Perfex CRM
Themesic Interactive v1.0.0
Publisher description
From the marketplace listing
Perfex CRM connects ChatGPT to your own self-hosted Perfex CRM, so you can look up and update your business records in conversation. What you can do: - Search and read customers, contacts, leads, invoices, estimates, proposals, credit notes, payments, projects, tasks, milestones, tickets, contracts, expenses, items and staff. - Read an invoice or estimate with its line items, or a support ticket with its replies, and get a summary. - Create and update records, for example add a lead, draft an estimate, record a payment or add a checklist item to a task. Sign-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. Your 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. Requirements: 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. Limitations: 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. Perfex CRM is a trademark of its owner. This plugin is published by Themesic Interactive and is not affiliated with the makers of Perfex CRM.
Language: English · Automatically detected from descriptions.
Publisher keywords
Search terms declared by the publisher.
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Matches for “perfex”
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Plugin name
Perfex CRM
Package name
rest-api-for-perfex-crm
Publisher subtitle
Work with your Perfex CRM data
Publisher keywords · listing
perfex perfex-crm crm customers leads invoices projects tasks tickets
Publisher description
Search, read, create and update customers, leads, invoices, projects, tasks, tickets and more in your own self-hosted Perfex CRM.
Publisher full description
Perfex CRM connects ChatGPT to your own self-hosted Perfex CRM, so you can look up and update your business records in conversation. What you can do: - Search and read customers, contacts, leads, invoices, estimates, proposals, credit notes, payments, projects, tasks, milestones, tickets, contracts, expenses, items and staff. - Read an invoice or estimate with its line items, or a support ticket with its replies, and get a summary. - Create and update records, for example add a lead, draft an estimate, record a payment or add a checklist item to a task. Sign-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. Your 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. Requirements: 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. Limitations: 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. Perfex CRM is a trademark of its owner. This plugin is published by Themesic Interactive and is not affiliated with the makers of Perfex CRM.
Files & skills
File archives
Publisher 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.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package license
- MIT
- Package author
- Themesic Interactive
- Keywords
- See publisher keywords
- Commerce declaration
- Does not support commerceThis does not establish whether access is free or paid.
- Publisher review scenarios
- 5 positive · 3 negativeDeclared scenarios, not independently verified test results.
Declared capabilities
- Search CRM records
- Read CRM records
- Create and update CRM records
Package observed Oct 10, 2026.
Technical details
- First seen
- Oct 10, 2026 · 12:00 UTC
- Last seen
- Oct 10, 2026 · 12:00 UTC
- Collection status
- Collected
plugin_asdk_app_6ac7c12fe9b48191831d3c24d4a9b2b6
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