--- title: "Perfex CRM integrations and MCP server - APIANT.ai" description: "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." canonical: "https://apiant.ai/connections/perfex-crm" --- # 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 key [themesic.com](https://themesic.com/) **10** triggers **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Perfex CRM? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Perfex CRM with the apps people pair it with most - [ **HubSpot to Perfex CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-perfex-crm) - [ **Perfex CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/perfex-crm-to-salesforce) - [ **Perfex CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/perfex-crm-to-slack) - [ **Google Sheets to Perfex CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-perfex-crm) - [ **Gmail to Perfex CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-perfex-crm) - [ **Google Calendar to Perfex CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-perfex-crm) - [ **Google Drive to Perfex CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-perfex-crm) - [ **Mailchimp to Perfex CRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-perfex-crm) Pair it ## Connect Perfex CRM with another app - [ **HubSpot to Perfex CRM**](https://apiant.ai/connect/hubspot-to-perfex-crm) - [ **Perfex CRM to Salesforce**](https://apiant.ai/connect/perfex-crm-to-salesforce) - [ **Perfex CRM to Slack**](https://apiant.ai/connect/perfex-crm-to-slack) - [ **Google Sheets to Perfex CRM**](https://apiant.ai/connect/google-sheets-to-perfex-crm) - [ **Gmail to Perfex CRM**](https://apiant.ai/connect/gmail-to-perfex-crm) - [ **Google Calendar to Perfex CRM**](https://apiant.ai/connect/google-calendar-to-perfex-crm) - [ **Google Drive to Perfex CRM**](https://apiant.ai/connect/google-drive-to-perfex-crm) - [ **Mailchimp to Perfex CRM**](https://apiant.ai/connect/mailchimp-to-perfex-crm) - [ **Perfex CRM to Stripe**](https://apiant.ai/connect/perfex-crm-to-stripe) - [ **Perfex CRM to Shopify**](https://apiant.ai/connect/perfex-crm-to-shopify) - [ **Perfex CRM to QuickBooks Online**](https://apiant.ai/connect/perfex-crm-to-quickbooks-online) - [ **Perfex CRM to Pipedrive**](https://apiant.ai/connect/perfex-crm-to-pipedrive) - [ **ActiveCampaign to Perfex CRM**](https://apiant.ai/connect/activecampaign-to-perfex-crm) - [ **Notion to Perfex CRM**](https://apiant.ai/connect/notion-to-perfex-crm) - [ **Airtable to Perfex CRM**](https://apiant.ai/connect/airtable-to-perfex-crm) - [ **Perfex CRM to Trello**](https://apiant.ai/connect/perfex-crm-to-trello) - [ **Asana to Perfex CRM**](https://apiant.ai/connect/asana-to-perfex-crm) - [ **JIRA to Perfex CRM**](https://apiant.ai/connect/jira-to-perfex-crm) - [ **ClickUp to Perfex CRM**](https://apiant.ai/connect/clickup-to-perfex-crm) - [ **Perfex CRM to Zoom**](https://apiant.ai/connect/perfex-crm-to-zoom) - [ **Discord to Perfex CRM**](https://apiant.ai/connect/discord-to-perfex-crm) - [ **Perfex CRM to Twilio**](https://apiant.ai/connect/perfex-crm-to-twilio) - [ **Perfex CRM to SendGrid**](https://apiant.ai/connect/perfex-crm-to-sendgrid) - [ **Outlook to Perfex CRM**](https://apiant.ai/connect/outlook-to-perfex-crm) - [ **Intercom to Perfex CRM**](https://apiant.ai/connect/intercom-to-perfex-crm) - [ **Freshdesk to Perfex CRM**](https://apiant.ai/connect/freshdesk-to-perfex-crm) - [ **Klaviyo to Perfex CRM**](https://apiant.ai/connect/klaviyo-to-perfex-crm) - [ **Brevo to Perfex CRM**](https://apiant.ai/connect/brevo-to-perfex-crm) - [ **Perfex CRM to Typeform**](https://apiant.ai/connect/perfex-crm-to-typeform) - [ **JotForm to Perfex CRM**](https://apiant.ai/connect/jotform-to-perfex-crm) - [ **Calendly to Perfex CRM**](https://apiant.ai/connect/calendly-to-perfex-crm) - [ **PandaDoc to Perfex CRM**](https://apiant.ai/connect/pandadoc-to-perfex-crm) - [ **Perfex CRM to Webflow**](https://apiant.ai/connect/perfex-crm-to-webflow) - [ **Perfex CRM to Wix**](https://apiant.ai/connect/perfex-crm-to-wix) - [ **Perfex CRM to LinkedIn**](https://apiant.ai/connect/perfex-crm-to-linkedin) - [ **Perfex CRM to Facebook**](https://apiant.ai/connect/perfex-crm-to-facebook) - [ **Instagram to Perfex CRM**](https://apiant.ai/connect/instagram-to-perfex-crm) - [ **OpenAI to Perfex CRM**](https://apiant.ai/connect/openai-to-perfex-crm) - [ **Perfex CRM to Anthropic**](https://apiant.ai/connect/perfex-crm-to-anthropic) - [ **OneDrive to Perfex CRM**](https://apiant.ai/connect/onedrive-to-perfex-crm) - [ **Google Docs to Perfex CRM**](https://apiant.ai/connect/google-docs-to-perfex-crm) - [ **Ontraport to Perfex CRM**](https://apiant.ai/connect/ontraport-to-perfex-crm) - [ **Freshworks CRM to Perfex CRM**](https://apiant.ai/connect/freshworks-crm-to-perfex-crm) - [ **GoHighLevel to Perfex CRM**](https://apiant.ai/connect/gohighlevel-to-perfex-crm) - [ **Capsule CRM to Perfex CRM**](https://apiant.ai/connect/capsule-crm-to-perfex-crm) - [ **Copper to Perfex CRM**](https://apiant.ai/connect/copper-to-perfex-crm) - [ **Perfex CRM to Streak**](https://apiant.ai/connect/perfex-crm-to-streak) - [ **NetHunt CRM to Perfex CRM**](https://apiant.ai/connect/nethunt-crm-to-perfex-crm) - [ **MINDBODY to Perfex CRM**](https://apiant.ai/connect/mindbody-to-perfex-crm) - [ **Perfex CRM to Supabase**](https://apiant.ai/connect/perfex-crm-to-supabase) - [ **Perfex CRM to PostgreSQL**](https://apiant.ai/connect/perfex-crm-to-postgresql) - [ **MySQL to Perfex CRM**](https://apiant.ai/connect/mysql-to-perfex-crm) - [ **Perfex CRM to Vercel**](https://apiant.ai/connect/perfex-crm-to-vercel) - [ **Perfex CRM to ElevenLabs**](https://apiant.ai/connect/perfex-crm-to-elevenlabs) - [ **PagerDuty to Perfex CRM**](https://apiant.ai/connect/pagerduty-to-perfex-crm) - [ **Perfex CRM to Pushover**](https://apiant.ai/connect/perfex-crm-to-pushover) - [ **Gravity Forms to Perfex CRM**](https://apiant.ai/connect/gravity-forms-to-perfex-crm) - [ **HubSpot Enterprise to Perfex CRM**](https://apiant.ai/connect/hubspot-enterprise-to-perfex-crm) - [ **Google Forms to Perfex CRM**](https://apiant.ai/connect/google-forms-to-perfex-crm) - [ **Facebook Lead Ads to Perfex CRM**](https://apiant.ai/connect/facebook-lead-ads-to-perfex-crm) 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. Reviews ## What our customers say 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.