# Perfex CRM

Connects self-hosted Perfex CRM to AI agents for managing leads, invoices, and clients. Exposes 148 tools filtered by user permissions.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 5
- Author: themesic
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/themesic/perfex-rest-api-examples
- Updated: 2026-10-13
- HTML: https://affpapa.org/en/nevibecode/mcp/perfex-crm

## What it does

The server connects AI assistants to a self-hosted Perfex CRM instance over HTTP JSON-RPC 2.0. It provides 148 tools to inspect and update CRM records. Available entities include leads, customer accounts, invoices, projects, notes across 12 types, and knowledge base articles. Each tool call checks the permissions of the assigned token.

Requests target the `/api/mcp` endpoint using the `Authtoken` header configured in the CRM admin panel. The API handles batch processing up to 50 operations in a single payload, with support for idempotency keys on write actions.

Without Themesic's commercial REST API module installed and an active license, the MCP endpoint will not respond.

## Requirements
- Remote server: `https://{perfex_host}/api/mcp`

## Install

### Claude Code (native platform)

1. **Template address**
- The server address is a template: replace {…} or […] with your own values

2. **Platform CLI: remote server**
```bash
claude mcp add --transport http perfex-crm https://{perfex_host}/api/mcp
```

### Codex

1. **Template address**
- The server address is a template: replace {…} or […] with your own values

2. **Platform CLI: remote server**
```bash
codex mcp add perfex-crm --url https://{perfex_host}/api/mcp
```

### Cursor

1. **Template address**
- The server address is a template: replace {…} or […] with your own values

2. **Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "perfex-crm": {
            "url": "https://{perfex_host}/api/mcp"
        }
    }
}
```

### GitHub Copilot

1. **Template address**
- The server address is a template: replace {…} or […] with your own values

2. **Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "perfex-crm": {
            "type": "http",
            "url": "https://{perfex_host}/api/mcp"
        }
    }
}
```

### Gemini CLI

1. **Template address**
- The server address is a template: replace {…} or […] with your own values

2. **Platform CLI: remote server**
```bash
gemini mcp add -t http perfex-crm https://{perfex_host}/api/mcp
```

## When to use it
- create and update leads or customer profiles directly from the AI chat
- issue invoices and check project progress in Perfex CRM
- manage knowledge base articles and polymorphic entity notes
- run batch CRM updates containing up to 50 actions per call

## Example prompts
- Find open tasks for the redesign project in Perfex CRM and list them
- Create a new lead with contact email john@example.com and add a call note
- Check the payment status of the latest unpaid invoice for Acme Corp

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