---
title: "Perfex CRM MCP server"
url: "https://martechdb.com/vendors/perfex-crm"
markdown_url: "https://martechdb.com/vendors/perfex-crm.md"
api_url: "https://martechdb.com/api/v1/vendors/perfexcrm.com"
updated: "2026-10-01"
---

# Perfex CRM MCP server

The official MCP server published by Perfex CRM. MartechDB lists only servers the vendor publishes itself, never community servers.

- Website: [perfexcrm.com](https://perfexcrm.com)
- Categories: [CRM & sales](https://martechdb.com/categories/crm-sales.md)

## 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 (`unknown`)
- Official MCP Registry: listed as `com.themesic/perfex-crm`
- Source code: https://github.com/themesic/perfex-rest-api-examples
- Documentation: https://themesic.com/product/rest-api-module-for-perfex-crm-connect-your-perfex-crm-with-third-party-applications/
- How we found it: Official MCP Registry, published under the vendor's name
- Last checked: October 2026, in our research

### Connect it

Claude Code:

```sh
claude mcp add --transport http perfex-crm 'https://{perfex_host}/api/mcp'
```

- Add to Cursor: <cursor://anysphere.cursor-deeplink/mcp/install?name=perfex-crm&config=eyJ1cmwiOiJodHRwczovL3twZXJmZXhfaG9zdH0vYXBpL21jcCJ9>
- Add to VS Code: <vscode:mcp/install?%7B%22name%22%3A%22perfex-crm%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2F%7Bperfex_host%7D%2Fapi%2Fmcp%22%7D>
- Claude.ai and Claude Desktop: Customize, Connectors, "+", Add custom connector, then paste https://{perfex_host}/api/mcp
- ChatGPT: Settings, Apps, Advanced settings, turn on Developer mode, Create, then paste https://{perfex_host}/api/mcp (this usually works only with servers that use self-serve sign-in or none)

JSON for Cursor, Windsurf and other clients that connect to hosted servers:

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

## Alternatives with an official MCP server

In CRM & sales:

- [Microsoft](https://martechdb.com/vendors/microsoft.md) (microsoft.com)
- [HubSpot](https://martechdb.com/vendors/hubspot.md) (hubspot.com)
- [Salesforce](https://martechdb.com/vendors/salesforce.md) (salesforce.com)
- [Optimizely](https://martechdb.com/vendors/optimizely.md) (optimizely.com)

## Get this data

- API: `curl https://martechdb.com/api/v1/vendors/perfexcrm.com`
- MCP: `claude mcp add --transport http martechdb https://martechdb.com/mcp`, then ask about Perfex CRM.
- Web page: https://martechdb.com/vendors/perfex-crm