Relaticle

com.relaticlePublished by relaticle.comOfficial publisherv3.8.2Updated Nov 5, 2026

Open-source CRM your AI agents can write to: companies, people, opportunities, tasks and notes.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowBusiness & Commerce

Overview

AI-generated overview

Remote MCP server for Relaticle, an open-source CRM, letting an assistant read, write and analyze companies, people, opportunities, tasks and notes.

What you can do
  • Read and write CRM records: companies, people, opportunities, tasks and notes
  • Inspect the CRM schema, including custom fields, and access activity history
  • Analyze the sales pipeline and work with workspace-scoped data
  • Use full CRUD through the MCP server or the REST API
When to use it
Useful when you sell to a named list of companies without a sales team and want an assistant to keep the CRM up to date, look up accounts and contacts, or review pipeline activity directly from chat.
Requirements
Remote Streamable HTTP endpoint at mcp.relaticle.com, or your own self-hosted instance at your-host/mcp. OAuth 2.1 or a personal access token is required, and each connection is bound to one workspace. Self-hosting needs Docker or PHP 8.5+, PostgreSQL 17+, Composer and Node.js.
Before you install
The server can write to and change CRM data, so assistant actions should be reviewed. It requires OAuth or a personal access token, which grants access to one workspace's records. The hosted endpoint stores your CRM data with the provider; self-hosting keeps it on your own server.

Installation

In SourceWeft

  1. Open Relaticle in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.relaticle%2Fcrm/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "relaticle": {
      "type": "http",
      "url": "https://mcp.relaticle.com/"
    }
  }
}

README

[Relaticle logo]

The Open-Source AI CRM for Selling Without a Sales Team

[Tests] [MCP Server] [Laravel 13] [PHP 8.5] [License]

Website · Documentation · MCP Server · Roadmap · Discord

[Relaticle Home - Rela the AI assistant, chat history, and your open tasks in one view]
Clean, modern interface built with Filament 5 and Livewire 4

About Relaticle

Relaticle is a self-hosted CRM your AI agents can work in. Connect Claude, ChatGPT, or an open-source model over MCP to read, write, and analyze your CRM data. Custom fields, REST API, and multi-workspace isolation.

Built for: people who sell to a named list of companies without a sales team. Connect Claude, ChatGPT, or your own agent to work in the CRM.

Core Strengths:

  • Agent-Native Infrastructure - MCP server and REST API with full CRUD, schema access, activity history, and pipeline analysis
  • Customizable Data Model - Custom fields for text, dates, currency, selects, and links between records, with per-field encryption. No migrations needed.
  • Multi-Workspace Isolation - Workspace-scoped data with role-based permissions
  • Modern Tech Stack - Laravel 13, Filament 5, PHP 8.5, with an automated test suite on every change
  • Privacy-First - Self-hosted, AGPL-3.0, your data stays on your server

Connect an agent

Relaticle ships an MCP server, so the agents you already use can work in your CRM.

  • Claude: add a connector with the URL https://mcp.relaticle.com (hosted) or https://your-host/mcp (self-hosted).
  • ChatGPT: install Relaticle from the plugin directory.
  • Claude Code, Cursor, Gemini CLI: plugins and the extension live in relaticle/agent-plugins.
  • Anything else that speaks MCP: Streamable HTTP, OAuth 2.1 or a personal access token, one workspace per connection. Setup in the MCP guide.

Run with Docker

The fastest way to self-host. Six containers: the app, a queue worker, a scheduler, a websocket server, PostgreSQL, and Redis.

  1. Download the compose file:
bash
curl -o compose.yml https://raw.githubusercontent.com/Relaticle/relaticle/main/compose.yml
  1. Generate an application key:
bash
echo "APP_KEY=base64:$(openssl rand -base64 32)"
  1. Create a .env file with your settings:
bash
APP_KEY=base64:your-generated-key-hereDB_PASSWORD=your-secure-database-passwordAPP_URL=https://crm.example.com
  1. Start the containers:
bash
docker compose up -d
  1. Create your admin account:
bash
docker compose exec app php artisan make:filament-user

Your CRM is now available at {APP_URL}/app. The Self-Hosting Guide covers configuration, updates, backups, and a manual deployment. The sections below are for running from source.

Requirements

  • PHP 8.5+
  • PostgreSQL 17+
  • Composer 2 and Node.js 22+
  • Redis for queues (optional for development)

Installation

bash
git clone https://github.com/Relaticle/relaticle.gitcd relaticle && composer app-install

Development

bash
# Start everything (server, queue, vite)composer dev
# Run testscomposer test
# Format codecomposer lint

Self-Hosting

See the Self-Hosting Guide for Docker and manual deployment instructions.

Internationalization

Relaticle ships English-only in the main repository, but the codebase is fully i18n-ready. Self-host forks can drop a lang/<locale>/ directory in place to translate the entire app. See docs/i18n.md for the override workflow and CI guardrails.

Documentation

Visit our documentation for guides on business usage, technical architecture, MCP server setup, REST API integration, and more.

Community & Support

License

Relaticle is open-source software licensed under the AGPL-3.0 license. The one exception is packages/Cloud, the code behind relaticle.com, which its own license governs. Everything else stays AGPL-3.0.

  • Software that talks to Relaticle only through its REST API or MCP server can use any license, including a proprietary one. See the Integration Exception.
  • The Relaticle name and logo are trademarks of Relaticle, Inc. If you host Relaticle for others or ship a modified version, use your own name. See the Trademark Policy.
  • Contributors sign a Contributor License Agreement on their first pull request.

Star History

[Star History Chart]

Source: README.md at commit ddc76ed

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

16
  1. v3.8.2LatestNov 5, 2026
  2. v3.8.1Nov 4, 2026
  3. v3.8.0Oct 31, 2026
  4. v3.7.0Oct 29, 2026
  5. v3.6.9Oct 26, 2026
  6. v3.6.8Oct 24, 2026
  7. v3.6.7Oct 21, 2026
  8. v3.6.6Oct 18, 2026
  9. v3.6.5Oct 17, 2026
  10. v3.6.4Oct 13, 2026
  11. v3.6.3Oct 9, 2026
  12. v3.6.2Oct 5, 2026
  13. v3.6.0Oct 1, 2026
  14. v3.5.11Sep 24, 2026
  15. v3.5.10Sep 21, 2026
  16. v3.5.9Sep 16, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts