Model Context Protocol

The CRM every agent can already use.

Relm ships a native MCP server at https://relmcrm.com/mcp. Add it to Claude Code, ChatGPT, Cursor, or any MCP-compatible client. Authenticate with a Relm API key sent as a Bearer token — the same key you use for the REST API, with the same plan quotas and rate limits.

Get an API key →Read the docs

Tools shipped

create_contactCreate or upsert a person with email dedup

get_contactFetch a contact with associations and recent activity

searchFull-text search across contacts, companies, and deals

log_activityAdd a note, call, email, or meeting to any record

list_dealsFilter deals by stage, company, and value

update_dealPatch deal fields including custom metadata

move_deal_stageUpdate a deal's pipeline stage

create_associationLink any two records (Team plan)

Connect from Claude Code

# ~/.claude/mcp.json
{
  "mcpServers": {
    "relm": {
      "url": "https://relmcrm.com/mcp",
      "headers": {
        "Authorization": "Bearer sk_live_YOUR_KEY"
      }
    }
  }
}

Create an API key in the dashboard and paste it into the Authorization header. Every MCP tool call counts against your workspace's monthly API quota, exactly like a REST call.

Test the handshake

curl -X POST https://relmcrm.com/mcp \
  -H "Authorization: Bearer sk_live_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'