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Steward AI

Perfex CRM AI Agent

  • PHP
  • Version 1.0.0
  • AI and SaaS platforms

Steward AI is a PHP module for Perfex CRM 3.2 and newer. Your staff ask about leads, customers, invoices, projects, tasks and tickets in plain language, on its own page or in a drawer on any admin page, and get answers from your own CRM data with links to the records.

Features

  • Assistant page and a side drawer on every admin page (Ctrl+J / Cmd+J) that knows which record is open
  • Home briefing without any AI call: overdue invoices, tickets waiting, tasks due, new and quiet leads
  • Approval queue with a field-level before/after view, risk level, edit before approve, reject with a reason, approve a whole plan, bulk approval for low-risk requests and keyboard shortcuts
  • Stale-record guard: a change is not applied when the record changed after the request was made
  • Two-person rule for high-risk requests
  • Opt-in "apply without approval" for individual low-risk tools, only for requests made live in the assistant, always recorded in the audit trail
  • Team playbooks: saved requests your team starts with "/" in the chat box
  • Answers in each staff member's Perfex language

What you get

steward-ai-v1.0.0.zip1.7 MB
  • Full source code v1.0.0Every file, nothing encrypted
  • DocumentationInstall, configure, deploy
  • Setup and brandingFree, done by us

Built with

  • Node.js
  • PHP

You need

  • Perfex CRM 3.2 or newer (developed against 3.4.1; real-install test pending)
  • PHP 8.1 or newer with curl, json, mbstring and openssl
  • The Perfex cron job
  • An AI provider account (Anthropic, OpenAI, OpenRouter) or a local Ollama server
  • Public HTTPS for Claude custom connectors over OAuth

Questions

What can I do with it?

Anything. One price, no licence tiers: use it for any number of projects and clients, run it as a paid SaaS, change and rebrand it.

Is the code complete?

Yes. Full source code and docs, no encrypted parts, no licence server.

What does the free setup include?

We install Steward AI for you and put in your logo, colors and texts. Write to us after the payment with your order number.

Can I pay another way?

Write to mikodes.team@gmail.com or on Telegram and we send an invoice or a payment link.
$59Instant ZIP, free setup