# Customermates > Customermates is an open-source, AI-native CRM with configurable lists that each workspace shapes around its own business, kept fresh by the AI you already use. Native MCP endpoint: https://customermates.com/api/v1/mcp (57 tools). Every link below is the raw-markdown twin of an HTML page at https://customermates.com/en/docs/, except intro-page, whose HTML page is https://customermates.com/en/docs. Translated versions live under /de/, /fr/. ## Introduction - [Customermates CRM 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 - [Customermates CRM Quickstart: Set Up in Minutes](https://customermates.com/en/raw/docs/quickstart.md): From signup to your first agent-updated record in minutes. Create an account, connect Claude or ChatGPT, or use an API key for CLI clients and editors. - [CRM data model: records, links, and calculations](https://customermates.com/en/raw/docs/concepts.md): How lists, fields, relationships, deal totals, permissions, widgets, and webhooks work together. ## Connect your AI - [Connect Claude & ChatGPT (custom connector)](https://customermates.com/en/raw/docs/connect-custom-connector.md): Add Customermates to Claude (web, desktop, mobile) or ChatGPT as a custom MCP connector: OAuth sign-in, no API key, plus a ChatGPT header 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 with an API key: one section per client, plus the Claude Desktop fallback. - [Messaging rate limits](https://customermates.com/en/raw/docs/messaging-rate-limits.md): Why connected channels are rate-limited, the per-provider read and send limits that apply, and what happens when one is reached. ## Integrations - [CRM MCP Server Reference: Endpoint and Tools](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: Signatures, Retries, and Event Catalog](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. - [Connect n8n to Customermates: Webhooks, REST API](https://customermates.com/en/raw/docs/n8n.md): Build visual workflows from generic CRM record events and the record API. ## Self-hosting - [Self-Hosting Customermates with Docker Compose](https://customermates.com/en/raw/docs/self-hosting.md): Run Customermates on your own server with Docker Compose: install, .env values, email, sign-up, updates, backups and restore, and what differs from Cloud. - [CRM Security: Tenant Isolation and Activity Log](https://customermates.com/en/raw/docs/architecture-security.md): How Customermates is built, how workspace data is isolated, how API keys and MCP OAuth authenticate, what the Activity log records and how to report a flaw. ## App guide - [Mate, the In-App Assistant: Approvals, Usage and Limits](https://customermates.com/en/raw/docs/app-assistant.md): How Mate works in Customermates Cloud: what runs at once, what asks for approval, how usage is counted per plan, and how Mate guides you through the app. - [Dashboard Widgets and the Activity Timeline](https://customermates.com/en/raw/docs/app-dashboard.md): The landing screen after sign-in: chart, timeline, calendar and map widgets over your CRM data, dashboard views, the widget editor and all keyboard shortcuts. - [Combined Calendar](https://customermates.com/en/raw/docs/app-calendar.md): Combine date sources, see a week, month, quarter or timeline, open the underlying records, and export or subscribe with iCalendar. - [Customermates CRM Inbox: Threads and Replies](https://customermates.com/en/raw/docs/app-inbox.md): The Inbox puts email, LinkedIn, WhatsApp, Instagram and Telegram conversations in one list: read, reply, triage, share and match them to records. - [CRM records, lists, and views](https://customermates.com/en/raw/docs/app-records.md): Work with the lists of your workspace: records, fields, saved views, board, import and export. - [Routines: Scheduled and Event-Driven Assistant Runs](https://customermates.com/en/raw/docs/app-routines.md): Routines run Mate on a schedule or when a record changes, using the owner's Mate allowance, with limits, run statuses and approvals. - [User Profile Settings in the Customermates CRM](https://customermates.com/en/raw/docs/app-profile.md): Your personal Customermates settings: name, language, formats, theme and shortcuts, the channels that feed the Inbox, and your API keys. - [Global Search (Cmd/Ctrl+K)](https://customermates.com/en/raw/docs/app-search.md): Search every list you can read from anywhere with Cmd/Ctrl+K: what it finds, where a result opens, and where to search messages instead. - [Trash: Undo Deletes and Restore Deleted Items](https://customermates.com/en/raw/docs/app-trash.md): Deleted records, lists, fields, views, widgets, routines and pages wait 30 days in Trash, where you restore them or delete them permanently. - [Onboarding Wizard](https://customermates.com/en/raw/docs/app-onboarding.md): Set up your profile, let the AI workspace setup build your lists, pipeline, dashboard and Knowledge Base, invite your team and connect your AI. - [Workspace settings: Members, Roles, Billing, Webhooks](https://customermates.com/en/raw/docs/app-company.md): Workspace administration in Customermates: invite and manage members, define roles, manage the plan and billing, read the activity log and set up webhooks. - [Multiple Workspaces: Create, Switch, Join and Leave](https://customermates.com/en/raw/docs/app-workspaces.md): One login, several isolated workspaces: create, switch, join and leave them, and how API keys, MCP connections, billing and the trial work per workspace. - [API Keys for MCP and REST Clients](https://customermates.com/en/raw/docs/api-keys.md): How to create an API key in Settings, the role permission it needs, the x-api-key header, when keys expire, and how to delete or rotate a key. - [Filter syntax for CRM record queries](https://customermates.com/en/raw/docs/filter-syntax.md): Typed field and relationship filters for the configurable record model, with examples for MCP and REST. ## Optional - [OpenAPI 3.1 spec](https://customermates.com/api/v1/openapi): the full REST schema as JSON - REST operation summaries: one markdown file per endpoint at https://customermates.com/en/raw/openapi/.md; parameters and schemas are in the OpenAPI spec above