Relm CRM
by relmcrm.com · remote · no sign-in to list tools · v0.17.1 · published by com.relmcrm
API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.
Deletes · 8Changes · 17
41 tools: 8 can delete or cancel things, 17 change things and 16 only read.
Scanned Oct 21, 2026
- Deletes or cancels8Claude Code: deny: see these tools
- Can't be undone0Claude Code: ask
- Changes things17Claude Code: ask: see these tools
- Only reads16Claude Code: allow: see these tools
1 check matched something in the tool definitions. No finding is not a safety guarantee. How the checks work.
claude mcp add --transport http relm https://api.relmcrm.com/mcpFindings
Matches of fixed checks, with the text they matched.
The server marks "relm_log_activity" as not read-only (readOnlyHint: false), and its words say it reads.
What this check looks forMatched text
annotations: {"readOnlyHint":false,"destructiveHint":false,"idempotentHint":false,"openWorldHint":false}; The name "relm_log_activity" says "log": a word for reading.
Tools
Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.
41 tools
Deletes or cancels 8Claude Code: deny
relm_batchRun up to 100 record writes in ONE call (contact/company/deal/activity) - the fast path for imports/migrations.No findings
Why it is in this group
- The description's first verb is "run": a word for a change.
- The server marks it destructive (destructiveHint: true).
Description, as the server wrote it 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).
Annotations the server declares
- title: Batch write records
- readOnlyHint: false
- destructiveHint: true
- idempotentHint: false
- openWorldHint: false
relm_deleteSoft-delete a record (recoverable via relm_restore).No findings
Why it is in this group
- The name "relm_delete" says "delete": a word for removing or ending something.
- The server marks it destructive (destructiveHint: true).
Description, as the server wrote it Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.
Annotations the server declares
- title: Delete record (recoverable)
- readOnlyHint: false
- destructiveHint: true
- idempotentHint: true
- openWorldHint: false
relm_delete_connectionDelete a connected messaging channel by id (e.g.No findings
Why it is in this group
- The name "relm_delete_connection" says "delete": a word for removing or ending something.
- The server marks it destructive (destructiveHint: true).
Description, as the server wrote it Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key).
Annotations the server declares
- title: Delete channel connection
- readOnlyHint: false
- destructiveHint: true
- idempotentHint: true
- openWorldHint: false
relm_delete_webhookDelete a webhook subscription by id.No findings
Why it is in this group
- The name "relm_delete_webhook" says "delete": a word for removing or ending something.
- The server marks it destructive (destructiveHint: true).
Description, as the server wrote it Delete a webhook subscription by id.
Annotations the server declares
- title: Delete webhook
- readOnlyHint: false
- destructiveHint: true
- idempotentHint: true
- openWorldHint: true
relm_manage_automationChange an existing automation by id.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it destructive (destructiveHint: true).
Description, as the server wrote it 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.
Annotations the server declares
- title: Manage automation
- readOnlyHint: false
- destructiveHint: true
- idempotentHint: true
- openWorldHint: true
relm_manage_pipelineChange an existing pipeline by key or pl_ id.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it destructive (destructiveHint: true).
Description, as the server wrote it 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.
Annotations the server declares
- title: Manage pipeline
- readOnlyHint: false
- destructiveHint: true
- idempotentHint: true
- openWorldHint: false
relm_manage_sequenceChange an existing drip sequence by id.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it destructive (destructiveHint: true).
Description, as the server wrote it 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.
Annotations the server declares
- title: Manage sequence
- readOnlyHint: false
- destructiveHint: true
- idempotentHint: true
- openWorldHint: true
relm_manage_stageAdd, rename/retype, delete, or reorder stages in a pipeline.No findings
Why it is in this group
- The description's first verb is "add": a word for a change.
- The server marks it destructive (destructiveHint: true).
Description, as the server wrote it 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.
Annotations the server declares
- title: Manage pipeline stages
- readOnlyHint: false
- destructiveHint: true
- idempotentHint: false
- openWorldHint: false
Changes things 17Claude Code: ask
relm_automations_capabilitiesDiscover the automation building blocks: valid trigger_events, condition ops, action types, channels/providers, and the shapes of automations/sequences/connections.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it 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.
Annotations the server declares
- title: Describe automation capabilities
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_connect_channelConnect a BYO messaging channel so automations can send.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it 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.
Annotations the server declares
- title: Connect messaging channel
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: false
- openWorldHint: true
relm_createCreate a record.No findings
Why it is in this group
- The name "relm_create" says "create": a word for a change.
Description, as the server wrote it 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.
Annotations the server declares
- title: Create record
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: false
- openWorldHint: false
relm_create_automationCreate a single-step rule: when <trigger_event> [if <conditions>] then <actions>.No findings
Why it is in this group
- The name "relm_create_automation" says "create": a word for a change.
Description, as the server wrote it 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.
Annotations the server declares
- title: Create automation rule
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: false
- openWorldHint: true
relm_create_enum_valueAdd a value to an enum group (e.g.No findings
Why it is in this group
- The name "relm_create_enum_value" says "create": a word for a change.
Description, as the server wrote it 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.
Annotations the server declares
- title: Add enum value
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
relm_create_fieldRegister a new custom field on an object (contact/company/deal/activity).No findings
Why it is in this group
- The name "relm_create_field" says "create": a word for a change.
Description, as the server wrote it 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.
Annotations the server declares
- title: Register custom field
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: false
- openWorldHint: false
relm_create_pipelineCreate a pipeline.No findings
Why it is in this group
- The name "relm_create_pipeline" says "create": a word for a change.
Description, as the server wrote it Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.
Annotations the server declares
- title: Create pipeline
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: false
- openWorldHint: false
relm_create_sequenceCreate a multi-step drip sequence.No findings
Why it is in this group
- The name "relm_create_sequence" says "create": a word for a change.
Description, as the server wrote it 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'.
Annotations the server declares
- title: Create drip sequence
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: false
- openWorldHint: true
relm_create_templateCreate a reusable email template.No findings
Why it is in this group
- The name "relm_create_template" says "create": a word for a change.
Description, as the server wrote it 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>"}.
Annotations the server declares
- title: Create email template
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: false
- openWorldHint: false
relm_create_typeRegister a new object type in the schema (registry).No findings
Why it is in this group
- The name "relm_create_type" says "create": a word for a change.
Description, as the server wrote it Register a new object type in the schema (registry). Idempotent on key; returns the full type set.
Annotations the server declares
- title: Register object type
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
relm_create_webhookSubscribe an https endpoint to CRM events.No findings
Why it is in this group
- The name "relm_create_webhook" says "create": a word for a change.
Description, as the server wrote it 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.
Annotations the server declares
- title: Create webhook subscription
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: false
- openWorldHint: true
relm_enrollManually enroll a contact into a sequence (idempotent per contact+sequence).No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it Manually enroll a contact into a sequence (idempotent per contact+sequence). Optional source={object,id} records what drove the enrollment (e.g. a deal).
Annotations the server declares
- title: Enroll contact in sequence
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: true
- openWorldHint: true
relm_log_activityLog an activity (note/call/email/meeting/task) on a contact and/or deal.1 finding
Why it is in this group
- The name "relm_log_activity" says "log": a word for reading.
- The server marks it as not read-only (readOnlyHint: false).
Findings
- Warn
The server marks "relm_log_activity" as not read-only (readOnlyHint: false), and its words say it reads.
What this check looks forMatched text
annotations: {"readOnlyHint":false,"destructiveHint":false,"idempotentHint":false,"openWorldHint":false}; The name "relm_log_activity" says "log": a word for reading.
Description, as the server wrote it Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.
Annotations the server declares
- title: Log activity
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: false
- openWorldHint: false
relm_manage_webhookPause or resume delivery for an existing webhook by id.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it 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.
Annotations the server declares
- title: Toggle webhook
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: true
- openWorldHint: true
relm_restoreRestore a soft-deleted record.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it Restore a soft-deleted record.
Annotations the server declares
- title: Restore deleted record
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
relm_set_spend_capSet (or clear) the hard monthly overage spend cap in USD.No findings
Why it is in this group
- The name "relm_set_spend_cap" says "set": a word for a change.
Description, as the server wrote it 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.
Annotations the server declares
- title: Set overage spend cap
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
relm_updatePatch a record.No findings
Why it is in this group
- The name "relm_update" says "update": a word for a change.
Description, as the server wrote it Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry.
Annotations the server declares
- title: Update record
- readOnlyHint: false
- destructiveHint: false
- idempotentHint: true
- openWorldHint: false
Only reads 16Claude Code: allow
relm_describe_schemaReturn the live schema: every object, its fields (built-in + custom), and all enum groups with their current values (contact types, activity types, etc).No findings
Why it is in this group
- The name "relm_describe_schema" says "describe": a word for reading.
Description, as the server wrote it 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.
Annotations the server declares
- title: Describe CRM schema
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_getFetch one record by id.No findings
Why it is in this group
- The name "relm_get" says "get": a word for reading.
Description, as the server wrote it Fetch one record by id.
Annotations the server declares
- title: Get record
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_get_automationRead one automation by id, with its trigger, conditions and actions.No findings
Why it is in this group
- The name "relm_get_automation" says "get": a word for reading.
Description, as the server wrote it Read one automation by id, with its trigger, conditions and actions.
Annotations the server declares
- title: Get automation
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_get_pipelineRead one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost).No findings
Why it is in this group
- The name "relm_get_pipeline" says "get": a word for reading.
Description, as the server wrote it Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost).
Annotations the server declares
- title: Get pipeline
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_get_sequenceRead one drip sequence by id.No findings
Why it is in this group
- The name "relm_get_sequence" says "get": a word for reading.
Description, as the server wrote it Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state.
Annotations the server declares
- title: Get sequence
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_get_usageRead this workspace's current billing period: requests used, plan, monthly limit, and any metered overage.No findings
Why it is in this group
- The name "relm_get_usage" says "get": a word for reading.
Description, as the server wrote it 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.
Annotations the server declares
- title: Get usage and quota
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_get_webhookRead one webhook by id.No findings
Why it is in this group
- The name "relm_get_webhook" says "get": a word for reading.
Description, as the server wrote it 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.
Annotations the server declares
- title: Get webhook
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_listList records of an object with keyset pagination.No findings
Why it is in this group
- The name "relm_list" says "list": a word for reading.
Description, as the server wrote it 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).
Annotations the server declares
- title: List records
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_list_automationsList reactive rules (automations).No findings
Why it is in this group
- The name "relm_list_automations" says "list": a word for reading.
Description, as the server wrote it List reactive rules (automations).
Annotations the server declares
- title: List automation rules
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_list_connectionsList connected messaging channels (never returns the secret key).No findings
Why it is in this group
- The name "relm_list_connections" says "list": a word for reading.
Description, as the server wrote it List connected messaging channels (never returns the secret key).
Annotations the server declares
- title: List connected channels
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_list_pipelinesList pipelines with their ordered stages.No findings
Why it is in this group
- The name "relm_list_pipelines" says "list": a word for reading.
Description, as the server wrote it List pipelines with their ordered stages.
Annotations the server declares
- title: List pipelines
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_list_sequencesList drip sequences with their steps and enrollment counts.No findings
Why it is in this group
- The name "relm_list_sequences" says "list": a word for reading.
Description, as the server wrote it List drip sequences with their steps and enrollment counts.
Annotations the server declares
- title: List drip sequences
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_list_templatesList reusable email templates.No findings
Why it is in this group
- The name "relm_list_templates" says "list": a word for reading.
Description, as the server wrote it List reusable email templates.
Annotations the server declares
- title: List email templates
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_list_webhooksList webhook subscriptions in this workspace/mode.No findings
Why it is in this group
- The name "relm_list_webhooks" says "list": a word for reading.
Description, as the server wrote it List webhook subscriptions in this workspace/mode.
Annotations the server declares
- title: List webhooks
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_preview_sequenceDry-run a sequence: how many contacts would enroll now + the send schedule.No findings
Why it is in this group
- The name "relm_preview_sequence" says "preview": a word for reading.
Description, as the server wrote it Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects.
Annotations the server declares
- title: Preview sequence (dry run)
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
relm_searchCross-entity search over contacts, companies and deals by name/email/title.No findings
Why it is in this group
- The name "relm_search" says "search": a word for reading.
Description, as the server wrote it Cross-entity search over contacts, companies and deals by name/email/title.
Annotations the server declares
- title: Search CRM
- readOnlyHint: true
- destructiveHint: false
- openWorldHint: false
This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.
Install
Pinned to version 0.17.1. Values in angle brackets are yours to fill in.
claude mcp add --transport http relm https://api.relmcrm.com/mcpRun in a terminal.
Claude Code permissions
Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.
{
"permissions": {
"allow": [
"mcp__relm__relm_describe_schema",
"mcp__relm__relm_search",
"mcp__relm__relm_list",
"mcp__relm__relm_get",
"mcp__relm__relm_list_pipelines",
"mcp__relm__relm_list_connections",
"mcp__relm__relm_list_automations",
"mcp__relm__relm_list_templates",
"mcp__relm__relm_list_sequences",
"mcp__relm__relm_preview_sequence",
"mcp__relm__relm_list_webhooks",
"mcp__relm__relm_get_automation",
"mcp__relm__relm_get_sequence",
"mcp__relm__relm_get_pipeline",
"mcp__relm__relm_get_webhook",
"mcp__relm__relm_get_usage"
],
"ask": [
"mcp__relm__relm_create",
"mcp__relm__relm_update",
"mcp__relm__relm_restore",
"mcp__relm__relm_log_activity",
"mcp__relm__relm_create_pipeline",
"mcp__relm__relm_create_type",
"mcp__relm__relm_create_field",
"mcp__relm__relm_create_enum_value",
"mcp__relm__relm_automations_capabilities",
"mcp__relm__relm_connect_channel",
"mcp__relm__relm_create_automation",
"mcp__relm__relm_create_template",
"mcp__relm__relm_create_sequence",
"mcp__relm__relm_enroll",
"mcp__relm__relm_create_webhook",
"mcp__relm__relm_manage_webhook",
"mcp__relm__relm_set_spend_cap"
],
"deny": [
"mcp__relm__relm_delete",
"mcp__relm__relm_manage_stage",
"mcp__relm__relm_batch",
"mcp__relm__relm_delete_webhook",
"mcp__relm__relm_manage_automation",
"mcp__relm__relm_manage_sequence",
"mcp__relm__relm_manage_pipeline",
"mcp__relm__relm_delete_connection"
]
}
}Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as relm. Review it before you use it.