Openclaw Perfexcrm Skill

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name: perfexcrm-api description: > Manage PerfexCRM from any messaging app. Full CRUD for customers, invoices, leads, tickets, projects, contracts, and 13 more resources (170 API endpoints). Check overdue invoices, create leads, reply to tickets, track project progress — all through natural conversation on WhatsApp, Telegram, Slack, or Discord. version: 1.0.0 metadata: openclaw: emoji: "📊" primaryEnv: PERFEXCRM_API_KEY requires: bins: - curl env: - PERFEXCRM_API_URL - PERFEXCRM_API_KEY links: homepage: https://perfexapi.com repository: https://github.com/sattip/perfexcrm-api-webhooks-module documentation: https://perfexapi.com/docs author: OBS Technologies

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PerfexCRM API Skill

Manage your entire PerfexCRM installation through conversation. This skill connects to the PerfexCRM API & Webhooks module, giving you access to 170 API endpoints across 19 resources.

Get the API module: https://perfexapi.com

Environment Variables

Set these before using the skill:

export PERFEXCRM_API_URL="https://your-crm.com/api/v1"
export PERFEXCRM_API_KEY="your-api-key-here"

PERFEXCRM_API_URL: Your PerfexCRM installation URL with /api/v1 suffix

PERFEXCRM_API_KEY: API key created in PerfexCRM Admin > Setup > API & Webhooks > API Keys

Authentication

All requests use the X-API-KEY header. The key controls which resources and operations are available.

Available Resources (19)

| Resource | List | Get | Create | Update | Delete | Sub-resources | |----------|:----:|:---:|:------:|:------:|:------:|:---:| | Customers | ✅ | ✅ | ✅ | ✅ | ✅ | contacts, invoices, estimates, projects, contracts, tickets | | Invoices | ✅ | ✅ | ✅ | ✅ | ✅ | payments (paginated) | | Leads | ✅ | ✅ | ✅ | ✅ | ✅ | activity_log, proposals | | Tickets | ✅ | ✅ | ✅ | ✅ | ✅ | replies, assign, status | | Projects | ✅ | ✅ | ✅ | ✅ | ✅ | tasks, milestones, files, discussions (all paginated) | | Contracts | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Tasks | ✅ | ✅ | ✅ | ✅ | ✅ | comments, checklist, followers, timers | | Estimates | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Proposals | ✅ | ✅ | ✅ | ✅ | ✅ | comments | | Expenses | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Staff | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Credit Notes | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Subscriptions | ✅ | ✅ | — | — | — | — | | Payments | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Items | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Contacts | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Timesheets | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Notes | ✅ | ✅ | ✅ | ✅ | ✅ | — | | Utilities | ✅ | — | — | — | — | currencies, countries, taxes, payment_modes, groups |

Common Operations

Customers

List all customers:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers"

Search customers:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers?search=acme"

Create a customer:

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/customers" \
  -d '{"company":"Acme Corp","phonenumber":"+1234567890","city":"New York","state":"NY","country":"US"}'

Get a specific customer:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers/123"

Get customer's invoices:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers/123/invoices"

Invoices

List all invoices:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/invoices"

Filter overdue invoices:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/invoices?status=overdue"

Create an invoice:

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/invoices" \
  -d '{"clientid":123,"currency":1,"items":[{"description":"Web Development","qty":1,"rate":2500}]}'

Get invoice payments (paginated):

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/invoices/45/payments?page=1&per_page=25"

Leads

List leads:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/leads"

Create a lead:

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/leads" \
  -d '{"name":"John Smith","email":"john@example.com","phonenumber":"+1234567890","company":"TechCorp","source":1,"status":1}'

Tickets

List open tickets:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/tickets?status=open"

Reply to a ticket:

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/tickets/55/replies" \
  -d '{"message":"Thank you for reaching out. We are looking into this issue."}'

Assign a ticket:

curl -s -X PUT -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/tickets/55/assign" \
  -d '{"assigned":3}'

Projects

List projects:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/projects"

Get project tasks (paginated):

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/projects/10/tasks?page=1&per_page=25"

Get project milestones:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/projects/10/milestones"

Tasks

Create a task:

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/tasks" \
  -d '{"name":"Review proposal","rel_id":10,"rel_type":"project","startdate":"2026-03-15","duedate":"2026-03-20","priority":2,"assignees":[3]}'

Pagination

All list endpoints support pagination:

| Parameter | Default | Max | Description | |-----------|---------|-----|-------------| | page | 1 | — | Page number | | per_page | 25 | 100 | Results per page | | limit | 25 | 100 | Alias for per_page |

Response includes pagination metadata:

{
  "data": [...],
  "meta": {
    "total": 150,
    "per_page": 25,
    "current_page": 1,
    "last_page": 6,
    "from": 1,
    "to": 25
  }
}

Response Filtering

Select specific fields:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers?fields=id,company,phonenumber"

Include related data:

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/projects?include=members,tasks"

Sorting & Search

# Sort by date descending
curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/invoices?sort=date&order=desc"
Search across all fields
curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers?search=acme"

Webhook Events (100+)

The module fires 100+ webhook events for real-time notifications. Key events:

customer.created, customer.updated, customer.deleted

invoice.created, invoice.paid, invoice.overdue

lead.created, lead.converted, lead.status_changed

ticket.created, ticket.reply_added, ticket.status_changed

project.created, task.created, task.completed

payment.received, contract.signed, estimate.accepted

Error Handling

| Code | Meaning | |------|---------| | 200 | Success | | 201 | Created | | 400 | Bad request (missing or invalid parameters) | | 401 | Unauthorized (invalid or missing API key) | | 403 | Forbidden (insufficient permissions) | | 404 | Resource not found | | 429 | Rate limited | | 500 | Server error |

Recommended Agent Behavior

When the user asks about their CRM data:

1. Always paginate large result sets — use ?per_page=25 and iterate if needed 2. Use ?fields= to reduce response size — only fetch columns you need 3. Search first — use ?search= before listing all records 4. Summarize results — don't dump raw JSON, extract key information 5. Confirm destructive actions — ask before deleting records 6. Use natural language — translate user intent to the correct API call

Links

Buy PerfexAPI Module: https://perfexapi.com

API Documentation: https://perfexapi.com/docs

Full Changelog: https://perfexapi.com/changelog

MCP Integration: https://perfexapi.com/mcp (for AI coding tools)

n8n Workflows: https://perfexapi.com/templates/n8n