Relaticle MCP Server

<p align="center"> <a href="https://relaticle.com"> <img src="https://relaticle.com/brand/logomark.svg" width="100px" alt="Relaticle logo" /> </a> </p> <h1 align="center">The Open-Source AI CRM for Selling Without a Sales Team</h1> <p align="center"> <a href="https://github.com/Relaticle/relaticle/actions/workflows/tests.yml?query=branch%3Amain"><img src="https://img.shields.io/github/actions/workflow/status/Relaticle/relaticle/tests.yml?branch=main&style=for-the-badge&label=tests" alt="Tests"></a> <a href="https://relaticle.com/docs/mcp"><img src="https://img.shields.io/badge/MCP-Server-8A2BE2?style=for-the-badge" alt="MCP Server"></a> <a href="https://laravel.com/docs/13.x"><img src="https://img.shields.io/badge/Laravel-13.x-FF2D20?style=for-the-badge&logo=laravel" alt="Laravel 13"></a> <a href="https://php.net"><img src="https://img.shields.io/badge/PHP-8.5-777BB4?style=for-the-badge&logo=php" alt="PHP 8.5"></a> <a href="https://github.com/Relaticle/relaticle/blob/main/LICENSE"><img src="https://img.shields.io/badge/License-AGPL--3.0-blue.svg?style=for-the-badge" alt="License"></a> </p> <p align="center"> <a href="https://relaticle.com">Website</a> · <a href="https://relaticle.com/docs">Documentation</a> · <a href="https://relaticle.com/docs/mcp">MCP Server</a> · <a href="https://github.com/orgs/Relaticle/projects/1/views/1">Roadmap</a> · <a href="https://relaticle.com/discord">Discord</a> </p> <p align="center"> <picture> <source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/Relaticle/relaticle/main/public/images/github-preview-dark.png" /> <img src="https://raw.githubusercontent.com/Relaticle/relaticle/main/public/images/github-preview-light.png" alt="A chat with Rela, the built-in AI assistant: one request becomes three proposed changes (an opportunity moved to Financing, a task and a note) waiting for approval" /> </picture> <br> _{One request to Rela, the built-in AI assistant: three changes, applied after you approve them.} </p>

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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:

curl -o compose.yml https://raw.githubusercontent.com/Relaticle/relaticle/main/compose.yml

2. Generate an application key:

echo "APP_KEY=base64:$(openssl rand -base64 32)"

3. Create a .env file with your settings:

APP_KEY=base64:your-generated-key-here
DB_PASSWORD=your-secure-database-password
APP_URL=https://crm.example.com

4. Start the containers:

docker compose up -d

5. Create your admin account:

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

git clone https://github.com/Relaticle/relaticle.git
cd relaticle && composer app-install

Development

# Start everything (server, queue, vite)
composer dev

# Run tests
composer test

# Format code
composer 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

• 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.

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