#MCP Server

MCP (Model Context Protocol) lets AI assistants like Claude work directly with your Relaticle CRM data. Instead of copy-pasting between tools, your AI assistant can list companies, create tasks, update contacts, and more -- all from a natural conversation.

#What You Can Do

With the Relaticle MCP server, your AI assistant can:

List and search companies, people, opportunities, tasks, and notes
Create new records directly from a conversation
Update existing records -- rename a company, reassign a task
Delete records you no longer need
Read entity schemas to understand your custom fields
Get a CRM overview with record counts and recent activity

#Prerequisites

Before connecting an AI assistant, you need an access token:

Log in to Relaticle
Click your avatar in the top-right corner
Select Access Tokens
Click Create and give your token a name
Copy the token -- it won't be shown again

The token scopes your access to the team you select when creating it. All MCP operations use that team's data.

#Setup by Client

The MCP server endpoint is https://mcp.relaticle.com. Replace YOUR_TOKEN in the examples below with the access token you created above.

#Claude Desktop

Add this to your Claude Desktop configuration file (claude_desktop_config.json):

{
  "mcpServers": {
    "relaticle": {
      "type": "streamable-http",
      "url": "https://mcp.relaticle.com",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

#Claude Code

Add the server from your terminal:

claude mcp add relaticle \
  --transport streamable-http \
  https://mcp.relaticle.com \
  --header "Authorization: Bearer YOUR_TOKEN"

#Cursor

Add this to your Cursor MCP configuration (.cursor/mcp.json):

{
  "mcpServers": {
    "relaticle": {
      "type": "streamable-http",
      "url": "https://mcp.relaticle.com",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

#VS Code (GitHub Copilot)

Add this to your VS Code settings (.vscode/mcp.json):

{
  "servers": {
    "relaticle": {
      "type": "streamable-http",
      "url": "https://mcp.relaticle.com",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

#Available Tools

The server provides 30 tools across five CRM entities:

#Companies

Tool	Description
`list_companies`	List companies with optional search by name and pagination
`create_company`	Create a new company (requires `name`)
`update_company`	Update a company by ID
`delete_company`	Soft-delete a company by ID

#People

Tool	Description
`list_people`	List contacts with optional search, filter by company
`create_people`	Create a new contact (requires `name`, optional `company_id`)
`update_people`	Update a contact by ID
`delete_people`	Soft-delete a contact by ID

#Opportunities

Tool	Description
`list_opportunities`	List deals with optional search, filter by company
`create_opportunity`	Create a new deal (requires `name`, optional `company_id`, `contact_id`)
`update_opportunity`	Update a deal by ID
`delete_opportunity`	Soft-delete a deal by ID

#Tasks

Tool	Description
`list_tasks`	List tasks with optional search by title
`create_task`	Create a new task (requires `title`)
`update_task`	Update a task by ID
`delete_task`	Soft-delete a task by ID

#Notes

Tool	Description
`list_notes`	List notes with optional search by title
`create_note`	Create a new note (requires `title`)
`update_note`	Update a note by ID
`delete_note`	Soft-delete a note by ID

All list tools support search, per_page (default 15), and page parameters. Create and update tools accept custom_fields as key-value pairs when your team has custom fields configured.

#Schema Resources

The server exposes five schema resources that describe each entity's fields, including any custom fields your team has configured:

Resource URI	Description
`relaticle://schema/company`	Company fields and custom fields
`relaticle://schema/people`	People (contact) fields and custom fields
`relaticle://schema/opportunity`	Opportunity (deal) fields and custom fields
`relaticle://schema/task`	Task fields and custom fields
`relaticle://schema/note`	Note fields and custom fields

AI assistants read these schemas automatically to understand what data they can work with, including your team's custom fields.

#CRM Overview Prompt

The server includes a built-in prompt called CRM Overview that gives your AI assistant a snapshot of your CRM data -- record counts for each entity and recently created companies and people. This is a great starting point for any conversation.

#Example Prompts

Once connected, try these in your AI assistant:

"List all my companies"
"Create a new company called Acme Corp"
"Show me the people at company X"
"Create a task to follow up with John next week"
"Give me an overview of my CRM"
"Update the name of company X to Y"
"Delete the task with ID abc-123"

#Troubleshooting

#"Unauthorized" or 401 Error

Your access token may be expired or invalid. Create a new one from Settings > Access Tokens.

#No Data Returned

The MCP server scopes all data to the team associated with your token. Make sure the token was created for the correct team and that the team has data.

#Connection Refused

Verify the MCP URL is correct: https://mcp.relaticle.com.

#Custom Fields Not Showing

Custom fields are team-specific. If you don't see them, confirm they're configured for your team in Settings > Custom Fields. The AI assistant reads schema resources automatically to discover available fields.

#Rate Limiting

The MCP server uses the same rate limits as the REST API. If you hit limits, wait a moment and retry.

Documentation