Relaticle CRM MCP Server: Setup for Claude, ChatGPT and Other Apps

• Finds companies, people, deals, tasks and notes by keyword

  Searches names, titles and searchable custom fields across all five record types and returns a link to each match.

  Try: “Find anything about Acme in the CRM.”

  Read · search

• Opens one CRM record from its link

  Returns a single record when you give the link from a search result or copied from the browser.

  Try: “Open this record: the Acme deal link.”

  Read · fetch

• Shows record counts, pipeline totals and task due status

  Gives workspace counts, deal totals by stage, and which tasks are due, using your time zone.

  Try: “Give me a summary of my CRM.”

  Read · get-crm-summary-tool

• Totals deals and pipeline value by stage or company

  Counts opportunities and sums their amount grouped by stage or company, with optional creation dates.

  Try: “What is my pipeline value by stage this quarter?”

  Read · aggregate-opportunities-tool

• Shows recent changes made in the workspace

  Lists who changed what over the last 1 to 30 days, for the whole workspace or one record.

  Try: “What changed on the Acme record this week?”

  Read · list-activity-tool

• Shows who you are signed in as and what you may do

  Returns your user, workspace, role, workspace members and the abilities this connection holds.

  Try: “Which workspace am I connected to and what can I do?”

  Read · who-ami-tool

• Lists companies, with filters

  Returns companies from the CRM with optional filters and paging.

  Try: “List companies in the software industry.”

  Read · list-companies-tool

• Shows one company

  Returns a single company with its fields and optional related records.

  Try: “Show me the Acme company record.”

  Read · get-company-tool

• Adds a company

  Creates a company and fills in its standard and custom fields.

  Try: “Add Globex as a new company with website globex.com.”

  Write · create-company-tool

• Edits a company

  Changes fields on an existing company.

  Try: “Update Acme's employee count to 250.”

  Write · update-company-tool

• Deletes a company (soft delete)

  Removes a company from the CRM. It is a soft delete, so the docs say a deleted record can be restored.

  Try: “Delete the duplicate Globex company.”

  Delete · delete-company-tool

• Lists contacts, with filters

  Returns people from the CRM with optional filters and paging.

  Try: “List contacts at Acme.”

  Read · list-people-tool

• Shows one contact

  Returns a single person with their fields and related records.

  Try: “Show me Jane Doe.”

  Read · get-people-tool

• Adds a contact

  Creates a person, optionally linked to a company.

  Try: “Add Jane Doe, CTO at Acme.”

  Write · create-people-tool

• Edits a contact

  Changes fields on an existing person.

  Try: “Change Jane's title to CEO.”

  Write · update-people-tool

• Deletes a contact (soft delete)

  Removes a person from the CRM as a soft delete.

  Try: “Delete the duplicate Jane Doe contact.”

  Delete · delete-people-tool

• Lists deals, with filters

  Returns opportunities with optional filters and paging.

  Try: “List open deals over 10,000.”

  Read · list-opportunities-tool

• Shows one deal

  Returns a single opportunity with its stage, amount and related records.

  Try: “Show the Acme renewal deal.”

  Read · get-opportunity-tool

• Adds a deal

  Creates an opportunity with its stage and amount.

  Try: “Create a 20,000 deal for Acme in the proposal stage.”

  Write · create-opportunity-tool

• Edits a deal

  Changes stage, amount or other fields on an opportunity.

  Try: “Move the Acme deal to closed won.”

  Write · update-opportunity-tool

• Deletes a deal (soft delete)

  Removes an opportunity from the CRM as a soft delete.

  Try: “Delete the test deal.”

  Delete · delete-opportunity-tool

• Lists tasks, with filters

  Returns tasks with optional filters and paging.

  Try: “Which tasks are overdue?”

  Read · list-tasks-tool

• Shows one task

  Returns a single task and its related records.

  Try: “Show the follow-up task for Acme.”

  Read · get-task-tool

• Adds a task

  Creates a task and fills in its fields.

  Try: “Create a task to call Jane on Friday.”

  Write · create-task-tool

• Edits a task

  Changes fields on a task, such as due date or status.

  Try: “Mark the call task as done.”

  Write · update-task-tool

• Deletes a task

  Removes a task from the CRM.

  Try: “Delete the old follow-up task.”

  Delete · delete-task-tool

• Links a task to companies, people or deals

  Attaches an existing task to one or more records.

  Try: “Link this task to Acme and Jane Doe.”

  Write · attach-task-to-entities-tool

• Unlinks a task from records

  Removes the link between a task and the records you name. The task itself stays.

  Try: “Unlink this task from Globex.”

  Write · detach-task-from-entities-tool

• Lists notes, with filters

  Returns notes with optional filters and paging.

  Try: “Show notes from this month.”

  Read · list-notes-tool

• Shows one note

  Returns a single note and its related records.

  Try: “Show the kickoff meeting note.”

  Read · get-note-tool

• Adds a note

  Creates a note and fills in its fields.

  Try: “Add a note about today's call with Acme.”

  Write · create-note-tool

• Edits a note

  Changes the content or fields of a note.

  Try: “Add the budget figure to the kickoff note.”

  Write · update-note-tool

• Deletes a note

  Removes a note from the CRM.

  Try: “Delete the scratch note.”

  Delete · delete-note-tool

• Links a note to records

  Attaches an existing note to one or more records.

  Try: “Attach this note to the Acme deal.”

  Write · attach-note-to-entities-tool

• Unlinks a note from records

  Removes the link between a note and the records you name. The note stays.

  Try: “Detach this note from Globex.”

  Write · detach-note-from-entities-tool

• Stores a file in the workspace

  Saves a file from a public https link, base64 text, or an earlier upload, and returns markdown to embed it in a note or task.

  Try: “Attach this contract PDF to the Acme note.”

  Write · upload-file

• Lists emails you can see

  Shows synced and sent mail plus your drafts and outbox, newest first, with the access level you have to each.

  Try: “Show the latest emails from Jane.”

  Read · list-emails-tool

• Opens one email

  Returns a single email, with as much detail as your access level allows.

  Try: “Show me that email from Jane in full.”

  Read · get-email-tool

• Saves an email draft

  Saves a draft in one of your mailboxes. Nothing is sent: you review and send it from Drafts in Relaticle.

  Try: “Draft a follow-up email to Jane.”

  Write · create-email-draft-tool

• Edits a draft

  Changes the recipients, subject or body of a saved draft.

  Try: “Make the draft shorter.”

  Write · update-email-draft-tool

• Deletes a draft

  Removes a saved draft.

  Try: “Delete that draft.”

  Delete · delete-email-draft-tool

• Sends an email from your mailbox

  Sends to people outside the workspace. It is held for a few minutes first, and you can cancel it from your notifications or Outbox.

  Try: “Email Jane that the proposal is attached.”

  Write · send-email-tool

• Sends a saved draft

  Sends a draft as it stands, including your edits made in Relaticle. It is held for a few minutes first.

  Try: “Send the draft to Jane.”

  Write · send-email-draft-tool

• Cancels a queued email

  Stops an email that is still queued so it is never sent. It is too late once sending has started.

  Try: “Cancel the email to Jane.”

  Write · cancel-email-tool

• Changes when a queued email is sent

  Moves the send time of a queued email.

  Try: “Send that email tomorrow at 9.”

  Write · reschedule-email-tool

• Queues a failed email again

  Puts a failed email back in the queue, held for a few minutes like a new send.

  Try: “Retry the failed email.”

  Write · retry-email-tool

• Used by the assistant behind the scenes

  Describes the fields and options for one record type

  Returns the active custom fields, choice options, filters and relationships for companies, people, opportunities, tasks or notes.

  Try: “What fields can I fill in for a deal?”

  Read · get-crm-schema-tool

• Lists your custom field definitions

  Returns custom fields for the workspace, including inactive ones and their option labels.

  Try: “Which custom fields do we have on people?”

  Read · list-custom-fields-tool

• Gets a short-lived link for uploading a file

  Returns a signed link to PUT a file to, up to 10 MB, for common document and image types. It is the first step of a large upload.

  Try: “Prepare an upload for brief.pdf.”

  Write · create-upload-url

• Lists your connected mailboxes

  Shows the mailboxes connected to your account and whether each can send.

  Try: “Which mailboxes can I send from?”

  Read · list-email-accounts-tool

Watch out for

• It can email people outside your team

  The send tools send mail from your mailbox to anyone. Mail is held a few minutes and can be cancelled, but check each message before the hold ends. github.com

• It can delete CRM records

  Delete tools remove companies, contacts, deals, tasks, notes and drafts. The help docs describe restoring a deleted record. github.com

• It can change every record in the workspace

  Create and update tools edit your CRM data. Use a token limited to the abilities you need. github.com

• Notes and emails can carry prompt injection

  Text written by outside people ends up in records and emails the assistant reads. Do not let it send mail or delete records without your review. github.com

• File upload fetches links you give it

  The upload tool can pull a public https link or base64 data into your workspace, up to the allowed types and size. github.com

• One workspace per connection

  Each connection is limited to the single workspace it signed in to. github.com

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