Zixflow
AI-CRM and Messaging Across SMS, Email, and WhatsApp
Verdict
Common use cases
- Audit email campaign performance during debrief
- Troubleshoot SMS delivery failures in real time
- Check WhatsApp template variables before launch
- Extend contact schema with new custom fields
- Pull multi-channel reports for weekly standup
Integration
- Vendor
- Zixflow
- Category
- crm
- Auth
- API_KEY
- Tools
- 7
- Composio slug
zixflow
Tools
- Create Attribute
Tool to create a custom attribute for a Zixflow collection or list. Use when you need to add new fields to track specific data types (text, number, email, etc.). Attributes define the structure of your data. Common use cases: adding custom
- Get Email Report
Tool to retrieve email message delivery report from Zixflow. Use when you need to check the delivery status of a sent campaign email. The report includes delivery status (SENT, OPENED, CLICKED, BOUNCE, COMPLAINT, UNSUBSCRIBED), recipient in
- Get SMS Report
Tool to retrieve SMS message delivery report from Zixflow. Use when you need to check the delivery status, destination, and other details of a sent SMS campaign message.
- Get WhatsApp Campaign Report
Tool to retrieve WhatsApp campaign message report. Use when you need to check the delivery status and details of a WhatsApp message sent via campaign.
- Get WhatsApp Template Variables
Tool to retrieve template variable details for a WhatsApp template. Use when you need to understand what variables a specific WhatsApp template expects before sending a message.
- List Attribute Options
Tool to retrieve the list of options for select/multiselect attributes. Use when you need to get available options for a specific attribute in a collection or list.
- List Attribute Status Options
Tool to retrieve the list of options for status attributes in Zixflow. Use when you need to fetch available status configurations for a specific attribute within a collection or list.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Click 'Add MCP Integration' and search for Zixflow. 3. Log into your Zixflow account, go to Settings > API Keys, and generate a new key with read access to campaigns and contacts. 4. Paste the API key into Switchy's connection form and click 'Connect'. 5. Switchy will confirm the connection and list the seven tools now available. 6. Open any Space, type '@Zixflow get email report' followed by a campaign ID, and send the message. 7. Zixflow will return delivery stats — opens, clicks, bounces — proving the integration works. 8. To find campaign IDs, ask '@Zixflow list campaigns' or check your Zixflow dashboard. 9. Grant the key only the scopes you need; avoid admin-level access unless you're managing attributes frequently.
What teammates see: by default, memories from Zixflow are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Email Campaign Health Check
@Zixflow get the email report for campaign ID 12345. Show me delivery status, open rate, and any bounces so I can identify issues.Open in a Space →
SMS Delivery Audit
@Zixflow fetch the SMS report for campaign ID 67890. I need to see which numbers failed and why.Open in a Space →
WhatsApp Template Prep
@Zixflow show me the template variables for WhatsApp template 'order_confirmation'. I want to know what fields I need to populate.Open in a Space →
Add Custom Contact Field
@Zixflow create a new attribute called 'Lead Source' in the Contacts list. Make it a select field with options: Referral, Organic, Paid Ad.Open in a Space →
Status Options Lookup
@Zixflow list the status options for the 'Deal Stage' attribute in the Sales pipeline. I need to see what stages are configured.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Zixflow show me the delivery status for our last email campaign — how many opened vs bounced?
Here's the email campaign report from Zixflow: **Campaign:** Product Launch Announcement **Sent:** 1,247 messages **Delivered:** 1,198 (96%) **Opened:** 487 (41% open rate) **Clicked:** 143 (12% click rate) **Bounced:** 49 (4%) The bounce rate is slightly elevated — 32 hard bounces suggest outdated contacts. The 41% open rate is above your account average of 35%. Most clicks occurred within the first 3 hours after send.
This example shows Zixflow's campaign analytics retrieval. The MCP returns delivery metrics but doesn't automatically clean your contact list — you'd need to follow up with a separate action to handle bounces. Requires read access to campaign data in your Zixflow API key scope.
@Zixflow create a new custom attribute called 'Renewal Date' for our customer list — make it a date field.
Created custom attribute in Zixflow: **Attribute Name:** Renewal Date **Type:** Date **Collection:** Customers **Status:** Active The attribute is now available for all records in your Customers collection. You can populate it via CSV import, manual entry in Zixflow's UI, or through the API. This field will appear in contact detail views and can be used for filtering, segmentation, and workflow triggers.
This demonstrates Zixflow's schema customization. Creating attributes is immediate, but populating them across existing records requires a separate bulk-update step. The MCP can define the field structure but won't backfill historical data — plan your migration separately. Requires write permissions on list/collection settings.
@Zixflow check what variables I need to fill in for the 'Order Confirmation' WhatsApp template before I send it.
The 'Order Confirmation' WhatsApp template in Zixflow expects these variables: 1. **{{customer_name}}** — Recipient's first name 2. **{{order_number}}** — Unique order ID 3. **{{order_total}}** — Total amount with currency symbol 4. **{{delivery_date}}** — Expected delivery date (format: MMM DD, YYYY) 5. **{{tracking_link}}** — Full URL to tracking page All five variables are required. Missing any will cause the send to fail. The template is pre-approved by WhatsApp, so don't modify the text structure — only substitute variable values.
This example highlights Zixflow's WhatsApp template inspection, useful before bulk sends. The MCP surfaces required variables but doesn't validate your data against them — you'll need to ensure your contact records contain all five fields before triggering the campaign. WhatsApp template approval is outside the MCP's scope; handle that in Zixflow's dashboard first.
Use-case deep-dives
When Zixflow wins for multi-channel send diagnostics
A 3-person growth team runs weekly email, SMS, and WhatsApp campaigns to a 2,000-contact list. Every Monday morning, they need to know which messages bounced, who opened, and where to follow up. Zixflow's report tools let you pull delivery status across all three channels in one workspace session—no switching between vendor dashboards. The AI can compare open rates, flag bounce patterns, and draft follow-up segments in real time. This works best when your campaigns are under 10k sends per week; above that, the API rate limits start to slow down bulk report pulls. If your team sends multi-channel and needs fast triage without logging into three separate tools, Zixflow keeps the standup under 15 minutes.
When this MCP handles ad-hoc contact schema changes
A 5-person sales team uses Zixflow to track leads, but every quarter they need to add a new field—last demo date, competitor mentioned, referral source. Normally this means a Slack thread, a ticket to ops, and a two-day wait. With the Create Attribute tool, a rep can ask the AI to add a "competitor_name" text field to the Contacts collection, then immediately log it during a call. The AI validates the field type and scope, creates it, and confirms in under 30 seconds. This breaks down if your schema changes require complex validation rules or multi-step approval workflows—Zixflow's attribute API is simple by design. For teams that iterate on contact data structure weekly and trust reps to self-serve, this MCP cuts schema change time from days to seconds.
When you need template prep before bulk sends
A 2-person customer success team sends WhatsApp check-ins using pre-approved templates. Each template has 3-5 variables (customer name, plan tier, renewal date), and getting the variable list wrong means a failed send to 200 contacts. Before a campaign, they ask the AI to pull the template variables for "renewal_reminder_v2", confirm the order, and draft a CSV upload format. The Get WhatsApp Template Variables tool returns the exact schema in 5 seconds, and the AI maps it to their contact list. This is overkill if you only use one or two templates—you'll memorize the variables. But if your team rotates through 10+ templates or onboards new CSMs monthly, this MCP prevents the "oops, wrong variable order" failure mode that costs an hour of re-work.
Frequently asked
What does the Zixflow MCP do in Switchy?
It connects your Zixflow CRM so AI agents can create custom fields, pull email/SMS/WhatsApp campaign reports, and check template variables. Useful when you want AI to audit campaign performance or prep data structures before bulk imports. The MCP reads delivery statuses (opened, clicked, bounced) and writes new attributes to collections.
Do I need admin access to connect Zixflow?
You need an API key from your Zixflow account settings. Zixflow doesn't publish granular permission tiers publicly, so assume the key inherits your user role's access. If you can create attributes and view campaign reports in the Zixflow UI, the MCP will work. Test with a non-production workspace first if you're unsure.
Can the Zixflow MCP send emails or WhatsApp messages?
No. It retrieves campaign reports and template metadata but doesn't trigger sends. If you need AI to actually dispatch messages, use Zixflow's campaign API directly or build a custom MCP. This integration is read-heavy with light schema management—think analytics and setup, not execution.
How is this different from just using Zixflow's dashboard?
The dashboard requires manual clicks to check each campaign's delivery stats or add custom fields one by one. The MCP lets AI pull reports across dozens of campaigns in seconds and create attributes programmatically. Better for audits, bulk schema changes, or feeding campaign data into other tools in your Switchy workflow.
Who on the team should connect Zixflow to Switchy?
Whoever owns your CRM data structure or runs campaign reporting—usually a RevOps lead or marketing ops person. They'll have the API key and understand which attributes matter. Don't hand this to a sales rep unless they already manage Zixflow admin tasks; the MCP can alter your CRM schema.