How to Use the Zixflow MCP in Claude Code

Q: How can I automate Zixflow transactions with Claude Code?

You run listwallettransactions as a dedicated cron job. The output is captured and logged in your CI/CD system. This lets you track financial history without manual intervention.

Q: How do I check Zixflow collections in Claude Code?

Just run listcollections. This command gives you an instant, text-based inventory of every collection name available for your scripts to target. It's quick and clean.

Q: What if I need to update data using Zixflow in Claude Code?

You use updatecollectionrecord inside a shell script. You pass the necessary ID and the field updates via environment variables, keeping your execution clean and auditable.

Automate Zixflow sales tasks in a pipeline using Claude Code for headless execution.

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Connect Zixflow MCP to Claude Code

Create your Vinkius account to connect Zixflow to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Zixflow with Claude Code

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Run nightly financial reports

To get wallet data, use `list_wallet_transactions`. You can pipe this output directly into another script—maybe one that generates a PDF or sends an email alert. It’s perfect for CI/CD jobs. The whole process runs in the background without needing any GUI interaction.

Sync new leads and clean data

If you're running a nightly sync job, you can use `create_collection_record` to import batch data. Conversely, if you need cleanup, calling `delete_collection_record` ensures old records are removed from the system. These actions work perfectly in headless mode because they only require input parameters and generate clean exit codes.

Audit collection existence

Before running a major pipeline, check what collections exist by calling `list_collections`. This gives you an immediate inventory of all available data sources. This also helps when using `list_collection_records` because you know the exact name or type ('People', 'Company') to filter your script's JSON body.

Setup guide

Set up Zixflow MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see zixflow-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Zixflow transactions." It will automatically discover and invoke the available Zixflow tools.

Terminal

claude mcp add --transport http zixflow-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Zixflow MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "zixflow-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Zixflow MCP in Claude Code

You run `list_wallet_transactions` as a dedicated cron job. The output is captured and logged in your CI/CD system. This lets you track financial history without manual intervention.

Yes, it's built for that. You can schedule record creation using `create_collection_record` via a GitHub Action or Docker container. It runs the necessary tool call and exits.

Just run `list_collections`. This command gives you an instant, text-based inventory of every collection name available for your scripts to target. It's quick and clean.

You use `update_collection_record` inside a shell script. You pass the necessary ID and the field updates via environment variables, keeping your execution clean and auditable.

This server touches sales collections, contacts, and transaction records. Since it runs headless, all inputs and outputs are logged to standard output (stdout), making the execution transparent for auditing.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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