Perfex MCP – AI Integration Bridge for PERFEX CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.

Turn Perfex CRM into an AI-powered workspace — without compromising security.

Have you been wondering how you can use natural language to ask natural questions about CRM data

1) List my open leads and summarise the newest 5.

2) What invoices are unpaid? Give me the top overdue ones.

3) Create a support ticket for billing issue on client name Acme

4) Find customer Acme and add a note that we demoed today.

Give your team an in-admin AI assistant with live CRM context, connect Cursor or Claude Desktop over a secure remote MCP URL , expose a scoped REST API, and run event-driven AI / CRM / webhook automations — all within your PERFEX .

With Flex MCP, Your staff and external AI tools can work with your CRM data safely, intelligently, and at scale.

KEY FEATURES

Remote MCP for Cursor / Claude Desktop

• MCP runs on your Perfex site at /flexmcp/api/mcp (Streamable HTTP / JSON-RPC)
• One-click Copy MCP Config from API Keys (remote url + Bearer header)
• No Node.js on the laptop or the server for MCP
• No npm install / npm build for customers
• Works with hosted HTTPS installs — Cursor on a laptop talks directly to the CRM
• Dozens of MCP tools (list/get/create across CRM entities) with the same scopes as the REST API
• In-admin Setup Guide with Option A (Assistant) and Option B (Cursor / Claude)