mcp server

Relm CRM

API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.

Description as published by the maintainer. Source

• version 0.10.0
• active

active — Registry entry last updated 2026-07-24.

What this server can do

41 functions, named and described by the server itself. Parameter names are shown because they say more about what a function does than its name usually does.

relm_automations_capabilities

Discover the automation building blocks: valid trigger_events, condition ops, action types, channels/providers, and the shapes of automations/sequences/connections. Call before building a rule or sequence.

relm_batch(operations)

Run up to 100 record writes in ONE call (contact/company/deal/activity) - the fast path for imports/migrations. operations: [{object, method:create|update|delete, data|patch, id?}]. Returns a per-op result array (partial success). Every op still counts against your quota (batch saves round-trips, not quota). Required: operations.

relm_connect_channel(from, name, api_key, channel, provider)

Connect a BYO messaging channel so automations can send. channel='email', provider='resend', api_key=<your Resend key>, from='Team <hi@you.com>' (must be a verified Resend sender). The key is encrypted at rest. Required: api_key.

relm_create(data, object)

Create a record. `data` is the object's fields (see relm_describe_schema). Custom fields must be registered first (relm_create_field). A contact needs at least one of: a name, an identifier (email/phone/linkedin_url), a company, or a custom field (email is unique per workspace) - don't invent a placeholder email. Required: object, data.

relm_create_automation(name, actions, enabled, conditions, trigger_event)

Create a single-step rule: when <trigger_event> [if <conditions>] then <actions>. conditions=[{field,op,value}] (ANDed), actions=[{type,...}]. Example: trigger_event='deal.stage_changed', conditions=[{field:'stage',op:'eq',value:'won'}], actions=[{type:'create_activity',body:'Deal won!'}]. See relm_automations_capabilities. Required: name, trigger_event, actions.

relm_create_enum_value(group, label, value)

Add a value to an enum group (e.g. group 'contact.type' value 'partner'). Idempotent; returns the full value set. Use this when relm_create rejects an unknown type with a valid_options list. Required: group, value.

relm_create_field(key, label, object, required, data_type, enum_group)

Register a new custom field on an object (contact/company/deal/activity). data_type: text|number|boolean|date|select|multiselect|currency|reference|email|url. Must be created before it can be written to a record. Required: object, key.

relm_create_pipeline(key, name, stages, is_default)

Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.

relm_create_sequence(name, steps, channel, enabled, trigger, exit_when, connection, enroll_existing)

Create a multi-step drip sequence. trigger={event,filter:[{field,op,value}]} auto-enrolls the matching entity's contact; exit_when=[{field,op,value}] stops it (re-checked before every send); steps=[{wait_days,subject,body}] (first step wait_days:0 sends now). enroll_existing:true also enrolls everything that currently matches. Example: 3 emails to contacts of deals entering stage 'lead', stop if the deal leaves 'lead'. Required: name, steps.

relm_create_template(key, html, name, text, subject)

Create a reusable email template. name, html (full HTML, {{field}} placeholders ok), optional subject + text (plaintext alt; auto-derived if omitted). Reference it from a rule/sequence step via {"type":"send_email","template":"<key or tmpl_id>"}. Required: name, html.

relm_create_type(key, label)

Register a new object type in the schema (registry). Idempotent on key; returns the full type set. Required: key.

relm_create_webhook(url, events, enabled, description)

Subscribe an https endpoint to CRM events. events=['*'] for all, or a subset of ['contact.created','contact.updated','deal.created','deal.updated','deal.stage_changed']. Returns a `secret` ONCE - the subscriber verifies the `Relm-Signature` header (t=<unix>,v1=<hmac-sha256 of "t.body">). Deliveries retry with backoff and dead-letter after 6 attempts. Required: url.

relm_delete(id, object)

Soft-delete a record (recoverable via relm_restore). Never hard-destroys data. Required: object, id.

relm_delete_connection(id)

Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key). Required: id.

relm_delete_webhook(id)

Delete a webhook subscription by id. Required: id.

relm_describe_schema

Return the live schema: every object, its fields (built-in + custom), and all enum groups with their current values (contact types, activity types, etc). ALWAYS call this before guessing a type, stage, or field - it is the source of truth for what exists.

relm_enroll(source, contact_id, sequence_id)

Manually enroll a contact into a sequence (idempotent per contact+sequence). Optional source={object,id} records what drove the enrollment (e.g. a deal). Required: sequence_id, contact_id.

relm_get(id, object)

Fetch one record by id. Required: object, id.

relm_get_automation(id)

Read one automation by id, with its trigger, conditions and actions. Required: id.

relm_get_pipeline(pipeline)

Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost). Required: pipeline.

relm_get_sequence(id, view)

Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state. Required: id.

relm_get_usage

Read this workspace's current billing period: requests used, plan, monthly limit, and any metered overage. Call this to see how close you are to the quota before a big import.

relm_get_webhook(id, view)

Read one webhook by id. view=webhook (default) returns the subscription; view=deliveries returns recent delivery attempts (status, retries, dead-letter) to debug why an endpoint isn't receiving events. Required: id.

relm_list(limit, cursor, filter, object)

List records of an object with keyset pagination. Optional filters vary by object (e.g. contact: email/company_id/type; deal: pipeline/stage/company_id; activity: contact_id/deal_id/type). Required: object.

relm_list_automations

List reactive rules (automations).

relm_list_connections

List connected messaging channels (never returns the secret key).

relm_list_pipelines

List pipelines with their ordered stages.

relm_list_sequences

List drip sequences with their steps and enrollment counts.

relm_list_templates

List reusable email templates.

relm_list_webhooks

List webhook subscriptions in this workspace/mode.

relm_log_activity(body, type, deal_id, contact_id)

Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.

relm_manage_automation(id, action)

Change an existing automation by id. action=disable stops it firing (use this to turn off a misbehaving rule); action=enable resumes it; action=delete removes it. To read one, use relm_get_automation. To change a rule's trigger/conditions/actions, delete and recreate. Required: id, action.

relm_manage_pipeline(name, action, new_key, pipeline)

Change an existing pipeline by key or pl_ id. action=rename changes its display `name` and/or its key (pass `new_key`) - deals link by internal id, so they follow a re-key automatically; action=set_default makes it the workspace default; action=delete removes it (fails if deals still use it - move them first). To read one, use relm_get_pipeline. Required: pipeline, action.

relm_manage_sequence(id, action)

Change an existing drip sequence by id. action=disable stops further sends (use this to halt a bad sequence); action=enable resumes; action=delete removes it. To read one or list its enrollments, use relm_get_sequence. Required: id, action.

relm_manage_stage(key, type, label, order, action, new_key, ordinal, pipeline)

Add, rename/retype, delete, or reorder stages in a pipeline. action=add: `key` (+optional label, ordinal, type). action=rename: `key` (existing) + any of new_key / label / type - keys are slugified and deals follow automatically (fixes a typo'd key). action=delete: `key` (a stage in use by deals cannot be deleted). action=reorder: `order` = every existing stage key exactly once, in the new order. `type` is the semantic stage type: open | won | lost - so 'is this deal won?' is a flag (stage_type on every deal), not per-pipeline string matching. Required: pipeline, action.

relm_manage_webhook(id, action)

Pause or resume delivery for an existing webhook by id. action=enable/disable. To read one or inspect its delivery attempts, use relm_get_webhook. To remove it, use relm_delete_webhook. Required: id, action.

relm_preview_sequence(id)

Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects. Required: id.

relm_restore(id, object)

Restore a soft-deleted record. Required: object, id.

relm_search(limit, query)

Cross-entity search over contacts, companies and deals by name/email/title. Required: query.

relm_set_spend_cap(overage_cap_usd)

Set (or clear) the hard monthly overage spend cap in USD. overage_cap_usd: a number caps paid overage (requests 429 with spend_cap_reached past it), 0 = never any overage, null = unlimited. This is the recovery for a spend_cap_reached error. Required: overage_cap_usd.

relm_update(id, patch, object, if_match)

Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry. Required: object, id, patch.

Last successful function declaration observed on 2026-08-13. Source: https://api.relmcrm.com/mcp. We list what the server declared; we do not call any of these functions.

Endpoint status observed on 2026-08-13. Source: https://api.relmcrm.com/mcp.

Signals

These are separate measurements of different things. They are deliberately not combined into one score, because a popularity number that mixes website traffic with saves and stars cannot be checked or acted on.

Where to get it

• Website — https://relmcrm.com/
• Remote endpoint (streamable-http) — https://api.relmcrm.com/mcp