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.
- 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
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 (48 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, Global Search, the Onboarding Wizard, and the other app screens. 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 live instance. You can create and delete records. Nothing persists across sessions.