Customermates MCP
Open-source CRM for small teams with MCP: contacts, deals and tasks open to Claude and other agents, with reply drafts left to you
- 221 ★ on the repository
- Last commit
- AGPL-3.0
Broad access
Why this level
- The agent reads and edits clients' contacts, deals and conversations, which are personal data
- Workspace access works through keys and connections that are worth revoking when the work is done
Install
- Works in
Manual install
docker compose up -dStarts your own install after creating `docker-compose.yml` and `.env` per customermates.com/docs/self-hosting.
Access and checks
How we reviewBroad accessThe tool can change data, run commands or handle secrets.
- The agent reads and edits clients' contacts, deals and conversations, which are personal data
- Workspace access works through keys and connections that are worth revoking when the work is done
This is third-party code. Review the repository files before installing.
What it does
Customermates is an open-source CRM for contacts, organizations, deals, services and tasks. Next to each client sit conversations from LinkedIn and email, and on the Pro cloud plan also WhatsApp, Instagram and Telegram. The Mate assistant or your own agent through MCP drafts a reply and the next step, and you send it. MCP support exposes CRM records to an agent as tools: Claude, ChatGPT or another client works with the same contacts and deals as the web interface. Workspaces are isolated, each with its own data, members, API keys and MCP connections. The app runs in the cloud or on your own server with Docker Compose and PostgreSQL, under the AGPL-3.0 license.
Who it is for. Small sales teams and freelancers who keep clients in a CRM and want an agent to prepare replies and review deals.
Good fit when
- In the morning an agent lists deals with no movement for a week and names a next step for each
- After a meeting the agent creates a contact, an organization and a follow-up task
- Client data must stay on your server, so the CRM is installed with Docker Compose
- The agent drafts a reply to an email and you edit and send it yourself
Not a fit when
- You need a CRM with built-in telephony and bulk campaigns: the README lists no such features
- You need the WhatsApp, Instagram and Telegram inbox on a self-hosted install: it exists only in the cloud from the Pro plan
- A team on a Russian stack needs amoCRM or Bitrix24 integration: they are not in the feature list
Example request
Show deals with no activity for over a week, propose a next step for each and create tasks for them for tomorrowMCP
- Transport
- http
- Authentication
- OAuth
Limitations
The AGPL-3.0 license requires opening your changes if a modified version is made available to users over a network. The unified message inbox and calendar sync exist only in the cloud from the Pro plan and are not in a self-hosted install. Self-hosting needs Docker, PostgreSQL, a proxy with TLS and your own backups, and updates run with `docker compose pull && docker compose up -d`. SSO and white-label come with the Enterprise plan. The cloud is billed monthly per seat. The MCP connection address and the tool list are described in the documentation on the site.
How to disable. Disconnect the MCP connection in the workspace settings and remove the server from the client. Your own install is stopped with `docker compose down`.
FAQ
How do I connect Customermates to Claude?
Follow the guide at `customermates.com/docs/mcp-connect-claude`: take the server address of your workspace and add it to the client.
Can I run it on my own server?
Yes. You need two files, `docker-compose.yml` and `.env`, and the `docker compose up -d` command. The `ghcr.io/customermates/customermates:latest` image applies migrations on start.
Which messaging channels are supported?
LinkedIn and email next to each client. WhatsApp, Instagram and Telegram are available in the cloud from the Pro plan.
What API and automation exist?
An open API with OpenAPI documentation, webhooks and n8n integration. Each workspace keeps its own API keys.
How much does the cloud cost?
Monthly per-seat pricing, plans are on the pricing page. Self-hosting is free for the core and you pay for your own infrastructure.
Discussion
No questions or reviews yet.
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README in short
The text presents a CRM for client conversations, compares the cloud with self-hosting, gives Docker Compose launch steps and lists integrations: API, webhooks, n8n, MCP.