Perfex CRM MCP
CRM (Customer Relationship Management)
Use Perfex CRM MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Create Timesheet
Creates a TimeSheet in the system
Create Contract
Creates a Contract in the system.
Create Customer
Creates a Customer in the system.
Create Invoice
Creates an Invoice in the system.
Create Lead
Creates a Lead in the system.
Create Project
Creates a Project in the system
Create Proposal
Creates a Proposal in system.
Create Task
Creates a Task in system.
Use Perfex CRM MCP with any AI assistant
Zapier Perfex CRM MCP lets you connect Perfex CRM's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Perfex CRM. Select and scope actions to align with your Perfex CRM workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
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- Connect once, access 30,000+ Zapier actions
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- Works across your favorite dev tools
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