Optimize Perfex CRM with AI: Custom Fields Skill

Optimize Perfex CRM with AI: Custom Fields Skill

This AI agent skill assists developers in managing and optimizing custom fields within Perfex CRM. It integrates seamlessly with tools like Claude Code, Cursor, and Codex, providing a specialized focus on handling the complexities associated with Perfex CRM custom fields.

What this skill does

• Reads Perfex CRM custom field definitions from tblcustomfields and values from tblcustomfieldsvalues.
• Supports common field types, including input, textarea, number, select, multiselect, checkbox, date_picker, date_picker_time, link, and colorpicker.
• Handles specific field attributes such as only_admin visibility and the disalow_client_to_edit flag.
• Provides tools to ensure custom fields display correctly across contacts, customers, leads, invoices, estimates, contracts, tasks, and tickets.
• Includes mechanisms to troubleshoot common issues like custom field invisibility or value-saving problems.

Who it is for

This skill is designed for developers and technical teams who use AI coding agents such as Claude Code, Cursor, and Codex, and need to efficiently handle custom field integrations within Perfex CRM.

Use cases

• Facilitate the setup of custom fields for new CRM modules without manual coding overhead.
• Automate the verification of field setup processes, ensuring seamless updates and maintenance.
• Resolve issues related to custom field visibility and data saving efficiently, reducing downtime.
• Assist in extending Perfex CRM capabilities to meet specific business requirements without error-prone manual configuration.

Technical details

• Integrates with AI tools including Claude Code, Cursor, and Codex for enhanced automation capabilities.
• Operates within the Perfex CRM environment, focusing on tables and fields specific to custom field operations.
• Handles the unique quirks of Perfex CRM, such as the misspelled disalow_client_to_edit column, ensuring reliable performance.

Source & Licence

This package is built on open-source work published by yasserstudio (yasserstudio/perfex-crm-skills) and distributed under MIT. The original licence text and copyright notice are included in your download.

Personal and commercial use, modification and redistribution are permitted, provided the original copyright and licence notice are retained.

Your purchase covers curation, licence verification, packaging, documentation and instant delivery. It does not grant exclusive rights to the underlying open-source code, which remains available under its original licence.

Delivery & Support

• Delivery: instant — a secure download link is emailed to you as soon as payment is confirmed.
• Format: ZIP archive containing the skill files, documentation and the original licence.
• Support: support@mcpcart.com — we aim to reply within 2 business days.
• Updates: updates are included only where stated on this page.

Refunds

This is a digital product delivered immediately after purchase. By completing your order you request immediate delivery and acknowledge that, once the download has been accessed, the statutory right to cancel no longer applies to the extent permitted by law. Refund requests are handled in accordance with our published Refund Policy.

Claude, Codex, Gemini and Cursor are trademarks of their respective owners. MCP Cart is an independent marketplace and is not affiliated with, endorsed by, or sponsored by any of them. Compatibility references describe interoperability only.