llms.txt
+16 −15
https://customermates.com/llms.txt
− > Customermates is an open-source, AI-native CRM: contacts, organizations, deals, services, and tasks, kept fresh by the AI you already use. Native MCP endpoint: https://customermates.com/api/v1/mcp (50 tools). Every link below is the raw-markdown twin of an HTML page at https://customermates.com/en/docs/<slug>, except intro-page, whose HTML page is https://customermates.com/en/docs. Translated versions live under /de/.− - [CRM Data Model: Entities, Relations, Custom Fields](https://customermates.com/en/raw/docs/concepts.md): The five record types, how they link to each other, the ten custom column types including weighted deal stages, widgets, webhooks, notes, users and roles.− - [Connect n8n to Customermates: Webhooks, REST API](https://customermates.com/en/raw/docs/n8n.md): Build visual workflows over Customermates with webhook triggers and HTTP Request nodes against the REST API, including the update method and relation rules.− - [CRM Security: Tenant Isolation and Audit Logs](https://customermates.com/en/raw/docs/architecture-security.md): How Customermates is built, how workspace data is isolated, how API keys and MCP OAuth authenticate, what the audit log records, and how to report a flaw.− - [Mate, the In-App Assistant: Approvals, Credits and Limits](https://customermates.com/en/raw/docs/app-assistant.md): How Mate works in Customermates Cloud: what runs immediately, what asks for approval, how credits are reserved and charged per plan, and how it drives the UI.− - [Dashboard Widgets and the Activity Timeline](https://customermates.com/en/raw/docs/app-dashboard.md): The landing screen after sign-in: chart and activity-timeline widgets over your CRM data, the widget editor, and the stable anchor ids agents can drive.− - [Customermates CRM Inbox: Threads and Replies](https://customermates.com/en/raw/docs/app-inbox.md): The Customermates Inbox puts email, LinkedIn, WhatsApp, Instagram, and Telegram threads in one list, with stable anchor ids for UI-driving agents.− - [CRM Records: Contacts, Deals and Custom Columns](https://customermates.com/en/raw/docs/app-records.md): Contacts, organizations, deals, services, and tasks share one layout: list, add drawer, detail page, saved views, board view, and stable ids for agents.− - [Routines: Scheduled and Event-Driven Assistant Runs](https://customermates.com/en/raw/docs/app-routines.md): Routines run Mate on a schedule or when a record changes, using the owner's AI credits, with limits, run statuses, approvals, and stable anchor ids.− - [User Profile Settings in the Customermates CRM](https://customermates.com/en/raw/docs/app-profile.md): My Profile holds your personal Customermates settings: name, language, formats and theme, the channels that feed the Inbox, and your API keys.− - [Global Search (Cmd/Ctrl+K)](https://customermates.com/en/raw/docs/app-search.md): The Cmd/Ctrl+K search modal: which record types it searches, its stable ids, where a result opens, and where to look for messages instead.− - [Onboarding Wizard](https://customermates.com/en/raw/docs/app-onboarding.md): Set up your profile, Knowledge Base, team invites, and AI connections after sign-up. Learn which steps are optional and which controls agents can use.− - [My Company: Billing, Roles, Team Access, Audit Log](https://customermates.com/en/raw/docs/app-company.md): My Company is the workspace admin area in Customermates: subscription and billing, currency, members, roles, webhooks, deliveries and the audit log.− - [API Keys for MCP and REST Clients](https://customermates.com/en/raw/docs/api-keys.md): How to create an API key under My Profile, the role permission it needs, the x-api-key header, when keys expire, and how to delete or rotate a key.− - [Filter Syntax: Operators for MCP and REST Queries](https://customermates.com/en/raw/docs/filter-syntax.md): The shape of a filter rule, all seventeen operators with what each expects, which operators work on dates, relations and text fields, and worked examples.+ > Customermates is an open-source, AI-native CRM with configurable lists that start with Contacts, Organizations, Deals, Services and Tasks, kept fresh by the AI you already use. Native MCP endpoint: https://customermates.com/api/v1/mcp (53 tools). Every link below is the raw-markdown twin of an HTML page at https://customermates.com/en/docs/<slug>, except intro-page, whose HTML page is https://customermates.com/en/docs. Translated versions live under /de/.+ - [CRM data model: records, links, and calculations](https://customermates.com/en/raw/docs/concepts.md): How lists, fields, relationships, deal totals, permissions, widgets, and webhooks work together.+ - [Connect n8n to Customermates: Webhooks, REST API](https://customermates.com/en/raw/docs/n8n.md): Build visual workflows from generic CRM record events and the record API.+ - [CRM Security: Tenant Isolation and Activity Log](https://customermates.com/en/raw/docs/architecture-security.md): How Customermates is built, how workspace data is isolated, how API keys and MCP OAuth authenticate, what the Activity log records and how to report a flaw.+ - [Mate, the In-App Assistant: Approvals, Credits and Limits](https://customermates.com/en/raw/docs/app-assistant.md): How Mate works in Customermates Cloud: what runs at once, what asks for approval, how credits are charged per plan, and how Mate guides you through the app.+ - [Dashboard Widgets and the Activity Timeline](https://customermates.com/en/raw/docs/app-dashboard.md): The landing screen after sign-in: chart and activity timeline widgets over your CRM data, dashboard views, the widget editor and every keyboard shortcut.+ - [Customermates CRM Inbox: Threads and Replies](https://customermates.com/en/raw/docs/app-inbox.md): The Inbox puts email, LinkedIn, WhatsApp, Instagram and Telegram conversations in one list: read, reply, triage, share and match them to records.+ - [CRM records, lists, and views](https://customermates.com/en/raw/docs/app-records.md): Work with Contacts, Organizations, Deals, Services, Tasks and your own lists: records, fields, saved views, board, import and export.+ - [Routines: Scheduled and Event-Driven Assistant Runs](https://customermates.com/en/raw/docs/app-routines.md): Routines run Mate on a schedule or when a record changes, using the owner's AI credits, with limits, run statuses and approvals.+ - [User Profile Settings in the Customermates CRM](https://customermates.com/en/raw/docs/app-profile.md): Your personal Customermates settings: name, language, formats, theme and shortcuts, the channels that feed the Inbox, and your API keys.+ - [Global Search (Cmd/Ctrl+K)](https://customermates.com/en/raw/docs/app-search.md): Search every list you can read from anywhere with Cmd/Ctrl+K: what it finds, where a result opens, and where to search messages instead.+ - [Trash: Undo Deletes and Restore Deleted Items](https://customermates.com/en/raw/docs/app-trash.md): Deleted records, lists, fields, views, widgets, routines and pages wait 30 days in Trash, where you restore them or delete them permanently.+ - [Onboarding Wizard](https://customermates.com/en/raw/docs/app-onboarding.md): Set up your profile, Knowledge Base, team invites and AI connections after sign-up, and learn which steps you can skip.+ - [Workspace settings: Members, Roles, Billing, Webhooks](https://customermates.com/en/raw/docs/app-company.md): Workspace administration in Customermates: invite and manage members, define roles, manage the plan and billing, read the activity log and set up webhooks.+ - [API Keys for MCP and REST Clients](https://customermates.com/en/raw/docs/api-keys.md): How to create an API key in Settings, the role permission it needs, the x-api-key header, when keys expire, and how to delete or rotate a key.+ - [Filter syntax for CRM record queries](https://customermates.com/en/raw/docs/filter-syntax.md): Typed field and relationship filters for the configurable record model, with examples for MCP and REST.