# Relm > Relm is an API-first CRM built for LLMs and AI agents. Contacts, companies, deals and activities are exposed over a REST API and a native Model Context Protocol (MCP) server, so an AI agent with a bearer key can read and write the CRM directly. The web dashboard is a thin human view. Free tier: 1,000 API requests/month, no credit card. ## Connect - [REST API](https://api.relmcrm.com/v1): Base URL for all REST endpoints. Auth: `Authorization: Bearer relm_live_...` - [MCP server](https://api.relmcrm.com/mcp): Native Model Context Protocol server (Streamable HTTP). Every CRM operation is a typed tool (41 of them). Start with `relm_describe_schema`. - OAuth 2.1: authorization code + PKCE (S256) + refresh, with dynamic client registration at `https://api.relmcrm.com/oauth/register`. Discovery: `/.well-known/oauth-authorization-server` and `/.well-known/oauth-protected-resource`. Scope `crm`. An unauthenticated `tools/call` returns 401 + `WWW-Authenticate`. API keys remain supported. - [A2A endpoint](https://api.relmcrm.com/a2a): Agent2Agent JSON-RPC (`message/send`); agent card at [/.well-known/agent-card.json](https://relmcrm.com/.well-known/agent-card.json). - [OpenAPI spec](https://relmcrm.com/openapi.json): Machine-readable REST contract (OpenAPI 3.1) for the whole `/v1` surface. - [Dashboard / sign up](https://app.relmcrm.com/): Mint API keys (live + free test mode), view records, manage billing. ## Docs - [API documentation](https://relmcrm.com/docs): Quickstart, auth, objects, errors, pagination, idempotency, webhooks, rate limits, MCP setup. - [Agent hub](https://relmcrm.com/agents): MCP config, discovery endpoints, self-correcting errors, agent guarantees. - [Changelog](https://relmcrm.com/changelog): What's new, newest first. - [Privacy policy](https://relmcrm.com/privacy): what we collect, EU hosting, subprocessors, deletion and your rights. We never train on your data. - [Terms of service](https://relmcrm.com/terms): the agreement with ASP FZE LLC - acceptable use, billing and spend caps, no uptime guarantee, and that an AI agent you connect acts as you. ## Objects - Contacts (`/v1/contacts`, id `con_`): people; email-optional (phone or LinkedIn-only allowed); email is unique per workspace (a duplicate returns the existing record). - Companies (`/v1/companies`, id `cmp_`): accounts; contacts and deals link to them. - Deals (`/v1/deals`, id `deal_`): opportunities in a pipeline + stage. - Activities (`/v1/activities`, id `act_`): notes/calls/emails/meetings; backdatable via `occurred_at`. - Pipelines (`/v1/pipelines`): named pipelines with ordered stages. - Automations (`/v1/automations`): single-step event-triggered "when X then Y" rules. - Sequences (`/v1/sequences`): multi-step drip sequences with auto-enroll and exit conditions. - Templates (`/v1/templates`): reusable email templates referenced by automations and sequences. - Webhooks (`/v1/webhooks`): subscribe an https endpoint to events; HMAC-signed (`Relm-Signature: t=,v1=`), retried with backoff, dead-lettered after 6 attempts. Secret returned once on create. - Custom fields (`POST /v1/fields`): register once, then send values under `custom_fields` on any object. - Search (`/v1/search`): cross-object search; contact, company and deal lists also take a `?q=` substring filter (other lists use their exact filters - an unknown filter is rejected with 400 + valid_options). - Schema (`/v1/schema`): live self-describing registry of objects, fields, enum values. - Batch (`/v1/batch`, MCP `relm_batch`): up to 100 operations in one round-trip; metered per operation. ## Learn - [What is a CRM for LLMs?](https://relmcrm.com/learn/crm-for-llms) - [MCP CRM server: connect your CRM to Claude](https://relmcrm.com/learn/mcp-crm-server) - [How to give your AI agent a CRM](https://relmcrm.com/learn/give-your-ai-agent-a-crm) - [CRM for n8n](https://relmcrm.com/learn/crm-for-n8n): call Relm from the HTTP Request node or the n8n AI Agent over MCP. - [CRM MCP servers, compared](https://relmcrm.com/learn/crm-mcp-servers): verified reference of every CRM shipping an MCP server - read-write vs read-only, auth burden, plan gates, and the claims other comparisons get wrong. Verified 2026-07-25. - [Relm vs Airtable](https://relmcrm.com/learn/relm-vs-airtable): agent-native CRM vs a database with a UI. - [Relm vs Attio](https://relmcrm.com/learn/relm-vs-attio): agent-first CRM vs a team CRM with AI assists. - [Relm vs Notion](https://relmcrm.com/learn/relm-vs-notion): agent-native CRM vs a connected workspace used as a light CRM. - [Relm vs Salesforce](https://relmcrm.com/learn/relm-vs-salesforce): lightweight agent-run CRM vs the enterprise standard. - [Relm vs Google Sheets](https://relmcrm.com/learn/relm-vs-google-sheets): when a spreadsheet CRM stops working for an agent. ## Migrate - [Migrate from HubSpot](https://relmcrm.com/learn/migrate-from-hubspot): export, map lifecycle stages to a pipeline and properties to custom fields; the agent runs the import. - [Migrate from Pipedrive](https://relmcrm.com/learn/migrate-from-pipedrive): pipelines and stages map 1:1; activities and custom fields carry over. - [Migrate from Salesforce](https://relmcrm.com/learn/migrate-from-salesforce): Leads and Opportunities become contacts and deals; picklists become validated enums. - [Migrate from Attio](https://relmcrm.com/learn/migrate-from-attio): export per object; attributes map to Relm objects and custom fields. - [Migrate from Airtable or Google Sheets](https://relmcrm.com/learn/migrate-from-airtable): tables become objects; views become automations and agent queries. - [Migrate from GoHighLevel](https://relmcrm.com/learn/migrate-from-gohighlevel): sub-accounts map to workspaces, opportunities to deals; keep GHL for funnels. ## Resources Copy-paste CRM templates, frameworks and playbooks - each ships an artifact (pipeline/fields/sequence/automation JSON, or an agent prompt) valid against the Relm API. Full library: [relmcrm.com/resources](https://relmcrm.com/resources). - Pipeline templates: [B2B SaaS sales](https://relmcrm.com/resources/b2b-saas-sales-pipeline-template), [fundraising](https://relmcrm.com/resources/fundraising-pipeline-template), [agency](https://relmcrm.com/resources/agency-client-pipeline-template), [recruiting](https://relmcrm.com/resources/recruiting-pipeline-template). - Qualification frameworks: [MEDDPICC](https://relmcrm.com/resources/meddpicc-qualification-checklist), [BANT](https://relmcrm.com/resources/bant-lead-qualification-template), [SPICED](https://relmcrm.com/resources/spiced-framework-template), [lead scoring](https://relmcrm.com/resources/lead-scoring-framework). - Outreach cadences: [cold outbound](https://relmcrm.com/resources/cold-outbound-cadence-template), [follow-up](https://relmcrm.com/resources/follow-up-sequence-templates), [re-engagement](https://relmcrm.com/resources/re-engagement-sequence-template), [renewal + expansion](https://relmcrm.com/resources/renewal-expansion-cadence). - Data models: [SaaS](https://relmcrm.com/resources/saas-crm-data-model), [agency](https://relmcrm.com/resources/agency-crm-data-model), [fundraising](https://relmcrm.com/resources/fundraising-crm-data-model), [hygiene checklist](https://relmcrm.com/resources/crm-hygiene-checklist). - Automation recipes: [10 automation recipes](https://relmcrm.com/resources/crm-automation-recipes), [drip sequences](https://relmcrm.com/resources/drip-sequence-recipes), [stage-change playbooks](https://relmcrm.com/resources/stage-change-playbooks), [webhook integrations cookbook](https://relmcrm.com/resources/crm-webhook-integrations-cookbook). - Agent playbooks: [daily pipeline review](https://relmcrm.com/resources/daily-pipeline-review-agent-prompt), [lead triage](https://relmcrm.com/resources/lead-triage-agent-playbook), [meeting notes to CRM](https://relmcrm.com/resources/meeting-notes-to-crm-agent-prompt), [weekly forecast](https://relmcrm.com/resources/weekly-forecast-agent-prompt). ## Key facts - Errors are RFC-9457 problem+JSON with `valid_options` and `suggestion` so agents self-correct. - Pricing: Free 1,000 req/mo; Pro $29/mo = 100,000 req/mo; Scale $249/mo = 2,000,000 req/mo. Overage $0.0001/request on paid plans, with an optional hard spend cap. - Test mode is free and isolated from live data and billing. It is a sandbox, not storage - test records (contacts, companies, deals, activities) are auto-deleted 7 days after creation.