Perfex CRM MCP server

perfexcrm.com · CRM & sales

Official MCP server

Hosted

Sign-in: see vendor docs

Official MCP server

Perfex CRM

Read and write a self-hosted Perfex CRM from an AI agent: 148 permission-filtered tools.

Address: https://{perfex_host}/api/mcp
Runs: Hosted
Sign-in: Sign-in: see vendor docs
Vendor docs
Official MCP Registry: Listed as com.themesic/perfex-crm · published 6 Aug 2026
Source code: github.com/themesic/perfex-rest-api-examples
How we found it: Official MCP Registry, published under the vendor's name
Last checked: Confirmed in our October 2026 research. Scheduled checks are starting.

Connect it

Add to Cursor Add to VS Code

Opens the app if it's installed. If nothing happens, use the JSON below.

Claude Code

Claude.ai, Claude Desktop and ChatGPT (custom connector)

Claude: Customize → Connectors → + → Add custom connector, then paste the address. ChatGPT: Settings → Apps → Advanced settings → turn on Developer mode → Create, then paste the address. ChatGPT usually only connects to servers with self-serve sign-in or none.

Cursor, Windsurf and other clients (JSON)

{
    "mcpServers": {
        "perfex-crm": {
            "type": "http",
            "url": "https://{perfex_host}/api/mcp"
        }
    }
}

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Get this data

The same record, wherever you work.

API

CLI

Coming soon

MCP

Then ask your AI assistant about Perfex CRM.

Set-up steps for every AI client

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