# Zixflow MCP MCP > Zixflow manages your entire sales data stack—from contact records to wallet activity. This MCP lets your AI agent read, write, and update People and Company details in real-time. It also tracks all transactions against your Zixflow wallet balance directly from a natural language prompt. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** sales-engagement, contact-management, crm-automation, transaction-tracking, lead-management, data-collections ## Description This connector links any AI client straight into your Zixflow workspace for sales and CRM work. Instead of jumping between tabs or logging into multiple systems, you talk to your agent and it handles the data changes. You can list every collection configured in your account, pull specific contact information, or update a lead's status—all with simple instructions. Need to clean up old records? It’ll delete them for you. The system also keeps track of all financial movements, giving you a clear history of wallet transactions. Because the data here includes sensitive PII and finance info, security matters. Vinkius handles this by routing your credentials through a zero-trust proxy; your keys are used only in transit—they never sit on disk. This means you can focus on selling and managing records, knowing the platform keeps everything locked down. ## Tools ### list_collections Shows all available data collections in your workspace (like People or Company). ### create_collection_record Adds a brand-new record to any designated collection, whether it's for a person or company. ### delete_collection_record Removes an existing record from a specific collection when the data is no longer needed. ### get_record_details Retrieves all specific information for one single, known record ID. ### list_collection_records Pulls a list of records from a collection, using JSON filters to narrow down the results exactly how you need them. ### list_wallet_transactions Generates a history list of every transaction and balance change associated with the Zixflow wallet. ### update_collection_record Modifies existing data fields on any record that already exists in a collection. ## Prompt Examples **Prompt:** ``` List all data collections in my Zixflow workspace. ``` **Response:** ``` I've retrieved your collections. You have 2 main collections: 'People' (ID: 123) and 'Company' (ID: 456). Which one would you like to explore? ``` **Prompt:** ``` Show details for record with ID '98765'. ``` **Response:** ``` I've fetched the details for record 98765. It's 'John Smith' from 'Acme Corp'. Current status is 'Warm Lead' and his email is john@acme.com. ``` **Prompt:** ``` List my recent wallet transactions. ``` **Response:** ``` I found 5 recent transactions. The latest was a deduction of $10.50 for 'Campaign SMS Fees' on June 1st. ``` ## Capabilities ### Catalog Collections List every data grouping available in your workspace to understand your CRM structure. ### Update Contact Details Change specific fields on an existing record, like a company's address or a person's job title. ### Create New Records Add brand new contacts or companies to any collection with detailed field mapping. ### Search and Filter Data Pull specific records by applying complex JSON filters, so you don't get irrelevant data dumps. ### Manage Wallet Transactions Review a history of every transaction and balance change associated with your Zixflow wallet. ## Use Cases ### The Quarterly Audit An ops manager needs a list of all active companies and their current lead status. They ask their agent to use list_collections followed by list_collection_records, receiving an immediate, filtered JSON report without writing any queries themselves. ### Closing the Loop A sales rep just got a client's email and new contract value. Instead of opening three different tabs, they ask their agent to update_collection_record with the new details for that contact. ### Financial Reconciliation The finance team needs to verify if the last campaign expense was logged correctly. They simply prompt the agent to list_wallet_transactions, getting a clean, chronological report instantly. ### Onboarding New Leads A growth manager receives 50 new contacts via an external source. They ask their agent to use create_collection_record fifty times, populating the People collection in bulk and keeping everything structured. ## Benefits - Maintain data hygiene by using the delete_collection_record tool. You can remove junk records via natural language, keeping your database reliable for future searches. - Instantly update lead statuses or company details using update_collection_record. This means you spend zero time switching between interfaces to log a simple change. - Need context? Use get_record_details to pull all the specific data points on one record without running an entire list query, saving both effort and tokens. - Track your finances alongside your sales. The list_wallet_transactions tool gives you full visibility into how money moves in your Zixflow account. - When launching new campaigns, use create_collection_record to bulk-add contact data immediately, automating the initial setup phase. ## How It Works The bottom line is: You talk naturally; the MCP executes structured API calls and reports back with the results. 1. Subscribe to the MCP and provide your Zixflow API Token. 2. Connect that token to your preferred AI client (like Claude or Cursor). 3. Tell your agent exactly what you need—for example, 'Update John Doe's status in the People collection.' The agent handles the rest. ## Frequently Asked Questions **How do I find out what collections are available using list_collections?** You use the list_collections tool. This command shows you all the core data groupings, like 'People' or 'Company,' so your agent knows where to look for records. **Can I update a record without knowing its ID? (update_collection_record)** No. The update_collection_record tool requires the specific unique ID of the record you want to change. You typically need to use get_record_details or list_collection_records first to find that ID. **What is the best way to check my spending? (list_wallet_transactions)** Use list_wallet_transactions. This tool provides a full history of every financial movement in your Zixflow wallet, letting you reconcile expenses against revenue. **Is it safe to use this for my client data? (general security question)** Yes. Because the MCP runs on Vinkius, which enforces all calls inside an isolated sandbox and uses a zero-trust proxy for credentials, your key never sits on disk. **How do I use the JSON filtering mechanism when running list_collection_records?** You provide a structured JSON body in your request. This allows you to filter records by specific field values, sorting criteria, or date ranges; it's much more precise than simple keyword searches. **What are the required input parameters for create_collection_record?** To run create_collection_record, you must specify which collection the record belongs to. You also need all mandatory field data and a unique identifier for that specific entry. **What happens if I accidentally use delete_collection_record on the wrong set of data?** The system requires explicit confirmation before any deletion takes place, giving you a chance to verify your target records. It's always best to run list_collection_records first for review. **If I need specific details about one record, how does get_record_details work?** You simply provide the unique ID of the record you want details on. The tool then returns all associated data points and status information without needing to list entire collections. **How do I find my Collection ID?** Use the `list_collections` tool to see all available data sets (e.g., People, Company) in your workspace along with their unique IDs. **Can I filter records by specific field values?** Yes, the `list_collection_records` tool accepts an optional `filter_json` parameter where you can specify your search criteria. **Is it possible to track my wallet balance?** Absolutely. Use the `list_wallet_transactions` tool to retrieve a history of all balance changes and transactions in your Zixflow account.