A connector for Perfex CRM, a system for managing customers, leads, projects, tasks, tickets, and related records. It lets an assistant search, read, add, change, or delete records when the connected account permits it.

It is for finding CRM records, maintaining customer and sales data, managing projects and tasks, handling tickets, and producing summaries or reports.

It removes the need to switch between the CRM interface and another tool for routine record lookups and updates.

perfex-crm — Skill for Claude Code by themesic

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent

npx skills add themesic/perfex-rest-api-examples --skill perfex-crm

Clone the repo

git clone --depth 1 https://github.com/themesic/perfex-rest-api-examples

Made for: Claude Code.

Or install themesic-perfex-mcp, the plugin that ships this one along with the rest of its 2 skills, 1 MCP server.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/skills/themesic/perfex-rest-api-examples/perfex-crm/github.svg)](https://agentmods.dev/skills/themesic/perfex-rest-api-examples/perfex-crm)

Your own site

<a href="https://agentmods.dev/skills/themesic/perfex-rest-api-examples/perfex-crm"><img src="https://agentmods.dev/badge/skills/themesic/perfex-rest-api-examples/perfex-crm/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/skills/themesic/perfex-rest-api-examples/perfex-crm"><img src="https://agentmods.dev/badge/skills/themesic/perfex-rest-api-examples/perfex-crm.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 75 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 1,214 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00075	$0.01214
Opus 5.5	$0.00030	$0.00486
Sonnet 5.5	$0.00015	$0.00243
Haiku 4.5	$0.00007	$0.00121

Measured 7d ago against content hash 720af72477ed, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

perfex-crm scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

claude-plugin/skills/perfex-crm/SKILL.md · 56 lines

How it starts

The opening of the file, as written. The whole thing — 56 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Working with Perfex CRM

The Perfex CRM connector exposes the user's own CRM through the REST API for Perfex CRM module by Themesic Interactive. Every call runs against the user's CRM with the permissions of the API token they connected.

Tool naming

Resource tools follow the pattern {resource}_{action}, for example customers_list, customers_search, customers_get, leads_create, tasks_update, tickets_delete.

_list: limit (default 25, max 100), offset, optional created_after / created_before (ISO dates) and resource-specific filters (for example tasks_list accepts rel_type + rel_id, status, milestone)
_search: keyword q plus limit
_get: one record by id
_create: fields in a data object, using the REST API field names
_update: id plus a data object with only the fields to change
_delete: id

There are also read-only lookups such as list_currencies, list_taxes, list_payment_modes, list_countries, list_lead_statuses, list_lead_sources, list_departments and list_expense_categories, plus get_current_datetime and get_server_info.

Only the tools the token is allowed to use are offered. If the tool you need is missing, do not improvise with another tool: tell the user their API token lacks that permission and that an admin can grant it in Perfex under Setup > API > API Management.

Workflow

Orient once. At the start of a CRM task, call get_server_info to confirm the connection and see the module version and tool count. For anything date-relative ("this quarter", "last month", "overdue"), call get_current_datetime instead of guessing today's date.
Resolve names to ids. Users speak in names; tools take ids. Find the record first with {resource}_search (for example customers_search with the company name), then use its id. If several records match, show the candidates (name, id, one distinguishing field) and ask which one. Never guess an id.
Search before you create. Before customers_create, leads_create or contacts_create, search by name, email or VAT number to avoid duplicates. If a likely match exists, show it and ask whether to update it or create a new record.
Use lookups for reference values. Currency, tax, payment mode, country, lead status and lead source fields take ids. Get them from the matching list_* tool rather than inventing values.
Paginate deliberately. _list returns at most 100 rows per call. Page with offset only as far as the question needs, and say so when results were truncated. Prefer _search or date and relation filters over pulling whole tables.
Update minimally. Send only the fields that change in data. Read the record with _get first when you need its current values.

Read the full file on GitHub · 56 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

7d ago First seen · 56 lines · 75 tokens per session scan A 720af72477ed

Subscribe to this mod's changes

perfex-crm is a skill published in the GitHub repository themesic/perfex-rest-api-examples (5 stars, last pushed 3d ago), licensed MIT. It adds 75 tokens to every session and 1,214 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-10-09.

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