Fxiaoke MCP. Manage leads, opportunities, and approvals via conversation.
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…and any MCP-compatible client
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Fxiaoke MCP Server manages the entire sales lifecycle. Use your AI client to track leads, build opportunities, and monitor internal approvals within China's premier CRM platform.
Your agent can list active leads, retrieve sales tasks, and check approval statuses without you ever having to click through the complex Fxiaoke dashboard.
What your AI agents can do
Create lead
Adds a new lead record into Fxiaoke.
Create opportunity
Creates a new sales opportunity record in Fxiaoke.
Get approval details
Retrieves specific details about a single approval instance.
Create new leads or opportunities, and list all active records in the Fxiaoke pipeline.
Retrieve details and list instances of internal approval requests.
Browse and list company accounts and individual contacts to provide context for new records.
List sales tasks and organization users to keep the team productive and assigned.
Ask AI about this MCP
Supported MCP Clients
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019d843dcreate lead
Adds a new lead record into Fxiaoke.
019d843dcreate opportunity
Creates a new sales opportunity record in Fxiaoke.
019d843dget approval details
Retrieves specific details about a single approval instance.
019d843dlist accounts
Lists all company accounts within Fxiaoke.
019d843dlist approvals
Lists recent instances of internal approval requests.
019d843dlist contacts
Lists individual contacts associated with Fxiaoke accounts.
019d843dlist leads
Lists all active lead records in Fxiaoke.
019d843dlist opportunities
Lists all active sales opportunities in Fxiaoke.
019d843dlist sales tasks
Lists all assigned sales tasks and activities in Fxiaoke.
019d843dlist users
Retrieves a list of all organization users in Fxiaoke.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Fxiaoke, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You're hooking your AI client up to Fxiaoke, a major CRM platform in China. Your agent handles the whole sales lifecycle—from leads to approvals—without you having to mess with the complicated Fxiaoke dashboard. You can use your agent to list active leads and list all active sales opportunities, keeping a solid grip on your whole pipeline.
Need to know what's going on with approvals? Your agent can list recent approval requests and get specific details about a single approval instance. You can also list all assigned sales tasks and activities and list all organization users to keep the team moving. When you need context, your agent can list all company accounts and list individual contacts associated with those accounts.
To get started, your agent can add a new lead record using create_lead and create a new sales opportunity using create_opportunity.
How Fxiaoke MCP Works
- 1 First, subscribe to the Fxiaoke MCP Server and enter your required App ID, App Secret, and Permanent Code.
- 2 Second, connect your AI client (Claude, Cursor, etc.) to the server.
- 3 Third, prompt your agent in natural language, asking it to perform a specific action, like 'List all active leads' or 'Create an opportunity for X'.
The bottom line is you manage your entire sales pipeline and approvals using conversation, not clicks.
Who Is Fxiaoke MCP For?
Sales Directors and Operations Managers. If your job involves keeping the sales pipeline accurate and ensuring every lead gets processed—especially if internal approvals are a major bottleneck—this is for you. It takes the manual effort out of dashboard navigation, letting you focus on the deals.
Coordinates lead data and updates CRM records directly via the AI agent, eliminating the need to jump between multiple internal systems.
Monitors overall pipeline health and audits approval chains using natural language queries, getting a quick overview without running reports.
Retrieves specific CRM data—like historical leads or account lists—for immediate market performance analysis or reporting.
What Changes When You Connect
- See the full pipeline status instantly. Instead of navigating the Opportunity tab, ask your agent to
list_opportunitiesand get a real-time count of active deals. - Get full context before creating a deal. Before calling
create_opportunity, runlist_contactsandlist_accountsto pull the latest company data, ensuring the record is accurate. - Keep the team accountable. Use
list_sales_tasksto check who is responsible for what, or uselist_usersto see who needs to be added to a project. - Understand compliance faster. Check the status of pending paperwork by calling
list_approvalsand thenget_approval_detailsfor the specific request ID. - Build records without clicking. Your agent handles the full process—from listing leads (
list_leads) to creating a new opportunity (create_opportunity)—all through a single chat prompt.
Real-World Use Cases
Need to audit the deal pipeline after a merger
A Sales Director needs to know which deals are currently stuck in approvals. They ask the agent to run list_approvals. The agent reports the total count, highlighting the 5 instances pending, allowing the director to prioritize which deals need a manual nudge.
Onboarding a new high-value client contact
An Account Executive needs to ensure all contact data is current before creating a new opportunity. They first run list_accounts to find the company ID, then list_contacts to find the right person, and finally use create_opportunity with all the verified data points.
Finding out why a deal was delayed
A Sales Operations Manager needs to track a deal that stalled. They ask the agent to check the approval status. The agent runs list_approvals and provides the specific details using get_approval_details, immediately pointing out the required sign-off that was missed.
Rapidly populating leads from a conference list
A BDR receives 20 new leads. Instead of manually entering them, they prompt the agent to run list_leads (to see current capacity) and then sequentially use create_lead for each new prospect, keeping the CRM up to date in minutes.
The Tradeoffs
Assuming data is always clean
Simply running create_opportunity and guessing the associated contact or account ID. The resulting deal record will fail later approval checks because the organizational context is wrong.
→
Always start by running list_accounts to get the correct Company ID, then use list_contacts to find the correct person ID, and finally pass both IDs into create_opportunity to build a foundation that passes compliance checks.
Ignoring task visibility
Thinking a deal is moving forward just because it's listed as an opportunity. You miss the required follow-up tasks that need to be assigned to keep momentum.
→
After creating the opportunity, immediately run list_sales_tasks to check the required next steps. Use this to ensure the whole team knows who owns the next action.
Manually checking status updates
Having to jump into the Fxiaoke UI, find the approvals tab, and manually check 10 different pending requests to see what's stuck. This takes 15 minutes of clicking and searching.
→
Ask your agent to run list_approvals. It gives you a list of all pending items and their current status in one chat response, saving you the manual search.
When It Fits, When It Doesn't
Use this server if your primary bottleneck is converting complex, multi-step CRM processes (like lead qualification -> account enrichment -> opportunity creation -> approval submission) into simple natural language commands. You're constrained by the UI's complexity, not your knowledge of the process.
Don't use this if you only need to read simple, static reports (e.g., 'What were all the leads from last quarter?'). For pure reporting, a dedicated BI tool is better. If you need to validate the data structure before creation, use the specific list_accounts and list_contacts tools first. If you only need to see who is using the system, use list_users instead of trying to infer it from other tools.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Fxiaoke. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Managing a sales pipeline shouldn't require 12 different clicks.
Today, tracking a lead means opening the CRM, navigating to the Leads tab, filtering by status, opening the specific lead record, checking the associated account, and then maybe opening a second tab just for tasks. It's a dozen clicks and half an hour of context switching just to get a clear picture of where the deal stands.
With this MCP server, you ask your agent: 'Show me all high-priority leads that need an update.' The agent runs the necessary tools (`list_leads`, `list_opportunities`, etc.) and gives you a single, summarized report in the chat. You get the data instantly, without touching the dashboard.
Fxiaoke MCP Server: Build your sales record from chat.
The manual process requires creating a lead, then manually linking it to an account, then updating the contact, and finally creating the opportunity—all with distinct forms and mandatory fields. This process is slow and error-prone.
Now, you just tell your agent: 'Create a new opportunity for John Doe at Acme Corp.' The agent handles the required sequence of calls (`list_accounts`, `list_contacts`, `create_opportunity`) and ensures the record is built correctly, minimizing manual effort.
Common Questions About Fxiaoke MCP
How do I use the `list_leads` tool with the Fxiaoke MCP Server? +
Simply ask your agent to list the leads. The agent runs list_leads and provides a full list of active leads. If you need a filtered list, specify the criteria in your prompt.
Can I use `list_approvals` to check if a deal is ready? +
Yes. Asking to list approvals runs list_approvals, giving you a list of all recent approval instances. You can then ask for get_approval_details on a specific instance to confirm its status.
What is the difference between `list_accounts` and `list_contacts`? +
The list_accounts tool pulls records for entire companies. The list_contacts tool pulls records for individual people associated with those companies.
Does `create_opportunity` require prior data? +
Yes. For the best results, you should first use list_accounts and list_contacts to gather the necessary IDs and context before running create_opportunity.
How do I check my team's assigned tasks using `list_sales_tasks`? +
Just ask the agent to list sales tasks. The agent uses list_sales_tasks to pull all current tasks, letting you see who owns what and what needs to be done next.
How do I manage my pipeline status using `list_opportunities`? +
You use list_opportunities to see all current deals. The results show the opportunity name, its stage, and the expected close date, helping you quickly gauge overall pipeline health.
What tools can I use to add new records, like `create_lead` or `create_opportunity`? +
You use create_lead to add a new prospect record, and create_opportunity to mark a specific lead as a potential sale. Both tools require details like name, company, and expected value.
Can I check team membership using `list_users`? +
Yes, list_users retrieves a roster of all users associated with your Fxiaoke account. You get user IDs, names, and roles, letting you manage team assignments.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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