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Perfex CRM MCP
CRM
Perfex CRM MCP Server
Connect Perfex CRM actions with AI tools like ChatGPT, Claude, and Cursor using the viaSocket MCP Server.
AI Agent
What can I help you with?
You
I want to perform an action in Perfex CRM
AI AgentMCP Tool Calling...
Action in Progress...
Message your agent
Supported Actions
Add 9 actions as tools to your MCP client for seamless integration
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
Connect Perfex CRM to Any AI Assistant in 3 Easy Steps
viaSocket MCP Server lets you easily connect Perfex CRM actions with AI tools like ChatGPT, Claude, and Cursor, all with built-in authentication. No need to manage integrations or deal with a bulky setup.
Step 1
Get Your MCP Endpoint
Instantly get a unique, secure URL that connects your AI assistant to viaSocket’s network of integrations
Step 2
Choose Your Actions
Choose and configure the actions your AI assistant can perform in Perfex CRM
Step 3
Connect Your AI Assistant
Connect your AI Assistant easily with the MCP endpoint for instant, secure task execution
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Start getting work done with viaSocket MCP today
Break free from isolation-connect your AI to real-world data for smarter, more impactful results.
Free for Lifetime
viaSocket MCP is free to use for lifetime under a fair usage policy without rate limits
AI-to-App Integration Made Easy with viaSocket MCP
Skip the hassle of building or hosting your own APIs.We’ve already done the hard work
Set it up once and instantly tap into 1,000+ apps in simple and seamless fashion
Enjoy secure, scoped access right out of the box . Your data is in good hands
Compatible with all your go-to tools. Just plug and play
Know More About MCP
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Learn about MCP and its pivotal role in the future of AI integration. Uncover how this innovative approach can transform your operations and drive success.
Connect viaSocket MCP with Your AI Assistant
Learn to connect viaSocket MCP with your AI Assistant effortlessly. Enhance your workflow and experience the power of intelligent automation now.
MCP Servers:A Comprehensive Guide
Discover Model Context Protocol (MCP), a framework enabling AI models to integrate with external tools, services, real-time data, and more.
Frequently asked questions
- What is MCP?
- MCP (Model Context Protocol) is an open standard that lets AI models easily connect with external data and tools, serving as a universal bridge for AI integrations.
- What is viaSocket MCP?
- viaSocket MCP connects you to its vast ecosystem of integrations while handling authentication, API limits, and security for all your integrations.
- Can I use viaSocket MCP with any AI platform?
- Yes, MCP effortlessly connects with platforms such as Cursor, OpenAI, and custom-built clients, making integration and automation a breeze.
- How long does it take to set up integrations with viaSocket MCP?
- You can quickly set up your MCP endpoint and start executing AI actions in minutes.
- Is MCP secure?
- Yes, MCP endpoints come with built-in authentication, ensuring secure and reliable connections.
- Which applications can I integrate with viaSocket MCP?
- viaSocket MCP supports a wide range of applications, including CRM systems, marketing tools, project management software, databases, and much more.
About Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
About viaSocket MCP server
viaSocket MCP (Model Context Protocol) lets AI connect with thousands of apps through viaSocket's platform, enabling seamless communication, data exchange, and enhanced automation.