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charbelkassab/relatio-crm

Lightweight self-hosted CRM with a built-in MCP connector. Let Claude, ChatGPT, or Gemini run your pipeline.

3 stars
0 forks
JavaScript
momentum ▲ 6.0
created 2026-07-16
on radar since 2026-07-17
ai-agentchatgptclaudecrmgeminimcpmodel-context-protocolnodejspostgresself-hosted
View on GitHub ↗

About relatio-crm

Relatio, a Lightweight Personalizable CRM

A tiny, self-hosted CRM with a built-in MCP connector, so your AI can run it for you. Works with Claude, ChatGPT, Gemini, or any MCP-compatible assistant.

Log a call, draft a reply, then check the AI connector. Same data your assistant reads and writes over MCP.

Relatio is a small, no-nonsense CRM you can stand up in a few minutes and make your own. Prospects, an activity timeline, follow-up reminders, and an optional shared mailbox, all in a single Node app with a plain PostgreSQL database and no build step.

The part that makes it different: it ships with a Model Context Protocol (MCP) connector. Point your AI assistant at it once and the assistant can read and write your CRM in plain language. Ask "who owes me a follow-up?", say "log that call and draft a reply", or "add Helix Robotics as a prospect". No copy-paste, no CSV gymnastics.

Built by the Castflow team. We originally built this CRM plus AI-connector stack for our own sales pipeline. It worked so well internally that we stripped it down to the reusable core and open-sourced it, so anyone can jump-start their own lightweight, personalized CRM with an AI connection, for free.

- Own your data. One Postgres database. No SaaS lock-in, no per-seat pricing. - AI-native. The MCP connector is first-class, not a bolted-on integration. Your assistant uses the same API the dashboard uses. - Guided setup. A built-in MCP tab shows your connector URL, checks the connection is live, and walks you through connecting Claude, ChatGPT, or Gemini. - Personalizable by design. About 2,000

From the project README.

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