Zixflow MCP. Manage CRM contacts, transactions, and collections from chat.

Listen up. This Zixflow MCP Server hooks your entire sales pipeline right into your AI agent. It lets you talk to People records, Company data, and whatever other collections you've set up—and it tracks every single dollar that moves in the wallet. You don't gotta jump through forms or click around a dashboard; you just tell your agent what you need, and it handles the rest.

When you start, the first thing you do is figure out what data lives here. The list_collections tool pulls up every single structured data collection—like People or Company—that's sitting in your Zixflow workspace. It tells you exactly where all your CRM history is stored so you know which pool of data you’re playing with.

From there, you can start digging into the specifics. To get a full picture of what exists, you use list_collection_records. This tool lets you look at multiple records across an entire collection while letting you filter and sort results using advanced JSON criteria. You don't just get random listings; you pinpoint exactly what you need, whether it’s all contacts from last quarter or only leads with a specific status code.

Need to see the full scoop on one contact? The get_record_details tool pulls every piece of information for one single record. It gives you the whole file—the phone number, the job title, the last interaction date—without needing to know the ID upfront; your agent just grabs it for ya.

But finding stuff is only half the ballgame. If a contact's info is wrong or if there are too many stale records cluttering up the system, you gotta clean house. The update_collection_record tool lets you change specific fields on an existing record, like fixing a typo in an email address or changing a lead from 'Nurture' to 'Qualified.' You can also use this power to delete junk data; the delete_collection_record tool removes outdated or unnecessary records directly from your designated collections, keeping that database clean and tight.

Then there’s the money. To check the books, you run list_wallet_transactions. This pulls a full history report showing every single transaction and balance change recorded in your Zixflow wallet. It's your audit trail for everything financial without leaving the chat window.

Basically, this server lets you build out any sales process using natural language commands. You can populate and save brand new records into any specified collection using create_collection_record. If you know what you want to search for—say, 'all companies in Texas who opened a ticket last month'—you give those specific criteria (JSON filters) to the agent, and it narrows down the massive collections instantly.

It’s how your agent finds that one critical contact from three years ago without wasting time on everything else.