How to Use the Zixflow MCP in VS Code Copilot

Q: How do I get Zixflow sales data into VS Code Copilot?

You set up the MCP Server in .vscode/mcp.json. This commits the configuration to your repo, making Zixflow tools available automatically for every developer on the team.

Q: Does Zixflow integrate financial transactions in VS Code Copilot?

Yes. You use listwallettransactions to pull all payment activity from the Zixflow wallet, making sales finances visible right alongside your code base.

Standardize Zixflow sales access across your whole team with VS Code Copilot.

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Connect Zixflow MCP to VS Code Copilot

Create your Vinkius account to connect Zixflow to VS Code Copilot 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 VS Code Copilot

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Read Team Data Via MCP Server

The `list_collection_records` tool lets every developer on the team query and sort existing data in Zixflow. You can commit this config, so everyone gets access to filter records by date or status without needing specific permissions. This means your whole engineering department can pull sales data for reports right where they're coding.

Standardize Data Creation with MCP Server

Need a new record? Use `create_collection_record` to standardize how the team adds contacts. Instead of remembering manual steps, developers just call this tool in their code, ensuring every piece of data goes into the correct Zixflow collection format. This prevents messy, inconsistent entries across your sales pipeline.

Check Global Sales Scope with MCP Server

Before running a complex query, check what collections exist. The `list_collections` tool gives an immediate overview of all available data sets (People, Company, etc.). Similarly, `list_wallet_transactions` confirms the financial scope. This helps teams build reliable code that targets existing structures.

Setup guide

Set up Zixflow MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Zixflow MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Zixflow tools listed. Try asking: "List my recent Zixflow transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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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.

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Common questions about Zixflow MCP in VS Code Copilot

You set up the MCP Server in `.vscode/mcp.json`. This commits the configuration to your repo, making Zixflow tools available automatically for every developer on the team.

Yep. The tool requires a JSON body so you can filter and sort records within any specific collection, giving your whole team reliable data access for reporting.

Yes. You use `list_wallet_transactions` to pull all payment activity from the Zixflow wallet, making sales finances visible right alongside your code base.

It handles collections—including People and Company profiles—and tracks transactions. This structure lets you query contacts, companies, or payments interchangeably.

The server touches collection records (contacts, company details) and wallet transactions. Because it's managed via a committed config, access is strictly controlled by your organization.

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