Relm CRM
API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.
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検出事項（7）
- HIGHTool poisoning patterns detected
- MEDIUMTool 'relm_create' description contains placeholder textrelm_create 内
- MEDIUMTool 'relm_create_template' description contains placeholder textrelm_create_template 内
- LOWTool 'relm_list_webhooks' suggests web access but openWorldHint=falserelm_list_webhooks 内
- LOWTool 'relm_get_webhook' suggests web access but openWorldHint=falserelm_get_webhook 内
- INFOTool description contains placeholder or incomplete textrelm_create 内
- INFOTool description contains placeholder or incomplete textrelm_create_template 内
ツール定義とプロトコルへの準拠に関する自動分析に基づいています。
コンテキストコスト
これは、サーバーのツールがモデルのコンテキストに読み込まれるたびに消費されるおおよそのトークン数です。数が多いほど、ほかのタスクに使える注意が減ります。
インストール
ワンクリックインストール
これを `claude_desktop_config.json` ファイルに追加してください:
{
"mcpServers": {
"relm": {
"url": "https://api.relmcrm.com/mcp"
}
}
}リモートエンドポイント
https://api.relmcrm.com/mcpstreamable-httpできること
ツール一覧
ツール（41）
🟢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.
入力スキーマ
{
"type": "object",
"properties": {}
}🟢relm_search(query, limit)
Cross-entity search over contacts, companies and deals by name/email/title.
入力スキーマ
{
"type": "object",
"properties": {
"query": {
"type": "string"
},
"limit": {
"type": "number"
}
},
"required": [
"query"
]
}🟢relm_list(object, limit, cursor, filter)
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).
入力スキーマ
{
"type": "object",
"properties": {
"object": {
"type": "string",
"enum": [
"contact",
"company",
"deal",
"activity"
],
"description": "Which core object."
},
"limit": {
"type": "number"
},
"cursor": {
"type": "string"
},
"filter": {
"type": "object",
"description": "object-specific filters"
}
},
"required": [
"object"
]
}🟢relm_get(object, id)
Fetch one record by id.
入力スキーマ
{
"type": "object",
"properties": {
"object": {
"type": "string",
"enum": [
"contact",
"company",
"deal",
"activity"
],
"description": "Which core object."
},
"id": {
"type": "string"
}
},
"required": [
"object",
"id"
]
}🟡relm_create(object, data)
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.
入力スキーマ
{
"type": "object",
"properties": {
"object": {
"type": "string",
"enum": [
"contact",
"company",
"deal",
"activity"
],
"description": "Which core object."
},
"data": {
"type": "object"
}
},
"required": [
"object",
"data"
]
}🟡relm_update(object, id, patch, if_match)
Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry.
入力スキーマ
{
"type": "object",
"properties": {
"object": {
"type": "string",
"enum": [
"contact",
"company",
"deal",
"activity"
],
"description": "Which core object."
},
"id": {
"type": "string"
},
"patch": {
"type": "object"
},
"if_match": {
"type": "number"
}
},
"required": [
"object",
"id",
"patch"
]
}🔴relm_delete(object, id)
Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.
入力スキーマ
{
"type": "object",
"properties": {
"object": {
"type": "string",
"enum": [
"contact",
"company",
"deal",
"activity"
],
"description": "Which core object."
},
"id": {
"type": "string"
}
},
"required": [
"object",
"id"
]
}⚪relm_restore(object, id)
Restore a soft-deleted record.
入力スキーマ
{
"type": "object",
"properties": {
"object": {
"type": "string",
"enum": [
"contact",
"company",
"deal",
"activity"
],
"description": "Which core object."
},
"id": {
"type": "string"
}
},
"required": [
"object",
"id"
]
}🟡relm_log_activity(type, body, contact_id, deal_id)
Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.
入力スキーマ
{
"type": "object",
"properties": {
"type": {
"type": "string"
},
"body": {
"type": "string"
},
"contact_id": {
"type": "string"
},
"deal_id": {
"type": "string"
}
}
}🟢relm_list_pipelines
List pipelines with their ordered stages.
入力スキーマ
{
"type": "object",
"properties": {}
}🟡relm_create_pipeline(key, name, is_default, stages)
Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.
入力スキーマ
{
"type": "object",
"properties": {
"key": {
"type": "string"
},
"name": {
"type": "string"
},
"is_default": {
"type": "boolean"
},
"stages": {
"type": "array",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string"
},
"label": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"open",
"won",
"lost"
]
}
}
}
}
}
}🔴relm_manage_stage(pipeline, action, key, new_key, label, ...)
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. `type` is the semantic stage type: open | won | lost - so 'is this deal won?' is a flag (stage_type on every deal), not per-pipeline string matching.
入力スキーマ
{
"type": "object",
"properties": {
"pipeline": {
"type": "string"
},
"action": {
"type": "string",
"enum": [
"add",
"rename",
"delete",
"reorder"
]
},
"key": {
"type": "string"
},
"new_key": {
"type": "string"
},
"label": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"open",
"won",
"lost"
]
},
"ordinal": {
"type": "number"
},
"order": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"pipeline",
"action"
]
}🟡relm_create_type(key, label)
Register a new object type in the schema (registry). Idempotent on key; returns the full type set.
入力スキーマ
{
"type": "object",
"properties": {
"key": {
"type": "string"
},
"label": {
"type": "string"
}
},
"required": [
"key"
]
}🟡relm_create_field(object, key, label, data_type, enum_group, ...)
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.
入力スキーマ
{
"type": "object",
"properties": {
"object": {
"type": "string"
},
"key": {
"type": "string"
},
"label": {
"type": "string"
},
"data_type": {
"type": "string"
},
"enum_group": {
"type": "string"
},
"required": {
"type": "boolean"
}
},
"required": [
"object",
"key"
]
}🟡relm_create_enum_value(group, value, label)
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.
入力スキーマ
{
"type": "object",
"properties": {
"group": {
"type": "string"
},
"value": {
"type": "string"
},
"label": {
"type": "string"
}
},
"required": [
"group",
"value"
]
}🔴relm_batch(operations)
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).
入力スキーマ
{
"type": "object",
"properties": {
"operations": {
"type": "array",
"items": {
"type": "object",
"properties": {
"object": {
"type": "string"
},
"method": {
"type": "string",
"enum": [
"create",
"update",
"delete"
]
},
"data": {
"type": "object"
},
"patch": {
"type": "object"
},
"id": {
"type": "string"
}
}
}
}
},
"required": [
"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.
入力スキーマ
{
"type": "object",
"properties": {}
}⚪relm_connect_channel(channel, provider, api_key, from, name)
Connect a BYO messaging channel so automations can send. channel='email', provider='resend', api_key=<your Resend key>, from='Team <[email protected]>' (must be a verified Resend sender). The key is encrypted at rest.
入力スキーマ
{
"type": "object",
"properties": {
"channel": {
"type": "string"
},
"provider": {
"type": "string"
},
"api_key": {
"type": "string"
},
"from": {
"type": "string"
},
"name": {
"type": "string"
}
},
"required": [
"api_key"
]
}🟢relm_list_connections
List connected messaging channels (never returns the secret key).
入力スキーマ
{
"type": "object",
"properties": {}
}🟡relm_create_automation(name, trigger_event, conditions, actions, enabled)
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.
入力スキーマ
{
"type": "object",
"properties": {
"name": {
"type": "string"
},
"trigger_event": {
"type": "string"
},
"conditions": {
"type": "array"
},
"actions": {
"type": "array"
},
"enabled": {
"type": "boolean"
}
},
"required": [
"name",
"trigger_event",
"actions"
]
}🟢relm_list_automations
List reactive rules (automations).
入力スキーマ
{
"type": "object",
"properties": {}
}🟡relm_create_template(name, key, subject, html, text)
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>"}.
入力スキーマ
{
"type": "object",
"properties": {
"name": {
"type": "string"
},
"key": {
"type": "string"
},
"subject": {
"type": "string"
},
"html": {
"type": "string"
},
"text": {
"type": "string"
}
},
"required": [
"name",
"html"
]
}🟢relm_list_templates
List reusable email templates.
入力スキーマ
{
"type": "object",
"properties": {}
}🟡relm_create_sequence(name, channel, connection, trigger, exit_when, ...)
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'.
入力スキーマ
{
"type": "object",
"properties": {
"name": {
"type": "string"
},
"channel": {
"type": "string"
},
"connection": {
"type": "string"
},
"trigger": {
"type": "object"
},
"exit_when": {
"type": "array"
},
"steps": {
"type": "array"
},
"enroll_existing": {
"type": "boolean"
},
"enabled": {
"type": "boolean"
}
},
"required": [
"name",
"steps"
]
}🟢relm_list_sequences
List drip sequences with their steps and enrollment counts.
入力スキーマ
{
"type": "object",
"properties": {}
}🟢relm_preview_sequence(id)
Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects.
入力スキーマ
{
"type": "object",
"properties": {
"id": {
"type": "string"
}
},
"required": [
"id"
]
}⚪relm_enroll(sequence_id, contact_id, source)
Manually enroll a contact into a sequence (idempotent per contact+sequence). Optional source={object,id} records what drove the enrollment (e.g. a deal).
入力スキーマ
{
"type": "object",
"properties": {
"sequence_id": {
"type": "string"
},
"contact_id": {
"type": "string"
},
"source": {
"type": "object",
"properties": {
"object": {
"type": "string"
},
"id": {
"type": "string"
}
}
}
},
"required": [
"sequence_id",
"contact_id"
]
}🟡relm_create_webhook(url, events, description, enabled)
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.
入力スキーマ
{
"type": "object",
"properties": {
"url": {
"type": "string"
},
"events": {
"type": "array"
},
"description": {
"type": "string"
},
"enabled": {
"type": "boolean"
}
},
"required": [
"url"
]
}🟢relm_list_webhooks
List webhook subscriptions in this workspace/mode.
入力スキーマ
{
"type": "object",
"properties": {}
}🔴relm_delete_webhook(id)
Delete a webhook subscription by id.
入力スキーマ
{
"type": "object",
"properties": {
"id": {
"type": "string"
}
},
"required": [
"id"
]
}🟢relm_get_automation(id)
Read one automation by id, with its trigger, conditions and actions.
入力スキーマ
{
"type": "object",
"properties": {
"id": {
"type": "string"
}
},
"required": [
"id"
]
}🟢relm_get_sequence(id, view)
Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state.
入力スキーマ
{
"type": "object",
"properties": {
"id": {
"type": "string"
},
"view": {
"type": "string",
"enum": [
"sequence",
"enrollments"
]
}
},
"required": [
"id"
]
}🟢relm_get_pipeline(pipeline)
Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost).
入力スキーマ
{
"type": "object",
"properties": {
"pipeline": {
"type": "string"
}
},
"required": [
"pipeline"
]
}🟢relm_get_webhook(id, view)
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.
入力スキーマ
{
"type": "object",
"properties": {
"id": {
"type": "string"
},
"view": {
"type": "string",
"enum": [
"webhook",
"deliveries"
]
}
},
"required": [
"id"
]
}🔴relm_manage_automation(id, action)
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.
入力スキーマ
{
"type": "object",
"properties": {
"id": {
"type": "string"
},
"action": {
"type": "string",
"enum": [
"enable",
"disable",
"delete"
]
}
},
"required": [
"id",
"action"
]
}🔴relm_manage_sequence(id, action)
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.
入力スキーマ
{
"type": "object",
"properties": {
"id": {
"type": "string"
},
"action": {
"type": "string",
"enum": [
"enable",
"disable",
"delete"
]
}
},
"required": [
"id",
"action"
]
}🔴relm_manage_pipeline(pipeline, action, name, new_key)
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.
入力スキーマ
{
"type": "object",
"properties": {
"pipeline": {
"type": "string"
},
"action": {
"type": "string",
"enum": [
"rename",
"set_default",
"delete"
]
},
"name": {
"type": "string",
"description": "New display name"
},
"new_key": {
"type": "string",
"description": "New pipeline key (slugified); deals follow automatically"
}
},
"required": [
"pipeline",
"action"
]
}🔴relm_manage_webhook(id, action)
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.
入力スキーマ
{
"type": "object",
"properties": {
"id": {
"type": "string"
},
"action": {
"type": "string",
"enum": [
"enable",
"disable"
]
}
},
"required": [
"id",
"action"
]
}🔴relm_delete_connection(id)
Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key).
入力スキーマ
{
"type": "object",
"properties": {
"id": {
"type": "string"
}
},
"required": [
"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.
入力スキーマ
{
"type": "object",
"properties": {}
}🟡relm_set_spend_cap(overage_cap_usd)
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.
入力スキーマ
{
"type": "object",
"properties": {
"overage_cap_usd": {
"type": [
"number",
"null"
]
}
},
"required": [
"overage_cap_usd"
]
}コミュニティ
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