Popular tasks
Get started
Create your workspace, connect your AI app, then tell it about a client. Your workspace’s country sets its currency, date order and time zone.
Try this:
- Add Maya Chen at Northwind as a client
How do I connect my AI app to Zyflow?
Add your Zyflow link to your AI app, then sign in and approve one workspace.
Terminal or editor
- Claude Code: one command.
- Cursor: one-click install or mcp.json.
- VS Code: one-click install for agent mode.
- Gemini CLI: add the link to settings.json.2
- Windsurf: add the link to mcp_config.json.
Anything else
- Other MCP apps: your Zyflow link, an API key or the local bridge.
Connecting Claude takes about two minutes, and you never paste a password into your AI app.
MCP reference
Zyflow’s MCP server has 32 tools (13 read, 19 write), 5 prompts and 3 resources. It uses Streamable HTTP and OAuth 2.1 with PKCE. The reference lists each tool’s parameters, annotations, results and errors.
Does Zyflow have an API?
Yes. Scripts and forms can use the REST API at https://app.zyflowcrm.com/api/v1. It has the same operations as the MCP server, an OpenAPI reference and named API keys, read-write or read-only. Keep keys on a server: any key can export the workspace. There are no webhooks or SDKs.
Limits
The limits page lists people, records, storage and history by plan, plus the limits on files, imports, bulk changes and documents.
Can I import and export my data?
Yes. Import contacts and companies as a CSV from any spreadsheet or CRM export, up to 50,000 rows and 10 MB. Rows that match a record you already have update it, and rows that match more than one are skipped and listed.
Export any time, on every plan, as six CSV files or one JSON file.3
Common questions
Why does it say “This connection request has expired”?
You have 10 minutes to sign in and approve before the request expires. Go back to your AI app and connect again.
My AI app shows “Welcome back”, but I’m new
That’s the log-in screen. Choose “Create a free account” under the form, name your workspace, then approve.
Can I use ChatGPT?
Yes, on some plans. Writing to Zyflow needs developer mode on ChatGPT Business, Enterprise or Edu.1 On ChatGPT Plus, Pro, Go or Free, writing isn’t supported today. Claude works on every plan, including Claude Free.
Claude won’t let me add another custom connector
Claude Free allows one custom connector. Remove the one you have, or upgrade to a paid Claude plan.
I connected the wrong workspace
Disconnect the app on the Connect page, then reconnect from your AI app and pick the right workspace. Your records stay as they are.
My AI can read but can’t save
On ChatGPT, writing needs developer mode on Business, Enterprise or Edu.1 With an API key, check that it’s “Read and write”: a read-only key’s writes fail with insufficient_scope. The Connect page marks read-only connections and keys.
Support
For how-to questions, start with these docs. For access, security or data problems, the contact page says who to email.