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Sitemap: https://relaticle.com/sitemap.xml

# Relaticle

> Open-source, self-hosted CRM with a built-in AI chat and an MCP server for external AI agents.

## When to use Relaticle

Use Relaticle when an agent needs to read or change CRM records: companies, people, opportunities, tasks, notes, and per-workspace custom fields.

- Good fits: logging a lead or meeting, moving a deal between pipeline stages, listing open tasks for a person, updating contact details, attaching a note to a company.
- Not a fit: sending email, reading synced mail or meetings, marketing automation, or invoicing. The REST API and MCP server expose CRM records only.
- How to call it: the REST API at https://api.relaticle.com/v1 with a Bearer access token created in Settings > Access Tokens (abilities: read, create, update, delete), or the MCP server at https://mcp.relaticle.com over OAuth.
- Every write is scoped to one workspace; the token or OAuth grant decides which one.

## Help Centre

- [Create your first company](https://relaticle.com/help/getting-started/create-your-first-company): Follow the steps to create a company record in Relaticle, fill in its fields and add people, tasks or notes.
- [Add your first person](https://relaticle.com/help/getting-started/add-your-first-person): Follow the steps to add a person in Relaticle, enter contact details and link the person to a company.
- [Track a deal through the pipeline](https://relaticle.com/help/getting-started/track-a-deal-through-the-pipeline): Move an opportunity through your sales stages, from Prospecting to Closed Won or Lost.
- [Import your existing data](https://relaticle.com/help/getting-started/import-your-existing-data): Get Relaticle CSV import steps for mapping columns and reviewing records, with file limits of 10,000 rows and 10 MB.
- [Use custom fields](https://relaticle.com/help/getting-started/use-custom-fields): Add, edit, or reuse the fields that capture the data your team tracks.
- [Invite your team](https://relaticle.com/help/getting-started/invite-your-team): Add teammates to your workspace as an Admin, Member, or Viewer, and see what each role can do.
- [Find anything with search and filters](https://relaticle.com/help/getting-started/find-anything-with-search-and-filters): Find instructions for searching Relaticle records and filtering lists of companies, people, opportunities, tasks and notes.
- [Prepare your CSV file](https://relaticle.com/help/import/prepare-your-csv): File requirements, column naming, and formatting rules that make an import succeed on the first try.
- [What each record type needs](https://relaticle.com/help/import/what-each-record-type-needs): Columns, relationships, and example CSVs for companies, people, opportunities, tasks, and notes.
- [Update existing records with an import](https://relaticle.com/help/import/update-existing-records): Match rows by ID, email, phone, or domain to update records in place instead of creating duplicates.
- [Fix import errors](https://relaticle.com/help/import/fix-import-errors): What to do when an upload, mapping, or validation step fails, and how ambiguous dates are handled.
- [Capture leads from a web form](https://relaticle.com/help/import/capture-leads-from-a-web-form): Connect a Maxforms form to Relaticle Cloud so each submission creates linked people, companies, opportunities, notes and tasks.
- [Ask the assistant about your data](https://relaticle.com/help/ai-assistant/ask-questions-about-your-data): Chat with your CRM in plain language. Search records, summarise your pipeline, and pull quick answers.
- [Approve what the assistant changes](https://relaticle.com/help/ai-assistant/approve-what-the-assistant-changes): Every create, update, or delete the AI proposes waits for your review. Nothing is saved until you approve it.
- [Choose an AI model](https://relaticle.com/help/ai-assistant/choose-an-ai-model): Pick the model behind the assistant per conversation, or leave it on Auto and let Relaticle decide.
- [AI credits and rate limits](https://relaticle.com/help/ai-assistant/ai-credits-and-limits): How assistant messages spend credits, what each plan includes monthly, and what happens at zero.
- [Connect Claude or ChatGPT to Relaticle](https://relaticle.com/help/ai-assistant/connect-claude-or-chatgpt): Set up an AI connector to Relaticle with OAuth. This guide explains access and why MCP clients write directly to records.
- [Connect your Google account](https://relaticle.com/help/email-and-calendar/connect-your-google-account): Link a Google account so your email and calendar sync into Relaticle, then manage, reconnect, or disconnect it from workspace settings.
- [Connect your Microsoft account](https://relaticle.com/help/email-and-calendar/connect-your-microsoft-account): Link an Outlook or Microsoft 365 mailbox so its email and calendar sync into Relaticle, and see what access Relaticle asks Microsoft for.
- [Read and reply to email on a record](https://relaticle.com/help/email-and-calendar/read-and-reply-to-email): Find every synced conversation on a person, company, or opportunity, then reply, forward, or compose a new email without leaving the record.
- [Send one email to many people](https://relaticle.com/help/email-and-calendar/send-email-to-many-people): Select people or companies, write one message with merge tags, and Relaticle sends a separate email to each recipient within your send limits.
- [Choose who sees your email](https://relaticle.com/help/email-and-calendar/choose-who-sees-your-email): Pick how much of each mailbox your workspace can see, from nothing to the full message, and change the level for one email at a time.
- [Set workspace email privacy](https://relaticle.com/help/email-and-calendar/set-workspace-email-privacy): Owners and admins set the default sharing level, hide email from protected or blocked addresses, and decide which records sync creates.
- [Request access to an email from a teammate](https://relaticle.com/help/email-and-calendar/request-access-to-an-email): Ask a teammate to share the subject or the full body of a restricted email, and approve or deny the requests teammates send you.
- [See meetings and link them to records](https://relaticle.com/help/email-and-calendar/see-meetings-and-link-them-to-records): View synced calendar events on Home and on your records, answer an invitation, and link a meeting to the person, company, or opportunity.
- [Use your email with an AI assistant](https://relaticle.com/help/email-and-calendar/use-your-email-with-an-ai-assistant): Let Rela, Claude, or ChatGPT read email you can see, save drafts, and send for you. You approve or can cancel every send.
- [Field types you can add](https://relaticle.com/help/custom-fields/field-types-you-can-add): Every field type available for your records, from plain text to currency, rich editors, and record links.
- [Add, edit, and archive fields](https://relaticle.com/help/custom-fields/add-and-manage-fields): Create fields on the Custom Fields page, reorder them, retire them safely, and understand system fields.
- [Control where a field appears](https://relaticle.com/help/custom-fields/control-where-a-field-appears): A field's settings decide its place in lists and record pages, and whether it can be searched or filtered.
- [Edit the options in a select field](https://relaticle.com/help/custom-fields/edit-the-options-in-a-select-field): Rename, reorder, add, or colour the choices in any select, including pipeline stages and task statuses.
- [Company records](https://relaticle.com/help/records/company-records): What lives on a company, from owner and domains to the auto-fetched logo and the tabs for people, tasks, and notes.
- [People records](https://relaticle.com/help/records/people-records): People with unique emails, phone, job title, and a company link, created standalone or from a company.
- [Opportunity records](https://relaticle.com/help/records/opportunity-records): Deals with an amount, close date, and stage, linked to a company and a person, in a list or on the board.
- [Restore a deleted record](https://relaticle.com/help/records/restore-deleted-records): Deleting is reversible. Filter any list to deleted records and restore them; only force delete is final.
- [Export your data](https://relaticle.com/help/records/export-your-data): Download any record type as CSV or Excel. Full lists or selected rows, custom fields included.
- [See who changed a record](https://relaticle.com/help/records/see-who-changed-a-record): The Activity log tab on a record shows every field change and who made it, and workspace admins get the same history across every record type.
- [Work with tasks](https://relaticle.com/help/tasks-and-notes/work-with-tasks): Create tasks with status, priority, due dates, and assignees, then keep on top of them with filters and digests.
- [Use the task board](https://relaticle.com/help/tasks-and-notes/use-the-task-board): A kanban view of your tasks. One column per status, drag to update, with priority and due-date badges.
- [Take notes on your records](https://relaticle.com/help/tasks-and-notes/take-notes-on-your-records): Capture meeting notes and context in rich text, attached to the companies and people they're about.
- [Manage members and roles](https://relaticle.com/help/workspace/manage-members-and-roles): What the Owner, Admin, Member, and Viewer roles can each do, plus invitations, join links, and removing members.
- [Rename, create, or delete a workspace](https://relaticle.com/help/workspace/rename-or-delete-your-workspace): Change a workspace's name and URL slug, run several workspaces side by side, or wind one down safely.
- [Billing and plans](https://relaticle.com/help/workspace/billing-and-plans): Relaticle Cloud is priced per workspace, never per seat. Trials, subscriptions, credits, and pausing explained.
- [Manage your profile](https://relaticle.com/help/workspace/manage-your-profile): Manage your profile, password, passkeys, two-factor authentication, and browser sessions. Learn how to request account deletion.

## Developer Documentation

- [Self-Hosting Guide](https://relaticle.com/developers/self-hosting): Get Docker Compose, Coolify, Dokploy and Laravel Cloud deployment steps for Relaticle, with PostgreSQL, Redis and Ollama setup.
- [MCP Server](https://relaticle.com/developers/mcp): Read the reference for Relaticle's MCP server, with OAuth and personal access token setup, custom field access and direct writes.
- [REST API](https://relaticle.com/developers/rest-api): Connect to the Relaticle REST API with a personal access token, scoped permissions, rate limits, upserts and the full endpoint reference.
- [Contributing Guide](https://relaticle.com/developers/contributing): Get Relaticle development setup steps and a guide to its PHP 8.5, Laravel 13 and Filament 5 codebase.
- [API Reference](https://relaticle.com/developers/api): REST API documentation for managing CRM entities.
- [OpenAPI Specification](https://relaticle.com/openapi.json): Machine-readable OpenAPI 3.1 spec for the REST API, also available as YAML at /openapi.yaml.
- [MCP Endpoint](https://mcp.relaticle.com): Streamable HTTP MCP server with OAuth; connect it from Claude, ChatGPT, or any MCP client.

## Product

- [Rela, the AI Assistant](https://relaticle.com/ai): What the built-in AI assistant does, the approval flow, model choice, and MCP access.
- [Self-Hosted CRM](https://relaticle.com/self-hosted): Run Relaticle on your own server with Docker Compose, AGPL-3.0, and local AI via Ollama.
- [Relaticle for Claude](https://relaticle.com/crm-for-claude): Connect Claude to the CRM with OAuth, what it can read and write, and the setup steps.
- [Relaticle for ChatGPT](https://relaticle.com/crm-for-chatgpt): Install the Relaticle plugin in ChatGPT, what it can read and write, and the setup steps.
- [Security](https://relaticle.com/security): Account and workspace protection, what the AI sees, the service providers, and how to export or delete data.

## Comparisons & Alternatives

- [Relaticle vs Twenty](https://relaticle.com/compare/relaticle-vs-twenty): License, pricing, GitHub activity, tech stack, and AI/MCP support compared with dated, sourced facts.
- [Relaticle vs EspoCRM](https://relaticle.com/compare/relaticle-vs-espocrm): License, pricing, GitHub activity, tech stack, and AI/MCP support compared with dated, sourced facts.
- [Attio Alternative](https://relaticle.com/alternatives/attio): Why teams switch from Attio to an open-source, self-hosted CRM, with the CSV migration path.
- [HubSpot Alternative](https://relaticle.com/alternatives/hubspot): Why teams switch from HubSpot to an open-source, self-hosted CRM, with the CSV migration path.

## Company

- [Press Kit & Facts](https://relaticle.com/press): Founding date, license, GitHub stars, pricing, tech stack, and product screenshots.

## Blog

- [Engineering Blog](https://relaticle.com/blog): Engineering posts on building an open-source, AI-native CRM.
- [CRM data import checklist: CSV mapping and sample files](https://relaticle.com/blog/crm-csv-import-checklist): A CRM data import checklist with sample company and people CSV files, exact mappings, relationship checks, and a second-run update test.
- [CRM permissions for AI agents: an access checklist](https://relaticle.com/blog/crm-ai-permissions-before-connecting-an-agent): Set CRM permissions for AI agents with a filled access worksheet, clear approval boundaries, and tests for denied writes and revoked connections.
- [HubSpot migration checklist: moving to another CRM](https://relaticle.com/blog/hubspot-migration-checklist): This HubSpot migration checklist covers moving to another CRM, including exports, associations, workflow replacements, and a worked cutover check.
- [Five CRM workflows to hand to Claude](https://relaticle.com/blog/five-crm-workflows-to-hand-to-claude): Five CRM workflows for Claude: pipeline reviews, meeting notes, lead entry, data cleanup, and weekly digests, with explicit read and write boundaries.
- [Backups, upgrades, and security for a self-hosted CRM](https://relaticle.com/blog/backups-upgrades-and-security-for-a-self-hosted-crm): A practical operating playbook for backing up, upgrading, and securing a self-hosted CRM without treating customer data casually.
- [Relaticle vs HubSpot: An Honest Comparison](https://relaticle.com/blog/relaticle-vs-hubspot-an-honest-comparison): HubSpot offers a broad customer platform with free AI and official MCP. Relaticle offers self-hosting and flat hosted CRM pricing.
- [Custom fields that work everywhere without per-field code](https://relaticle.com/blog/custom-fields-that-work-everywhere-without-per-field-code): How Relaticle makes custom fields available across forms, APIs, chat, and MCP, with shared normalization, clear empty-value semantics, and explicit limits.
- [The Real Cost of Self-Hosting a CRM](https://relaticle.com/blog/the-real-cost-of-self-hosting-a-crm): Self-hosting a CRM can be cheap, but it is not free. Here is the infrastructure, time, and SaaS comparison math.
- [Relaticle vs EspoCRM: An Honest Comparison](https://relaticle.com/blog/relaticle-vs-espocrm-an-honest-comparison): Compare Relaticle and EspoCRM on AI, MCP, deployment, extensions, and pricing. Check the core and extension features your team needs.
- [Designing an MCP tool suite for a CRM: four lessons](https://relaticle.com/blog/designing-an-mcp-tool-suite-for-a-crm): What building Relaticle’s MCP server taught us about schemas, shared custom-field validation, authorization, and client discovery.
- [Migrating from HubSpot or Attio to a Self-Hosted CRM](https://relaticle.com/blog/migrating-from-hubspot-or-attio-to-a-self-hosted-crm): Plan a HubSpot or Attio migration: export records and notes, map relationships, test imports, and identify the history and files needing separate work.
- [Let Claude Code Run Your Sales Pipeline](https://relaticle.com/blog/let-claude-code-run-your-sales-pipeline): Five real Claude Code sessions against Relaticle's MCP server: pipeline review, data entry, task cleanup, custom fields, and a delete it wouldn't rush.
- [What 'Agent-Native CRM' Actually Means](https://relaticle.com/blog/what-agent-native-crm-actually-means): Evaluate an agent-native CRM through its write surface, approval model, self-hosted support, machine-readable documentation, and first-party tooling.
- [How to Connect Claude to Your CRM with MCP](https://relaticle.com/blog/how-to-connect-claude-to-your-crm-with-mcp): Connect Claude to Relaticle through OAuth or a scoped token. Understand custom fields, tool discovery, and the direct-write behavior before editing records.
- [Open-Source Attio Alternatives, Ranked by Use Case](https://relaticle.com/blog/open-source-attio-alternatives-ranked-by-use-case): Compare Relaticle, Twenty, EspoCRM, and Frappe CRM by workflow, deployment, pricing, and migration requirements before leaving Attio.
- [Relaticle vs Twenty: An Honest Comparison](https://relaticle.com/blog/relaticle-vs-twenty-an-honest-comparison): Compare Relaticle and Twenty on self-hosting, AI approvals, MCP, pricing, and extensibility. Both support self-hosted MCP; their product models differ.
- [Self-Hosting an AI-Native CRM in 2026](https://relaticle.com/blog/self-hosting-an-ai-native-crm-in-2026): Self-host Relaticle with Docker, Coolify, or Dokploy. Understand the additional model and broadcasting setup needed for chat, plus MCP and credit limits.

Contact: mailto:security@relaticle.com
Expires: 2027-04-14T18:11:57Z
Preferred-Languages: en
Canonical: https://relaticle.com/.well-known/security.txt