Relaticle

com.relaticle由 relaticle.com 发布官方发布者v3.9.0更新于 Nov 8, 2026

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

已验证Streamable HTTP可网页运行效率与工作流商业与电商

概览

AI 生成的概览

Relaticle 开源 CRM 的远程 MCP 服务器,让助手读写并分析公司、联系人、商机、任务和笔记。

可以做什么
  • 读写 CRM 记录:公司、联系人、商机、任务和笔记
  • 查看 CRM 数据结构(含自定义字段)并访问活动历史
  • 分析销售管道,处理按工作区隔离的数据
  • 通过 MCP 服务器或 REST API 完成完整的增删改查
适用场景
适合面向一份明确公司名单销售、没有专职销售团队的人,希望助手在对话中维护 CRM、查询客户与联系人,或查看管道活动。
运行要求
远程 Streamable HTTP 端点 mcp.relaticle.com,或自建实例的 your-host/mcp。需要 OAuth 2.1 或个人访问令牌,每个连接绑定一个工作区。自建需 Docker,或 PHP 8.5+、PostgreSQL 17+、Composer 与 Node.js。
安装前请注意
服务器可写入和修改 CRM 数据,助手操作应加以复核。需要 OAuth 或个人访问令牌,可访问该工作区的记录。托管端点会把 CRM 数据存放在服务商处;自建则数据留在自己的服务器上。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Relaticle,将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储,绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.relaticle%2Fcrm/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "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]

来源:README.md,提交 ddc76ed

工具

0
该服务器需要登录,因此 SourceWeft 无法在没有账号的情况下读取其工具,也未收录。已连接账号所能看到的内容可能因账号及其权限而异。

版本历史

16
  1. v3.8.2Nov 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

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