Changelog
What's new in Relm - the CRM your AI agent runs. Newest first. For the full technical history, see the docs.
Switch accounts on the connect screen v0.17.1
2026-07-28- Fixed"Use a different account". Reconnecting no longer silently reuses whoever was already signed in - a switch link signs you out and back in without losing the connection request.
Connect from ChatGPT + manage connected apps v0.17.0
2026-07-28- FixedThe Allow button now completes in ChatGPT. A security header we added earlier silently blocked the hop back to the app after you approved - loosened exactly enough; the clickjacking protection stays.
- NewConnected apps in the dashboard. See every app connected to your workspace and disconnect it - disconnecting revokes all of its access immediately.
Ready for app directories v0.16.0
2026-07-26- ImprovedEvery tool now declares its auth and safety hints in the exact shape the ChatGPT app review checks, and the domain-verification endpoint is in place - groundwork for the Claude and ChatGPT directories.
Confirm your email when you sign up v0.14.0 · v0.15.0
2026-07-25- NewA six-digit code confirms your address. When you create an account while connecting an app, we email you a code and you enter it right there - no leaving the window. It stops anyone signing up with an address that is not theirs.
- ImprovedCodes last 15 minutes, work once, and asking for a new one retires the old.
Create a Relm account without leaving the connect window v0.13.0
2026-07-25- NewSign up right where you are. Connecting Relm from Claude or another client and you do not have an account yet? Create one in the same window - no trip to another site and back.
- FixedThe approval screen now names where your data will go. Any app can call itself anything when it connects, so we show the actual destination and mark the app's own name as unverified. Approve only if you recognise the destination.
- FixedAnti-clickjacking protection on the approval screen, and rate limits on sign-in and sign-up.
Clearer tools, fewer needless confirmations v0.12.0
2026-07-25- ImprovedReading never asks permission any more. Reading and changing are separate tools now (41 in total), so your client only stops to confirm when something will actually be changed or deleted.
- NewEvery tool declares what it does - read-only, destructive, repeatable - so clients can decide what needs your approval.
Connect with OAuth - no API key to copy v0.11.0
2026-07-25- NewPoint your client at the server and approve in the browser. Relm now speaks OAuth 2.1, so a chat client can connect you without you ever handling a secret. ChatGPT could not talk to Relm at all before this - it cannot pass an API key.
- NewApps register themselves automatically. You can disconnect any of them at any time.
- FixedClients now offer to connect you instead of silently failing. An unauthorised call used to look like a working tool that always errored; it now returns a proper authorisation challenge, which is what makes the Connect button appear.
- ImprovedAPI keys work exactly as before - OAuth is an extra door, not a replacement.
Broken links rescued, signups counted v0.10.0
2026-07-25- FixedA link with a stray full stop or bracket stuck to it now lands on the right page instead of a 404.
- FixedSign-ups were not being recorded in our analytics at all. Now they are.
Pipeline editing in the dashboard v0.9.2
2026-07-24- NewEdit pipelines and stages without leaving the dashboard. Rename a pipeline (name or key), and click any stage to change its key, label, or won/lost type - the same abilities your agents got over the API, now in the UI.
- ImprovedWon and lost at a glance. Stage chips carry a type dot, kanban columns are tinted green (won) / red (lost), and deals everywhere show the stage's display label instead of its raw key.
Rename pipeline keys & reuse deleted ones v0.9.1
2026-07-21- ImprovedPipeline keys can be renamed.
PATCH /v1/pipelines/{key}with a newkey- your deals follow automatically. No more rebuild-under-a-new-key dance. - FixedDeleting a pipeline frees its key. You can reuse a pipeline key after deleting it (it was reserved forever before).
Smarter pipelines: won/lost type, stage rename, richer deals v0.9.0
2026-07-20- NewStages have a type now - open, won, or lost. So "did this deal close?" is a simple flag, not guessing from stage names. It rides on every deal as
stage_type. - NewRename a stage over the API.
PATCH /v1/pipelines/{key}/stages/{stage}- fix a typo'd stage and your deals follow automatically. - ImprovedDeals tell you more. Each deal now returns the pipeline name and the stage label/type, so an AI agent reading your funnel never has to guess or look things up twice.
- ImprovedWrong-path errors now help. A 404 on the API hands back the valid routes and a hint instead of a dead end.
Currency formatting v0.8.6
2026-07-20- FixedDeal amounts read like money.
$12000now shows as$12,000.00across the records table, cards and pipeline totals.
Mobile layout fix v0.8.5
2026-07-20- FixedThe dashboard no longer scrolls sideways on phones. Wide record tables now scroll within their own box instead of pushing the whole page off-screen.
Left sidebar navigation v0.8.4
2026-07-20- ImprovedThe dashboard now has a left sidebar. Navigation moved from a row of tabs across the top to a proper side rail - logo at the top, your sections down the side, account and sign-out at the bottom - so there's more room for your data and it matches the tools you already use. Collapses to a top bar on small screens.
Records-first dashboard & accurate docs v0.8.3
2026-07-20- ImprovedThe dashboard opens where you work. Once your workspace has a live key it lands on Records, not the API-keys tab, and the menu leads with your data. Cleaner system font throughout, and an empty table now shows the exact call that fills it instead of a dead end.
- FixedDocs examples that would 422. A couple of walkthrough snippets created a deal with
amount, a field the API rejects - corrected tovalue_centsso a copy-paste just works.
Rename pipelines over the API v0.8.2
2026-07-16- NewRename a pipeline without the dashboard.
PATCH /v1/pipelines/{key}(and MCPrelm_manage_pipelinewithaction=rename) changes a pipeline's display name - so your agent can do it, not just a human in the UI. The pipeline's key stays fixed, so your deals stay exactly where they are.
Test mode is a real sandbox & a snappier dashboard v0.8.1
2026-07-16- NewTest mode is a sandbox, not storage. Records you create with a
relm_test_key are free and never count against your quota - and are now automatically deleted 7 days after creation. Build and test freely; keep anything real in live mode. - FixedNo more stale tables while a view loads. Switching between contacts, deals and the data model now clears the old view instantly and shows a loading state, instead of briefly showing the previous screen's data (or an empty box) under the new header.
Discover Relm without a key v0.8.0
2026-07-16- NewCold discovery, no signup. An agent or a tool directory can now list Relm's full 37-tool catalog over MCP - and reach the A2A endpoint - without an API key (tool schemas only, never your data). Actually reading or writing records still needs a key. This is what lets directories index Relm so agents can find it.
- ImprovedRecognized by A2A tooling. Relm's agent card now speaks the protocol version that reference Agent2Agent SDKs expect, so it registers as a verified working agent and other agents can drive it out of the box.
- FixedReadable activity history. In the dashboard, a record's notes and activities now show their full text and wrap properly, instead of being clipped to one line.
Agent-lifecycle tools & never-confused hardening v0.7.0
2026-07-11- NewManage what your agent creates. New MCP tools to get, enable/disable and delete automations, sequences, pipelines and webhooks - so an agent can turn off a rule or drip, read a webhook's delivery log, and check its own usage or set a spend cap. MCP surface is now 37 tools.
- NewSelf-describing filters.
/v1/schemanow lists each object's valid list filters and id prefix, so an agent never has to guess a filter name. - ImprovedNever silently unfiltered. An unknown filter (over MCP too now), a typo'd enum filter, or a wrong-typed automation condition fails loud with the valid options - instead of quietly returning everything, nothing, or a rule that never fires.
- ImprovedCorrect pagination for deal stages,
has_moreon search, and idempotency keys that a failed attempt no longer bricks. - ImprovedDashboard: click any deal - on the board or in the table - to open its full detail (all fields, linked company/contact, and activity history), just like contacts and companies.
Webhooks, resources & migrations v0.6.0
2026-07-11- NewWebhooks. Subscribe an https endpoint to CRM events - HMAC-signed, retried and dead-lettered. Register over REST or MCP; verify with your signing secret. Docs · Cookbook.
- NewResources library. 24 copy-paste CRM templates, frameworks and playbooks - pipelines, qualification frameworks, cadences, data models, automation recipes and agent prompts. Browse.
- NewMigration guides. Move from HubSpot, Pipedrive, Salesforce, Attio, Airtable/Sheets or GoHighLevel - your agent runs the whole import. Learn.
- ImprovedSearch. Every list endpoint takes
?q=for a case-insensitive substring match; the dashboard has a search box. - ImprovedBulk imports via
/v1/batchare event-silent, so a large import can't stampede your automations or webhooks.
New stack, SDK & marketing site v0.5.0
2026-07-10- NewOwn infrastructure. Relm now runs on its own stack - faster, no platform edge quirks for programmatic callers.
- NewTypeScript SDK.
npm i relmcrm- a typed, zero-dependency wrapper over the API. - NewMarketing site + agent discovery. Docs, guides,
llms.txtand/.well-knownmanifests so agents can find and read the API. - ImprovedDashboard. Type-ahead reference pickers, row detail with linked records, and in-UI custom fields.
Automations, sequences & email v0.4.0
2026-07-03- NewAutomations. "When X then Y" rules on CRM events - move a deal, log an activity, send an email.
- NewSequences. Multi-step drip with auto-enroll and exit conditions.
- NewEmail on your own Resend key, plus reusable templates.
- NewCustom pipeline stages via the API.
Pipelines & dashboard v0.3.0
2026-07-03- NewMultiple deal pipelines, each with its own ordered stages.
- NewDashboard with manual CRUD and a drag-drop deal board.
Full CRM over MCP v0.2.0
2026-07-03- NewNative MCP. Every CRM operation is a typed MCP tool - connect Claude or any MCP client and run the CRM in natural language.
- NewTest mode. Test keys write to a free, isolated dataset.
First release v0.1.0
2026-07-02- NewContacts, companies, deals and activities over a REST API and a native MCP server, with self-describing errors, idempotency and cursor pagination.