API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.
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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.
This tool takes no arguments.
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.
No arguments.
{
"type": "object",
"properties": {}
}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).
| Argument | Type | Description |
|---|---|---|
| operations* | array |
{
"type": "object",
"required": [
"operations"
],
"properties": {
"operations": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"data": {
"type": "object"
},
"patch": {
"type": "object"
},
"method": {
"enum": [
"create",
"update",
"delete"
],
"type": "string"
},
"object": {
"type": "string"
}
}
}
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| from | string | |
| name | string | |
| api_key* | string | |
| channel | string | |
| provider | string |
{
"type": "object",
"required": [
"api_key"
],
"properties": {
"from": {
"type": "string"
},
"name": {
"type": "string"
},
"api_key": {
"type": "string"
},
"channel": {
"type": "string"
},
"provider": {
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| data* | object | |
| object* | string | Which core object. |
{
"type": "object",
"required": [
"object",
"data"
],
"properties": {
"data": {
"type": "object"
},
"object": {
"enum": [
"contact",
"company",
"deal",
"activity"
],
"type": "string",
"description": "Which core object."
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| name* | string | |
| actions* | array | |
| enabled | boolean | |
| conditions | array | |
| trigger_event* | string |
{
"type": "object",
"required": [
"name",
"trigger_event",
"actions"
],
"properties": {
"name": {
"type": "string"
},
"actions": {
"type": "array"
},
"enabled": {
"type": "boolean"
},
"conditions": {
"type": "array"
},
"trigger_event": {
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| group* | string | |
| label | string | |
| value* | string |
{
"type": "object",
"required": [
"group",
"value"
],
"properties": {
"group": {
"type": "string"
},
"label": {
"type": "string"
},
"value": {
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| key* | string | |
| label | string | |
| object* | string | |
| required | boolean | |
| data_type | string | |
| enum_group | string |
{
"type": "object",
"required": [
"object",
"key"
],
"properties": {
"key": {
"type": "string"
},
"label": {
"type": "string"
},
"object": {
"type": "string"
},
"required": {
"type": "boolean"
},
"data_type": {
"type": "string"
},
"enum_group": {
"type": "string"
}
}
}Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.
| Argument | Type | Description |
|---|---|---|
| key | string | |
| name | string | |
| stages | array | |
| is_default | boolean |
{
"type": "object",
"properties": {
"key": {
"type": "string"
},
"name": {
"type": "string"
},
"stages": {
"type": "array",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string"
},
"type": {
"enum": [
"open",
"won",
"lost"
],
"type": "string"
},
"label": {
"type": "string"
}
}
}
},
"is_default": {
"type": "boolean"
}
}
}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'.
| Argument | Type | Description |
|---|---|---|
| name* | string | |
| steps* | array | |
| channel | string | |
| enabled | boolean | |
| trigger | object | |
| exit_when | array | |
| connection | string | |
| enroll_existing | boolean |
{
"type": "object",
"required": [
"name",
"steps"
],
"properties": {
"name": {
"type": "string"
},
"steps": {
"type": "array"
},
"channel": {
"type": "string"
},
"enabled": {
"type": "boolean"
},
"trigger": {
"type": "object"
},
"exit_when": {
"type": "array"
},
"connection": {
"type": "string"
},
"enroll_existing": {
"type": "boolean"
}
}
}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>"}.
| Argument | Type | Description |
|---|---|---|
| key | string | |
| html* | string | |
| name* | string | |
| text | string | |
| subject | string |
{
"type": "object",
"required": [
"name",
"html"
],
"properties": {
"key": {
"type": "string"
},
"html": {
"type": "string"
},
"name": {
"type": "string"
},
"text": {
"type": "string"
},
"subject": {
"type": "string"
}
}
}Register a new object type in the schema (registry). Idempotent on key; returns the full type set.
| Argument | Type | Description |
|---|---|---|
| key* | string | |
| label | string |
{
"type": "object",
"required": [
"key"
],
"properties": {
"key": {
"type": "string"
},
"label": {
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| url* | string | |
| events | array | |
| enabled | boolean | |
| description | string |
{
"type": "object",
"required": [
"url"
],
"properties": {
"url": {
"type": "string"
},
"events": {
"type": "array"
},
"enabled": {
"type": "boolean"
},
"description": {
"type": "string"
}
}
}Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.
| Argument | Type | Description |
|---|---|---|
| id* | string | |
| object* | string | Which core object. |
{
"type": "object",
"required": [
"object",
"id"
],
"properties": {
"id": {
"type": "string"
},
"object": {
"enum": [
"contact",
"company",
"deal",
"activity"
],
"type": "string",
"description": "Which core object."
}
}
}Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key).
| Argument | Type | Description |
|---|---|---|
| id* | string |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string"
}
}
}Delete a webhook subscription by id.
| Argument | Type | Description |
|---|---|---|
| id* | string |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string"
}
}
}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.
No arguments.
{
"type": "object",
"properties": {}
}Manually enroll a contact into a sequence (idempotent per contact+sequence). Optional source={object,id} records what drove the enrollment (e.g. a deal).
| Argument | Type | Description |
|---|---|---|
| source | object | |
| contact_id* | string | |
| sequence_id* | string |
{
"type": "object",
"required": [
"sequence_id",
"contact_id"
],
"properties": {
"source": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"object": {
"type": "string"
}
}
},
"contact_id": {
"type": "string"
},
"sequence_id": {
"type": "string"
}
}
}Fetch one record by id.
| Argument | Type | Description |
|---|---|---|
| id* | string | |
| object* | string | Which core object. |
{
"type": "object",
"required": [
"object",
"id"
],
"properties": {
"id": {
"type": "string"
},
"object": {
"enum": [
"contact",
"company",
"deal",
"activity"
],
"type": "string",
"description": "Which core object."
}
}
}Read one automation by id, with its trigger, conditions and actions.
| Argument | Type | Description |
|---|---|---|
| id* | string |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string"
}
}
}Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost).
| Argument | Type | Description |
|---|---|---|
| pipeline* | string |
{
"type": "object",
"required": [
"pipeline"
],
"properties": {
"pipeline": {
"type": "string"
}
}
}Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state.
| Argument | Type | Description |
|---|---|---|
| id* | string | |
| view | string |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string"
},
"view": {
"enum": [
"sequence",
"enrollments"
],
"type": "string"
}
}
}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.
No arguments.
{
"type": "object",
"properties": {}
}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.
| Argument | Type | Description |
|---|---|---|
| id* | string | |
| view | string |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string"
},
"view": {
"enum": [
"webhook",
"deliveries"
],
"type": "string"
}
}
}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).
| Argument | Type | Description |
|---|---|---|
| limit | number | |
| cursor | string | |
| filter | object | object-specific filters |
| object* | string | Which core object. |
{
"type": "object",
"required": [
"object"
],
"properties": {
"limit": {
"type": "number"
},
"cursor": {
"type": "string"
},
"filter": {
"type": "object",
"description": "object-specific filters"
},
"object": {
"enum": [
"contact",
"company",
"deal",
"activity"
],
"type": "string",
"description": "Which core object."
}
}
}List reactive rules (automations).
No arguments.
{
"type": "object",
"properties": {}
}List connected messaging channels (never returns the secret key).
No arguments.
{
"type": "object",
"properties": {}
}List pipelines with their ordered stages.
No arguments.
{
"type": "object",
"properties": {}
}List drip sequences with their steps and enrollment counts.
No arguments.
{
"type": "object",
"properties": {}
}List reusable email templates.
No arguments.
{
"type": "object",
"properties": {}
}List webhook subscriptions in this workspace/mode.
No arguments.
{
"type": "object",
"properties": {}
}Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.
| Argument | Type | Description |
|---|---|---|
| body | string | |
| type | string | |
| deal_id | string | |
| contact_id | string |
{
"type": "object",
"properties": {
"body": {
"type": "string"
},
"type": {
"type": "string"
},
"deal_id": {
"type": "string"
},
"contact_id": {
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| id* | string | |
| action* | string |
{
"type": "object",
"required": [
"id",
"action"
],
"properties": {
"id": {
"type": "string"
},
"action": {
"enum": [
"enable",
"disable",
"delete"
],
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| name | string | New display name |
| action* | string | |
| new_key | string | New pipeline key (slugified); deals follow automatically |
| pipeline* | string |
{
"type": "object",
"required": [
"pipeline",
"action"
],
"properties": {
"name": {
"type": "string",
"description": "New display name"
},
"action": {
"enum": [
"rename",
"set_default",
"delete"
],
"type": "string"
},
"new_key": {
"type": "string",
"description": "New pipeline key (slugified); deals follow automatically"
},
"pipeline": {
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| id* | string | |
| action* | string |
{
"type": "object",
"required": [
"id",
"action"
],
"properties": {
"id": {
"type": "string"
},
"action": {
"enum": [
"enable",
"disable",
"delete"
],
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| key | string | |
| type | string | |
| label | string | |
| order | array | |
| action* | string | |
| new_key | string | |
| ordinal | number | |
| pipeline* | string |
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.
| Argument | Type | Description |
|---|---|---|
| id* | string | |
| action* | string |
{
"type": "object",
"required": [
"id",
"action"
],
"properties": {
"id": {
"type": "string"
},
"action": {
"enum": [
"enable",
"disable"
],
"type": "string"
}
}
}Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects.
| Argument | Type | Description |
|---|---|---|
| id* | string |
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string"
}
}
}Restore a soft-deleted record.
| Argument | Type | Description |
|---|---|---|
| id* | string | |
| object* | string | Which core object. |
{
"type": "object",
"required": [
"object",
"id"
],
"properties": {
"id": {
"type": "string"
},
"object": {
"enum": [
"contact",
"company",
"deal",
"activity"
],
"type": "string",
"description": "Which core object."
}
}
}Cross-entity search over contacts, companies and deals by name/email/title.
| Argument | Type | Description |
|---|---|---|
| limit | number | |
| query* | string |
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number"
},
"query": {
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| overage_cap_usd* | number | null |
{
"type": "object",
"required": [
"overage_cap_usd"
],
"properties": {
"overage_cap_usd": {
"type": [
"number",
"null"
]
}
}
}Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry.
| Argument | Type | Description |
|---|---|---|
| id* | string | |
| patch* | object | |
| object* | string | Which core object. |
| if_match | number |
{
"type": "object",
"required": [
"object",
"id",
"patch"
],
"properties": {
"id": {
"type": "string"
},
"patch": {
"type": "object"
},
"object": {
"enum": [
"contact",
"company",
"deal",
"activity"
],
"type": "string",
"description": "Which core object."
},
"if_match": {
"type": "number"
}
}
}{
"type": "object",
"required": [
"pipeline",
"action"
],
"properties": {
"key": {
"type": "string"
},
"type": {
"enum": [
"open",
"won",
"lost"
],
"type": "string"
},
"label": {
"type": "string"
},
"order": {
"type": "array",
"items": {
"type": "string"
}
},
"action": {
"enum": [
"add",
"rename",
"delete",
"reorder"
],
"type": "string"
},
"new_key": {
"type": "string"
},
"ordinal": {
"type": "number"
},
"pipeline": {
"type": "string"
}
}
}