How to Use the Zixflow MCP in Claude

Q: Can Claude Desktop read my collections data?

Yep. You use the listcollectionrecords tool to query and sort records within any specific collection. This lets you filter down to exactly what you need, whether it's 'People' or 'Company' profiles.

Q: Does Zixflow work with Claude Desktop for transactions?

Absolutely. The listwallettransactions tool lets the MCP Server pull transaction records from your Zixflow wallet, giving you a complete financial overview right in the local app.

Connect Zixflow sales data right from the Claude Desktop app.

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Connect Zixflow MCP to Claude Desktop

Create your Vinkius account to connect Zixflow to Claude Desktop 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 Desktop

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Get Contact Details Using Zixflow MCP Server

Need to know what a client bought last? The `get_record_details` tool pulls specific information for any given record in your collections. You pass an ID, and it sends back the full details—everything from their initial contact date to their latest purchase amount. This means you don't have to jump between tabs just to verify a name or check a deal status. Your AI client gets the raw data right inside the chat window.

Build New Records With Zixflow MCP Server

When someone signs up, you'll want to log them immediately. Use `create_collection_record` to drop a brand new person or company profile straight into your Zixflow collections. You just feed it the necessary fields—name, email, deal stage—and it gets saved. This keeps your sales data clean and current without you opening the main CRM dashboard.

Review All Transactions via MCP Server

Want to see a quick financial picture? The `list_wallet_transactions` tool lets you pull every transaction from the Zixflow wallet. You can check which payments came through and when they hit. It's perfect for PMs who need live data without having to navigate complex reports. Just ask your AI client, and it shows the ledger.

Setup guide

Set up Zixflow MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Zixflow MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Zixflow MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under zixflow-mcp.

json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Zixflow. 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.

Why Choose Vinkius

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

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Common questions about Zixflow MCP in Claude Desktop

You'll add the Zixflow MCP Server via the Developer settings. Once configured, your AI client can access all the tools—like `list_collection_records`—to pull live information directly into the chat.

Yep. You use the `list_collection_records` tool to query and sort records within any specific collection. This lets you filter down to exactly what you need, whether it's 'People' or 'Company' profiles.

Absolutely. The `list_wallet_transactions` tool lets the MCP Server pull transaction records from your Zixflow wallet, giving you a complete financial overview right in the local app.

It manages collections, which include contacts (People), company profiles, and associated wallet transactions. You can run queries against all these record types.

The server touches collection records, which contain contact information, company details, and financial transaction summaries. Remember to only pass necessary identifiers when running queries.

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