Reltio MCP Server – Developer Edition

Reltio MCP Server is a lightweight, plugin-based Model Context Protocol (MCP) server designed to perform advanced entity matching with language models in Reltio environments.

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DISCLAIMER: By entering in your credentials and consuming the Reltio MCP Server – Developer Edition, you may be connecting to the Reltio Platform via API calls. Any and all API calls will be counted against the API call entitlements set out in your SaaS Subscription Agreement (the "Agreement") with Reltio. API calls in excess of those entitlements, including any API calls made while consuming the server, could result in Overages, as set out in the Agreement.

Table of Contents

• Available Tools
• Environment Configuration
• Server Prerequisites
• Client Prerequisites
• Running the Server
• Integration with Claude Desktop App
• Custom MCP Client Integration
• Testing
• Agent Client

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Available Tools

Tool Name	Description
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	Display this help information

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Environment Configuration

Create a .env file in the root directory:

RELTIO_SERVER_NAME=RELTIO_MCP_SVR_NAME
RELTIO_ENVIRONMENT=RELTIO_ENVIRONMENT
RELTIO_CLIENT_ID=RELTIO_CLIENT_ID
RELTIO_CLIENT_SECRET=RELTIO_CLIENT_SECRET
RELTIO_TENANT=RELTIO_TENANT
RELTIO_AUTH_SERVER=RELTIO_AUTH_SEVER # Default: https://auth.reltio.com

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Server Prerequisites

• Python ≥ 3.10
• (Optional) Docker installed, only if you choose to run the server with Docker - See instructions below
• (Optional) uv (python package manager) installed, only if you choose to run the server without Docker - See instructions below

Client Prerequisites

If you want to consume the server from Claude AI (Anthropic):

• Claude Desktop App installed from claude.ai
• Node.js

If you want to consume the server from a custom client (OpenAI, Gemini, Anthropic)

• Go to the section below on Custom MCP Client Integration

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Running the Server

Option 1: Manual Execution (RECOMMENDED)

Run this script to automate setup (virtualenv, install, Claude config injection):

If you are on Windows, open a terminal and run this command:

⚠️ Right-click setup.bat → Properties → Unblock → Run as Admin (if SmartScreen warning appears)

setup.bat

If you are on macOS / Linux, open a terminal and run this command:

bash setup.sh

You then might need to activate your newly-created virtual environment if it was not activated in your terminal already

source .venv/bin/activate

After initial setup (it applies to Windows/macOS/Linux), run this command:

mcp install --with requests --with pyyaml main.py -f .env 

Open Claude (or your custom MCP Client) and start using it.

Option 2: With Docker

Make sure you have Docker installed (https://www.docker.com/products/docker-desktop/)

Open a terminal and run this command:

docker compose up -d --build

To configure Claude to use this MCP server, please go into the next section.

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Integration with Claude Desktop App

You must follow these steps ONLY if you are running the server with docker (option 2 above). Option 1 does not require this subsequent step.

Step 1: Launch Claude Desktop

Open the Claude app on your system.

Step 2: Access Settings

If you are on Windows

1. Open Claude Desktop.
2. Click the hamburger menu (top-left).
3. Go to: Settings → Developer → Edit Config.

If you are on macOS

1. Open Claude Desktop.
2. Click Claude from the macOS menu bar.
3. Go to: Settings → Developer → Edit Config.

Add this entry to the claude_desktop_config.json file:

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

Always Restart the Claude Desktop app after making changes.

NOTE: ECONNREFUSED in Claude Logs? Check mcp-remote

If Claude logs show ECONNREFUSED, the mcp-remote service (possibly at http://localhost:8000/sse) might be the issue.

🔪 Kill mcp-remote Process

🐧 Linux / macOS

ps aux | grep "mcp-remote http://localhost:8000/sse" | grep -v grep | awk '{print $2}' | xargs kill

🪟 Windows (PowerShell)

Get-CimInstance -ClassName Win32_Process -Filter "CommandLine LIKE '%mcp-remote http://localhost:8000/sse%'" | ForEach-Object { Stop-Process -Id $_.ProcessId -Force }

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Custom MCP Client Integration

Install dependencies:

pip install -r requirements.txt

Ensure your MCP server is running locally before executing clients.

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Claude MCP Client

python ./clients/mcp_claude_client.py

You will need:

• Anthropic API Key (sk-ant-api...)
• Claude Model ID (e.g., claude-3-opus-20240229)
• MCP Server URL (e.g., http://localhost:8000/sse)

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Gemini MCP Client

python ./clients/mcp_gemini_client.py

Required:

• Google API Key (AIza...)
• Gemini Model ID (e.g., gemini-1.5-pro)
• MCP Server URL

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OpenAI MCP Client

python ./clients/mcp_openai_client.py

Required:

• OpenAI API Key (sk-...)
• OpenAI Model ID (gpt-4-turbo)
• MCP Server URL

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Testing

Run Tests via Docker

docker-compose -f docker-compose-test.yaml up -d --build

Or Run Locally

pip install -r requirements_tests.txt
./run_tests.sh --coverage

Test Suite

• tests/unit/test_server.py
• tests/unit/test_server_structure.py
• tests/unit/test_server_error_handling.py
• tests/unit/test_tools_activity.py
• tests/unit/test_main.py

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Agent Client

A CLI chat bot that connects to Reltio MCP server using OAuth 2.0 authentication and provides an interactive interface for querying Reltio data.

Prerequisites

cd clients/agent_with_mcp
pip install -r requirements.txt

Configuration

Edit the configuration constants in agent_client.py:

# Reltio Configuration
NAMESPACE = "your_namespace"  # Your Reltio namespace
RELTIO_CLIENT_ID = "your_client_id"  # Your Reltio client ID
RELTIO_CLIENT_SECRET = "your_client_secret"  # Your Reltio client secret

# Model Configuration
MODEL_ID = "anthropic:claude-3-5-sonnet-20241022"  # Supported: anthropic, google_genai, openai
API_KEY = "your_api_key"  # API key for the model provider

Running the Agent Client

python agent_client.py

The client will:

1. Open a browser for OAuth authentication
2. Establish connection to Reltio MCP server
3. Provide an interactive chat interface

Supported Models

• Anthropic: anthropic:claude-3-5-sonnet-20241022
• Google: google_genai:gemini-2.0-flash-001
• OpenAI: openai:gpt-4o-mini

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