Zixflow MCP server

Connect Zixflow to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Zixflow MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list collections tool in Zixflow
  • Use the send whats app message tool in Zixflow
  • Use the send otp tool in Zixflow
  • Use the manage collection records tool in Zixflow
  • Use the list whats app resources tool in Zixflow
  • Use the send rcs message tool in Zixflow

Supported Tools

list_collections

List Collections

Retrieve all CRM collections in the workspace. Collections are data containers like People, Companies, Deals, or custom types. Returns each collection's ID, name, slug, and type. Use this to discover collection IDs needed for record operations.

send_whatsapp_message

Send WhatsApp Message

Send a WhatsApp message to a recipient. Supports two modes: - **Template message**: Send a pre-approved WhatsApp template with variable substitution. - **Direct message**: Send a free-form text, image, video, document, audio, or location message (requires an active 24-hour session with the recipient).

send_otp

Send OTP

Send a one-time password (OTP) using Zixflow's OTPflow with intelligent multi-channel fallback. Define an ordered list of delivery channels (SMS, WhatsApp, RCS, Email) — if delivery via the first channel fails or times out, the system automatically falls back to the next channel.

manage_collection_records

Manage Collection Records

Create, read, update, or delete records in a Zixflow CRM collection. Collections are customizable data containers (like People, Companies, Deals, or custom tables). Record fields are dynamic and depend on the collection's configured attributes. Use the **List Collections** tool first to discover available collections and their IDs.

list_whatsapp_resources

List WhatsApp Resources

Retrieve WhatsApp account information, templates, and template variables. Use this to discover available phone IDs, template names, and required variables before sending WhatsApp messages.

send_rcs_message

Send RCS Message

Send an RCS (Rich Communication Services) message. Supports two modes: - **Template message**: Send a pre-approved RCS template with variable substitution. - **Direct message**: Send a free-form text, image, video, document, or audio message. Requires an RCS bot ID configured in your Zixflow settings.

get_message_report

Get Message Report

Retrieve the delivery report for a sent message. Provides delivery status (SENT, DELIVERED, FAILED, READ), timestamps, and destination details. Works for WhatsApp, SMS, and Email channels.

list_workspace_members

List Workspace Members

Retrieve workspace members. Returns member details including name, email, role, timezone, and account status. Optionally get a specific member by ID.

send_email

Send Email

Send an email to one or more recipients. Supports HTML and plain text content, click/open tracking, reply-to configuration, and file attachments (referenced by attachment IDs from a prior upload).

list_lists

List Lists

Retrieve all lists in the workspace or get details for a specific list. Lists are organizational structures for grouping CRM records with additional attributes. Returns each list's ID, name, emoji, parent collection, and duplication settings.

manage_activities

Manage Activities

Create, read, update, or delete activities (tasks) in Zixflow. Activities represent follow-ups, calls, meetings, or other tasks that can be associated with CRM records. Supports scheduling, record associations, statuses, and custom icons.

send_sms

Send SMS

Send an SMS message to a phone number. Supports transactional, promotional, and OTP routes. Configurable sender ID, flash SMS, and DLT template/entity IDs for India compliance.

manage_list_entries

Manage List Entries

Create, read, update, or delete entries in a Zixflow list. Lists group records from collections with additional list-specific attributes. Use the **List Lists** tool to discover available lists and their IDs.

list_attribute_options

List Attribute Options

Retrieve the option IDs, names, colors, archive states, and ordering for a select, multiselect, or status attribute. Discover targetId with list_collections or list_lists, then attributeId with list_attributes.

get_rcs_template_variables

Get RCS Template Variables

Discover the variable keys and types for the RCS bot before sending an RCS template. Obtain the bot ID from the RCS settings in Zixflow.

list_attributes

List Attributes

Discover collection or list attribute IDs, API key names, field types, required fields, and configuration before creating or updating CRM records. Supply attributeId to retrieve one attribute. Discover targetId with list_collections or list_lists.

Connect Zixflow to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Zixflow in Metorial. In your Metorial portal, enable the Zixflow MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Zixflow tools.

Run Zixflow through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Zixflow and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Zixflow tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Zixflow

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Zixflow

Manage CRM data and send multichannel messages via WhatsApp, SMS, RCS, and Email. Create, read, update, and delete collection records and list entries. Discover collection and list attributes, field definitions, and select or status options. Send WhatsApp template and direct messages, SMS (transactional/promotional), RCS rich media messages, and emails with attachments. Deliver OTPs with automatic multi-channel fallback. Manage activities and tasks tied to CRM records. Retrieve campaign delivery reports across channels. Access workspace member information.

Frequently asked questions

Common questions about connecting Zixflow to AI agents with Metorial.

  1. How many tools does the Zixflow MCP server have?
    The Zixflow MCP server exposes 16 tools, including List Collections, Send WhatsApp Message, Send OTP. Each one is governed and traced through Metorial.
  2. Zixflow exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Zixflow MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Zixflow and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Zixflow MCP server yourself or use the hosted gateway.

Connect Zixflow to production AI agents

See how Metorial gives your team governed access to Zixflow, with tracing and security controls built in.