MCP server for Relaticle, a modern open-source CRM platform built with Laravel and Filament. Provides tools for managing companies, people, opportunities, tasks, notes, and other CRM entities.
Server has 7 tools with complete input schemas and descriptions. Naming follows verb_noun convention (aggregate-, create-, delete-, get-, list-, update-, create-upload-url). Descriptions are present and substantive (80-180 chars), exceeding the 10-char minimum. However, several tools lack output schema documentation, parameter descriptions are sometimes generic, and error handling guidance is absent. No tool annotations visible in source despite toolAnnotations=true claim. Composition is sound, tools are single-responsibility and chainable (e.g., list-companies → get-company). Security posture is reasonable (no exposed secrets in params), but destructive operations (delete-company) lack confirmation patterns.
Aggregate opportunity counts and pipeline amount by stage or company, with optional creation-date bounds.
Create a new company in the CRM. Use the crm-schema resource to discover available custom fields.
Get a short-lived signed URL to PUT a file body to (max 10 MB, pdf/doc/docx/xlsx/pptx/jpg/jpeg/png/gif/webp). Then call upload-file with the returned upload_id to finish. Use upload-file directly with source_url or base64 when you can.
Delete a company from the CRM (soft delete).
Get a single company by ID with full details and relationships.
List companies in the CRM with optional search and pagination.
Update an existing company in the CRM. Use the crm-schema resource to discover available custom fields.
Output schemas not documented. Tools return data but LLMs cannot plan downstream calls without knowing response structure (e.g., what fields does get-company return? Does list-companies include pagination metadata?).
delete-company lacks confirmation/dry-run pattern. Destructive operations should support a confirmation step to prevent accidental data loss by agents.
Error handling guidance absent. Tools do not document what errors can occur, whether they are retryable, or what the LLM should do next (e.g., 'Unknown field code rejected' for create-company).
| Scored | Grade | Overall | Spec posture | Rubric |
|---|---|---|---|---|
| 2026-09-23 | D | 54 | 2025-06-18+ | v2 |
create-upload-url description mentions 'upload-file' tool but it is not in the tool list. This breaks the documented workflow and forces agents to guess the next step.
toolAnnotations=true but no readOnlyHint/destructiveHint/idempotentHint visible in source. Annotations should be present in tool definitions to guide agent planning.