• Customermates logo
    CustomermatesDocumentation
  • Introduction
Getting Started
  • Quickstart
  • Core Concepts
Connect your AI
  • Custom connector
  • CLI & editors
  • Rate limits
Integrations
  • MCP
  • Webhooks
  • OpenAPI 3.1.0
  • N8N
Self-Hosting
  • Get Started
  • Architecture & Security
App guide
  • Dashboard
  • Inbox
  • Records
  • Profile
  • Company
  • API Keys
  • Filter Syntax
  • Go back
  1. Introduction

Customermates documentation

Open-source CRM with a native MCP endpoint, so AI clients can read and write your CRM directly. Start here.

demo.customermates.com · liveOpen

Customermates is an open-source CRM with a native MCP endpoint. Claude, ChatGPT, Cursor, and any other client that speaks the Model Context Protocol can read and write your CRM directly, without copy-paste.

Pick your client and start

Your AIFull setup on one page
Claude & ChatGPT (custom connector)Connect with a custom connector
Claude CodeConnect Claude Code
CursorConnect Cursor
Any MCP clientMCP overview

Each page is self-contained: the connect steps and your first commands. The server briefs your client automatically on connect, so you do not need to move between pages.

For a walkthrough that includes a webhook and a first AI interaction, see Quickstart.

What Customermates is

A CRM with five record types (contacts, organizations, deals, services, tasks), custom columns, board and table views, and dashboards, plus:

  • Native MCP endpoint at /api/v1/mcp, so an MCP client can discover and call CRM operations without a plugin.
  • Open source under AGPLv3. Enterprise components are under a separate commercial license. Self-host or use the managed cloud.
  • EU-hosted and GDPR-compliant managed version.
  • Webhooks with signed payloads, retries, and a delivery log.
  • OpenAPI 3.1 specification for the full REST surface at /api/v1/openapi.

Four ways Customermates connects to your stack

I want toUse
Have an MCP client update the CRM in conversationMCP
Build a custom integration in codeOpenAPI
React to CRM changes in Slack, a sequencer, BI, or your warehouseWebhooks
Compose workflows visually without coden8n

All four authenticate with an API key. MCP clients such as Claude and ChatGPT can also connect over OAuth without a key. See API keys.

Design approach

Customermates treats the AI client as a first-class user. Tools are named imperatively, errors are actionable, relationships can be modified incrementally, and the MCP surface is kept small (43 tools, all on by default) so that smaller models can navigate it reliably.

How the docs are organized

  • Getting started: Quickstart, Concepts.
  • Connect your AI: Custom connector, CLI & editors.
  • App guide: Dashboard, Records, Inbox, and the other app screens, with stable anchor ids for AI agents.
  • Integrations: MCP, Webhooks, OpenAPI, n8n.
  • Self-hosting: Get started and manage, Architecture and security.
  • Reference: MCP tool catalog, Filter syntax, API keys.

Try it

The embedded demo on this page is a live instance. You can create and delete records. Nothing persists across sessions.

Pick your client and start
What Customermates is
Four ways Customermates connects to your stack
Design approach
How the docs are organized
Try it