Perfex CRM

# Install the MCP server Perfex CRM (`com.themesic/perfex-crm`)

Its page: https://plug.directory/servers/com.themesic/perfex-crm

It runs on the publisher's servers; the client connects to its URL.

Ask the person for `YOUR_AUTHTOKEN` and put it in place of the placeholder; never invent a value.

Use the section for the person's client.

## Claude Desktop

This server needs a header that the connector form cannot set; use Claude Code, Cursor or VS Code for it.

## Claude Code

Run in a terminal:

```sh
claude mcp add --transport http perfex-crm 'https://{perfex_host}/api/mcp' --header 'authtoken: YOUR_AUTHTOKEN'
```

## Cursor, Devin Desktop, LM Studio, oterm, Bob Shell, ECA, Kiro, Kiro CLI

Merge into the place for the person's client:

- Cursor: ~/.cursor/mcp.json
- Devin Desktop: ~/.config/devin/mcp_config.json
- LM Studio: mcp.json (Program › Install › Edit mcp.json)
- oterm: config.json in oterm's data folder (~/Library/Application Support/oterm on macOS, ~/.local/share/oterm on Linux, %APPDATA%\oterm on Windows)
- Bob Shell: ~/.bob/settings/mcp.json (global) or .bob/mcp.json (project)
- ECA: ~/.config/eca/config.json (global) or .eca/config.json in the project
- Kiro: ~/.kiro/settings/mcp.json (user) or .kiro/settings/mcp.json (workspace)
- Kiro CLI: ~/.kiro/settings/mcp.json (user) or .kiro/settings/mcp.json (workspace)

```json
{
  "mcpServers": {
    "perfex-crm": {
      "url": "https://{perfex_host}/api/mcp",
      "headers": { "authtoken": "YOUR_AUTHTOKEN" }
    }
  }
}
```

## VS Code

Merge into .vscode/mcp.json:

```json
{
  "servers": {
    "perfex-crm": {
      "type": "http",
      "url": "https://{perfex_host}/api/mcp",
      "headers": { "authtoken": "YOUR_AUTHTOKEN" }
    }
  }
}
```

## Zed

Merge into ~/.config/zed/settings.json:

```json
{
  "context_servers": {
    "perfex-crm": {
      "url": "https://{perfex_host}/api/mcp",
      "headers": { "authtoken": "YOUR_AUTHTOKEN" }
    }
  }
}
```

## Cline

Merge into cline_mcp_settings.json (MCP Servers › Configure › Configure MCP Servers):

```json
{
  "mcpServers": {
    "perfex-crm": {
      "type": "streamableHttp",
      "url": "https://{perfex_host}/api/mcp",
      "headers": { "authtoken": "YOUR_AUTHTOKEN" }
    }
  }
}
```

## Continue

This server needs a header, and Continue's documentation shows no way to send one to a remote server; use another client for it.

## Goose

Merge into ~/.config/goose/config.yaml:

```yaml
extensions:
  "perfex-crm":
    type: streamable_http
    name: "perfex-crm"
    enabled: true
    uri: "https://{perfex_host}/api/mcp"
    headers: { "authtoken": "YOUR_AUTHTOKEN" }
    env_keys: []
    envs: {}
    timeout: 300
```

## Gemini CLI

Merge into ~/.gemini/settings.json:

```json
{
  "mcpServers": {
    "perfex-crm": {
      "httpUrl": "https://{perfex_host}/api/mcp",
      "headers": { "authtoken": "YOUR_AUTHTOKEN" }
    }
  }
}
```

## Codex

Add to ~/.codex/config.toml:

```toml
[mcp_servers.perfex-crm]
url = "https://{perfex_host}/api/mcp"
http_headers = { "authtoken" = "YOUR_AUTHTOKEN" }
```

## mcp-client-cli, TUUI, BoltAI

This server's endpoint speaks streamable HTTP, which this client's documentation does not list among its transports; use another client for it.

## Agenvoy

Merge into ~/.config/agenvoy/mcp.json:

```json
{
  "servers": {
    "perfex-crm": {
      "url": "https://{perfex_host}/api/mcp",
      "headers": { "authtoken": "YOUR_AUTHTOKEN" }
    }
  }
}
```

## Amp

Merge into ~/.config/amp/settings.json (user) or .amp/settings.json (workspace):

```json
{
  "amp.mcpServers": {
    "perfex-crm": {
      "url": "https://{perfex_host}/api/mcp",
      "headers": { "authtoken": "YOUR_AUTHTOKEN" }
    }
  }
}
```

## AnythingLLM

Merge into anythingllm_mcp_servers.json in the AnythingLLM storage plugins directory:

```json
{
  "mcpServers": {
    "perfex-crm": {
      "type": "streamable",
      "url": "https://{perfex_host}/api/mcp",
      "headers": { "authtoken": "YOUR_AUTHTOKEN" }
    }
  }
}
```

## Augment Code

This server needs a header, and Augment Code's documentation shows no way to send one to a remote server; use another client for it.

Then restart the client, or reload its MCP servers, and ask it to list the server's tools to confirm it started.