Perfex CRM MCP - Integration Guide¶

Overview¶

Perfex CRM MCP turns a self-hosted Perfex CRM installation into an MCP-compatible AI workspace. Every CRM module - leads, customers, invoices, tickets, projects, contracts, subscriptions - becomes a typed MCP tool that any AI assistant can query and update.

This is the first self-hosted CRM MCP server. Unlike SaaS CRM connectors that route through a third party, Perfex CRM MCP runs inside your own Perfex installation. Your data never leaves your server.

Relevance to Business Operators¶

Use Case	Value
Morning triage	"What changed overnight? New leads, tickets, overdue invoices." - one prompt
Sales prep	"Give me the full history on Client X before my call."
Data entry	"Create a lead from this email and assign to Maria."
Cross-module reporting	"Which clients have high ticket volume AND low invoice totals?"
Bulk cleanup	"Find duplicate contacts and leads stuck for 90+ days."

Setup¶

Prerequisites¶

Working Perfex CRM installation (self-hosted)
PHP 7.4+
HTTPS (strongly recommended for HTTP transport)

Installation¶

Upload the MCP module through Setup → Modules → Upload Module
Activate the module
Open MCP Settings panel and generate an API key
Copy the generated config snippet

Claude Desktop Configuration¶

{
  "mcpServers": {
    "perfex-crm": {
      "type": "http",
      "url": "https://your-perfex-install.com/api/mcp",
      "headers": {
        "X-API-Key": "your-generated-key"
      }
    }
  }
}

Claude Code / Cursor / VS Code (stdio)¶

{
  "mcpServers": {
    "perfex-crm": {
      "command": "perfex-mcp",
      "env": {
        "PERFEX_API_KEY": "your-generated-key",
        "PERFEX_URL": "https://your-perfex-install.com"
      }
    }
  }
}

Security Model¶

Perfex CRM MCP inherits Perfex's native permission system:

Feature	Description
Staff-scoped keys	Each API key inherits the staff member's existing CRM permissions
Read-only mode	Flip a switch to disable all write tools globally
Granular tool control	Enable/disable individual capabilities from settings
Full request logging	Every call recorded: key, tool, parameters, response status
Rate limiting	Protects against runaway loops
No third-party relay	MCP server runs inside your Perfex installation

Tools¶

The server exposes Perfex CRM's full REST API as typed MCP tools:

Module	Capabilities
Customers & Contacts	Search, read, create, update
Leads	Create, read, update status, assign to staff
Invoices	Search, read, create, mark paid/overdue
Estimates & Proposals	Create, read, convert to invoice
Credit Notes	Create, read
Payments	Record, read
Expenses	Create, read, categorize
Items & Products	Search, read
Tasks	Create, read, update, assign
Projects & Milestones	Create, read, update progress
Support Tickets	Create, read, reply, assign, close
Contracts	Create, read, renew
Subscriptions	Create, read, manage
Staff	Read (list, details)
Timesheets	Create, read
Custom Fields	Read, write across all modules

Use Cases for Business Operators¶

Daily Operations¶

> "Summarize every open support ticket for Acme Ltd and tell me which one has been sitting longest."

Financial Oversight¶

> "Which clients have overdue invoices older than 45 days, and how much do they owe in total?"

Sales Pipeline¶

> "Show me all leads in 'Proposal Sent' status that haven't been followed up in 7 days."

Automation (with n8n)¶

> n8n workflow: "When a new lead is created, have the AI draft a personalized welcome email, create a task for the account manager, and schedule a follow-up."

Integration with CorpusIQ¶

CorpusIQ is the connector layer that lets AI assistants read the systems a business already runs on - accounting, payments, CRM, email, files and analytics - and answer with the source named. It is read-only by design: it retrieves data and never writes to, or acts in, a connected system, which is what makes it safe to point at live accounts.

This page is part of the CorpusIQ directory, the reference we maintain for the MCP server and agent-skill ecosystem. Run alongside CorpusIQ, a third-party server like this one can be combined with a company's own business data in a single answer.

See what CorpusIQ connects

Limitations¶

Perfex-only - no cross-CRM compatibility
Self-hosted dependency - if your Perfex instance is down, MCP is down
Module purchase required - not free (pricing via themesic.com)
No mobile push - AI actions happen in your MCP client, not as push notifications

Verdict¶

★★★ - Essential for Perfex CRM operators. This is the first MCP server that turns a self-hosted CRM into a conversational workspace. The security model (staff-scoped keys, read-only mode, full logging) is exactly right for production use. If you run Perfex CRM and use AI assistants, this is a day-one install. For operators on other CRMs, watch for similar MCP servers - this pattern will spread.

Salesforce MCP - Salesforce CRM connector (★★★)
Plyto - Agentic CRM for small businesses (mcp.so listing)
Zeevou AI Connector - Hospitality/property management MCP