FFlexbyteModules

Perfex MCP - AI Integration Bridge for Perfex CRM

$39

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 this module installed in your Perfex, your staff and external AI tools can work with your CRM data safely, intelligently, and at scale.

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Perfex MCP - AI Integration Bridge for Perfex CRM

Why choose Perfex MCP - AI Integration Bridge for Perfex CRM

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)
Remote MCP for Cursor / Claude Desktop

In-Admin AI Assistant

  • 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
In-Admin AI Assistant

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
Secure REST API Bridge

AI Automations

  • 25+ event triggers across leads, customers, tasks, tickets, invoices, payments, estimates, proposals, projects, contracts, expenses, credit notes, and notes
  • Three action types: AI — prompt the model, then apply results (notes, tags, priority, tasks, status), CRM — deterministic actions (create task, add note, set tags, update fields, reminders), Webhook — POST events to Zapier, n8n, Slack, or your own endpoint
  • Optional JSON conditions (e.g. only when lead status changes to a specific status)
  • Built-in templates (auto-tag leads, ticket triage, welcome notes, extract tasks from notes, payment webhook, and more)
  • Test Mode preview via module modal
AI Automations

Admin Experience

  • Dashboard widget + module dashboard stats
  • Staff permissions: view / create / edit / delete
  • Settings for AI provider, system prompt, rate limits, webhooks, retention, budgets
  • Translations: English, French, Spanish, Portuguese, Portuguese (Brazil), Bulgarian
Admin Experience

Perfex MCP - AI Integration Bridge for Perfex CRM pricing

Switch between Annual and Lifetime, then checkout securely via Freemius.

Single Site

Perfect for freelancers and single business websites.

$39/ year

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  • Lifetime Module Usage
  • 1 year of updates
  • 1 year of support
  • Use on 1 website
Best Value

Multi Site

Ideal for growing businesses and multiple websites.

$129/ year

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  • Lifetime Module Usage
  • 1 year of updates
  • 1 year of support
  • Use on 5 websites

Unlimited

Best for agencies and unlimited client deployments.

$499/ year

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  • Lifetime Module Usage
  • 1 year of updates
  • 1 year of support
  • Unlimited website usage

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    Lifetime
    Lifetime usage

  • Module updates

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    1 year
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    Lifetime

  • Technical support

    Annual
    1 year
    Lifetime
    Lifetime

  • Lifetime module usage: Keep using the module even after your annual license expires.

  • Cancel anytime: Annual plans renew automatically, and you can cancel anytime.

  • Risk-free purchase: Secure checkout by Freemius with a 14-day money-back guarantee.

Frequently asked questions

Quick answers about licensing, installs, and support.

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