relaticle/relaticle

Relaticle – Open‑Source, Self‑Hosted CRM for AI‑Powered Work

What it is – Relaticle is a web‑based Customer Relationship Management (CRM) system you can run on your own server. It is built to be agent‑native: AI assistants such as Claude, ChatGPT, or any model you host can read, write, and analyse the CRM data through a dedicated MCP server and a standard REST API.

Why it matters – Many AI‑first startups want a place where their bots can store contacts, deals, notes, and task lists without sending data to a third‑party SaaS vendor. Relaticle gives you full control over the data (self‑hosted, AGPL‑3.0) while exposing the same programmable interfaces that AI agents need.

---

Core Features

• Agent‑Native Infrastructure – MCP server + REST API with full CRUD, schema introspection, activity logs, and pipeline analytics. AI agents can query or update records just like a human user.
• Customizable Data Model – Add fields of type text, date, currency, selects, or relational links on the fly; per‑field encryption is built‑in, and no database migrations are required.
• Multi‑Workspace Isolation – Separate data per workspace with role‑based permissions, ideal for multi‑tenant teams.
• Privacy‑First – Self‑hosted under AGPL‑3.0, so you keep all customer data on‑premise.
• Modern UI – Clean interface built with Laravel 13, Filament 5, Livewire 4 and Vite, responsive for desktop and mobile.
• Automated Testing – GitHub Actions run a test suite on every push; composer test runs it locally.

Tech Stack

Layer	Technology
Backend	Laravel 13 (PHP 8.5)
UI	Filament 5, Livewire 4, Vite
Database	PostgreSQL 17+
Queues	Redis (optional)
Packaging	Composer, Node.js 22+
API	REST + MCP (custom protocol for AI agents)

Typical Use Cases

• AI‑augmented sales – An autonomous agent suggests next‑step actions, updates deal stages, and logs call notes.
• Customer support bots – Retrieve a contact’s history, create tickets, and add follow‑up tasks without human intervention.
• Internal tooling – Teams can script workflows that manipulate CRM records directly from code or LLM prompts.
• SMBs seeking vendor‑lock‑in avoidance – Deploy on‑premise and retain full control over data and customizations.

Getting Started

# Clone and install
git clone https://github.com/Relaticle/relaticle.git
cd relaticle && composer app-install

The installer sets up the database, runs migrations, and builds the front‑end assets. For development you can run everything with:

composer dev   # starts server, queue worker and Vite dev server
composer test  # run the test suite
composer lint  # code formatting

For production, follow the Self‑Hosting Guide (Docker or manual) linked in the docs.

Documentation & Community

• Full docs: https://relaticle.com/docs (covers business usage, architecture, MCP setup, REST API, self‑hosting, i18n, etc.)
• Community: Discord, GitHub Issues, feature‑request board, and a public roadmap.

License

Relaticle is released under the AGPL‑3.0 license, meaning you can use, modify, and redistribute it, but any network‑accessible deployment must also share its source.

---

Relaticle positions itself as the bridge between modern AI agents and traditional CRM data, giving developers a privacy‑preserving, extensible platform to build AI‑first workflows.