Perfex Crm MCP Server
Perfex CRM MySQL database access for AI, featuring direct queries and 14 module sets.
Data last scanned today · Reviewed today
Overview
Perfex CRM MCP Server enables AI models to interact directly with your Perfex CRM MySQL database. By bypassing traditional REST APIs, it provides significantly faster data access for managing customers, leads, invoices, tasks, and financial reporting. The server organizes over 186 tools into 14 distinct functional modules, including support for project management, timesheets, and subscription tracking. It is built with TypeScript and includes a robust type system, aiming to provide a high-performance, modular interface for CRM data operations.
Our verdict
This server carries a high-risk score of 39/100, primarily due to it being a community-maintained project rather than an official vendor release, combined with a lack of independent editorial review. While it offers read-only configuration support and a small dependency footprint, users should exercise caution as the project has seen no new commits in over 190 days. It is suitable for developers comfortable auditing community-maintained code, but may not be appropriate for environments requiring long-term vendor support.
- Supports read-only database connections for enhanced safety
- Contains only 7 direct dependencies
- Provides 14 functional modules covering core CRM data
- Includes complete documentation and Jest testing framework
- Community-maintained project lacking official vendor oversight
- Stale codebase with no commits in over 190 days
- No OAuth authentication support detected
Setup
{
"mcpServers": {
"mcp-perfex-crm": {
"args": [
"-y",
"mcp-perfex-crm"
],
"command": "npx"
}
}
}Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows), then restart Claude Desktop. Some servers require API keys or tokens as environment variables — check the project's README and add an "env" object if needed.
- No built-in authentication — anyone with access to this config can invoke every tool it exposes.
Tools
| Tool | Description | Risk |
|---|---|---|
| get_customers | List customers with advanced filtering and pagination. | low |
| create_customer | Create a new customer with validation. | medium |
| get_invoices | List invoices with comprehensive filtering options. | low |
| create_invoice | Create a new invoice with items and calculations. | medium |
| add_invoice_payment | Record a payment for an invoice. | medium |
| get_leads | List leads with filtering and sorting options. | low |
| create_lead | Create a new lead with validation. | medium |
| convert_lead_to_client | Convert a qualified lead to a customer. | medium |
| create_project | Create a new project. | medium |
| get_projects | List projects with status and client filters. | low |
Compatibility
| Client | Local | Docker | Remote | Read-only |
|---|---|---|---|---|
| Claude Desktop | ||||
| Cursor | ||||
| VS Code | ||||
| Windsurf | ||||
| ChatGPT |
Frequently asked questions
›How does this MCP server connect to Perfex CRM?
This server provides access through direct MySQL database connections rather than using the traditional REST API.
›What database permissions are required?
The server is designed to use read-only database connections by default for security purposes.
›Can I use this server with N8N for workflow automation?
Yes, it is fully compatible with N8N and can be installed via npm or used directly within an N8N Docker environment.
›What security measures are implemented for database queries?
The server enforces security through the use of prepared statements, input validation on all tools, and audit logs for sensitive operations.
›How do I configure the server for Claude Desktop?
You must add the server to your Claude Desktop configuration file with your specific MySQL host, port, user, password, and database details under the mcpServers key.
Badge
Maintain this server? Add the live badge to your README.