MCP server
Put your CentrixIQ data to work inside your AI assistant. Ask a question in plain language and get the answer from your live accounts, orders, promotions, and deductions.
Ask a question. Get the answer from your own data.
Stop exporting spreadsheets to answer a simple question. Connect your AI assistant to CentrixIQ and it works from your live records: the same accounts, orders, promotions, and deductions your team sees.
It does more than answer. With your go-ahead, the same assistant logs an activity, creates a sales order, or updates a deduction, so the work gets done right in the conversation.
Ask it things like
- Which deductions are aging, and what do they add up to?
- What is on the promotions calendar?
- Pull up this account: contacts, locations, and recent activity.
- Which deals have gone stale?
- Where does the pipeline stand, stage by stage?
- What is running low on inventory?
Your data, your rules
Your assistant gets exactly the access you give it.
You choose what it can do
An admin decides what each assistant can read and what it can change, area by area. Keep it read-only on deductions, or let it create orders. Your call.
It plays by your team's rules
Every request goes through the same permission checks as the CentrixIQ app, and an assistant only ever sees your workspace.
Switch it off any time
Pause or revoke an assistant whenever you like. Every change it makes carries its name.
570 tools across your whole business
Your assistant is not limited to one corner of the platform. It reaches across CentrixIQ, through tools built from the same API the product runs on, so they stay in step with it.
570
Tools for your assistant
272
To look things up
298
To get things done
Across the platform
CRM
Companies, contacts, leads, opportunities, activities, and territories.
114 tools
Items, pricing, and orders
Items, price lists, sales orders, purchase orders, invoices, and shipments.
100 tools
Trade promotions and forecasts
Promotions with planned and actual spend, the promotions calendar, and volume forecasts.
30 tools
Deductions
Deductions and chargebacks, their history, and aging and recovery figures.
23 tools
Retail execution
Stores, store visits, field objectives, and photos.
23 tools
Fixture and planogram billing
Billing cycles, planograms, fixtures, vendor billings, and disputes.
49 tools
Warehouse and inventory
Warehouses, inventory levels, and low-stock items.
14 tools
Documents
Documents, folders, and search across them.
16 tools
Workflows
Processes, tasks, and approvals.
22 tools
Analytics
Metrics and analytics for deductions, distribution, pricing, pipeline, and promotions.
38 tools
Reports
Saved reports and standard ones such as pipeline by stage and revenue by month.
18 tools
Workspace and collaboration
Teams, lists, tags, comments, goals, notifications, and search.
123 tools
Connect in three steps
An admin authorizes the assistant in CentrixIQ and gives it one key.
- In CentrixIQ, open Settings, then Agents, and select Authorize an agent.
- Choose what it can read and what it can change.
- Copy the key into your AI assistant's MCP settings, with the address shown here.
For your technical team
https://api.centrixiq.com/mcp
A CentrixIQ API key, sent as a bearer token.
AI assistants that connect to a remote MCP server with an API key.
Want to see it on your own data?
We will walk you through connecting an assistant to your workspace.
Ready to Get Started?
Discover how CentrixIQ can transform your business. Schedule a demo today.
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