Overview:
Relaticle is an open-source, self-hosted CRM with a production-grade MCP server for AI agent integration. It is designed for developer-led teams, AI-forward startups, and SMBs that require direct connectivity between AI agents like Claude or GPT and full CRM operations. The platform offers 30 MCP tools, a REST API, 22 custom field types, and a modern user interface built with Laravel 12 and Filament 5.
Core Features:
MCP server with 30 tools: Allows AI agents to perform complete CRM operations, including schema discovery for intelligent data handling.
Customizable data model: Supports 22 field types, including entity relationships, conditional visibility, and per-field encryption, without requiring database migrations.
Multi-team isolation: Implements a 5-layer authorization model with team-scoped data and dedicated workspaces.
REST API with full CRUD: Provides programmatic access for AI agents and external integrations.
Privacy-first deployment: Self-hosted under AGPL-3.0, ensuring data remains on the user's server.
Use Cases:
AI-forward startups wanting to connect Claude, GPT, or open-source models directly with CRM data for automated lead management and customer interactions.
Developer-led teams needing a customizable data schema and API-first access to tailor the CRM to specific sales or operational workflows.
SMBs requiring multi-team isolation with role-based access control and workspace-scoped data visibility.
Self-hosters prioritizing data privacy by deploying the CRM on their own infrastructure without vendor lock-in.
Why It Matters:
As an open-source alternative, Relaticle provides a dedicated CRM built specifically for AI agent integration through its native MCP server and REST API. The customizable field system, multi-team isolation, and per-field encryption address practical needs for teams that require both flexibility and data control. Being self-hosted under AGPL-3.0 gives organizations full ownership of their data without reliance on a third-party platform.