PerfexCRM API Documentation & MCP Config | Salestools Club
PerfexCRM logo
CRM & RevOps

PerfexCRM

Self-hosted CRM with 181 built-in MCP tools for AI agent integration.

Connect with AI
Follow MCP setup
Public API
Available
MCP
Available
Free tier
No free tier listed

How to connect

Follow MCP setup
Open MCP setup guide

What your agent can do

01Lead Management
02Invoice Automation
03Project Management
04Ticket Triage
05Contract Management
06Customer Management
07Pipeline Tracking

Connect PerfexCRM

01Open the integrationOfficial MCP Server
02AuthenticateComplete the integration’s authentication flow.
03Give your agent a taskCopy the starter prompt below and adjust it for your workflow.
Open integration setup

Starter prompt

Claude, use the PerfexCRM MCP to show me all leads from this week, convert the top one to a customer, and create an invoice for them.

About PerfexCRM

PerfexCRM is a self-hosted CRM platform whose PerfexAPI module includes a built-in MCP server exposing all 181 CRM operations as tools for any MCP-compatible AI client. Manage customers, leads, invoices, projects, tickets, contracts, proposals, and tasks through natural language. One-time payment pricing starts at $69 with no per-request fees.