Introduction
Open-source CRM with a native MCP endpoint, so AI clients can read and write your CRM directly. Start here.
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 AI | Full setup on one page |
|---|---|
| Claude & ChatGPT (custom connector) | Connect with a custom connector |
| Claude Code | Connect Claude Code |
| Cursor | Connect Cursor |
| Any MCP client | MCP 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, table and board layouts, 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.
- Managed cloud with its database in the AWS Frankfurt region, a DPA, and every subprocessor, including US providers, listed on the subprocessors page.
- Webhooks with optionally signed payloads, retries, and a delivery log.
- OpenAPI 3.1 specification for the full REST surface at
/api/v1/openapi. - Mate, the in-app AI assistant on Customermates Cloud: it needs no external AI client or setup and uses the credits included in your plan. See Assistant.
- Routines that run Mate on a schedule or when a record changes, on Customermates Cloud. See Routines.
- Inbox for email and connected LinkedIn, WhatsApp, Instagram and Telegram accounts, on Customermates Cloud. See Inbox.
- Roles that decide per area who can read all records, only assigned ones, or none, and who can manage them. See Company.
Four ways Customermates connects to your stack
MCP, OpenAPI and n8n authenticate with an API key, and MCP clients such as Claude and ChatGPT can also connect over OAuth without a key; see API keys. Webhooks work the other way round: Customermates sends each delivery to your URL, and when the webhook has a secret it signs the delivery with it, so your receiver checks that signature, or a custom header you configure on the webhook, instead of a key.
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 (50 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, Rate limits.
- App guide: Assistant, Dashboard, Inbox, Records, Routines, Profile, Global Search, the Onboarding Wizard, Company, API keys and Filter syntax. Every documented app area carries stable anchor ids for AI agents, and the anchors are test-enforced against the interface.
- 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 read-only live instance with sample data: you can browse and search it, but creating, changing or deleting records and asking Mate are blocked with a notice that the action is not available in demo mode. Start a free trial to work with your own data.