n8n-nodes-webo-perfex-crm-mcp

n8n community node for Perfex CRM REST APIs. Call any documented route via Custom Request, or use the Clients shortcut for Themesic-style GET /api/clients. Usable as an AI Agent tool (usableAsTool).

Author: dinhwp · Brought to you by Webo — tư vấn và triển khai tự động hóa, tích hợp CRM & n8n cho doanh nghiệp.

Webo

Webo hỗ trợ doanh nghiệp xây workflow với n8n, kết nối Perfex CRM và hệ sinh thái API, giảm thao tác thủ công và tăng tốc vận hành. Ghé webo.vn để trao đổi dự án tích hợp, đào tạo hoặc triển khai self-hosted n8n.

Prerequisites

• A running Perfex CRM instance with a REST API enabled (for example the Themesic REST API module or another module that exposes HTTP APIs).
• n8n with Community nodes allowed (self-hosted), or install the package in your n8n environment.

Installation

From the n8n UI: Settings → Community nodes → Install n8n-nodes-webo-perfex-crm-mcp.

From the shell (in the directory where n8n is installed, or your custom nodes setup):

npm install n8n-nodes-webo-perfex-crm-mcp

Restart n8n if required, then search the node palette for Perfex, Webo, MCP, or Webo MCP (palette entry: Webo MCP · Perfex CRM).

With AI Agent tool support enabled, n8n may list three related items (normal node, AI Agent variant, and Tool) — pick the one that matches where you add it (canvas vs AI Agent tools).

Credentials

Create Webo MCP · Perfex CRM API credentials:

| Field | Description | |--------|-------------| | API URL | Base URL only, e.g. https://crm.example.com (no trailing slash). | | Authentication | Bearer Token (common for Themesic) or X-API-KEY (used by some API modules). | | API Key / Token | Your API key or bearer token from the CRM. |

Use Test in the credential dialog to verify connectivity (sends GET /api/clients — Themesic-style). If your module uses different paths, test may fail even with valid credentials; confirm with Custom Request on the node.

Using the node

Custom Request (default)

Covers all endpoints from your API guide:

• HTTP Method — GET, POST, PUT, PATCH, DELETE
• Path — e.g. /api/clients, /api/v1/customers, /api/v1/tickets/123/status
• Query Parameters — JSON text; on the canvas node only (hidden from AI Agent tool — tools use no query string; use a full node if you need ? params).
• Send Body + Body — JSON text; default placeholder is stripped when you intend an empty body (AI tools). For real POST/PUT/PATCH payloads, the field names must match your API module’s documentation for that path—do not guess. If the AI Agent lacks a spec, add a short note in the Agent system prompt with example JSON per route, or ask the user for required fields before calling the tool.

Path style depends on your module (Themesic often uses /api/...; other modules may use /api/v1/...). Follow your own CRM’s API documentation.

When the node is used as an AI Agent tool, the model must supply HTTP Method and path for each Custom Request call, and build Body only from documented keys (or ask the user).

Clients

Shortcut: Get All → GET /api/clients (Themesic-style).

API references (examples)

• Themesic demo API guide
• PerfexCRM API & Webhooks reference (paths and headers may differ from Themesic)

AI / Agent: how to feed API docs into the model (prompt, RAG, HTTP, etc.) — see docs/PERFEX_API_DOC_FOR_AI.md.

Limitations

• Responses are handled as JSON. Endpoints that return raw files (e.g. PDF) are better handled with n8n’s HTTP Request node or a dedicated option in a future release.

Development

npm install
npm run build

prepublishOnly runs the build before npm publish.

License

MIT

Tiếng Việt: Node n8n gọi REST API Perfex CRM (gói npm n8n-nodes-webo-perfex-crm-mcp). Tác giả: dinhwp · Webo — webo.vn. Dùng Custom Request cho mọi endpoint; Bearer hoặc X-API-KEY tùy module. Gói npm cũ n8n-nodes-webo-perfex-crm đã đổi tên — chỉ dùng bản -mcp. Cần tích hợp CRM, n8n, AI workflow: liên hệ qua webo.vn.