
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.
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
在 SourceWeft 中
- 打开 控制台中的 Relaticle,将其添加到工作区。
- 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。
- 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。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
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) orhttps://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.
- Download the compose file:
- Generate an application key:
- Create a
.envfile with your settings:
- Start the containers:
- Create your admin account:
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
Development
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
- Report Issues
- Request Features
- Ask Questions
- Star us on GitHub to support the project
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
来源:README.md,提交 ddc76ed
工具
0版本历史
16- v3.8.2Nov 5, 2026
- v3.8.1Nov 4, 2026
- v3.8.0Oct 31, 2026
- v3.7.0Oct 29, 2026
- v3.6.9Oct 26, 2026
- v3.6.8Oct 24, 2026
- v3.6.7Oct 21, 2026
- v3.6.6Oct 18, 2026
- v3.6.5Oct 17, 2026
- v3.6.4Oct 13, 2026
- v3.6.3Oct 9, 2026
- v3.6.2Oct 5, 2026
- v3.6.0Oct 1, 2026
- v3.5.11Sep 24, 2026
- v3.5.10Sep 21, 2026
- v3.5.9Sep 16, 2026
评分
已满足适用检查项的 85%
该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。
- 近 30 天内可连通必需25 分
- 已声明认证方式必需10 分
- 已列出工具15 分
请让服务器在无凭据时响应 tools/list,或发布可在沙箱中无凭据启动的软件包。
- 描述必需15 分
- 图标10 分
- 文档15 分
- 许可证10 分