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Relation MCP Server
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Relation MCP Server

This project is a server based on the Model Context Protocol (MCP) for implementing functions such as customer management and work order management through the Relation API, making it convenient for AI assistants to call.
Customer supportArtificial intelligence chatbots#Customer management#Work order system#API service#Email sending Remote.TypeScript
2 points
9

What is the Relation MCP Server?

This is a bridge service connecting AI assistants and the Relation CRM system. Through the standardized protocol (MCP), AI can easily operate business functions such as customer data, work orders, and emails.

How to use the Relation MCP Server?

Simply install the Node.js package and configure the API credentials, and the AI assistant can obtain the operation permissions of the Relation system through the MCP protocol.

Applicable scenarios

Suitable for enterprise scenarios where AI assistants are needed to handle customer service, work order management, and email automation, especially for teams using the Relation CRM system.

Main features

Customer managementQuery/create customer profiles and obtain a complete customer portrait.
Work order operationsSearch for and update customer service work orders.
Email sendingAutomatically send emails to customers using templates.
Data queryObtain system data such as tags, users, and inboxes.

Advantages and limitations

Advantages
Enable AI to have CRM operation capabilities without development
The standardized protocol ensures system compatibility
Supports the main business functions of Relation
Limitations
Requires Relation system account permissions
Some advanced functions require customized development
Depends on the Node.js operating environment

How to use

Install the service package
Install the service program globally via npm.
Configure connection information
Create an mcp.json file and fill in the Relation account credentials.
Start the service
After configuration, the AI system can access via the MCP protocol.

Usage examples

Customer service automationThe AI assistant automatically queries customer information and creates service work orders.
Email marketingSend promotional emails in batches to customers with specific tags.

Frequently asked questions

How to obtain an API access token?
Which Relation versions are supported?
What if the service fails to start?

Related resources

Relation developer documentation
Official API reference and development guide
MCP protocol specification
Model Context Protocol technical standard
Example code library
Invocation examples in various languages
Installation
Copy the following command to your Client for configuration
Note: Your key is sensitive information, do not share it with anyone.
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