ChatGPT Plugin

Relaticle

Find and update CRM records

Brand: Relaticle

Category: Sales & CRM
Primary Subcategory: B2B Sales CRM Platforms

Integration details

Description

Relaticle is an open-source CRM. This plugin connects ChatGPT to your Relaticle workspace, so you can work with real customer data in the conversation instead of switching tabs. Ask for a company and get its contacts, open opportunities, and recent activity. Summarize your pipeline by stage. Find the tasks that are overdue. Create a note and link it to the right records. Update a deal's stage or amount. Search results come back with links to the record in Relaticle, so you can always check the source. The connector covers companies, people, opportunities, tasks, and notes across 37 tools, including the custom fields your workspace already uses. You sign in with OAuth, and the connection is bound to a single workspace. You can revoke it at any time from Settings, Access Tokens, AI Connectors. Relaticle does not use your CRM data for advertising or model training. Requires a Relaticle Cloud account.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Sales & CRM
Primary Subcategory: B2B Sales CRM Platforms
Secondary Subcategories: None listed
Brand: Relaticle
Access: Account required
First tracked: 2026-10-03
Tool count: 39
Geography: US

Agent DiscoverabilityChatGPT Plugin Discovery Score

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ChatGPT recommends Airtable when a user asks it to update a CRM. — ChatGPT surfaces Airtable because it matches the user's request.

Primary Subcategory

Competing in ChatGPT B2B Sales CRM Platforms

View Category

Listed in alphabetical order

Primary Subcategory

Agiled0/100

Alaz0/100

Asbie0/100

Attio42/100

Badger Maps (Advanced)0/100

RelaticleComing soonGet notified

Tools

39 tools agents can invoke

Aggregate opportunity counts and pipeline amount by stage or company, with optional creation-date bounds.
aggregate-opportunities-tool
Attach a note to companies, people, or opportunities. Adds links without removing existing ones.
attach-note-to-entities-tool
Attach a task to companies, people, opportunities, or assign to users. Adds links without removing existing ones.
attach-task-to-entities-tool
Create a new company in the CRM. Use the crm-schema resource to discover available custom fields.
create-company-tool
Create a new note in the CRM. Use the crm-schema resource to discover available custom fields.
create-note-tool
Create a new opportunity (deal) in the CRM. Use the crm-schema resource to discover available custom fields.
create-opportunity-tool
Create a new person (contact) in the CRM. Use the crm-schema resource to discover available custom fields.
create-people-tool
Create a new task in the CRM. Use the crm-schema resource to discover available custom fields.
create-task-tool
Get a short-lived signed URL to PUT a file body to (max 10 MB, pdf/doc/docx/xlsx/pptx/jpg/jpeg/png/gif/webp). Then call upload-file with the returned upload_id to finish. Use upload-file directly with source_url or base64 when you can.
create-upload-url
Delete a company from the CRM (soft delete).
delete-company-tool
Delete a note from the CRM (soft delete).
delete-note-tool
Delete an opportunity (deal) from the CRM (soft delete).
delete-opportunity-tool
Delete a person (contact) from the CRM (soft delete).
delete-people-tool
Delete a task from the CRM (soft delete).
delete-task-tool
Detach a note from companies, people, or opportunities. Removes specified links.
detach-note-from-entities-tool
Detach a task from companies, people, opportunities, or unassign users. Removes specified links.
detach-task-from-entities-tool
Fetch a single CRM record by its canonical URL. Pair with the search tool for ChatGPT Company Knowledge citations.
fetch
Get information about the authenticated user, current workspace with their role and what it allows, workspace members, and token abilities.
who-ami-tool
Get the current workspace schema for one CRM entity, including active custom fields, choice options, filters, and relationships.
get-crm-schema-tool
Get workspace record counts, opportunity pipeline totals by stage, and user-timezone-aware task due status.
get-crm-summary-tool
Get a single company by ID with full details and relationships.
get-company-tool
Get a single note by ID with full details and relationships.
get-note-tool
Get a single opportunity by ID with full details and relationships.
get-opportunity-tool
Get a single person by ID with full details and relationships.
get-people-tool
Get a single task by ID with full details and relationships.
get-task-tool
List who changed which CRM records, through which channel (web, system, import, api, mcp, chat; null when it was not recorded), when they changed them, and the field-level differences. Results use the caller timezone.
list-activity-tool
List companies in the CRM with optional search and pagination.
list-companies-tool
List workspace custom-field definitions, including inactive fields and configured option labels. Use get-crm-schema for the active write schema.
list-custom-fields-tool
List notes in the CRM with optional search and pagination.
list-notes-tool
List opportunities (deals) in the CRM with optional search and pagination.
list-opportunities-tool
List people (contacts) in the CRM with optional search and pagination.
list-people-tool
List tasks in the CRM with optional search and pagination.
list-tasks-tool
Search across companies, people, opportunities, tasks, and notes. Returns canonical URLs suitable for ChatGPT Company Knowledge citation.
search
Update an existing company in the CRM. Use the crm-schema resource to discover available custom fields.
update-company-tool
Update an existing note in the CRM. Use the crm-schema resource to discover available custom fields.
update-note-tool
Update an existing opportunity (deal) in the CRM. Use the crm-schema resource to discover available custom fields.
update-opportunity-tool
Update an existing person (contact) in the CRM. Use the crm-schema resource to discover available custom fields.
update-people-tool
Update an existing task in the CRM. Use the crm-schema resource to discover available custom fields.
update-task-tool
Store a file in this workspace. Returns suggested_markdown to embed the file in a rich-editor field (note body, task description), and file_id to refer to the stored file. Pass exactly one of: source_url (public https), base64 with filename, or upload_id from create-upload-url. filename is optional with upload_id but recommended. Allowed types: pdf, doc, docx, xlsx, pptx, jpg, jpeg, png, gif, webp; 10 MB max. Limited to 60 calls per hour per workspace, refused files included.
upload-file

FAQs

Relaticle FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve a ChatGPT Plugin's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Relaticle alternatives on ChatGPT?

As of 2026-10-03, Relaticle competes with HubSpot, Attio, Close, Zoho CRM, Agiled, Alaz, Asbie, Badger Maps (Advanced), BizVizCards, Breakcold, BROSH AI CRM, Capsule CRM, Clarify, Clearskies, Coevera, EduRolia, EnskAI, HighLevel, iCompany, item, K3X, Knottle, Levitate, Lightning Leads, NoClutterCRM, Nutshell CRM, OnePageCRM, Outfield, Pepper Cloud, Queli CRM, Salesflare, Skode CRM, Streak, Sunate, Twenty, YouEx.ai, Zoie in ChatGPT B2B Sales CRM Platforms, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.

ChatGPT Plugin discovery is coming soon

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Competing in ChatGPT B2B Sales CRM Platforms

39 tools agents can invoke

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