# Customermates

> Customermates is an open-source, AI-native CRM: contacts, organizations, deals, services, and tasks, kept fresh by the AI you already use. Native MCP endpoint: https://customermates.com/api/v1/mcp (44 tools). Every link below is the raw-markdown twin of an HTML page at https://customermates.com/en/docs/<slug>; German versions live under /de/.

## Introduction
- [Customermates documentation](https://customermates.com/en/raw/docs/intro-page.md): Open-source CRM with a native MCP endpoint, so AI clients can read and write your CRM directly. Start here.

## Getting started
- [Quickstart](https://customermates.com/en/raw/docs/quickstart.md): From signup to your first agent-updated record in a few minutes.
- [Core concepts](https://customermates.com/en/raw/docs/concepts.md): Records, relationships, custom columns, widgets, and webhooks, in one page.

## Connect your AI
- [Connect Claude & ChatGPT (custom connector)](https://customermates.com/en/raw/docs/connect-custom-connector.md): Add Customermates, the open-source AI-native CRM, to Claude (web, desktop, mobile) or ChatGPT as a custom MCP connector. OAuth sign-in, no API key. Includes the ChatGPT header-auth fallback.
- [Connect CLI & editor clients (API key)](https://customermates.com/en/raw/docs/connect-cli.md): Connect Claude Code, Codex, Cursor, or the Gemini CLI to Customermates, the open-source AI-native CRM, with an API key. One section per client, plus the Claude Desktop config-file fallback.
- [Messaging rate limits](https://customermates.com/en/raw/docs/messaging-rate-limits.md): Why connected channels are rate-limited, the per-provider limits that apply, and what happens when one is reached.

## Integrations
- [Model Context Protocol (MCP)](https://customermates.com/en/raw/docs/mcp.md): Customermates exposes a native MCP endpoint at /api/v1/mcp so Claude, ChatGPT, Cursor, and other agent clients can read and write your CRM directly.
- [Webhooks](https://customermates.com/en/raw/docs/webhooks.md): Subscribe to CRM events, verify signatures, inspect failed deliveries, and read the full event catalog in one place.
- [n8n](https://customermates.com/en/raw/docs/n8n.md): Build visual workflows over Customermates with webhook triggers and HTTP action nodes against the REST API.

## Self-hosting
- [Self-hosting](https://customermates.com/en/raw/docs/self-hosting.md): Run Customermates on your own infrastructure. When to pick self-host, how to install it with Docker Compose, and how to operate it day to day.
- [Architecture and security](https://customermates.com/en/raw/docs/architecture-security.md): How Customermates is built, how data is isolated, and how external AI access is controlled.

## App guide
- [Dashboard](https://customermates.com/en/raw/docs/app-dashboard.md): The landing screen after sign-in, configurable widgets over your CRM data, with stable anchor ids for AI agents driving the UI.
- [Inbox](https://customermates.com/en/raw/docs/app-inbox.md): The Inbox screen of the Customermates web app. Email, LinkedIn, WhatsApp, Instagram, and Telegram threads in one list, with stable anchor ids for AI agents that drive the UI.
- [Records](https://customermates.com/en/raw/docs/app-records.md): Contacts, organizations, deals, services, and tasks share one layout in the Customermates web app (list, drawer, detail), with stable anchor ids for AI agents driving the UI.
- [Profile](https://customermates.com/en/raw/docs/app-profile.md): The Profile screen of the Customermates web app, covering identity details, preferences, API keys, and connected messaging accounts, with stable anchor ids for AI agents.
- [Company](https://customermates.com/en/raw/docs/app-company.md): The Company screen, workspace-wide administration covering the subscription, team members, roles, webhooks, deliveries, and the audit trail, for humans and UI-driving agents.
- [API keys](https://customermates.com/en/raw/docs/api-keys.md): Create, rotate, and revoke API keys for MCP and REST access.
- [Filter syntax](https://customermates.com/en/raw/docs/filter-syntax.md): Every filter operator Customermates supports, with examples.

## Optional
- [OpenAPI 3.1 spec](https://customermates.com/api/v1/openapi): the full REST schema as JSON
- REST operation docs: one markdown file per endpoint at https://customermates.com/en/raw/openapi/<operation>.md