Getting Started — Combined Perception CRM [ Skip to main content ](#main-content)= 768) mobileMenu = false"> [ CP Combined Perception ](https://crm.combinedperception.ai) [ Capabilities ](https://crm.combinedperception.ai/#features) [ Architecture ](https://crm.combinedperception.ai/#architecture) [ Guide ](https://crm.combinedperception.ai/guide) [ Contact ](https://crm.combinedperception.ai/contact) [ Sign In ](https://crm.combinedperception.ai/login) [ Request Access ](https://crm.combinedperception.ai/contact) [ CP Combined Perception ](https://crm.combinedperception.ai) [ Capabilities ](https://crm.combinedperception.ai/#features) [ Architecture ](https://crm.combinedperception.ai/#architecture) [ Guide ](https://crm.combinedperception.ai/guide) [ Contact ](https://crm.combinedperception.ai/contact) [ Sign In ](https://crm.combinedperception.ai/login) [ Request Access ](https://crm.combinedperception.ai/contact) Platform Guide Your Platform. Your AI. Your Rules. ======================================= Everything you need to get from zero to a fully operational AI-native CRM — step by step, with no guesswork. [ Start Walkthrough ](#steps) [ View on GitHub ](https://github.com/combinedperception/relaticle) Combined Perception CRM — AI Agent Terminal ● mcp-client ~ $ ● mcp-client ~ $ Active Tool 30 MCP tools available Quick Start Five steps to operational --------------------------- Follow this walkthrough in order. Each step builds on the last. Click any step to expand the details. 01 01 Create your workspace Set up your team, invite colleagues, and configure your first workspace. 1. 1 Register an account at the login page and confirm your email. 2. 2 Click "Create Team" and enter your organisation name. 3. 3 Invite colleagues by entering their email addresses — they'll receive an invitation email. 4. 4 Set your team slug — this becomes part of your workspace URL. 5. 5 You're now in your workspace. All data is isolated to your team by default. Pro tip: use a descriptive team name like "Acme Corp — Sales" if you plan to run multiple workspaces. 02 02 Add companies & contacts Build your contact network — import from CSV or add records one by one. 1. 1 Navigate to Companies in the left sidebar and click "New Company". 2. 2 Fill in name, industry, website, and any custom fields you've configured. 3. 3 Inside a company, add People — contacts linked to that organisation. 4. 4 Use the Import button to bulk-import from a CSV file (columns auto-mapped). 5. 5 Each record gets an Activity Timeline automatically populated as you interact. Pro tip: import a CSV first to build your base, then enrich individual records manually. 03 03 Build your pipeline Create opportunities, assign pipeline stages, and start tracking deals. 1. 1 Open Opportunities in the sidebar to see the kanban board view. 2. 2 Click "New Opportunity" — link it to a company and set a value and close date. 3. 3 Drag cards between pipeline stages as deals progress. 4. 4 Add notes and tasks directly on each opportunity card. 5. 5 Use filters to view by stage, owner, value range, or close-date window. Pro tip: create a "Closed Lost" stage to capture why deals are lost — invaluable for AI analysis. 04 04 Customise your data model Add custom fields to any entity — no migrations, no code. 1. 1 Go to Settings → Custom Fields in the sidebar. 2. 2 Choose an entity (Company, Person, Opportunity) and click "Add Field". 3. 3 Pick from 22 field types: text, number, currency, date, select, multi-select, URL, email, phone, relationship, and more. 4. 4 Set conditional visibility rules — show a field only when another field has a specific value. 5. 5 Enable per-field encryption for sensitive data (API keys, NDA status). Pro tip: use Relationship fields to link custom entities together — builds a flexible graph of your data. 05 05 Connect your AI agent Point any MCP-compatible AI at the CRM and give it 30 tools to work with. 1. 1 Generate an API token under Settings → API Tokens. 2. 2 In Claude Desktop (or any MCP client), add a server config pointing to your CRM's MCP endpoint: `https://your-domain.com/mcp` 3. 3 Set the Authorization header with your Bearer token. 4. 4 Ask Claude: "List my top 5 companies by ARR" — it calls list-companies automatically. 5. 5 Use natural language to create records, update stages, generate summaries, or discover your schema. Pro tip: ask the agent to "describe available tools" first — it will read the 30-tool manifest and plan accordingly. Platform Capabilities What you can do ----------------- Every feature explained. Click a tab to explore in depth. Relationships Pipeline AI & MCP Collaboration ### Relationship Intelligence Build a living map of every company, contact, and interaction your team touches. Companies Full company profiles with industry, size, custom fields, and linked contacts. Bulk import from CSV in seconds. People Individual contact records linked to companies. Track roles, emails, phone numbers, and relationship history. Activity Timeline Automatic log of every note, change, email, task, and AI interaction — attached to every record. Notes Rich-text notes on any record. Mention colleagues, attach files, and pin important context. Custom Fields 22 field types with conditional visibility, per-field encryption, and relationship linking. No migrations needed. CSV Import / Export Bulk import companies or people from any spreadsheet. Export filtered data back to CSV at any time. ### Sales Pipeline Visual deal tracking from first contact to closed — with full forecast visibility. Kanban Board Drag-and-drop opportunities across customisable stages. See all deals at a glance. Opportunity Records Each deal has a value, close date, linked company/person, stage, owner, and activity log. Pipeline Stages Create any stages you need. Reorder them. Rename them. The CRM adapts to your process. Filtering & Sorting Filter by stage, owner, value range, close date, or any custom field. Sort by any column. Task Management Attach tasks to opportunities. Assign to teammates. Track completion across your pipeline. AI Summaries One-click AI-generated narrative summary of any opportunity's status, risk, and next steps. ### AI Agent Integration Give any AI model read/write access to your CRM data through 30 MCP tools. 30 MCP Tools Complete CRUD coverage: list, get, create, update, delete across all entities. Plus search, schema-discovery, and bulk ops. Schema Discovery Agents can call describe-schema to learn your custom field definitions — no hardcoding required. Claude Integration Optimised for Claude Desktop and Claude API. Works with any MCP-compatible client. AI Summaries Request AI-generated risk assessments, relationship health scores, and narrative explanations. Bulk Operations Single MCP call to update multiple records, run searches, or generate summaries in batch. Token Auth Each API token is scoped to a team. Revoke instantly from the Settings panel. ### Team Collaboration Multi-team workspaces with strict authorization, shared context, and real-time notifications. Multi-Team Workspaces Each team sees only its own data. Invite members, manage roles, and keep workspaces independent. 5-Layer Authorization Ownership → Team membership → Role → Policy → Record-level checks. Nothing leaks between teams. Database Notifications Real-time notifications for mentions, assignments, and record changes — delivered in the UI. Shared Notes Notes on any record are visible to all team members. Pin critical context for the whole team. Task Assignment Assign tasks to any team member. They're notified instantly and the task appears in their queue. Audit Log Every write operation is logged with user, timestamp, and changed fields — full compliance trail. AI Integration 30 MCP Tools. One Connection. ------------------------------- Give any AI model complete read/write access to your CRM data. No custom integrations. No middleware. Just point and go. Claude / GPT AI Agent MCP Client Transport CP CRM MCP Server PostgreSQL Data Layer Read Tools 12 tools List, get, search, and filter across all entities. Agents can discover your schema before querying. `list-companies` `get-person` `search-records` `describe-schema` `list-opportunities` `get-activity-log` Write Tools 13 tools Full CRUD: create, update, delete, and bulk-modify companies, people, opportunities, notes, and tasks. `create-company` `update-record` `delete-record` `create-note` `create-task` `bulk-update` AI Tools 5 tools Request AI-generated summaries, risk assessments, relationship health scores, and deal narratives. `get-ai-summary` `assess-deal-risk` `relationship-health` `generate-narrative` `bulk-summarise` Claude Desktop — MCP Session U A MCP connected · 30 tools loaded claude\_desktop\_config.json Ready to paste ``` { "mcpServers": { "combined-perception-crm": { "url": "https://crm.combinedperception.ai/mcp", "headers": { "Authorization": "Bearer " } } } } ``` Bug Reporting Found a bug? We want to know. ------------------------------- High-quality bug reports fix issues faster. Follow these four steps and we'll triage within 48 hours. Step 01 Reproduce it - Identify the exact steps that trigger the bug - Note your browser, OS, and any relevant custom field setup - Check if it happens in multiple browsers or just one - Capture a screenshot or screen recording if possible Step 02 Check existing issues - Search GitHub Issues for keywords from your bug - Check open and closed issues — it may already be fixed - If found, add a +1 reaction or extra reproduction details - Review the milestone to see if it's already scheduled Step 03 Open a new issue - Use a clear title: "\[Bug\] What breaks, where, and how" - Include numbered reproduction steps - State the expected behaviour vs. what actually happened - Attach screenshots, console errors, or network trace if relevant Step 04 Label and submit - Add the "bug" label before submitting - Add "priority: high" if it blocks core workflows - We triage all new issues within 48 hours - You'll receive email updates as the issue progresses [ Open a Bug Report on GitHub ](https://github.com/combinedperception/relaticle/issues/new?template=bug_report.md) Or [ browse open issues ](https://github.com/combinedperception/relaticle/issues) to see what's already being tracked. **Security vulnerabilities** should not be reported via public GitHub Issues. Email the maintainers directly and allow 48 hours before disclosure. Developer Resources Everything you need to go deeper ---------------------------------- Source code, licence, and the full tech stack — all open for inspection. Repository combinedperception/relaticle Full Laravel source: controllers, Filament resources, MCP tools, tests (1,100+), CI/CD pipeline, and Docker deployment stack. [ View Repo ](https://github.com/combinedperception/relaticle) [ Issues ](https://github.com/combinedperception/relaticle/issues) Licence AGPL-3.0 GNU Affero General Public License v3. Network use triggers the copyleft. Read the full licence before deploying. Built on the foundations of [ Relaticle ](https://github.com/relaticle/relaticle) open-source. Tech Stack Core dependencies PHP 8.4 Laravel 13 Filament 5 Livewire 4 Alpine.js Tailwind 4 PostgreSQL Laravel MCP Laravel Sanctum Pest v4 Ready to start? Go back to the walkthrough. [ Back to Quick Start ](#steps) [ CP Combined Perception ](https://crm.combinedperception.ai) AI-native CRM for enterprise teams. Manage relationships and let AI agents operate your data in real time. [ ](https://github.com/combinedperception) [ ](https://linkedin.com/company/combined-perception) ### Quick Links - [ Home ](https://crm.combinedperception.ai) - [ Capabilities ](https://crm.combinedperception.ai/#features) - [ Architecture ](https://crm.combinedperception.ai/#architecture) ### Support & Legal - [ Privacy Policy ](https://crm.combinedperception.ai/privacy-policy) - [ Terms of Service ](https://crm.combinedperception.ai/terms-of-service) - [ Contact Us ](https://crm.combinedperception.ai/contact) © 2026 Combined Perception. All rights reserved. Built on the foundations of [ Relaticle ](https://github.com/relaticle/relaticle) open-source (AGPL-3.0).