What is the Perfex CRM MCP server?
Read and write a self-hosted Perfex CRM from an AI agent: 148 permission-filtered tools.
How to install Perfex CRM
Copy-paste configuration for popular MCP clients.
authtokenrequiredsecretAn API token from your Perfex admin, Setup > API > API Management. The tool list is filtered by this token's permissions, so a read-only token exposes only read tools.
{
"mcpServers": {
"perfex-crm": {
"url": "https://{perfex_host}/api/mcp"
}
}
}{
"mcpServers": {
"perfex-crm": {
"serverUrl": "https://{perfex_host}/api/mcp"
}
}
}{
"servers": {
"perfex-crm": {
"type": "http",
"url": "https://{perfex_host}/api/mcp"
}
}
}{
"mcpServers": {
"perfex-crm": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://{perfex_host}/api/mcp"
]
}
}
}claude mcp add --transport http perfex-crm https://{perfex_host}/api/mcpRelated MCP servers
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