Customermates documentation

Customermates is an open-source CRM designed to be driven by your AI. Native MCP support means Claude, ChatGPT, Cursor, and anything else that speaks the Model Context Protocol can read and write your CRM without copy-paste.

Pick your client and start

Each of those pages is self-contained: API key steps, JSON config, the full setup prompt, and your first commands. You do not need to bounce between pages.

Prefer a walkthrough with a webhook and a quick AI interaction at the end? Go to Quickstart.

What Customermates is

A modern CRM with the usual parts (contacts, organizations, deals, services, tasks, custom fields, pipelines, dashboards) plus:

• Native MCP endpoint so your AI client can discover and call CRM operations without a plugin.
• Open source under AGPLv3 (Enterprise components under a separate commercial license). Self-host or use our cloud.
• EU-hosted and GDPR-compliant for the managed version.
• Real webhooks with signed payloads, retries, and a delivery log.
• OpenAPI 3.1 for the full REST surface.

Four ways Customermates talks to your stack

All four use the same API key. See API keys.

Our take

Most CRMs were designed for a world where humans typed into forms. That world is ending. Customermates treats the AI as a first-class user: tools are named imperatively, errors are actionable, relationships are safe to modify incrementally, and the surface is small enough for a weak model to navigate reliably.

The CRM that updates itself in the AI you already use. Not a new tab, not another app.

How the docs are organized

• Getting started: Quickstart, Concepts, From Pipedrive.
• Connect your AI: Claude, ChatGPT, Cursor.
• Integrations: MCP, Webhooks, OpenAPI, n8n.
• Self-hosting: Get started and manage, Architecture and security.
• Reference: MCP tool catalog, Filter syntax, API keys.
• Comparison: Customermates vs alternatives.

Try it

The embedded demo on this page is a real live instance. Click around, create contacts, delete them. Nothing persists across sessions.