# Relaticle

Self-hosted Laravel CRM with a 37-tool MCP server, REST API and 22 custom field types.

Companies, people, opportunities, tasks and notes with team-scoped workspaces and a customisable data model, built on Laravel and Filament. The MCP server ships in the product: mcp.relaticle.com for the cloud edition, MCP_DOMAIN for self-host, with OAuth 2.1 or personal access tokens. AGPL-3.0 with Stripe billing and feature flags in .env.

Alternative to: HubSpot, Pipedrive

- Capabilities: adaptable, operable
- Vertical: smb-ops-crm
- Shape: business-app
- Form factor: web-app
- Execution model: hybrid
- Provenance: human-written (recorded, never ranked)
- Repo: https://github.com/relaticle/relaticle (AGPL-3.0), 1590 stars, last commit 2026-09-02
- Last activity: 2026-09-02
- Page: apps/relaticle--relaticle.html
- JSON: apps/relaticle--relaticle.json

## Use it when

- I want a CRM our agent can read and write through MCP from day one, hosted on our own server
- I want to run a white-label CRM for a client with billing and marketing pages switched off

## Gotchas

- PHP 8.5 and PostgreSQL 17 minimums are newer than most hosts ship
- MCP rate limit 120 calls per minute per user, 25 records per page
- One workspace per MCP connector until revoked
- AGPL-3.0

## Editions

- Self-hosted: Free, open source
  - source: https://github.com/relaticle/relaticle
  - installable: git clone https://github.com/Relaticle/relaticle.git && cd relaticle && composer app-install
- Cloud: Free, closed source
  - hosted: https://relaticle.com
- Cloud Pro: Free, closed source
  - hosted: https://relaticle.com

## Adaptable: make it yours

Effort: config-only (30 things to edit)

Standard Laravel .env plus RELATICLE_FEATURE_* flags that turn billing, blog, docs, social auth, onboarding seed and the support menu on or off, so a self-hoster strips the SaaS chrome without touching code. MCP_DOMAIN and MCP_ALLOWED_ORIGINS place the MCP server; ANTHROPIC_API_KEY, OPENAI_API_KEY or OLLAMA_* pick the model. Translations drop in as lang/<locale>/. Custom fields and pipelines are configured in-product.

- Env vars: APP_URL, APP_KEY, APP_NAME, DB_CONNECTION, DB_HOST, DB_DATABASE, DB_USERNAME, DB_PASSWORD, MAIL_MAILER, MAIL_HOST, MAIL_FROM_ADDRESS, MCP_DOMAIN, MCP_ALLOWED_ORIGINS, API_DOMAIN, RELATICLE_FEATURE_BILLING, RELATICLE_FEATURE_SOCIAL_AUTH, RELATICLE_FEATURE_ONBOARD_SEED, RELATICLE_FEATURE_SUPPORT_MENU, RELATICLE_MAX_OWNED_WORKSPACES, ANTHROPIC_API_KEY, OPENAI_API_KEY, OLLAMA_BASE_URL, OLLAMA_MODEL, GOOGLE_CLIENT_ID, MICROSOFT_CLIENT_ID, PASSPORT_PRIVATE_KEY, PASSPORT_PUBLIC_KEY
- Config files: .env.example, config/, docs/i18n.md
- Prompt files: none
- Accounts you'll need: SMTP provider; model provider (Anthropic, OpenAI or local Ollama; optional); Stripe (only if billing is on)

## Operable: what an agent can drive

Operability: official. Interface: mcp at https://relaticle.com/docs/mcp (published by the builder, both).

### Reach (partial coverage)

- Manage companies: reachable. MCP tools list/get/create/update/delete-company-tool
- Manage people: reachable. MCP tools list/get/create/update/delete-people-tool
- Manage opportunities and read pipeline totals: reachable. MCP opportunity tools plus aggregate-opportunities-tool
- Tasks and notes attached to records: reachable. MCP task and note tools with attach/detach-to-entities
- Search across the workspace: reachable. MCP tools search, fetch, get-crm-summary-tool, list-activity-tool
- Read the custom data model: reachable. MCP tools get-crm-schema-tool, list-custom-fields-tool
- Add or change custom fields: not reachable. Only list-custom-fields-tool exists; schema changes are in the Filament UI
- Manage teams, workspaces and members: not reachable. No team or workspace tools; who-ami-tool is read-only; one workspace per connector
- Import or export data: undetermined. Not in the MCP tool list; REST API not checked for import

## Code stack

- Languages: PHP, JavaScript
- Frameworks: Laravel 13, Filament 5, Livewire 4, Vite
- Package manager: composer + npm
- Database: PostgreSQL 17, Redis (optional)
- Hosting target: Docker, manual

## Model stack

- Providers: Anthropic, OpenAI, Ollama, self-hosted OpenAI-compatible
- Models: none
- Keys you need (names only): ANTHROPIC_API_KEY, OPENAI_API_KEY, OLLAMA_BASE_URL, OLLAMA_MODEL, SELF_HOSTED_AI_URL, SELF_HOSTED_AI_KEY, SELF_HOSTED_AI_MODELS
- Prompts live in: none
- Tools: search, fetch, get-crm-schema-tool, get-crm-summary-tool, aggregate-opportunities-tool, list-activity-tool, list-custom-fields-tool, list-companies-tool, create-company-tool, update-company-tool, list-people-tool, create-people-tool, list-opportunities-tool, create-opportunity-tool, list-tasks-tool, create-task-tool, attach-task-to-entities-tool, list-notes-tool, create-note-tool

## Skills

contributor: Repo tooling for Relaticle contributors: AI SDK development, business review, browser agent checks.
- Paths: .claude/skills/*/SKILL.md

## Evidence and confidence

- formFactor: README: Filament 5 and Livewire 4 web app (confidence 0.95)
- executionModel: ANTHROPIC_API_KEY, OPENAI_API_KEY, OLLAMA_* in .env.example; CRM core is deterministic (confidence 0.8)
- operability: relaticle.com/docs/mcp: 37 tools, OAuth 2.1 or PAT, streamable HTTP; MCP_DOMAIN in .env.example shows it ships in-product (confidence 0.9)
- effort: .env.example with RELATICLE_FEATURE_* flags and MCP_DOMAIN (confidence 0.9)
- editions: STRIPE_PRICE_PRO_MONTHLY and STRIPE_PRICE_CREDITS_* in .env.example; README: self-hosted AGPL (confidence 0.6)
- active: GitHub pushedAt 2026-09-02
- reach:  (confidence 0.9)

## Open questions

- Cloud and Pro prices
- Is the MCP server native (agent as primary interface) or official? Classified official because the Filament UI is primary
- What do the AI keys power in-product (credits suggest an AI feature)?

## Sources

- https://github.com/relaticle/relaticle (sourcing:smb-ops-crm:github)
- https://relaticle.com/docs/mcp (sourcing:smb-ops-crm:github)