calendar_events_create
ChatGPTCreate a calendar event. Pass the record fields as the "data" object (same field names as the REST API).
Business & Operations
Overview
Perfex CRM connects ChatGPT to your own self-hosted Perfex CRM, so you can look up and update your business records in conversation. What you can do: - Search and read customers, contacts, leads, invoices, estimates, proposals, credit notes, payments, projects, tasks, milestones, tickets, contracts, expenses, items and staff. - Read an invoice or estimate with its line items, or a support ticket with its replies, and get a summary. - Create and update records, for example add a lead, draft an estimate, record a payment or add a checklist item to a task. Sign-in: when you connect, you enter the web address of your Perfex CRM and an API token created in Setup > API > API Management. ChatGPT gets exactly the permissions of that token, so you decide what it can see and change. Tools that delete records, overwrite fields or may email your customers are marked so that ChatGPT asks for your confirmation first. Your data: the connector passes requests between ChatGPT and your CRM and does not store your CRM data. Your CRM address and token are kept encrypted only to keep you connected; disconnecting revokes access, and deleting the token in Perfex CRM stops it immediately. Requirements: a self-hosted Perfex CRM reachable over https, with the REST API for Perfex CRM module by Themesic Interactive installed, licensed for that CRM's domain, and its MCP server enabled in Setup > API > Settings. Without the module the plugin cannot access your CRM. Limitations: the plugin works only with the one CRM you connect, within the permissions of your token. It does not process card payments and cannot reach CRMs on private networks. Perfex CRM is a trademark of its owner. This plugin is published by Themesic Interactive and is not affiliated with the makers of Perfex CRM.
Tools
calendar_events_delete
ChatGPTDelete a calendar event by id. Permanently deletes the record; this cannot be undone.
calendar_events_get
ChatGPTGet a single calendar event by id.
calendar_events_list
ChatGPTList calendar events. Supports limit/offset and optional date range.
calendar_events_search
ChatGPTSearch calendar events by keyword (matches title, description).
calendar_events_update
ChatGPTUpdate a calendar event by id. Pass the fields to change in the data object. Overwrites the fields you send.
contacts_create
ChatGPTCreate a contact. Pass the record fields as the "data" object (same field names as the REST API).
contacts_delete
ChatGPTDelete a contact by id. Permanently deletes the record; this cannot be undone.
contacts_get
ChatGPTGet a single contact by id.
contacts_list
ChatGPTList contacts. Supports limit/offset and optional date range.
contacts_search
ChatGPTSearch contacts by keyword (matches firstname, lastname, email).
contacts_update
ChatGPTUpdate a contact by id. Pass the fields to change in the data object. Overwrites the fields you send. Sends an email when data.send_set_password_email is set.
contracts_create
ChatGPTCreate a contract. Pass the record fields as the "data" object (same field names as the REST API).
contracts_delete
ChatGPTDelete a contract by id. Permanently deletes the record; this cannot be undone.
contracts_get
ChatGPTGet a single contract by id.
contracts_list
ChatGPTList contracts. Supports limit/offset and optional date range.
contracts_search
ChatGPTSearch contracts by keyword (matches subject, description).
credit_notes_create
ChatGPTCreate a credit note. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.save_and_send is set.
credit_notes_delete
ChatGPTDelete a credit note by id. Permanently deletes the record; this cannot be undone.
credit_notes_get
ChatGPTGet a single credit note by id. Includes the line items (positions) in an "items" array: description, long_description, qty, rate, unit and item_order.
credit_notes_list
ChatGPTList credit notes. Supports limit/offset and optional date range.
credit_notes_search
ChatGPTSearch credit notes by keyword (matches clientnote, adminnote).
credit_notes_update
ChatGPTUpdate a credit note by id. Pass the fields to change in the data object; fields you omit are left unchanged. Overwrites the fields you send. To edit an existing line item include its itemid in the items array; items without an itemid are added, and any itemids listed in a removed_items array are deleted. Sends an email when data.save_and_send is set.
customers_create
ChatGPTCreate a customer. Pass the record fields as the "data" object (same field names as the REST API).
customers_delete
ChatGPTDelete a customer by id. Permanently deletes the record; this cannot be undone.
customers_get
ChatGPTGet a single customer by id.
customers_list
ChatGPTList customers. Supports limit/offset and optional date range.
customers_search
ChatGPTSearch customers by keyword (matches company, vat, phonenumber).
customers_update
ChatGPTUpdate a customer by id. Pass the fields to change in the data object. Overwrites the fields you send.
estimates_create
ChatGPTCreate a estimate. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.save_and_send is set.
estimates_delete
ChatGPTDelete a estimate by id. Permanently deletes the record; this cannot be undone.
estimates_get
ChatGPTGet a single estimate by id. Includes the line items (positions) in an "items" array: description, long_description, qty, rate, unit and item_order.
estimates_list
ChatGPTList estimates. Supports limit/offset and optional date range.
estimates_search
ChatGPTSearch estimates by keyword (matches clientnote, adminnote).
estimates_update
ChatGPTUpdate a estimate by id. Pass the fields to change in the data object; fields you omit are left unchanged. Overwrites the fields you send. To edit an existing line item include its itemid in the items array; items without an itemid are added, and any itemids listed in a removed_items array are deleted. Sends an email when data.save_and_send is set.
expenses_create
ChatGPTCreate a expense. Pass the record fields as the "data" object (same field names as the REST API).
expenses_delete
ChatGPTDelete a expense by id. Permanently deletes the record; this cannot be undone.
expenses_get
ChatGPTGet a single expense by id.
expenses_list
ChatGPTList expenses. Supports limit/offset and optional date range.
expenses_search
ChatGPTSearch expenses by keyword (matches note, expense_name).
expenses_update
ChatGPTUpdate a expense by id. Pass the fields to change in the data object. Overwrites the fields you send.
get_current_datetime
ChatGPTGet the CRM server date/time plus useful periods (today, current month/quarter, previous quarter, year-to-date).
get_server_info
ChatGPTGet API module name/version and MCP capability summary.
invoices_create
ChatGPTCreate a invoice. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.save_and_send is set.
invoices_delete
ChatGPTDelete a invoice by id. Permanently deletes the record; this cannot be undone.
invoices_get
ChatGPTGet a single invoice by id. Includes the line items (positions) in an "items" array: description, long_description, qty, rate, unit and item_order.
invoices_list
ChatGPTList invoices. Supports limit/offset and optional date range.
invoices_search
ChatGPTSearch invoices by keyword (matches clientnote, adminnote).
invoices_update
ChatGPTUpdate a invoice by id. Pass the fields to change in the data object; fields you omit are left unchanged. Overwrites the fields you send. To edit an existing line item include its itemid in the items array; items without an itemid are added, and any itemids listed in a removed_items array are deleted. Sends an email when data.save_and_send is set.
items_get
ChatGPTGet a single item by id.
items_list
ChatGPTList items. Supports limit/offset and optional date range.
items_search
ChatGPTSearch items by keyword (matches description, long_description).
leads_create
ChatGPTCreate a lead. Pass the record fields as the "data" object (same field names as the REST API).
leads_delete
ChatGPTDelete a lead by id. Permanently deletes the record; this cannot be undone.
leads_get
ChatGPTGet a single lead by id.
leads_list
ChatGPTList leads. Supports limit/offset and optional date range.
leads_search
ChatGPTSearch leads by keyword (matches name, email, company).
leads_update
ChatGPTUpdate a lead by id. Pass the fields to change in the data object. Overwrites the fields you send.
list_countries
ChatGPTList all countries with their ids
list_currencies
ChatGPTList all currencies configured in the CRM
list_departments
ChatGPTList all support departments
list_expense_categories
ChatGPTList all expense categories
list_lead_sources
ChatGPTList all lead sources
list_lead_statuses
ChatGPTList all lead statuses
list_payment_modes
ChatGPTList all payment modes
list_taxes
ChatGPTList all tax rates configured in the CRM
milestones_create
ChatGPTCreate a milestone. Pass the record fields as the "data" object (same field names as the REST API).
milestones_delete
ChatGPTDelete a milestone by id. Permanently deletes the record; this cannot be undone.
milestones_get
ChatGPTGet a single milestone by id.
milestones_list
ChatGPTList milestones. Supports limit/offset and optional date range.
milestones_search
ChatGPTSearch milestones by keyword (matches name).
milestones_update
ChatGPTUpdate a milestone by id. Pass the fields to change in the data object. Overwrites the fields you send.
payments_get
ChatGPTGet a single payment by id.
payments_list
ChatGPTList payments. Supports limit/offset and optional date range.
payments_search
ChatGPTSearch payments by keyword (matches transactionid, note).
projects_create
ChatGPTCreate a project. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.send_created_email or data.project_marked_as_finished_email_to_contacts is set.
projects_delete
ChatGPTDelete a project by id. Permanently deletes the record; this cannot be undone.
projects_get
ChatGPTGet a single project by id.
projects_list
ChatGPTList projects. Supports limit/offset and optional date range.
projects_search
ChatGPTSearch projects by keyword (matches name).
projects_update
ChatGPTUpdate a project by id. Pass the fields to change in the data object; fields you omit are left unchanged. Overwrites the fields you send.
proposals_create
ChatGPTCreate a proposal. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.save_and_send is set.
proposals_delete
ChatGPTDelete a proposal by id. Permanently deletes the record; this cannot be undone.
proposals_get
ChatGPTGet a single proposal by id. Includes the line items (positions) in an "items" array: description, long_description, qty, rate, unit and item_order.
proposals_list
ChatGPTList proposals. Supports limit/offset and optional date range.
proposals_search
ChatGPTSearch proposals by keyword (matches subject).
proposals_update
ChatGPTUpdate a proposal by id. Pass the fields to change in the data object; fields you omit are left unchanged. Overwrites the fields you send. To edit an existing line item include its itemid in the items array; items without an itemid are added, and any itemids listed in a removed_items array are deleted. Sends an email when data.save_and_send is set.
staffs_create
ChatGPTCreate a staff member. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.send_welcome_email is set.
staffs_delete
ChatGPTDelete a staff member by id. Permanently deletes the record; this cannot be undone.
staffs_get
ChatGPTGet a single staff member by id.
staffs_list
ChatGPTList staff members. Supports limit/offset and optional date range.
staffs_search
ChatGPTSearch staff members by keyword (matches firstname, lastname, email).
staffs_update
ChatGPTUpdate a staff member by id. Pass the fields to change in the data object. Overwrites the fields you send.
subscriptions_create
ChatGPTCreate a subscription. Pass the record fields as the "data" object (same field names as the REST API).
subscriptions_delete
ChatGPTDelete a subscription by id. Permanently deletes the record; this cannot be undone.
subscriptions_get
ChatGPTGet a single subscription by id.
subscriptions_list
ChatGPTList subscriptions. Supports limit/offset and optional date range.
subscriptions_search
ChatGPTSearch subscriptions by keyword (matches name, description).
subscriptions_update
ChatGPTUpdate a subscription by id. Pass the fields to change in the data object. Overwrites the fields you send.
tasks_checklist_add
ChatGPTAdd a checklist item to a task.
tasks_checklist_delete
ChatGPTDelete a checklist item from a task. Permanently deletes the record; this cannot be undone.
tasks_checklist_list
ChatGPTList the checklist items of a task.
tasks_checklist_update
ChatGPTUpdate a checklist item (any of description, finished, assigned, order). Overwrites the fields you send.
tasks_create
ChatGPTCreate a task. Pass the record fields as the "data" object (same field names as the REST API).
tasks_delete
ChatGPTDelete a task by id. Permanently deletes the record; this cannot be undone.
tasks_get
ChatGPTGet a single task by id.
tasks_list
ChatGPTList tasks. Supports limit/offset and optional date range.
tasks_search
ChatGPTSearch tasks by keyword (matches name).
tasks_update
ChatGPTUpdate a task by id. Pass the fields to change in the data object; fields you omit are left unchanged. Overwrites the fields you send.
tickets_create
ChatGPTCreate a ticket. Pass the record fields as the "data" object (same field names as the REST API). Emails the customer contact and notifies the department staff by default.
tickets_delete
ChatGPTDelete a ticket by id. Permanently deletes the record; this cannot be undone.
tickets_get
ChatGPTGet a single ticket by id. Includes the full conversation in a "replies" array (id, admin, contactid, message, date), oldest first - the ticket record itself only carries the opening message.
tickets_list
ChatGPTList tickets. Supports limit/offset and optional date range.
tickets_search
ChatGPTSearch tickets by keyword (matches subject).
tickets_update
ChatGPTUpdate a ticket by id. Pass the fields to change in the data object. Overwrites the fields you send.
timesheets_create
ChatGPTCreate a timesheet. Pass the record fields as the "data" object (same field names as the REST API).
timesheets_delete
ChatGPTDelete a timesheet by id. Permanently deletes the record; this cannot be undone.
timesheets_get
ChatGPTGet a single timesheet by id.
timesheets_list
ChatGPTList timesheets. Supports limit/offset and optional date range.
timesheets_search
ChatGPTSearch timesheets by keyword (matches note).
timesheets_update
ChatGPTUpdate a timesheet by id. Pass the fields to change in the data object. Overwrites the fields you send.
Capabilities
Writes
Example Prompts
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