Relm CRM
API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.
| Endpoint | https://api.relmcrm.com/mcp (streamable-http) |
|---|---|
| Registry version | 0.17.1 |
| Now | 41 tools · grade D (59) · pin ts_1e02ccfe55bf3a3fd05ffda06caa5f01 · protocol 2025-06-18 |
| First / last listed | 2026-10-24 23:05 UTC / 2026-10-24 23:05 UTC |
| Grade over time | 2026-10-24: D (59), 41 tools |
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Tools: relm_describe_schema relm_search relm_list relm_get relm_create relm_update relm_delete relm_restore relm_log_activity relm_list_pipelines relm_create_pipeline relm_manage_stage relm_create_type relm_create_field relm_create_enum_value relm_batch relm_automations_capabilities relm_connect_channel relm_list_connections relm_create_automation relm_list_automations relm_create_template relm_list_templates relm_create_sequence relm_list_sequences relm_preview_sequence relm_enroll relm_create_webhook relm_list_webhooks relm_delete_webhook relm_get_automation relm_get_sequence relm_get_pipeline relm_get_webhook relm_manage_automation relm_manage_sequence relm_manage_pipeline relm_manage_webhook relm_delete_connection relm_get_usage relm_set_spend_cap
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 call this before guessing a type, stage, or field - it is the source of truth for what exists. params: none |
relm_search | Cross-entity search over contacts, companies and deals by name/email/title. params: query*, limit |
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; activity: contact_id/deal_id/type). params: object*, limit, cursor, filter |
relm_get | Fetch one record by id. params: object*, 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 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. params: object*, data* |
relm_update | Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry. params: object*, id*, patch*, if_match |
relm_delete | Soft-delete a record (recoverable via relm_restore). Never hard-destroys data. params: object*, id* |
relm_restore | Restore a soft-deleted record. params: object*, id* |
relm_log_activity | Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity. params: type, body, contact_id, deal_id |
relm_list_pipelines | List pipelines with their ordered stages. params: none |
relm_create_pipeline | Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default. params: key, name, is_default, stages |
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_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. params: pipeline*, action*, key, new_key, label, type, ordinal, order |
relm_create_type | Register a new object type in the schema (registry). Idempotent on key; returns the full type set. params: key*, label |
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. Must be created before it can be written to a record. params: object*, key*, label, data_type, enum_group, required |
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 type with a valid_options list. params: group*, value*, label |
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|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). params: operations* |
relm_automations_capabilities | 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. params: none |
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 verified Resend sender). The key is encrypted at rest. params: channel, provider, api_key*, from, name |
relm_list_connections | List connected messaging channels (never returns the secret key). params: none |
relm_create_automation | 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. params: name*, trigger_event*, conditions, actions*, enabled |
relm_list_automations | List reactive rules (automations). params: none |
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 it from a rule/sequence step via {"type":"send_email","template":"<key or tmpl_id>"}. params: name*, key, subject, html*, text |
relm_list_templates | List reusable email templates. params: none |
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 (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 params: name*, channel, connection, trigger, exit_when, steps*, enroll_existing, enabled |
relm_list_sequences | List drip sequences with their steps and enrollment counts. params: none |
relm_preview_sequence | Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects. params: id* |
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). params: sequence_id*, contact_id*, source |
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_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. params: url*, events, description, enabled |
relm_list_webhooks | List webhook subscriptions in this workspace/mode. params: none |
relm_delete_webhook | Delete a webhook subscription by id. params: id* |
relm_get_automation | Read one automation by id, with its trigger, conditions and actions. params: id* |
relm_get_sequence | Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state. params: id*, view |
relm_get_pipeline | Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost). params: pipeline* |
relm_get_webhook | 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. params: id*, view |
relm_manage_automation | 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. params: id*, action* |
relm_manage_sequence | 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. params: id*, action* |
relm_manage_pipeline | 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. params: pipeline*, action*, name, new_key |
relm_manage_webhook | 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. params: id*, action* |
relm_delete_connection | Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key). params: id* |
relm_get_usage | 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. params: none |
relm_set_spend_cap | 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. params: overage_cap_usd* |
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