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area:apiAPI and integrationsAPI and integrationsarea:integrationsThird-party integrations and external servicesThird-party integrations and external services
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Overview
Implement Model Context Protocol (MCP) server to expose Relaticle CRM data to AI assistants, enabling local agentic workflows and AI-powered interactions with CRM data.
Features
- MCP server implementation
- Read-only access to Companies, People, Opportunities
- Authentication with workspace scoping
- Real-time data access for AI assistants
- Documentation and integration examples
Success Criteria
- MCP server running and accessible
- Authentication working with API tokens
- All core resources accessible (Companies, People, Opportunities)
- Workspace isolation enforced
- Documentation with Claude/AI assistant examples
- Performance testing completed
Notes
This is a key differentiator for Relaticle - first open-source CRM with native AI assistant support.
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area:apiAPI and integrationsAPI and integrationsarea:integrationsThird-party integrations and external servicesThird-party integrations and external services
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Todo