Relm CRM MCP server

• relm_automations_capabilitiesFree

  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_batchwrite actionFree

  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).

• relm_connect_channelFree

  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.

• relm_createwrite actionFree

  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.

• relm_create_automationwrite actionFree

  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.

• relm_create_enum_valuewrite actionFree

  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.

• relm_create_fieldwrite actionFree

  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.

• relm_create_pipelinewrite actionFree

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

• relm_create_sequencewrite actionFree

  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'.

• relm_create_templatewrite actionFree

  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>"}.

• relm_create_typewrite actionFree

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

• relm_create_webhookwrite actionFree

  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.

• relm_deletewrite actionFree

  Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.

• relm_delete_connectionwrite actionFree

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

• relm_delete_webhookwrite actionFree

  Delete a webhook subscription by id.

• relm_describe_schemaFree

  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_enrollFree

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

• relm_getFree

  Fetch one record by id.

• relm_get_automationFree

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

• relm_get_pipelineFree

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

• relm_get_sequenceFree

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

• relm_get_usageFree

  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_webhookFree

  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.

• relm_listFree

  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).

• relm_list_automationsFree

  List reactive rules (automations).

• relm_list_connectionsFree

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

• relm_list_pipelinesFree

  List pipelines with their ordered stages.

• relm_list_sequencesFree

  List drip sequences with their steps and enrollment counts.

• relm_list_templatesFree

  List reusable email templates.

• relm_list_webhooksFree

  List webhook subscriptions in this workspace/mode.

• relm_log_activityFree

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

• relm_manage_automationFree

  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.

• relm_manage_pipelineFree

  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.

• relm_manage_sequenceFree

  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.

• relm_manage_stageFree

  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.

• relm_manage_webhookFree

  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.

• relm_preview_sequenceFree

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

• relm_restoreFree

  Restore a soft-deleted record.

• relm_searchFree

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

• relm_set_spend_capFree

  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.

• relm_updatewrite actionFree

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

• –Code scanremote-only server, no package to scann/a
• Live reliabilityremote reachable in 2158ms17/20
• Tool poisoning41 tool descriptions checked15/15
• Auth qualityopen endpoint exposes 14 write-action tools with no auth3/15
• Maintenanceno repository listed3/15
• Maintainer identityverified namespace with website, no repo4/10

Relm CRM: common questions

Is Relm CRM MCP server safe?

With care: it is graded C, so read the findings first (56/100). Read the Relm CRM safety report

How do I install Relm CRM?

It runs remotely at api.relmcrm.com. Add it to Claude Code, Claude Desktop or Cursor with the snippets above, or call it through the mcp.market gateway without installing anything.

Does Relm CRM need an API key?

Not as far as the registry entry and our scan can tell: no credentials are declared or required.

Is Relm CRM maintained?

The latest release is v0.17.1.

Is Relm CRM up?

100% of our last 7 checks got an answer. We check remote servers about four times a day.

What can I use instead of Relm CRM?

Servers from other publishers that do the same job: Cavyro MCP server, MCP server and Pipedrive MCP server. Compare all Relm CRM alternatives.