Schema | perfex-crm-mcp

perfex-crm-mcp

Describes the environment variables required to run the server.

Name	Required	Description	Default
`PERFEX_URL`	Yes	Base URL of the Perfex CRM, e.g., https://crm.example.com
`PERFEX_FORM_KEY`	No	Key of the web-to-lead form (last segment of forms/wtl/{key})
`PERFEX_QUOTE_KEY`	No	Key of the quote request form
`PERFEX_TIMEOUT_MS`	No	Timeout in milliseconds (default: 15000)	15000
`PERFEX_LEAD_SOURCE`	No	Default source for leads (default: MCP)	MCP
`PERFEX_TICKET_PRIORITY`	No	Default priority for tickets
`PERFEX_TICKET_DEPARTMENT`	No	Default department for tickets

Features and capabilities supported by this server

Capability	Details
`tools`	{ "listChanged": true }

Functions exposed to the LLM to take actions

Name	Description
create_leadA	Crea un lead (cliente potencial) en Perfex CRM vía el formulario web-to-lead. Requiere PERFEX_URL y PERFEX_FORM_KEY configurados. Devuelve success true/false.
create_ticketA	Crea un ticket de soporte en Perfex CRM vía el endpoint público /forms/ticket. Requiere PERFEX_URL. Requiere department (o PERFEX_TICKET_DEPARTMENT).
request_quoteA	Envía una solicitud de presupuesto (estimate request) vía el formulario público. Requiere PERFEX_URL y PERFEX_QUOTE_KEY.
perfex_healthA	Verifica que la URL de Perfex responde. Útil para diagnosticar si el CRM está accesible.

Interactive templates invoked by user choice

Name	Description
No prompts

Contextual data attached and managed by the client

Name	Description
No resources

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