NEW in v2.8

Your CRM Just Got an AI Brain

170 CRM operations. Zero code. Just connect any MCP-compatible AI agent and manage your entire PerfexCRM through natural conversation.

170 CRM tools auto-discovered by AI
Permission-filtered — AI sees only what the API key allows
Works with Claude, ChatGPT, Cursor & 50+ clients
Included free in all plans
Get Started - $49View Documentation
claude_desktop_config.json
{
  "mcpServers": {
    "perfexcrm": {
      "url": "https://your-crm.com/api/v1/mcp",
      "headers": {
        "X-API-KEY": "pk_your_api_key"
      }
    }
  }
}
Connected — 170 tools discovered
MCP Ready

Up and Running in 3 Minutes

No SDKs. No custom code. No API wrappers. Just one config line.

Enable MCP

Toggle MCP Server on in Settings > Advanced. Takes 5 seconds.

Connect Your AI

Point any MCP client at your endpoint with your API key. One config line.

Start Talking

Ask your AI to manage leads, create invoices, triage tickets — all in natural language.

Works with Every MCP Client

One endpoint, infinite possibilities. Any tool that speaks MCP can manage your CRM.

🟣

Claude Desktop

Anthropic

🟢

ChatGPT

OpenAI

🔵

Cursor

IDE

🟠

n8n AI Agent

Workflow

🔷

VS Code

Continue / Cline

🌊

Windsurf

IDE

🟡

Amazon Q

AWS

🔗

Any MCP Client

50+ tools

What Can Your AI Actually Do?

Not just read data — your AI can create, update, delete, and manage everything in your CRM.

Sales Agent

AI creates leads, converts to customers, and manages your entire sales pipeline through conversation.

Support Agent

AI triages tickets, assigns to teams, adds replies, and escalates high-priority issues automatically.

Finance Agent

AI creates invoices, tracks payments, manages expenses, and generates financial summaries on demand.

Reporting Agent

AI queries your CRM data, builds reports, and answers business questions in natural language.

See It in Action

A real conversation between Claude and your PerfexCRM

Claude + PerfexCRM MCP

Create an invoice for Acme Corp with 2 items: "Web Development" for $2,500 and "Hosting Setup" for $500

I'll create that invoice for you. Let me look up Acme Corp first...

Using: customers_list
Found: Acme Corp (ID: 42)
Using: invoices_create
Created invoice #INV-00847 — $3,000.00

Done! Invoice #INV-00847 created for Acme Corp:

  • - Web Development: $2,500.00
  • - Hosting Setup: $500.00
  • Total: $3,000.00

Now send it to their email

Using: invoices_send
Sent to: billing@acmecorp.com

Sent! Invoice #INV-00847 has been emailed to billing@acmecorp.com.

Built on Open Standards

Enterprise-grade implementation of the Model Context Protocol specification

Streamable HTTP

Standard HTTP transport with SSE support. Works through firewalls, proxies, and load balancers.

Permission-Filtered

AI agents only discover tools the API key is authorized for. Same security as your REST API.

Self-Documenting

Every tool includes parameter descriptions, types, and examples. AI agents know exactly how to use them.

Deep Dive: Introducing MCP for PerfexCRM

Read the full announcement with detailed setup instructions, use cases, security model, and what comes next.

Read the blog post

MCP Included in All Plans

Get the complete PerfexCRM API module — REST API, Webhooks, n8n Node, and AI Agent Integration via MCP. All 170 tools. All plans. Starting at $49.

View PricingRead MCP Docs