Relm CRM

Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/relmcrm-com-relm

About

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools

17 read · 16 write · 8 delete

Secrets

None asked for

Install scripts

Nothing to install (hosted)

Runs as

Hosted (remote endpoint)

Tools (41)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• relm_automations_capabilitiesDescribe automation capabilitiesread-only

  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.

• relm_batchBatch write recordscan change or delete data

  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).

• relm_connect_channelConnect messaging 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.

• relm_createCreate record

  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.

• relm_create_automationCreate automation rule

  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.

• relm_create_enum_valueAdd 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.

• relm_create_fieldRegister custom 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.

• relm_create_pipelineCreate pipeline

  Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.

• relm_create_sequenceCreate drip 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 the deal leaves 'lead'.

• relm_create_templateCreate email 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>"}.

• relm_create_typeRegister object type

  Register a new object type in the schema (registry). Idempotent on key; returns the full type set.

• relm_create_webhookCreate webhook subscription

  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.

• relm_deleteDelete record (recoverable)can change or delete data

  Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.

• relm_delete_connectionDelete channel connectioncan change or delete data

  Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key).

• relm_delete_webhookDelete webhookcan change or delete data

  Delete a webhook subscription by id.

Signals

Last release

Aug 28, 2026 (2 months ago)

Details

Registry name

com.relmcrm/relm

Version

0.17.1

Auth

Auth not stated

License

License unknown

Website

relmcrm.com/

First seen

Oct 24, 2026

Last checked

Oct 24, 2026

Source

Official MCP Registry