Perfex CRM

MCP server · by themesic

AI Agents Streamable HTTP v3.1.0

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

View source ↗ Website ↗ Generate config for multiple servers More servers

Install

Pin version unavailable — hosted endpoints aren’t versioned

Streamable HTTP
https://{perfex_host}/api/mcp

Setup by client

Pick your client — the config below is generated for this server (hosted endpoint). Copy respects the “Pin version” switch above.

Remote (hosted) endpoint

https://{perfex_host}/api/mcp

Claude Desktop: Settings → Connectors → Add custom connector, paste this URL, and provide: authtoken.

Format verified against the official Claude Desktop docs ↗.

terminal

claude mcp add --transport http perfex-crm https://{perfex_host}/api/mcp --header "authtoken: Bearer <YOUR_AUTHTOKEN>"

Format verified against the official Claude Code docs ↗.

.cursor/mcp.json (hosted endpoint)

{
  "mcpServers": {
    "perfex-crm": {
      "url": "https://{perfex_host}/api/mcp",
      "headers": {
        "authtoken": "<YOUR_AUTHTOKEN>"
      }
    }
  }
}

Format verified against the official Cursor docs ↗.

.vscode/mcp.json (hosted endpoint)

{
  "servers": {
    "perfex-crm": {
      "type": "http",
      "url": "https://{perfex_host}/api/mcp",
      "headers": {
        "authtoken": "<YOUR_AUTHTOKEN>"
      }
    }
  }
}

Format verified against the official VS Code docs ↗.

mcp_config.json (hosted endpoint)

{
  "mcpServers": {
    "perfex-crm": {
      "serverUrl": "https://{perfex_host}/api/mcp",
      "headers": {
        "authtoken": "<YOUR_AUTHTOKEN>"
      }
    }
  }
}

Format verified against the official Windsurf docs ↗.

Environment variables

Defined in the server's official registry manifest. Required secrets are shown as <YOUR_…> placeholders in the configs above.

authtoken required secret header — An 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.

GitHub

⭐ 5 stars · 最近更新于 16 天前 · MIT license

About this server

Distributed as Streamable HTTP, listed under AI Agents. Review our MCP security guide before granting access to real data.

Frequently asked questions

How do I install Perfex CRM?

Run the install command shown above, then paste the config for your client (Claude Desktop, Claude Code, Cursor, VS Code or Windsurf) into its MCP settings and restart the client.

Is Perfex CRM free to use?

The MCP server itself is free to install. The source is public on https://github.com/themesic/perfex-rest-api-examples. Any third-party service it calls may require its own API key and account.

Which clients support Perfex CRM?

Any MCP-compatible client can use it, including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf and custom agents.

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