此 MCP 可以做什么
Provides an API-first CRM for contacts, companies, deals, activities, pipelines, automations, email sequences, templates, and webhooks.
功能
工具
41
工具
relm_automations_capabilities
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.
只读
输入模式
{'type': 'object', 'properties': {}}
relm_batch
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).
可能执行破坏性操作
输入模式
{'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'}}}}}}
relm_connect_channel
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.
可访问外部资源
输入模式
{'type': 'object', 'required': ['api_key'], 'properties': {'from': {'type': 'string'}, 'name': {'type': 'string'}, 'api_key': {'type': 'string'}, 'channel': {'type': 'string'}, 'provider': {'type': 'string'}}}
relm_create
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.
输入模式
{'type': 'object', 'required': ['object', 'data'], 'properties': {'data': {'type': 'object'}, 'object': {'enum': ['contact', 'company', 'deal', 'activity'], 'type': 'string', 'description': 'Which core object.'}}}
relm_create_automation
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.
可访问外部资源
输入模式
{'type': 'object', 'required': ['name', 'trigger_event', 'actions'], 'properties': {'name': {'type': 'string'}, 'actions': {'type': 'array'}, 'enabled': {'type': 'boolean'}, 'conditions': {'type': 'array'}, 'trigger_event': {'type': 'string'}}}
relm_create_enum_value
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.
幂等
输入模式
{'type': 'object', 'required': ['group', 'value'], 'properties': {'group': {'type': 'string'}, 'label': {'type': 'string'}, 'value': {'type': 'string'}}}
relm_create_field
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.
输入模式
{'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'}}}
relm_create_pipeline
Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.
输入模式
{'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'}}}
relm_create_sequence
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'.
可访问外部资源
输入模式
{'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'}}}
relm_create_template
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>"}.
输入模式
{'type': 'object', 'required': ['name', 'html'], 'properties': {'key': {'type': 'string'}, 'html': {'type': 'string'}, 'name': {'type': 'string'}, 'text': {'type': 'string'}, 'subject': {'type': 'string'}}}
relm_create_type
Register a new object type in the schema (registry). Idempotent on key; returns the full type set.
幂等
输入模式
{'type': 'object', 'required': ['key'], 'properties': {'key': {'type': 'string'}, 'label': {'type': 'string'}}}
relm_create_webhook
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.
可访问外部资源
输入模式
{'type': 'object', 'required': ['url'], 'properties': {'url': {'type': 'string'}, 'events': {'type': 'array'}, 'enabled': {'type': 'boolean'}, 'description': {'type': 'string'}}}
relm_delete
Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.
可能执行破坏性操作
幂等
输入模式
{'type': 'object', 'required': ['object', 'id'], 'properties': {'id': {'type': 'string'}, 'object': {'enum': ['contact', 'company', 'deal', 'activity'], 'type': 'string', 'description': 'Which core object.'}}}
relm_delete_connection
Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key).
可能执行破坏性操作
幂等
输入模式
{'type': 'object', 'required': ['id'], 'properties': {'id': {'type': 'string'}}}
relm_delete_webhook
Delete a webhook subscription by id.
可能执行破坏性操作
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['id'], 'properties': {'id': {'type': 'string'}}}
relm_describe_schema
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.
只读
输入模式
{'type': 'object', 'properties': {}}
relm_enroll
Manually enroll a contact into a sequence (idempotent per contact+sequence). Optional source={object,id} records what drove the enrollment (e.g. a deal).
可访问外部资源
幂等
输入模式
{'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'}}}
relm_get
Fetch one record by id.
只读
输入模式
{'type': 'object', 'required': ['object', 'id'], 'properties': {'id': {'type': 'string'}, 'object': {'enum': ['contact', 'company', 'deal', 'activity'], 'type': 'string', 'description': 'Which core object.'}}}
relm_get_automation
Read one automation by id, with its trigger, conditions and actions.
只读
输入模式
{'type': 'object', 'required': ['id'], 'properties': {'id': {'type': 'string'}}}
relm_get_pipeline
Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost).
只读
输入模式
{'type': 'object', 'required': ['pipeline'], 'properties': {'pipeline': {'type': 'string'}}}
relm_get_sequence
Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state.
只读
输入模式
{'type': 'object', 'required': ['id'], 'properties': {'id': {'type': 'string'}, 'view': {'enum': ['sequence', 'enrollments'], 'type': 'string'}}}
relm_get_usage
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.
只读
输入模式
{'type': 'object', 'properties': {}}
relm_get_webhook
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.
只读
输入模式
{'type': 'object', 'required': ['id'], 'properties': {'id': {'type': 'string'}, 'view': {'enum': ['webhook', 'deliveries'], 'type': 'string'}}}
relm_list
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).
只读
输入模式
{'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.'}}}
relm_list_automations
List reactive rules (automations).
只读
输入模式
{'type': 'object', 'properties': {}}
relm_list_connections
List connected messaging channels (never returns the secret key).
只读
输入模式
{'type': 'object', 'properties': {}}
relm_list_pipelines
List pipelines with their ordered stages.
只读
输入模式
{'type': 'object', 'properties': {}}
relm_list_sequences
List drip sequences with their steps and enrollment counts.
只读
输入模式
{'type': 'object', 'properties': {}}
relm_list_templates
List reusable email templates.
只读
输入模式
{'type': 'object', 'properties': {}}
relm_list_webhooks
List webhook subscriptions in this workspace/mode.
只读
输入模式
{'type': 'object', 'properties': {}}
relm_log_activity
Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.
输入模式
{'type': 'object', 'properties': {'body': {'type': 'string'}, 'type': {'type': 'string'}, 'deal_id': {'type': 'string'}, 'contact_id': {'type': 'string'}}}
relm_manage_automation
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.
可能执行破坏性操作
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['id', 'action'], 'properties': {'id': {'type': 'string'}, 'action': {'enum': ['enable', 'disable', 'delete'], 'type': 'string'}}}
relm_manage_pipeline
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.
可能执行破坏性操作
幂等
输入模式
{'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'}}}
relm_manage_sequence
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.
可能执行破坏性操作
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['id', 'action'], 'properties': {'id': {'type': 'string'}, 'action': {'enum': ['enable', 'disable', 'delete'], 'type': 'string'}}}
relm_manage_stage
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.
可能执行破坏性操作
输入模式
{'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'}}}
relm_manage_webhook
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.
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['id', 'action'], 'properties': {'id': {'type': 'string'}, 'action': {'enum': ['enable', 'disable'], 'type': 'string'}}}
relm_preview_sequence
Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects.
只读
输入模式
{'type': 'object', 'required': ['id'], 'properties': {'id': {'type': 'string'}}}
relm_restore
Restore a soft-deleted record.
幂等
输入模式
{'type': 'object', 'required': ['object', 'id'], 'properties': {'id': {'type': 'string'}, 'object': {'enum': ['contact', 'company', 'deal', 'activity'], 'type': 'string', 'description': 'Which core object.'}}}
relm_search
Cross-entity search over contacts, companies and deals by name/email/title.
只读
输入模式
{'type': 'object', 'required': ['query'], 'properties': {'limit': {'type': 'number'}, 'query': {'type': 'string'}}}
relm_set_spend_cap
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.
幂等
输入模式
{'type': 'object', 'required': ['overage_cap_usd'], 'properties': {'overage_cap_usd': {'type': ['number', 'null']}}}
relm_update
Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry.
幂等
输入模式
{'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'}}}
历史
近期工具变更
已添加
relm_set_spend_cap
2026年9月17日 12:37
已添加
relm_get_usage
2026年9月17日 12:37
已添加
relm_delete_connection
2026年9月17日 12:37
已添加
relm_manage_webhook
2026年9月17日 12:37
已添加
relm_manage_pipeline
2026年9月17日 12:37
已添加
relm_manage_sequence
2026年9月17日 12:37
已添加
relm_manage_automation
2026年9月17日 12:37
已添加
relm_get_webhook
2026年9月17日 12:37
已添加
relm_get_pipeline
2026年9月17日 12:37
已添加
relm_get_sequence
2026年9月17日 12:37
已添加
relm_get_automation
2026年9月17日 12:37
已添加
relm_delete_webhook
2026年9月17日 12:37
已添加
relm_list_webhooks
2026年9月17日 12:37
已添加
relm_create_webhook
2026年9月17日 12:37
已添加
relm_enroll
2026年9月17日 12:37
已添加
relm_preview_sequence
2026年9月17日 12:37
已添加
relm_list_sequences
2026年9月17日 12:37
已添加
relm_create_sequence
2026年9月17日 12:37
已添加
relm_list_templates
2026年9月17日 12:37
已添加
relm_create_template
2026年9月17日 12:37
已添加
relm_list_automations
2026年9月17日 12:37
已添加
relm_create_automation
2026年9月17日 12:37
已添加
relm_list_connections
2026年9月17日 12:37
已添加
relm_connect_channel
2026年9月17日 12:37
已添加
relm_automations_capabilities
2026年9月17日 12:37
已添加
relm_batch
2026年9月17日 12:37
已添加
relm_create_enum_value
2026年9月17日 12:37
已添加
relm_create_field
2026年9月17日 12:37
已添加
relm_create_type
2026年9月17日 12:37
已添加
relm_manage_stage
2026年9月17日 12:37
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