# Fxiaoke MCP > 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. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** lead-management, pipeline-tracking, sales-operations, crm-integration, business-approvals ## Description 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. ## Tools ### create_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. ## Prompt Examples **Prompt:** ``` List all active leads in my Fxiaoke CRM. ``` **Response:** ``` I've retrieved your active leads from Fxiaoke. You have 85 leads in total, with 12 currently marked as 'Hot'. Which one would you like more details on? ``` **Prompt:** ``` Check the status of recent approval requests. ``` **Response:** ``` I've listed the recent approvals. There are 5 instances pending, including 2 for 'Discount Authorization' and 1 for 'Contract Sign-off'. Would you like the details for any specific instance? ``` **Prompt:** ``` Create a new lead for 'Mario' with mobile '13800000000'. ``` **Response:** ``` Done! I've created a new lead record for 'Mario' in Fxiaoke. I've also recorded the mobile number. Would you like to add a company name or source info? ``` ## Capabilities ### Manage Leads and Opportunities The MCP allows the creation of new leads and opportunities, or retrieval of lists detailing all active accounts in your pipeline. ### Track Approvals and Tasks It monitors recent approval requests and retrieves specific details on sales tasks, helping you coordinate complex internal sign-offs. ### Audit Team Activity You can access lists of organization users, contacts, and company accounts to understand team structure and client relationships. ### Maintain Pipeline Visibility Your agent provides a consolidated view by listing all active leads, opportunities, and sales tasks at your request. ## 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. ## Benefits - 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. ## How It Works The bottom line is: you get to run complex CRM queries and write records using only natural language prompts. 1. Subscribe to the Fxiaoke MCP on Vinkius. 2. Enter your specific Fxiaoke credentials (App ID, App Secret, Permanent Code). 3. Start giving commands through any compatible AI client; the agent handles connecting the data and running the workflow. ## Frequently Asked Questions **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.