Zixflow for AI agents

Zixflow is an AI-driven CRM with messaging across SMS, email, and WhatsApp, used by sales teams managing outreach and campaign performance in one place. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

CRMAPI keyMCP + RESTzixflow.com
AUDIT LOG · ZIXFLOWPOLICY: acme-support
09:41:07 · claude · u_8f2read
zixflow.list_attributes_status
List Attribute Status Options✓ allowed · 212ms
09:41:08 · claude · u_8f2read
zixflow.get_sms_report
Get SMS Report✓ allowed · 164ms
09:41:09 · claude · u_8f2write
zixflow.create_attribute
Create Attribute✓ approved · approved by user
EVERY ZIXFLOW CALL, ON THE RECORD
01 · USE CASES

What agents do in Zixflow.

01

Get an email campaign report

Pull open and click rates for an email campaign, a read-only report.

02

Get a WhatsApp campaign report

Check delivery and read rates for a WhatsApp campaign.

03

Create a custom attribute

Add a new contact attribute to track a field relevant to the sales process.

02 · ACTIONS

7 Zixflow actions, graded by risk.

Every Zixflow action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

6

Look things up. Allowed by default.

  • zixflow.get_sms_report
    Get SMS Report
  • zixflow.get_email_report
    Get Email Report
  • zixflow.list_attributes_status
    List Attribute Status Options
  • zixflow.list_attributes_options
    List Attribute Options
  • zixflow.get_campaign_report_whatsapp
    Get WhatsApp Campaign Report
  • zixflow.get_whatsapp_template_variables
    Get WhatsApp Template Variables

write

1

Create and change things. Allow, or ask the user first.

  • zixflow.create_attribute
    Create Attribute

destructive

0

Delete, cancel or archive. Ask first, or deny outright.

  • No destructive actions.
03 · HOW IT WORKS

Zixflow in three steps.

  1. 01Your users connect ZixflowThey add their Zixflow api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, and writes like “create Attribute” can wait for the user to approve.
  3. 03Any agent can actYour agent calls Zixflow through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('zixflow', {
  read: 'allow',
  write: 'ask',        // create_attribute
  destructive: 'deny',  
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Zixflow connects.

Users add their Zixflow api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Zixflow connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Zixflow from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
07 · FAQ

Zixflow and Arc0, answered.

Q01

Can I use Zixflow with Claude, ChatGPT or Cursor?

Yes. Connect Zixflow to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Zixflow actions you allow.

Q02

How do users connect Zixflow?

Users add their Zixflow api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Zixflow actions can my agent take?

7 in total: 6 read, 1 write and 0 destructive, such as “create Attribute”. Your policies decide which of them each agent may call.

Q04

Can I make my agent read-only in Zixflow?

Yes. Allow read actions and deny writes in the Zixflow policy. Your agent can still look things up, and any write it attempts is blocked and logged.

Q05

Can my own backend call Zixflow too?

Yes. The same Zixflow connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Zixflow into your agent.

Your users connect Zixflow once, under your brand. Your agent gets 7 actions behind your policies, with every call on the record.

Free to build · MCP + REST · Audit log on every plan