Connect Claude, ChatGPT, Cursor and VS Code to Perfex CRM

AI Connection for Perfex CRM: one MCP connector for Claude, ChatGPT, Cursor, VS Code and every other AI assistant.

One connector URL works in every assistant:

https://perfex-mcp.themesic.com/mcp

When you connect, a Themesic sign-in page asks for your CRM address and an API token. Your assistant then works with your customers, leads, invoices, estimates, projects, tasks, tickets and more, limited to that token's permissions.

Before you start (once, about 3 minutes)

  1. In Perfex, open Setup > API > Settings and turn on Enable MCP Server (AI agents). Save.
  2. Open Setup > API > API Management and create a token for the assistant. Give it only the permissions the assistant should have. A read-only token is the safest start.
  3. Keep the token at hand. You paste it once, on the Themesic sign-in page.

Claude (claude.ai, Claude Desktop, Claude mobile)

  1. Open Settings > Connectors.
  2. Choose Add custom connector.
  3. Name: Perfex CRM. URL: https://perfex-mcp.themesic.com/mcp. Choose Add.
  4. Choose Connect. Enter your CRM address (for example https://crm.yourcompany.com) and the token.
  5. In a chat, open the tools menu and make sure Perfex CRM is on. Try: "Show me my 5 newest customers."

The connector syncs to Claude Desktop and the mobile apps on the same account. On Team and Enterprise plans an Owner may need to allow custom connectors first.

Claude Code

claude mcp add --transport http perfex-crm https://perfex-mcp.themesic.com/mcp

Then run /mcp inside Claude Code, select perfex-crm and sign in.

ChatGPT

  1. Open Settings > Apps & Connectors > Advanced settings and turn on Developer mode. Your plan and workspace must allow custom connectors; on Business and Enterprise an admin may have to enable them.
  2. Back in Apps & Connectors, choose Create.
  3. Name: Perfex CRM. MCP server URL: https://perfex-mcp.themesic.com/mcp. Authentication: OAuth. Leave client ID and secret empty.
  4. Save. ChatGPT opens the Themesic sign-in page. Enter your CRM address and token.
  5. In a new chat, pick Perfex CRM from the tools menu.

ChatGPT asks you to confirm write actions before it runs them.

Cursor

Add to ~/.cursor/mcp.json (all projects) or .cursor/mcp.json (one project):

{
  "mcpServers": {
    "perfex-crm": { "url": "https://perfex-mcp.themesic.com/mcp" }
  }
}

Open Cursor Settings > MCP and choose Login next to perfex-crm.

VS Code (GitHub Copilot agent mode)

Add to .vscode/mcp.json:

{
  "servers": {
    "perfex-crm": { "type": "http", "url": "https://perfex-mcp.themesic.com/mcp" }
  }
}

Start the server from the file's Start link and sign in when VS Code asks.

Any other MCP client

Use the URL above with the Streamable HTTP transport and OAuth. Dynamic client registration and client ID metadata documents are supported, so no client ID or secret is needed.

Troubleshooting

Message on the sign-in pageWhat to do
The REST API module is not installedInstall and activate the REST API for Perfex CRM module on your CRM.
A license for this domain is requiredActivate your purchase code in the module on this CRM's exact domain.
The MCP server is disabledTurn on Enable MCP Server in Setup > API > Settings.
Your CRM did not accept this API tokenCopy an active token from Setup > API > API Management.
The assistant cannot see a toolThe token lacks that permission. Edit the token's permissions and reconnect.

Privacy

The connector stores only your sign-in grant, with your CRM address and token encrypted. It does not store or log CRM data. Full policy: perfex-mcp.themesic.com/privacy. For a direct connection without the hosted connector (header-based clients), see the MCP server reference.