
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.
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
在 SourceWeft 中
- 開啟 儀表板中的 Relaticle,將其新增到工作區。
- 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。
- 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。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
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
來源:README.md,提交 ddc76ed
工具
0版本歷史
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
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