The CRM primitive your AI agent fully owns. REST + native MCP at api.relmcrm.com.
API keys
Name
Prefix
Mode
Status
Plan & usage
Data model
Your live schema: every object, its built-in + custom fields, and the valid values for each enum (contact types, deal stages...). This is what your agent reads via GET /v1/schema before writing - and what an unknown value is checked against, so it is never confused about what exists.
Records
View and edit records by hand. Most work is meant to run through the API/MCP - this is the human view + manual edits.
Automations
Rules and drip sequences. Everything here is also drivable by your agent over REST + MCP - this is just the human view.
Sequences
Enroll when
and
Stop when
Name
Enroll on
Steps
Enrolled
On
Rules
When
if
then
Name
When
Then
On
Messaging
Connect a sending channel so automations can deliver. Your provider key is encrypted at rest and never shown again. Test-mode sends are simulated.
Email via
Channel
Provider
From
Status
Email templates
Reusable HTML emails. Reference from a rule/sequence step by key. {{first_name}} and any field interpolate at send.