com.relmcrm/relm

up checked 2026-11-10T23:37:23.837Z

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Publisher-provided title

Relm CRM

Publisher-provided description

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

Summary by lookupd

Manages CRM contacts, companies, deals, pipelines, activities, and email automations, sequences, templates, and webhooks via API.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http relm https://api.relmcrm.com/mcp

Codex, remote (streamable-http)

codex mcp add relm --url https://api.relmcrm.com/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "relm": {
      "url": "https://api.relmcrm.com/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 41)

Publisher-provided text

• 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
• relm_search Cross-entity search over contacts, companies and deals by name/email/title.
• relm_list 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; activit
• relm_get Fetch one record by id.
• relm_create 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
• relm_update Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry.
• relm_delete Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.
• relm_restore Restore a soft-deleted record.
• relm_log_activity Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.
• relm_list_pipelines List pipelines with their ordered stages.
• relm_create_pipeline Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.
• relm_manage_stage Add, rename/retype, delete, or reorder stages in a pipeline. action=add: `key` (+optional label, ordinal, type). action=rename: `key` (existing) + any of new_ke
• relm_create_type Register a new object type in the schema (registry). Idempotent on key; returns the full type set.
• relm_create_field Register a new custom field on an object (contact/company/deal/activity). data_type: text|number|boolean|date|select|multiselect|currency|reference|email|url. M
• relm_create_enum_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 t
• relm_batch Run up to 100 record writes in ONE call (contact/company/deal/activity) - the fast path for imports/migrations. operations: [{object, method:create|update|delet
• relm_automations_capabilities Discover the automation building blocks: valid trigger_events, condition ops, action types, channels/providers, and the shapes of automations/sequences/connecti
• relm_connect_channel 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 veri
• relm_list_connections List connected messaging channels (never returns the secret key).
• relm_create_automation Create a single-step rule: when <trigger_event> [if <conditions>] then <actions>. conditions=[{field,op,value}] (ANDed), actions=[{type,...}]. Example: trigger_
• relm_list_automations List reactive rules (automations).
• relm_create_template Create a reusable email template. name, html (full HTML, {{field}} placeholders ok), optional subject + text (plaintext alt; auto-derived if omitted). Reference
• relm_list_templates List reusable email templates.
• relm_create_sequence 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 (
• relm_list_sequences List drip sequences with their steps and enrollment counts.
• relm_preview_sequence Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects.
• relm_enroll 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_create_webhook Subscribe an https endpoint to CRM events. events=['*'] for all, or a subset of ['contact.created','contact.updated','deal.created','deal.updated','deal.stage_c
• relm_list_webhooks List webhook subscriptions in this workspace/mode.
• relm_delete_webhook Delete a webhook subscription by id.

Details

• Version: 0.17.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 988 ms
• First indexed: 2026-11-01T08:57:24.135Z
• Last seen in registry: 2026-11-01T08:57:24.314Z
• Website: https://relmcrm.com/

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