Relm CRM
com.relmcrm/relmAPI-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.
Tools · 41
Return the live schema: every object, its fields (built-in + custom), and all enum groups with their current values (contact types, activity types, etc). ALWAYS call this before guessing a type, stage…
Cross-entity search over contacts, companies and deals by name/email/title.
List records of an object with keyset pagination. Optional filters vary by object (e.g. contact: email/company_id/type; deal: pipeline/stage/company_id; activity: contact_id/deal_id/type).
Fetch one record by id.
Create a record. `data` is the object's fields (see relm_describe_schema). Custom fields must be registered first (relm_create_field). A contact needs at least one of: a name, an identifier (email/pho…
Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry.
Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.
Restore a soft-deleted record.
Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.
List pipelines with their ordered stages.
Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.
Add, rename/retype, delete, or reorder stages in a pipeline. action=add: `key` (+optional label, ordinal, type). action=rename: `key` (existing) + any of new_key / label / type - keys are slugified an…
Register a new object type in the schema (registry). Idempotent on key; returns the full type set.
Register a new custom field on an object (contact/company/deal/activity). data_type: text|number|boolean|date|select|multiselect|currency|reference|email|url. Must be created before it can be written …
Add a value to an enum group (e.g. group 'contact.type' value 'partner'). Idempotent; returns the full value set. Use this when relm_create rejects an unknown type with a valid_options list.
Run up to 100 record writes in ONE call (contact/company/deal/activity) - the fast path for imports/migrations. operations: [{object, method:create|update|delete, data|patch, id?}]. Returns a per-op r…
Discover the automation building blocks: valid trigger_events, condition ops, action types, channels/providers, and the shapes of automations/sequences/connections. Call before building a rule or sequ…
Connect a BYO messaging channel so automations can send. channel='email', provider='resend', api_key=<your Resend key>, from='Team <hi@you.com>' (must be a verified Resend sender). The key is encrypte…
List connected messaging channels (never returns the secret key).
Create a single-step rule: when <trigger_event> [if <conditions>] then <actions>. conditions=[{field,op,value}] (ANDed), actions=[{type,...}]. Example: trigger_event='deal.stage_changed', conditions=[…
List reactive rules (automations).
Create a reusable email template. name, html (full HTML, {{field}} placeholders ok), optional subject + text (plaintext alt; auto-derived if omitted). Reference it from a rule/sequence step via {"type…
List reusable email templates.
Create a multi-step drip sequence. trigger={event,filter:[{field,op,value}]} auto-enrolls the matching entity's contact; exit_when=[{field,op,value}] stops it (re-checked before every send); steps=[{w…
List drip sequences with their steps and enrollment counts.
Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects.
Manually enroll a contact into a sequence (idempotent per contact+sequence). Optional source={object,id} records what drove the enrollment (e.g. a deal).
Subscribe an https endpoint to CRM events. events=['*'] for all, or a subset of ['contact.created','contact.updated','deal.created','deal.updated','deal.stage_changed']. Returns a `secret` ONCE - the …
List webhook subscriptions in this workspace/mode.
Delete a webhook subscription by id.
Read one automation by id, with its trigger, conditions and actions.
Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state.
Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost).
Read one webhook by id. view=webhook (default) returns the subscription; view=deliveries returns recent delivery attempts (status, retries, dead-letter) to debug why an endpoint isn't receiving events…
Change an existing automation by id. action=disable stops it firing (use this to turn off a misbehaving rule); action=enable resumes it; action=delete removes it. To read one, use relm_get_automation.…
Change an existing drip sequence by id. action=disable stops further sends (use this to halt a bad sequence); action=enable resumes; action=delete removes it. To read one or list its enrollments, use …
Change an existing pipeline by key or pl_ id. action=rename changes its display `name` and/or its key (pass `new_key`) - deals link by internal id, so they follow a re-key automatically; action=set_de…
Pause or resume delivery for an existing webhook by id. action=enable/disable. To read one or inspect its delivery attempts, use relm_get_webhook. To remove it, use relm_delete_webhook.
Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key).
Read this workspace's current billing period: requests used, plan, monthly limit, and any metered overage. Call this to see how close you are to the quota before a big import.
Set (or clear) the hard monthly overage spend cap in USD. overage_cap_usd: a number caps paid overage (requests 429 with spend_cap_reached past it), 0 = never any overage, null = unlimited. This is th…
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How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"relm_crm": {
"url": "https://api.relmcrm.com/mcp",
"transport": "streamable-http"
}
}
}