Relaticle

Relaticle

Relaticle is an open-source, self-hosted CRM built for teams and AI-powered workflows, combining a built-in AI chat with an MCP server that exposes 37 tools and a REST API for external agents and integrations.

Relaticle is ai tools software teams evaluate for content & marketing. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Free API 70/100
One of 81 tools in Chat
Added 1 month ago
Data reviewed Sep 8, 2026

Profile facts come from the vendor source. AiMatch labels unknown pricing or API details instead of estimating them.

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Quick Overview

Best for: Content & Marketing

What it does

AI Tools software for decision-makers comparing workflow fit and alternatives.

Best fit

Content & Marketing

Pricing snapshot

Free from Free (AGPL-3.0)

Next step

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Relaticle is an open-source, AGPL-3.0 CRM designed for teams that want integrated AI and full control of their data. It supports three primary interaction modes—traditional UI, a built-in AI chat, and external AI agents via an MCP server—so teams can manage contacts, companies, opportunities, tasks, and notes either manually or via AI. Relaticle is available for self-hosting (Docker, PHP 8.5+ with PostgreSQL) and also offers a managed option at app.relaticle.com; it emphasizes ownership of data, role-based permissions, and extensibility via a REST API and 37 MCP tools for external agents.

Open-source CRM with approval-gated AI writes Discussion | Link

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Key Features

Built-in AI Chat

Ask anything about your CRM, scope questions by @-mentioning records, use voice input, and access persistent, searchable conversation history. Destructive actions require explicit approval and can be undone briefly.

MCP Server with 37 Tools

Connect any external agent that speaks MCP (Model Context Protocol). The MCP server exposes 37 tools enabling external agents to list, create, update, delete, and analyze CRM data.

REST API v1

A REST API (v1) enables driving Relaticle from external tools and custom integrations; schema is surfaced automatically.

Customizable Data Model

22 custom field types including entity relationships, conditional visibility, and per-field encryption with no migrations or code changes required.

Sales & Pipeline Management

Manage opportunities with custom stages, lifecycle tracking, and win/loss analysis; pipeline views and dashboard insight cards are included.

Task & Activity Management

Create, assign, and track tasks linked to records; capture notes and activity logs by hand, voice, or AI-assisted drafts and searches.

Multi-workspace Role-based Permissions

Support for multiple workspaces with role-based permissions and a 5-layer authorization model to control access.

Import & Export

CSV import with column mapping, validation, and error handling, plus export capabilities to migrate or back up data.

Open Source & Self-hosting

AGPL-3.0 licensed codebase intended to be run on your own servers; GitHub repo and community (Discord) are available for contribution and support.

Pricing

Free Tier Available

Relaticle is open-source (AGPL-3.0) and free to run self-hosted; the site advertises 'Start for free' and 'Free Forever' for the open-source offering.

Self-hosted (Open Source)

Free (AGPL-3.0)
  • Run on your own servers
  • No per-seat pricing
  • Access to source code and community contributions

Managed hosting (app.relaticle.com)

Paid (details not specified on site)
  • Managed deployment and hosting
  • Start for free option referenced

Use Cases

Sales and Pipeline Management

Track leads and opportunities through custom pipeline stages, analyze win/loss, and generate summaries or follow-ups via the AI chat.

Contact & Company Relationship Management

Maintain rich profiles, interaction history, and linked records for people and companies with advanced search and filters.

Agent-driven Automation & Analysis

Connect external AI agents (Claude, ChatGPT, Gemini, open-source models, or custom agents) over MCP to automate data tasks and pipeline analysis using the provided 37 tools.

Self-hosted, Privacy-focused CRM

Organizations that require data residency and control can self-host Relaticle to ensure conversation history and CRM data stay on their servers.

Integrations

Anthropic Claude

Supported AI provider for inference when configured by the team.

OpenAI-compatible endpoints (ChatGPT)

Any OpenAI-compatible endpoint can be used for AI inference per team configuration.

Google Gemini

Supported AI provider for inference.

MCP-compatible Agents

Any agent that implements the Model Context Protocol can connect via the MCP server and use the 37 provided tools.

REST API

REST API v1 for driving Relaticle programmatically and building custom integrations.

Benefits

Full ownership of data via self-hosting and open-source (AGPL-3.0) licensing.
Tight AI integration: built-in chat plus the ability to connect external agents via MCP for automation and analysis.
Production-ready tooling with 2,000+ automated tests and multi-layer authorization.
Flexible customization: 22 field types, schema auto-exposure, REST API and agent tools for extensibility.
No per-seat pricing and an option for managed hosting at app.relaticle.com.

Limitations

Self-hosting requires an environment with PHP 8.5+ and PostgreSQL and familiarity with Docker Compose or similar deployment tools.
Self-hosted teams must supply and manage their own AI provider keys; Relaticle does not provide inference provider keys by default.

Frequently Asked Questions

Is Relaticle production-ready?
Yes. Relaticle has 2,000+ automated tests, 5-layer authorization, 56+ MCP-specific tests, and is used in production; the codebase uses PHPStan static analysis and Pest mutation testing.
What can the built-in AI chat do?
Ask anything about your CRM: list and search records, draft follow-ups, summarize deals, create tasks, update or delete records; @-mention records to scope questions, with voice input and searchable history.
Can the AI chat delete or change my CRM data without my approval?
No. Destructive operations show an approval card with Approve and Reject buttons and nothing happens until approved; approved destructive actions can be undone for 5 seconds.
Does the built-in chat send my data to OpenAI or Anthropic?
Inference runs through whichever AI provider your team configures. Conversation history is stored only in your Relaticle database, and Relaticle never trains on your data. Self-hosted teams supply their own provider keys.
What AI agents can I connect from outside?
Any agent that speaks MCP (Model Context Protocol): Claude, ChatGPT, Gemini, open-source models, or your own custom agents. Relaticle's MCP server provides 37 tools for external AI agents.
What is MCP?
MCP (Model Context Protocol) is an open standard that lets AI agents interact with tools and data sources. Relaticle's MCP server gives external agents 37 tools to manage and analyze CRM data.
How do I deploy Relaticle?
Deploy with Docker Compose, Laravel Forge, or any PHP 8.5+ hosting with PostgreSQL. Self-hosted means your data never leaves your server. A managed hosting option is available at app.relaticle.com.
Can I customize the data model?
Yes. Relaticle offers 22 custom field types including entity relationships, conditional visibility, and per-field encryption with no migrations or code changes needed.

Getting Started

  1. 1 Start for free on the site or explore the GitHub repository and join the Discord community.
  2. 2 Deploy self-hosted: use Docker Compose, Laravel Forge, or any PHP 8.5+ host with PostgreSQL following the Developer Docs.
  3. 3 Configure an AI provider by supplying provider keys (Anthropic Claude, Google Gemini, or any OpenAI-compatible endpoint) for inference.
  4. 4 Optionally run the MCP server and connect external agents or use the REST API to integrate Relaticle with your tools.
  5. 5 Invite your team, set up workspaces and role-based permissions, and import existing CRM data via CSV.

Support

Docs

Developer Docs and Help Center on the site for self-hosting, MCP, and API guidance.

GitHub

Star the repo, report issues, and contribute code via the project's GitHub repository (linked from the site).

Discord

Join the community Discord to chat with developers, get help, and share ideas.

Help center

Guides for every part of the product are available via the Help Center.

API

Available: Yes
Documentation:

Developer Docs on the site covering REST API v1, MCP server, and self-hosting (referenced on relaticle.com).

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