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Relm CRM

com.relmcrm/relm · v0.17.1

Measured by MCP Station

Description written by the publisher, not verified

API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.

Connect

claude mcp add --transport http relm https://api.relmcrm.com/mcp

{
  "mcpServers": {
    "relm": {
      "url": "https://api.relmcrm.com/mcp"
    }
  }
}

Tools as reported by the server

• relm_describe_schema
  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, or field - it is the source of truth for what exists.
• relm_search
  Cross-entity search over contacts, companies and deals by name/email/title.
• relm_list
  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).
• relm_get
  Fetch one record by id.
• relm_create
  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/phone/linkedin_url), a company, or a custom field (email is unique per workspace) - don't invent a plac
• relm_update
  Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry.
• relm_delete write/delete
  Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.
• relm_restore
  Restore a soft-deleted record.
• relm_log_activity
  Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.
• relm_list_pipelines
  List pipelines with their ordered stages.
• relm_create_pipeline
  Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.
• relm_manage_stage write/delete
  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 and deals follow automatically (fixes a typo'd key). action=delete: `key` (a stage in use by deals can
• relm_create_type
  Register a new object type in the schema (registry). Idempotent on key; returns the full type set.
• relm_create_field
  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 to a record.
• relm_create_enum_value
  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.
• relm_batch write/delete
  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 result array (partial success). Every op still counts against your quota (batch saves round-trips, no
• relm_automations_capabilities
  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 sequence.
• relm_connect_channel
  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 encrypted at rest.
• relm_list_connections
  List connected messaging channels (never returns the secret key).
• relm_create_automation
  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=[{field:'stage',op:'eq',value:'won'}], actions=[{type:'create_activity',body:'Deal won!'}]. See relm_
• relm_list_automations
  List reactive rules (automations).
• relm_create_template
  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":"send_email","template":"<key or tmpl_id>"}.
• relm_list_templates
  List reusable email templates.
• relm_create_sequence
  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=[{wait_days,subject,body}] (first step wait_days:0 sends now). enroll_existing:true also enrolls everyt
• relm_list_sequences
  List drip sequences with their steps and enrollment counts.
• relm_preview_sequence
  Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects.
• relm_enroll
  Manually enroll a contact into a sequence (idempotent per contact+sequence). Optional source={object,id} records what drove the enrollment (e.g. a deal).
• relm_create_webhook
  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 subscriber verifies the `Relm-Signature` header (t=<unix>,v1=<hmac-sha256 of "t.body">). Deliveries
• relm_list_webhooks
  List webhook subscriptions in this workspace/mode.
• relm_delete_webhook write/delete
  Delete a webhook subscription by id.
• relm_get_automation
  Read one automation by id, with its trigger, conditions and actions.
• relm_get_sequence
  Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state.
• relm_get_pipeline
  Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost).
• relm_get_webhook
  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.
• relm_manage_automation write/delete
  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. To change a rule's trigger/conditions/actions, delete and recreate.
• relm_manage_sequence write/delete
  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 relm_get_sequence.
• relm_manage_pipeline write/delete
  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_default makes it the workspace default; action=delete removes it (fails if deals still use it - move t
• relm_manage_webhook
  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.
• relm_delete_connection write/delete
  Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key).
• relm_get_usage
  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.
• relm_set_spend_cap
  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 the recovery for a spend_cap_reached error.

Website · JSON · Text for agents · Registry updated 2026-08-28