.

### Edit existing data
Update record details like status or contact info.

### Filter and search
Find specific records using custom criteria.

### Track wallet spending
View transaction history and balance changes.

### Clean up records
Delete old or unnecessary data via natural language.

## Use Cases

### Updating a lead after a call
An SDR tells the agent to update the status of a specific record to Warm using `update_collection_record`.

### Onboarding a new client
A manager asks the agent to create a new company record and add it to the Active collection using `create_collection_record`.

### Auditing campaign costs
An ops person asks for a list of recent wallet transactions to check SMS fees using `list_wallet_transactions`.

### Database cleanup
A user tells the agent to delete all records that haven't been updated in two years using `delete_collection_record`.

## Benefits

- Stop manual data entry. Use `create_collection_record` to add new leads while you're still talking to them.
- Keep your CRM clean. Use `delete_collection_record` to purge old data without searching for it manually.
- Get instant answers. Use `get_record_details` to pull up lead info in seconds rather than clicking through tabs.
- Track your spend. Use `list_wallet_transactions` to see campaign costs without opening a separate billing page.
- Precise filtering. Use `list_collection_records` to find exactly the leads you need based on specific criteria.

## How It Works

The bottom line is you turn your CRM into a conversational interface.

1. Subscribe to the Zixflow MCP on Vinkius.
2. Provide your Zixflow API Token in your client settings.
3. Ask your agent to manage your sales data or check your wallet.

## Frequently Asked Questions

**What does the Zixflow MCP do for my sales team?**
It lets your team manage CRM records, lead statuses, and company data through a chat interface. Instead of manual data entry, your team can just tell your AI agent to update information or create new records on the fly.

**Can I use Zixflow MCP to update my lead statuses?**
Yes. You can ask your agent to change a lead's status, update contact notes, or modify any other field in your collection instantly.

**How does Zixflow MCP help with CRM hygiene?**
It makes it easy to keep your database clean. You can ask your agent to find and delete old records or unnecessary data without having to search through your CRM manually.

**Can Zixflow MCP see my wallet balance?**
Yes, it can pull your transaction history and show you recent spending. This helps you monitor your campaign costs and wallet balance in real time.

**Does Zixflow MCP support custom filtering?**
Yes. You can ask your agent to find specific records based on various criteria, such as status, date, or specific keywords within your collections.

**Can I create new contacts with Zixflow MCP?**
Absolutely. You can tell your agent to create new people or company records and it will add them to the correct collection for you.

**How do I find my Collection ID?**
Use the `list_collections` tool to see all available data sets (e.g., People, Company) in your workspace along with their unique IDs.

**Can I filter records by specific field values?**
Yes, the `list_collection_records` tool accepts an optional `filter_json` parameter where you can specify your search criteria.

**Is it possible to track my wallet balance?**
Absolutely. Use the `list_wallet_transactions` tool to retrieve a history of all balance changes and transactions in your Zixflow account.