App

Perfex CRM integrations

Connect Perfex CRM to any other app, or use it from your AI client over MCP. Perfex CRM Official Connector for seamless integrations and automations.

Connects with an API keythemesic.com
10 triggers2 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Perfex CRM?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

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What your agent can do with Perfex CRM

Triggers and actions 10 triggers · 2 actions

  • Trigger
    New Contract

    Triggers when a new contract is added in Perfex CRM.

  • Trigger
    New Customer

    Triggers when a new customer is added in Perfex CRM.

  • Trigger
    New Estimate

    Triggers when a new estimate is added in Perfex CRM.

  • Trigger
    New Invoice

    Triggers when a new invoice is added in Perfex CRM.

  • Trigger
    New Lead

    Triggers when a new lead is added in Perfex CRM.

  • Trigger
    New Payment

    Triggers when a new payment is added in Perfex CRM.

  • Trigger
    New Project

    Triggers when a new project is added in Perfex CRM.

  • Trigger
    New Proposal

    Triggers when a new proposal is added in Perfex CRM.

  • Trigger
    New Task

    Triggers when a new task is added in Perfex CRM.

  • Trigger
    New Ticket

    Triggers when a new support ticket is added in Perfex CRM.

  • Action
    Create Customer

    Creates a customer (company) in Perfex CRM.

  • Action
    Find Customer

    Finds the first Perfex CRM customer matching a search text.

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Questions

Perfex CRM, answered

Is there a Perfex CRM MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Perfex CRM. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Perfex CRM actions on demand, or have APIANT build, test and run automations that use Perfex CRM. Nothing to install.

What can start an automation from Perfex CRM?

Any of Perfex CRM's 10 triggers in the catalog, including New Contract, New Customer, New Estimate and New Invoice. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Perfex CRM?

Any of Perfex CRM's 2 actions, including Create Customer and Find Customer. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Perfex CRM directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Perfex CRM two ways. Ask it to do something in Perfex CRM once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Perfex CRM API?

No. APIANT connects to the Perfex CRM API for you, with your Perfex CRM API key. Describe what you want in plain language and your agent builds it on the Perfex CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Perfex CRM API documentation and adds it.

Which apps can Perfex CRM connect to?

Any app in the catalog; the list on this page pairs Perfex CRM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.