Perfex CRM Connector

Connect Claude, ChatGPT and other AI assistants to your Perfex CRM

This is the hosted connector for the REST API module for Perfex CRM. It lets AI assistants search, read and update your CRM data (customers, leads, projects, tasks, invoices, tickets and more) through the Model Context Protocol, with your own permissions and an easy sign-in.

Connector URL:

https://perfex-mcp.themesic.com/mcp

Get the REST API module Read the documentation

Requirements

A self-hosted Perfex CRM reachable over https.
The REST API module installed, activated and licensed for your CRM's domain.
The MCP server switched on in Setup > API > Settings.
An API token from Setup > API > API Management. Its permissions decide what the assistant can see and change.

How to connect

Add a custom connector in your AI assistant with the connector URL above.
Sign in when asked: enter your CRM address and API token.
Start asking questions about your CRM. The assistant confirms with you before deleting or sending anything.