Customermates

Name: Customermates
Author: customermates

by customermatesversion 0.1.0i★ –iRuns in the cloud

Registry nameio.github.benjiwagner/customermates

Install

Overview

Description from the maker (original English)

Native MCP access to CRM contacts, organizations, deals and tasks with user permissions.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi0 of 1 passedChecked from public information; code not scanned yet
UsageiVery new★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs in the cloud
Transport: Streamable HTTP
Category: Online shops & payments
You need to fill in: x-api-key

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 0 of 1 passed
Runs on the maker’s server: what you ask it goes through their server.
You fill in yourself: x-api-key

Values marked secret are keys to your account. Never share them or paste them into a chat.

You need

Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

This address needs a key in a request header, which the add-connector menu cannot set. Use Claude Code, Cursor or VS Code instead.

Run this in your terminal

claude mcp add --transport http customermates https://customermates.com/api/v1/mcp --header 'x-api-key: your-value'

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "customermates": {
      "url": "https://customermates.com/api/v1/mcp",
      "headers": {
        "x-api-key": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "customermates": {
      "type": "http",
      "url": "https://customermates.com/api/v1/mcp",
      "headers": {
        "x-api-key": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This address needs a key in a request header, which the add-connector menu cannot set. Use Claude Code, Cursor or VS Code instead.

Your choice stays on this device in a cookie; no account needed.

Values you fill in

x-api-key secret HTTP header
Your Customermates API key, as an alternative to OAuth sign-in.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

We have not read this server’s tool list yet; we check endpoints in rotation.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026

! Caution
Maker matches the repo
The publisher (benjiwagner) is not the repo owner (customermates); someone else may have listed it
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
… Not checked yet
Endpoint responds
Not checked yet; we check endpoints in rotation
… Not checked yet
Sign-in with OAuth
Not checked yet; we check endpoints in rotation
… Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint

Compared with others in Online shops & paymentsi

More stars than 0% of the other 2554 servers in this category
Published to the registry more recently than 44% of the other 2554 servers in this category
Basic checks equal to or better than 30% of the other 2554 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Customermates safe?

It passed 0 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: x-api-key

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (0.1.0) reached the registry 38 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Spree Commerce: open-source B2B and marketplace ecommerce, Stripe MCP, MCP Cn Commerce

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

Spree Commerce: open-source B2B and marketplace ecommerce

Open-source B2B and marketplace ecommerce; new stores include an MCP server for AI agents.

by spreeWidely used★ 15.8KUpdated 8 days ago

Runs in the cloud

Install

Stripe MCP

Stripe’s official server lets AI view and manage customers, products, payments and invoices. Connect to Stripe’s cloud and sign in with OAuth.

by stripeGrowing★ 2KUpdated 12 months ago

Runs in the cloud✓ stripe.com

Install

MCP Cn Commerce

8 read-only MCP platform entries; support is operation-specific; merchant live acceptance pending

by TonyWang-hubEarly↓ 73/wk★ 96Updated 29 days ago

Runs on your computer

Install

README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

Open-core CRM with an AGPL-licensed Community Edition, AI agents, APIs, MCP, and self-hosting.

Website | Demo | Documentation | GitHub | Film

Customermates is a CRM for modern teams that want a clear system for contacts, organizations, deals, services, and tasks without the usual enterprise-heavy setup. It combines practical CRM workflows with API access, webhooks, n8n automation, MCP-based tooling, and AI-agent workflows.

You can use the managed cloud version or run Customermates yourself in your own infrastructure with Docker Compose.

Product film

The 70 second film, with sound.

https://github.com/user-attachments/assets/fd11451e-14e4-4ed1-8439-0a0f70b1f47f

🚀 Getting Started

There are two ways to start using Customermates:

Option	Description
[Cloud](https://customermates.com)	Fastest way to get started. Managed by Customermates.
[Self-Hosting](https://customermates.com/docs/self-hosting)	Run Customermates on your own server with Docker Compose and PostgreSQL.

Docs entry points:

⭐ Key Features

CRM for contacts, organizations, deals, services, and tasks
API access with OpenAPI documentation
Webhooks and event-driven integrations
n8n workflows and automation support
MCP support for agent tooling and structured tool calling
Unified inbox for email, LinkedIn, WhatsApp, Instagram, and Telegram (Cloud, from the Pro plan)
Audit logging
Single Sign-On and Whitelabeling on the Enterprise plan (self-hosted Enterprise deployments by agreement)
Role-based access control for teams
Several isolated workspaces per login, each with its own data model, members, billing, API keys and MCP connections
Self-hosted deployment with Docker Compose and PostgreSQL
Cloud uses monthly per-seat pricing; see the current plans

📊 Comparison

Customermates supports both cloud and self-hosted deployment models.

Criterion	Cloud	Self-Hosted
Pricing	monthly per-seat plans	free core + infra costs
Setup Time	2 minutes	~15 minutes
Maintenance Required	None	Docker, Postgres, proxy, TLS, backups
Updates	Automatic	`docker compose pull && docker compose up -d`
EU-hosted	✅	wherever you put it
Backups	Automatic daily	You configure
API and integrations	✅	✅
Unlimited Users	✅	✅
Unlimited Records	✅	✅
Several workspaces per login	✅ (each with its own plan)	✅
n8n and automation workflows	✅	✅
Unified inbox and calendar sync	from the Pro plan	❌ (Cloud feature)
Audit log	Included	Included
Enterprise (SSO, Whitelabeling)	Enterprise plan	By agreement

If you want the full decision guide, see the Self-hosting docs.

🐳 Self-Hosting

Self-hosting is two files (docker-compose.yml and .env) plus docker compose up -d. No git clone, no build step. The published image at ghcr.io/customermates/customermates:latest applies pending migrations every time it starts.

Prerequisites

Docker and Docker Compose v2.
A domain name if you want TLS (optional for local).
~2 GB RAM and a couple of GB of disk per thousand records.

Setup

mkdir customermates && cd customermates

curl -fsSL https://raw.githubusercontent.com/customermates/customermates/main/docker-compose.yml -o docker-compose.yml curl -fsSL https://raw.githubusercontent.com/customermates/customermates/main/.env.selfhost.template -o .env

edit .env with real values

docker compose up -d

Required .env values:

BETTER_AUTH_SECRET: long random string (openssl rand -hex 32).
POSTGRES_PASSWORD: change the default.
BASE_URL: your public URL (e.g. https://crm.example.com).
RESEND_API_KEY and RESEND_OPERATOR_EMAIL: for signup verification, password reset, and invitation emails.

Optional: uncomment GOOGLE_CLIENT_ID and GOOGLE_CLIENT_SECRET, or AZURE_AD_CLIENT_ID and AZURE_AD_CLIENT_SECRET, to offer sign-in with Google or Microsoft. See Can users sign in with Google or Microsoft?.

Set CRON_SECRET (openssl rand -hex 32) and call /api/cron/lifecycle daily with it, or Trash is never emptied after 30 days. See Which scheduled jobs must I run?.

First boot takes ~1 minute while Prisma applies migrations. Watch with docker compose logs -f app, then open /auth/signup.

Day-to-day

docker compose pull && docker compose up -d   # update

docker compose up -d # apply .env changes docker compose logs -f app # logs

Front the app with a reverse proxy (Caddy, nginx, Traefik) for TLS and set BASE_URL to the public https:// address. Customermates takes the scheme and host for its links from BASE_URL and sets secure cookies when it uses https://, so X-Forwarded-Proto is not required. The proxy must pass on the original Host header, because the app rejects form submissions whose origin does not match it, including sign-in and sign-up.

More docs:

🛠️ Development

Create an isolated worktree and run Customermates locally:

git fetch origin main

git worktree add ../customermates-my-change -b feat/my-change origin/main cd ../customermates-my-change nvm use yarn db:provision cp .env.cloud.template .env

Paste the printed DATABASE_URL and DIRECT_URL into .env.

yarn install --frozen-lockfile yarn db:reset yarn dev

yarn db:provision creates a PostgreSQL 17 container and named volume owned by the current worktree. Re-running it is idempotent. yarn db:reset applies the migrations, seeds the database, and prepares the workflow schemas. Replacing the database volume is destructive and only happens with yarn db:provision --recreate; use yarn db:provision --destroy to remove the worktree's owned database when the worktree is retired.

Useful scripts:

yarn dev
yarn build
yarn lint
yarn openapi:generate
yarn db:provision
yarn db:reset

For configurable CRM architecture review, isolated databases, production-build browser journeys and SSH verification, see the browser verification guide.

📚 Documentation

The docs cover:

product overview and CRM comparison
self-hosting and operations
API integrations and OpenAPI
MCP and n8n
architecture and security

Start here: customermates.com/docs

📄 License

Customermates uses an open-core licensing model, described in LICENSING.md.

The Community Edition (all first-party code outside ee/) is licensed under AGPL-3.0-only.

Other first-party files in ee/ are source-available under the Customermates Commercial License, subject to its AGPL client-material exception. Production use of Commercial Software outside the limited Community Build permission, including any Enterprise Feature, requires a Commercial Agreement.

The official Community image at ghcr.io/customermates/customermates is built from the shared codebase and contains compiled Commercial Software. The limited Community Build permission allows anyone to run its unmodified commercial support components where documented APP_MODE=self-hosted operation necessarily executes them; it does not license Enterprise Feature use.

Contributor terms are available in .github/CLA.md.

Third-party data keeps its own license: the address formats from Google libaddressinput that ship with Customermates and the postal codes it downloads from GeoNames are licensed under CC BY 4.0, see THIRD_PARTY_NOTICES.md.

Customermates

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Online shops & paymentsi

Common questions

Alternatives

Spree Commerce: open-source B2B and marketplace ecommerce

Stripe MCP

MCP Cn Commerce

README from the maker

Product film

🚀 Getting Started

⭐ Key Features

📊 Comparison

🐳 Self-Hosting

Prerequisites

Setup

edit .env with real values

Day-to-day

🛠️ Development

Paste the printed DATABASE_URL and DIRECT_URL into .env.

📚 Documentation

📄 License