{"id":5815,"external_id":"plugin_asdk_app_6ac7c12fe9b48191831d3c24d4a9b2b6","name":"rest-api-for-perfex-crm","display_name":"Perfex CRM","developer":"Themesic Interactive","category":"Business & Operations","listing_language":"en","listing_language_details":{"method":"cld-0.13.0/listing-v1","reliable":true,"detected_at":"2026-10-10T12:02:42Z","input_sha256":"4bb1962d9769dec0584db0902a386450d60069549b0e34bd05e0b43c38a29b46","source_fields":["release.description","release.interface.short_description","release.interface.long_description"]},"version":"1.0.0","skill_count":0,"first_seen_at":"2026-10-10T12:00:12.642Z","last_seen_at":"2026-10-10T12:00:12.642Z","last_changed_at":"2026-10-10T12:00:12.642Z","install_count":null,"search_matches":[],"research_summary":null,"research_reviewed_at":null,"metadata":{"canonical_app_id":"asdk_app_6ac7c12fe9b48191831d3c24d4a9b2b6","connector_id":"asdk_app_6ac7c12fe9b48191831d3c24d4a9b2b6","created_at":"2026-10-09T06:00:10.124754Z","discoverability":"UNLISTED","id":"plugin_asdk_app_6ac7c12fe9b48191831d3c24d4a9b2b6","is_template":false,"name":"rest-api-for-perfex-crm","release":{"app_ids":["asdk_app_6ac7c12fe9b48191831d3c24d4a9b2b6"],"app_manifest":{"apps":{"perfex":{"id":"asdk_app_6ac7c12fe9b48191831d3c24d4a9b2b6","required":true}}},"app_templates":[],"description":"Search, read, create and update customers, leads, invoices, projects, tasks, tickets and more in your own self-hosted Perfex CRM.","display_name":"Perfex CRM","id":"pluginrel_dc40b799e1008191a516bfe034306e1c","interface":{"brand_color":"#B72974","capabilities":["Search CRM records","Read CRM records","Create and update CRM records"],"category":"Business & Operations","composer_icon_dark_url":null,"composer_icon_url":"https://files.openai.com/content?id=file_0000000003bc8243a27473ae1035d360","default_prompt":"Find the customer Mega Plumbers and show their paid invoices.","default_prompts":["Find the customer Mega Plumbers and show their paid invoices.","Show invoice INV-000001 with its line items.","Summarise the latest support ticket with High Priority."],"developer_name":"Themesic Interactive","logo_url":"https://files.openai.com/content?id=file_0000000024e08243b949b042ed31a824","logo_url_dark":null,"long_description":"Perfex CRM connects ChatGPT to your own self-hosted Perfex CRM, so you can look up and update your business records in conversation.\n\nWhat you can do:\n- Search and read customers, contacts, leads, invoices, estimates, proposals, credit notes, payments, projects, tasks, milestones, tickets, contracts, expenses, items and staff.\n- Read an invoice or estimate with its line items, or a support ticket with its replies, and get a summary.\n- Create and update records, for example add a lead, draft an estimate, record a payment or add a checklist item to a task.\n\nSign-in: when you connect, you enter the web address of your Perfex CRM and an API token created in Setup > API > API Management. ChatGPT gets exactly the permissions of that token, so you decide what it can see and change. Tools that delete records, overwrite fields or may email your customers are marked so that ChatGPT asks for your confirmation first.\n\nYour data: the connector passes requests between ChatGPT and your CRM and does not store your CRM data. Your CRM address and token are kept encrypted only to keep you connected; disconnecting revokes access, and deleting the token in Perfex CRM stops it immediately.\n\nRequirements: a self-hosted Perfex CRM reachable over https, with the REST API for Perfex CRM module by Themesic Interactive installed, licensed for that CRM's domain, and its MCP server enabled in Setup > API > Settings. Without the module the plugin cannot access your CRM.\n\nLimitations: the plugin works only with the one CRM you connect, within the permissions of your token. It does not process card payments and cannot reach CRMs on private networks.\n\nPerfex CRM is a trademark of its owner. This plugin is published by Themesic Interactive and is not affiliated with the makers of Perfex CRM.","plugin_category_id":"business & operations","privacy_policy_url":"https://perfex-mcp.themesic.com/privacy","screenshot_urls":[],"short_description":"Work with your Perfex CRM data","terms_of_service_url":"https://perfex-mcp.themesic.com/terms","website_url":"https://perfex-mcp.themesic.com/requirements"},"keywords":["perfex","perfex-crm","crm","customers","leads","invoices","projects","tasks","tickets"],"onboarding_skill_name":null,"requires_local_executor":false,"skills":[],"version":"1.0.0"},"scope":"GLOBAL","status":"ENABLED"},"research":null,"package_metadata":{"name":"rest-api-for-perfex-crm","author":{"url":"https://themesic.com","name":"Themesic Interactive"},"license":"MIT","sources":[{"path":"plugin.json","sha256":"00c321a6a8b2ac48a7260b1796d737f6424cc435ba2a22c07bd52b9ef7e5498a"}],"version":"1.0.0","commerce":false,"homepage":"https://perfex-mcp.themesic.com/requirements","keywords":["perfex","perfex-crm","crm","customers","leads","invoices","projects","tasks","tickets"],"repository":"https://github.com/themesic/perfex-rest-api-examples","artifact_id":48906,"observed_at":"2026-10-10T12:05:14Z","support_url":"https://perfex-mcp.themesic.com/support","capabilities":["Search CRM records","Read CRM records","Create and update CRM records"],"field_sources":{"name":0,"author":0,"license":0,"version":0,"commerce":0,"homepage":0,"keywords":0,"repository":0,"support_url":0,"capabilities":0,"release_notes":0,"review_case_counts":0,"commerce_description":0},"release_notes":"1.0.0: First release for ChatGPT. Connects ChatGPT to your own self-hosted Perfex CRM through the MCP server of the REST API for Perfex CRM module: permission-filtered tools to search, read, create and update customers, contacts, leads, invoices, estimates, proposals, credit notes, payments, projects, tasks, tickets, contracts, expenses and more. OAuth sign-in with the CRM address and an API token; tools that delete, overwrite or may email customers are annotated so ChatGPT asks for confirmation.","extraction_version":1,"review_case_counts":{"negative":3,"positive":5},"conflicts_or_errors":[],"commerce_description":"This plugin does not sell products or process payments."}}