Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.
Create Contact
relavate:create_contact
Create a new contact in Relavate CRM.
Write
Medium risk
Create Note
relavate:create_note
Create a new note in Relavate CRM.
Write
Medium risk
Create Property
relavate:create_property
Create a new property listing in Relavate CRM.
Write
Medium risk
Create Task
relavate:create_task
Create a new task in Relavate CRM.
Write
Medium risk
Create Transaction
relavate:create_transaction
Create a new transaction in Relavate CRM.
Write
Medium risk
Delete Contact
relavate:delete_contact
Delete a contact from Relavate CRM. This action cannot be undone.
Write
High risk
Get Contact
relavate:get_contact
Fetch a single contact by ID with all contact details and relationships.
Read
Low risk
Get Property
relavate:get_property
Fetch a single property by ID with all property details and relationships.
Read
Low risk
Get Transaction
relavate:get_transaction
Fetch a single transaction by ID with all transaction details and relationships.
Read
Low risk
List Contacts
relavate:list_contacts
List contacts with optional filtering and pagination.
Read
Low risk
List Notes
relavate:list_notes
List notes with optional filtering and pagination.
Read
Low risk
List Properties
relavate:list_properties
List properties with optional filtering and pagination.
Read
Low risk
List Tasks
relavate:list_tasks
List tasks with optional filtering and pagination.
Read
Low risk
List Transactions
relavate:list_transactions
List transactions with optional filtering and pagination.
Read
Low risk
List Users
relavate:list_users
List users/agents in the Relavate CRM system.
Read
Low risk
Update Contact
relavate:update_contact
Update an existing contact in Relavate CRM.
Write
Medium risk
Update Property
relavate:update_property
Update an existing property in Relavate CRM.
Write
Medium risk
Update Task
relavate:update_task
Update an existing task in Relavate CRM.
Write
Medium risk