Support
Help for the REST API for Perfex CRM connector, which connects AI assistants such as ChatGPT and Claude to your own Perfex CRM.
Contact
Email support@themesic.com. Include your CRM address (not your API token), the assistant you use and the exact error text. We answer on business days, usually within two working days.
Documentation
Troubleshooting
| What you see | What to do |
|---|---|
| The REST API module is not installed on this CRM | Install and activate the REST API for Perfex CRM module (Setup > Modules), then connect again. |
| The MCP server is turned off in your CRM | In Perfex CRM open Setup > API > Settings, enable the MCP server and save. |
| The API token was rejected | Copy an active token from Setup > API > API Management. If you deleted or regenerated the token, disconnect the connector in your assistant and connect it again. |
| A license for this CRM is required | The module must be licensed for the exact domain you connect (for example crm.example.com). Activate the license in the module on that domain and try again. |
| Your CRM could not be reached | The CRM must be online, use https with a valid certificate, and must not block Cloudflare. Private or local network addresses cannot be reached. |
| The assistant cannot see or change some records | The assistant has exactly the permissions of your API token. Grant the needed permissions to that token in API Management. |
| Too many attempts | Wait a minute and try again. Sign-in attempts are rate limited per network address. |
Disconnect or revoke access
Disconnect the connector in your AI assistant's settings to revoke its access. Deleting or regenerating the API token in Perfex CRM (Setup > API > API Management) stops all access through the connector immediately.