Relaticle

com.relaticle由 relaticle.com 發布官方發布者v3.9.0更新於 Nov 8, 2026

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

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

Relaticle 開源 CRM 的遠端 MCP 伺服器,讓助理讀寫並分析公司、聯絡人、商機、任務與筆記。

可以做什麼
  • 讀寫 CRM 記錄:公司、聯絡人、商機、任務與筆記
  • 檢視 CRM 資料結構(含自訂欄位)並存取活動歷程
  • 分析銷售管道,處理依工作區隔離的資料
  • 透過 MCP 伺服器或 REST API 完成完整的增刪改查
適用情境
適合向一份明確公司名單銷售、沒有專職業務團隊的人,希望助理在對話中維護 CRM、查詢客戶與聯絡人,或檢視管道活動。
執行需求
遠端 Streamable HTTP 端點 mcp.relaticle.com,或自架實例的 your-host/mcp。需要 OAuth 2.1 或個人存取權杖,每個連線綁定一個工作區。自架需 Docker,或 PHP 8.5+、PostgreSQL 17+、Composer 與 Node.js。
安裝前請注意
伺服器可寫入與修改 CRM 資料,助理操作應加以複核。需要 OAuth 或個人存取權杖,可存取該工作區的記錄。託管端點會把 CRM 資料存放在服務商處;自架則資料留在自己的伺服器上。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Relaticle,將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.relaticle%2Fcrm/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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]

來源:README.md,提交 ddc76ed

工具

0
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版本歷史

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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