Read and write a self-hosted Perfex CRM from an AI agent: 148 permission-filtered tools.
Connect Remote server
claude mcp add --transport http perfex-crm https://{perfex_host}/api/mcp --header "authtoken: <AUTHTOKEN>"
{
"mcpServers": {
"perfex-crm": {
"url": "https://{perfex_host}/api/mcp",
"headers": {
"authtoken": "<AUTHTOKEN>"
}
}
}
}
{
"servers": {
"perfex-crm": {
"type": "http",
"url": "https://{perfex_host}/api/mcp",
"headers": {
"authtoken": "<AUTHTOKEN>"
}
}
}
}
Settings > Connectors > Add custom connector
URL: https://{perfex_host}/api/mcp
Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.
Tools
The tool list was not available in our last check.
Headers
| Name | Description |
|---|---|
authtokenRequired, secret | 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. |
Details
| Endpoint | https://{perfex_host}/api/mcp (Streamable HTTP) |
| First published | 6 Aug 2026 |
| Last updated | 6 Aug 2026 |
| Registry name | com.themesic/perfex-crm |
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