Fxiaoke MCP. Manage Leads, Opportunities, and Approvals via AI Conversation
Fxiaoke MCP connects your AI client directly to Fxiaoke, China’s leading sales management and CRM platform. Your agent manages complex sales operations—from creating new leads and tracking opportunities to monitoring approvals and auditing team tasks—all through simple conversation. Stop clicking through dashboards; get real-time operational data instantly.
Give Claude and any AI agent real-world access
The MCP allows the creation of new leads and opportunities, or retrieval of lists detailing all active accounts in your pipeline.
It monitors recent approval requests and retrieves specific details on sales tasks, helping you coordinate complex internal sign-offs.
You can access lists of organization users, contacts, and company accounts to understand team structure and client relationships.
Your agent provides a consolidated view by listing all active leads, opportunities, and sales tasks at your request.
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What AI agents can do with Fxiaoke: 10 Tools for Sales Operations
Use these ten specific tools to interact with every part of your CRM, allowing your AI agent to handle everything from creating new leads to listing user accounts.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Fxiaoke MCPCreate Lead
This tool creates a brand new lead record within the Fxiaoke system.
Create Opportunity
This tool generates a new sales opportunity record in your CRM.
Get Approval Details
It retrieves the full, specific details for any given approval instance.
List Accounts
This tool provides a list of existing company accounts in your CRM.
List Approvals
It generates a summary list of recent approval requests and their statuses.
List Contacts
This tool retrieves a roster of individual contacts linked to your accounts.
List Leads
It pulls a comprehensive list of all currently active leads in Fxiaoke.
List Opportunities
This tool lists all open sales opportunities, showing their current stage and value.
List Sales Tasks
It pulls a list of outstanding sales tasks and activities assigned to the team.
List Users
This tool lists every user account within your Fxiaoke organization.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
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 each 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 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
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.
VINKIUS CLOUD
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The Daily CRM Data Nightmare
Right now, tracking a deal means jumping through hoops. You open the main dashboard, click on 'Leads,' check if the status is right, then you have to switch tabs to find out who was assigned it. If an approval is needed, you forget which sub-menu holds that data, forcing you to copy and paste statuses into a separate spreadsheet just to keep track.
With this MCP, your agent handles the navigation. You don't care about dashboards; you just ask: 'What's the status of the contract for Account X?' The system pulls all the necessary information—the list_accounts details, the approvals list, and even the responsible user—and gives it back in plain text.
Fxiaoke MCP Gives You Instant Operations Visibility
You stop manually checking if a task was done or if a record exists. Instead of remembering which list to check, you simply ask the agent to run list_sales_tasks for your team and get an immediate summary.
What's different now is that the data doesn't wait for you to find it. Your AI agent brings the entire CRM into conversation, giving you actionable intelligence immediately.
What Fxiaoke MCP does for your AI
The Fxiaoke MCP lets your AI client handle the day-to-day complexity of running a large sales department. Instead of navigating the platform’s deep dashboard, you just talk to your agent. It acts like an expert operations assistant, keeping your CRM accurate and your team aligned without you needing specialized knowledge of the system.
You can ask it to pull all active leads or track down exactly who is responsible for a pending approval. This capability turns complex data flows into natural conversation. When connected via Vinkius, your agent gives you a single point of access to critical sales information, letting you audit team activity and manage pipelines like never before.
019d843d-d033-7103-b7e8-87ee244fdb2c How to set up Fxiaoke MCP
The bottom line is: you get to run complex CRM queries and write records using only natural language prompts.
Subscribe to the Fxiaoke MCP on Vinkius.
Enter your specific Fxiaoke credentials (App ID, App Secret, Permanent Code).
Start giving commands through any compatible AI client; the agent handles connecting the data and running the workflow.
Who uses Fxiaoke MCP
This MCP serves Sales Directors who need an immediate, high-level view of pipeline health; Operations Managers tired of manually coordinating approvals across departments; or Business Analysts needing quick access to structured CRM data for reporting.
Monitoring overall sales performance by pulling lists of active users and checking the status of key opportunities.
Coordinating lead assignments or updating records by creating new leads or managing tasks directly through conversation.
Retrieving historical account data and listing opportunities to build reports on market performance and conversion rates.
Benefits of connecting Fxiaoke MCP
Stop switching between tabs. You can use your agent to pull a list of active leads and immediately check their corresponding sales tasks in one go.
Eliminate manual tracking for sign-offs. Instead of searching through dashboards, asking the agent to list approvals gives you an instant status summary.
Build records instantly. Need to log a new prospect? You can tell your agent to create_lead or use create_opportunity without opening any forms.
Get a clear picture of your team's structure by using list_users, giving you immediate access to who is assigned what and how many people are on staff.
Consolidate data points. Your agent can pull company details via list_accounts and combine that with the latest contact information from list_contacts.
Fxiaoke MCP use cases
Auditing a stalled deal pipeline
A Director needs to know why an opportunity is stuck. They ask their agent, which then uses list_opportunities and list_sales_tasks to check for overdue activities or pending approvals using get_approval_details.
Onboarding a new client contact
A Sales Manager gets a referral. Instead of manual data entry, they ask the agent to create_lead and then list_contacts to ensure all key personnel are properly logged into the CRM.
Quarterly performance review prep
A Business Analyst needs current metrics. They instruct their agent to pull a comprehensive list of leads using list_leads, which they then use alongside list_accounts for market analysis reports.
Coordinating cross-departmental sign-off
An employee submits a contract for review. They ask the agent to list_approvals and get_approval_details, instantly verifying if the necessary departmental signatures are pending or complete.
Fxiaoke MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Trying to track everything in one place
A user tries to remember which tab holds user lists, which holds tasks, and where to find the approval status. This requires jumping between 4-5 different sections of the platform.
Keep it conversational. Ask your agent to list_users first, then ask it to list_sales_tasks for those users, all in a single dialogue flow.
Manually creating records after calls
After a sales call, the user has to stop, open the CRM, navigate to 'Leads,' and manually fill out 10 required fields for every new prospect.
Just tell your agent: 'Create a new lead for [Name] with mobile [Number].' The record gets generated instantly.
Getting old data instead of live status
A manager relies on an email report or spreadsheet that hasn't been updated since yesterday, leading to decisions based on stale pipeline data.
Always ask the agent to list_opportunities or list_approvals. This ensures you are working with real-time data from Fxiaoke.
When to use Fxiaoke MCP
Use this MCP if your primary need is managing structured, relational sales and operational data within a dedicated CRM like Fxiaoke. Specifically, if you frequently need to create new records (using create_lead or create_opportunity), audit complex multi-step processes (list_approvals, get_approval_details), or pull comprehensive lists of people/accounts (list_users, list_contacts). Don't use it if your core task is unstructured content generation, like writing marketing copy from scratch. For that, a general text model is better. Also, don't rely on this for complex financial modeling; while you can get data, specialized tools are needed to run those types of calculations.
Frequently asked questions about Fxiaoke MCP
How do I use Fxiaoke MCP to track my pipeline? +
Your agent aggregates data from list_leads and list_opportunities. You can ask it for a count of 'Hot' leads, or request a breakdown of all opportunities currently in the negotiation phase.
Can I use Fxiaoke MCP to update records? +
Yes, you can initiate updates by calling create_lead or create_opportunity. You just tell the agent what needs changing—it handles the underlying record creation for you.
What is list_approvals doing with Fxiaoke MCP? +
list_approvals provides a running tally of recent sign-off requests, letting you know which items are pending and who needs to act on them right now.
Does Fxiaoke MCP help me manage users? +
The list_users tool lets you pull the full roster of staff accounts. This helps managers understand team capacity or assign new leads correctly.