MCP server for per-agent cost attribution, budget management, and spend analytics across AI agent fleets
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.
ArgumentsA call is made on an account: it counts against an allowance and the publisher sees it, which is why this one asks who you are first.
What it does
API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.
Quickstart
# 1 — install (mcprush login holds a key from your dashboard)
npx mcprush@latest add relm-crm-mcp
# 2 — ask your agent something
> API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.
Relm CRM is free: there is no plan to choose, no cap to set and nothing that can bill you.
Collected from a public index. Nobody has claimed this account, so nothing here was written by its author — claim it if it is yours.
Where are you running it?
Every route below installs the same thing and ends at the same approval screen. Nothing here runs on your machine — this server runs on the publisher’s own infrastructure behind our gateway, and what you install is the connection to it.
This is a public server: you run it yourself and this marketplace is not in the path. Claude Code registers it in one command.
claude mcp add --transport http relm-crm-mcp https://api.relmcrm.com/mcpReconnect, or start a new session, and the tools appear in the model’s tool list.
One config entry pointing at the gateway. The server itself runs on the publisher’s own infrastructure, so nothing from this listing executes on your machine.
41 tools, with what each one reads, writes and reaches shown before you agree — the same list on every route above. Read the tool surface.
Tool surface
What the model actually sees. Descriptions are diffed on every release — see version history.
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.
Takes no parameters.
Cross-entity search over contacts, companies and deals by name/email/title.
Takes no parameters.
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).
Takes no parameters.
Fetch one record by id.
Takes no parameters.
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.
Takes no parameters.
Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry.
Takes no parameters.
Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.
Takes no parameters.
Restore a soft-deleted record.
Takes no parameters.
Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.
Takes no parameters.
List pipelines with their ordered stages.
Takes no parameters.
Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.
Takes no parameters.
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.
Takes no parameters.
Register a new object type in the schema (registry). Idempotent on key; returns the full type set.
Takes no parameters.
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.
Takes no parameters.
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.
Takes no parameters.
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).
Takes no parameters.
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.
Takes no parameters.
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.
Takes no parameters.
List connected messaging channels (never returns the secret key).
Takes no parameters.
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.
Takes no parameters.
List reactive rules (automations).
Takes no parameters.
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>"}.
Takes no parameters.
List reusable email templates.
Takes no parameters.
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 t
Takes no parameters.
List drip sequences with their steps and enrollment counts.
Takes no parameters.
Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects.
Takes no parameters.
Manually enroll a contact into a sequence (idempotent per contact+sequence). Optional source={object,id} records what drove the enrollment (e.g. a deal).
Takes no parameters.
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.
Takes no parameters.
List webhook subscriptions in this workspace/mode.
Takes no parameters.
Delete a webhook subscription by id.
Takes no parameters.
Read one automation by id, with its trigger, conditions and actions.
Takes no parameters.
Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state.
Takes no parameters.
Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost).
Takes no parameters.
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.
Takes no parameters.
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.
Takes no parameters.
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.
Takes no parameters.
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.
Takes no parameters.
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.
Takes no parameters.
Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key).
Takes no parameters.
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.
Takes no parameters.
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.
Takes no parameters.
- Every tool, no call limit
- No card, no account needed
- Source published under a licence you can read
- Runs on your machine — nothing of it reaches our gateway
- Nothing to cap, because nothing bills
What counts against your monthly calls
| Tool | Unit | Calls used | Out of the allowance |
|---|
Nothing here is billable. Relm CRM costs nothing to install and nothing to call, at any volume.
Two independent axes, because powerful and malicious are different questions. The grade is threat only. The capability level is blast radius, and it is never a penalty on the grade — it is priced as one subtract-only term in the score, where you can see it.
This listing is a hosted endpoint: the publisher runs it and we connect to it. The scanner reads packages and source, and neither exists to read here, so there is no grade — not a withheld one, an unmeasured one. What can be checked instead is on Installation: what it asks to reach and what it writes.
Release history
Pinned to 0.17.1 — the install command below asks for that release. A pin is part of an install, so it is kept for this visit and written down when you install.
No release note was published with this version.
Only accounts with at least 50 real tool calls against this server in the last 90 days can post. Ratings are weighted by how much the reviewer actually uses it, and publishers can reply once per review.
Writing one takes an account with at least 50 real tool calls against Relm CRM in the last 90 days. That is the whole gate — there is no other way to post, which is why the counts beside each review are worth reading.
Nobody has reviewed this listing. The rating on the card is the mean of the reviews written here and nothing else, so there is no rating until somebody writes the first — which takes an account with 50 real tool calls against it.