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 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 covers the connect steps and your first commands, and the server briefs your client on connect. For a walkthrough with a webhook and a first AI interaction, see Quickstart.
What Customermates is
A CRM with configurable lists, fields, relationships and calculations, table and board views, and dashboards. On Customermates Cloud, an AI setup designs your lists, pipeline, dashboard and Knowledge Base from a few questions about your business; you can change all of it and add your own lists. Plus:
- Native MCP endpoint at
/api/v1/mcp: an MCP client discovers and calls 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: no external AI client or setup, it 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 list who can read all records, only assigned ones or none, and who can create, edit or delete them. See Company.
Four ways Customermates connects to your stack
MCP, OpenAPI and n8n authenticate with an API key; MCP clients such as Claude and ChatGPT can also connect over OAuth without one. See API keys. Webhooks work the other way round: Customermates sends each delivery to your URL and, if the webhook has a secret, signs it, so your receiver checks that signature or a custom header you set on the webhook.
Design approach
Customermates treats the AI client as a first-class user. Tools are named imperatively, errors say what to do, relationships change incrementally, and the MCP surface stays small (one endpoint, every tool on by default) so smaller models 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. Places in the app are links: in the app they open the page and highlight the control they name.
- 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; creating, changing or deleting records and asking Mate show a notice that the action is not available in demo mode. Start a free trial to work with your own data.