Perfex MCP - AI Integration Bridge for PERFEX CRM

Note: Perfex MCP 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 MCP  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) Example MCP config customers paste into Cursor: In-Admin AI Assistant Full assistant page + floating chat widget across the admin area Live CRM context (counts, open tickets, overdue invoices, recent leads, and more) Tool-aware chat for list queries with clickable admin links (tickets, tasks, customers, invoices, leads) Conversation history with persistent threads (page + widget share the active conversation) Quick prompts for daily briefing, leads, tasks, tickets, customers, projects, estimates Markdown / URL rendering for CRM record links Supports OpenAI and Anthropic Secure REST API Bridge API keys with staff context (actions run under linked staff permissions) Fine-grained scopes (read/write per resource) Per-key rate limits and optional IP allowlist Audit log for API calls, assistant chats, and automation runs Configurable audit retention Built-in API Reference UI + openapi.json Health endpoint that also exposes your remote MCP URL CRM Resources Covered by API / MCP Leads, Customers, Tasks, Invoices, Tickets Notes, Reminders Estimates, Credit Notes, Subscriptions, Proposals Projects, Contracts, Expenses, Payments Global CRM search  

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• Instant access to all plugins and all themes including all future releases
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• Regular Updates as of when available. Usually, updates are released daily.
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(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.