Reltio

Provides a lightweight MCP server to perform entity matching using language models within Reltio environments.
  • python

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python

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6 months ago

First Indexed

2 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

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You have a lightweight, plugin-based MCP server designed to perform advanced entity matching with language models in Reltio environments. It lets you connect to Reltio, configure credentials, run locally or in Docker, and integrate with clients like Claude Desktop App or custom MCP clients to perform intelligent entity matching across your data.

How to use

Learn how to connect to your MCP server from an MCP client and perform entity matching tasks. This server supports HTTP-based connections to a remote MCP endpoint and can be run locally for development. You can configure a Claude-based client or your own client to send matching requests and retrieve results, using the provided tools and environment settings.

How to install

Prerequisites: Python 3.10 or newer, optional Docker, and optional uv for package management.

# Option A: Manual installation (recommended for development)
# 1) Prepare environment and dependencies
# - Ensure Python 3.10+
# - (Optional) Install Docker if you plan to use Docker

# 2) Run setup script depending on your OS
# Windows:
#   Run setup.bat
# macOS / Linux:
#   bash setup.sh

# 3) After setup, install MCP and dependencies
mcp install --with requests --with pyyaml main.py -f .env

# 4) Start using Claude or a custom MCP client after setup completes

Additional sections

Environment configuration and runtime options are described below. You can run the server in Docker or manually. A Claude Desktop App integration example shows how to connect Claude to the MCP server using a local URL.

{
  "mcpServers": {
    "reltio_mcp": {
      "type": "http",
      "name": "reltio_mcp",
      "url": "http://localhost:8000/sse",
      "args": []
    }
  },
  "envVars": [
    {
      "name": "RELTIO_SERVER_NAME",
      "description": "Reltio MCP server name to connect to",
      "required": true,
      "example": "RELTIO_MCP_SVR_NAME"
    },
    {
      "name": "RELTIO_ENVIRONMENT",
      "description": "Reltio environment identifier",
      "required": true,
      "example": "RELTIO_ENV"
    },
    {
      "name": "RELTIO_CLIENT_ID",
      "description": "OAuth2 client ID for Reltio API access",
      "required": true,
      "example": "RELTIO_CLIENT_ID"
    },
    {
      "name": "RELTIO_CLIENT_SECRET",
      "description": "OAuth2 client secret for Reltio API access",
      "required": true,
      "example": "RELTIO_CLIENT_SECRET"
    },
    {
      "name": "RELTIO_TENANT",
      "description": "Tenant identifier within the Reltio environment",
      "required": true,
      "example": "RELTIO_TENANT"
    },
    {
      "name": "RELTIO_AUTH_SERVER",
      "description": "Authorization server URL for token retrieval",
      "required": true,
      "example": "https://auth.reltio.com"
    }
  ]
}

Claude Desktop App integration is used when you run the MCP server with Docker (Option 2). You configure the Claude client to point to the MCP server URL and restart Claude after changes.

{
  "mcpServers": {
    "reltio-mcp-server": {
      "command": "npx",
      "args": [
        "mcp-remote@0.0.22",
        "http://localhost:8000/sse"
      ]
    }
  }
}

Claude-related notes: If you see ECONNREFUSED in Claude logs, verify that the mcp-remote service is running and reachable at the configured URL. If needed, terminate the mcp-remote process and restart Claude after ensuring the MCP server is active.

Custom MCP Client Integration lets you connect your own client (OpenAI, Gemini, Anthropic) to the MCP server by running the respective Python clients and pointing them at the MCP server URL.

Tooling and testing: You can run a test suite or run tests via Docker. The test suite exercises server behavior and tool endpoints to ensure correct functionality.

Tools and endpoints

The server exposes a broad set of tools for entity search, retrieval, updates, relationship handling, merges, and activity checks. These tools are available to support comprehensive MCP-driven workflows across Reltio tenants.

Available tools

search_entities_tool

Search for entities with advanced filtering

get_entity_tool

Get detailed information about a Reltio entity by ID

update_entity_attributes_tool

Update specific attributes of an entity in Reltio

get_entity_match_history_tool

Find the match history for a specific entity

get_relation_details_tool

Get detailed information about a Reltio relation by ID

merge_entities_tool

Merge multiple entities in Reltio

reject_entity_match_tool

Mark an entity as not a match (reject the potential duplicate)

export_merge_tree_tool

Export the merge tree for all entities in a specific tenant

get_business_configuration_tool

Get the business configuration for a specific tenant

get_tenant_permissions_metadata_tool

Get the permissions and security metadata for a specific tenant

get_merge_activities_tool

Retrieve activity events related to entity merges with flexible filtering options

get_tenant_metadata_tool

Get the tenant metadata details from the business configuration for a specific tenant

get_data_model_definition_tool

Get complete details about the data model definition from the business configuration for a specific tenant

get_entity_type_definition_tool

Get the entity type definition for a specified entity type from the business configuration of a specific tenant

get_change_request_type_definition_tool

Get the change request type definition for a specified change request type from the business configuration of a specific tenant

get_relation_type_definition_tool

Get the relation type definition for a specified relation type from the business configuration of a specific tenant

get_interaction_type_definition_tool

Get the interaction type definition for a specified interaction type from the business configuration of a specific tenant

get_graph_type_definition_tool

Get the graph type definition for a specified graph type from the business configuration of a specific tenant

get_grouping_type_definition_tool

Get the grouping type definition for a specified grouping type from the business configuration of a specific tenant

find_potential_matches_tool

Unified tool to find all potential matches by match rule, score range, or confidence level

get_potential_matches_stats_tool

Get the total, entity-level, and match-rule-level counts of potential matches in the tenant

get_entity_with_matches_tool

Get detailed information about a Reltio entity along with its potential matches

create_entity_tool

Create one or more entities in a Reltio tenant using the Entities API

get_entity_graph_tool

Get entity graph (hops) for a specific entity with comprehensive filtering and traversal options

get_entity_parents_tool

Find all parent paths for a given entity, traversing the specified graph types

create_relationships_tool

Create relationships between entities in Reltio

delete_relation_tool

Delete a relation object from a tenant using the DELETE operation

get_entity_relations_tool

Get entity connections/relations using Reltio connections API

relation_search_tool

Search for relationships in a tenant using the Relation Search API

check_user_activity_tool

Check if a user has been active in the system within a specified number of days

get_entity_interactions_tool

Get interactions for a Reltio entity by ID

create_interaction_tool

Create interactions in the Reltio Platform

rdm_lookups_list_tool

List lookups based on the given RDM lookup type

get_users_by_role_and_tenant_tool

Get users by role and tenant

get_users_by_group_and_tenant_tool

Get users by group and tenant

get_user_workflow_tasks_tool

Get workflow tasks for a specific user with total count and detailed task information

reassign_workflow_task_tool

Reassign a workflow task to a different user for load balancing and task distribution

get_possible_assignees_tool

Get possible assignees for specific tasks or based on filter/exclude criteria

retrieve_tasks_tool

Retrieve workflow tasks with comprehensive filtering options

get_task_details_tool

Get complete details of a specific workflow task by ID

start_process_instance_tool

Start a process instance in Reltio workflow for any type of change requests created by user

execute_task_action_tool

Execute an action on a workflow task

unmerge_entity_tool

Unmerge a contributor entity from a merged entity with optional tree behavior

health_check_tool

Check if the MCP server is healthy

capabilities_tool

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