Integration · Payroll & HR

Connect Claude & ChatGPT to Crelate

Ask your AI who is in the pipeline for a job, what the last note on a candidate says, or which placements start this month in Crelate. It can search and update contacts, companies and jobs, add candidates to a job and move them between stages, log notes and tasks, and read placements and applications. Recruiting admin gets done from a chat instead of a dozen clicks.

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Try asking

“Find Maria Jensen and show me her latest notes.”
The AI searches contacts by name, then lists the notes logged on her record.
“Add Maria to the Senior Developer job at the Screening stage.”
It finds the job and adds her to its pipeline at the stage you name.
“Move Peter on the Project Manager job to Interview.”
It finds the candidate and the job and moves him to the Interview stage.

What your AI can do

Contacts and companies

Search, create and update candidates, client contacts and companies, and see who works at a company.

Jobs and pipelines

Search and create jobs, add candidates to a job's pipeline and move them between stages.

Notes, tasks and placements

Log notes and tasks on any record, and read placements and job applications.

“Remind me to call Acme's HR lead on Friday.”
It finds the contact and creates a task on that record with Friday as the due date.
“Which applications came in for the Sales Lead job this week?”
It finds the job and lists applications for it modified in that date range.
“Show me placements at Nordic Foods and their start dates.”
It finds the company and lists its placements with candidate, job, dates and rates.

210 tools for Crelate

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_candidates_to_jobChanges dataAdd one or more candidates (`contact_ids`) to a job's pipeline by `job_id`, optionally at a given stage via status_id or status_name.
approve_applicationVisible to othersApprove a application (application id). Has effects visible outside this system. API summary: Approve an Application.
create_a_primary_artifactChanges dataCreate a new primary. Required: target entity name or target record id. API summary: Create a primary Artifact.
create_academichonorChanges dataCreate a new academichonor. Required: entity. Search academichonors first to avoid duplicates. API summary: Create an Academic Honor.
create_accreditationChanges dataCreate a new accreditation. Required: entity. Search accreditations first to avoid duplicates. API summary: Create an Accreditation.
create_accreditinginstitutionChanges dataCreate a new accreditinginstitution. Required: entity. Search accreditinginstitutions first to avoid duplicates. API summary: Create an Accrediting Institution.
create_application_blockChanges dataCreate a new block for a application. Required: body application id or ignore possible matches. API summary: Block an Application.
create_artifactChanges dataCreate a new artifact. Required: target entity name or target record id. Search artifacts first to avoid duplicates. API summary: Create an Artifact.
create_backupChanges dataCreate a new backup. Required: entity. Search backups first to avoid duplicates. API summary: Create a Backup.
create_bulkVisible to othersCreate a new bulk. Required: entities. Has effects visible outside this system. API summary: Create Companies in bulk.
create_categoryChanges dataCreate a new category. Required: entity. Search categories first to avoid duplicates. API summary: Create a Tag Category.
create_changeChanges dataCreate a new change. Required: change stage request. API summary: Change Business Development workflow stage.
create_change_workflow_actions_change_employment_search_stageChanges dataCreate a new change. Required: change stage request. API summary: Change Employment Search workflow stage.
create_change_workflow_actions_change_recruiting_stageChanges dataCreate a new change. Required: change stage request. API summary: Change Recruiting workflow stage.
create_change_workflow_actions_change_sales_stageChanges dataCreate a new change. Required: change stage request. API summary: Change Sales workflow stage.
create_companyChanges dataCreate a company (client or prospect) from the fields in `entity`. Search first to avoid duplicates.
create_contactChanges dataCreate a contact (candidate or client contact) from the fields in `entity`, such as FirstName, LastName and contact details. Search first to avoid duplicates.
create_contacts_in_bulkVisible to othersCreate a new bulk. Required: entities. Has effects visible outside this system. API summary: Create Contacts in bulk.
create_jobChanges dataCreate a job from the fields in `entity`, such as Name, Description, StartDate and rates.
create_jobs_in_bulkVisible to othersCreate a new bulk. Required: entities. Has effects visible outside this system. API summary: Create Jobs in bulk.
create_messageChanges dataCreate a new message. Required: entity. Search messages first to avoid duplicates. API summary: Create an Email activity.
create_noteChanges dataAdd a note to a record. `entity` needs Display (the note text) and ParentId (the contact, company or job it belongs to).
create_primaryChanges dataCreate a new primary. Required: target entity name or target record id. API summary: Create a primary image Artifact.
create_project_applyChanges dataCreate a new apply for a project. Required: applicant. API summary: Apply to a Job.
create_recognizeChanges dataCreate a new recognize. Required: options. API summary: Recognize a Payment.
create_tagChanges dataCreate a new tag. Required: entity. Search tags first to avoid duplicates. API summary: Create a Tag.
create_taskChanges dataCreate a task. `entity` needs Display (what to do), ParentId (the record it is about) and When (due date); Owners assigns it.
create_task_2Changes dataCreate a new task. Required: entity. Search tasks first to avoid duplicates. API summary: Create an Activity.
create_webhookDeletesCreate a new webhook. Required: entity name, name, operation name, status or url. Search webhooks first to avoid duplicates. Destructive action; may require approval. API summary: Create a Webhook.
create_worksiteChanges dataCreate a new worksite. Required: entity. Search worksites first to avoid duplicates. API summary: Create a Worksite.
create_zeroamountChanges dataCreate a new zeroamount. Required: options. API summary: Recognize a zero-amount Payment.
delete_a_task_activityDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a Task activity.
delete_artifactDeletesPermanently delete a artifact by artifact id. Destructive action; may require approval. API summary: Delete an Artifact.
delete_bulksMoves moneyPermanently delete a bulk. Financial or irreversible action; may require approval. API summary: Delete Webhooks in bulk.
delete_companies_in_bulkMoves moneyPermanently delete a bulk. Financial or irreversible action; may require approval. API summary: Delete Companies in bulk.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_contacts_in_bulkMoves moneyPermanently delete a bulk. Financial or irreversible action; may require approval. API summary: Delete Contacts in bulk.
delete_jobs_in_bulkMoves moneyPermanently delete a bulk. Financial or irreversible action; may require approval. API summary: Delete Jobs in bulk.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a Note activity.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete a Job.
delete_project_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Remove Contact from a Job.
delete_project_journal_entriesMoves moneyPermanently delete a journal entry by job id. Financial or irreversible action; may require approval. API summary: Disable a Job posting.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an Activity.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
get_academichonorGet one academichonor by academichonor id. API summary: Retrieve an Academic Honor.
get_accreditationGet one accreditation by accreditation id. API summary: Retrieve an Accreditation.
get_accreditinginstitutionGet one accreditinginstitution by accreditinginstitution id. API summary: Retrieve an Accrediting Institution.
get_applicationGet one job application by `application_id`.
get_artifactGet one artifact by artifact id. API summary: Retrieve an Artifact.
get_artifacttypeGet one artifacttype by artifacttype id. API summary: Retrieve an Artifact Type.
get_assignmentGet one assignment by assignment id. API summary: Retrieve available Expense Types for an assignment.
get_backupGet one backup by backup id. API summary: Retrieve a Backup.
get_categoryGet one category by category id. API summary: Retrieve a Tag Category.
get_companyGet one company by `company_id` with its details, status and custom fields.
get_contactGet one contact by `contact_id` with name, contact details, status, tags and custom fields.
get_contact_2Get one contact by contact id. Results are paginated. API summary: Retrieve Companies by list.
get_countryGet one country by country id. API summary: Retrieve a Country.
get_current_userGet the Crelate user the connection acts as. Use to find your own user ID, e.g. for owner filters.
get_custompicklistsetGet one custompicklistset by custompicklistset id. API summary: Retrieve a Custom Picklist Set.
get_dealGet one deal by deal id. API summary: Retrieve an Opportunity Type.
get_employeeGet one employee by employee id. API summary: Retrieve available Expense Types for an employee.
get_expensetypeGet one expensetype by expensetype id. API summary: Retrieve an Expense Type.
get_invoiceGet one invoice by invoice id. API summary: Retrieve an Invoice.
get_jobGet one job by `project_id` (the job ID) with company, status, rates, dates and description.
get_lossGet one loss by loss id. API summary: Retrieve a Loss.
get_lossreasontypeGet one lossreasontype by lossreasontype id. API summary: Retrieve a Loss Reason Type.
get_messageGet one message by message id. API summary: Retrieve an Email activity.
get_passreasontypeGet one passreasontype by passreasontype id. API summary: Retrieve a Pass Reason Type.
get_placementGet one placement by `placement_id` with candidate, job, company, dates and rates.
get_projectGet one project by project id. API summary: Retrieve a Job Title.
get_relationshipGet one relationship by relationship id. API summary: Retrieve a relationship.
get_tagGet one tag by tag id. API summary: Retrieve a Tag.
get_taskGet one task by task id. API summary: Retrieve an Activity.
get_timetypeGet one timetype by timetype id. API summary: Retrieve a Time Type.
get_userGet one user by user id. API summary: Retrieve a User.
get_webhookGet one webhook by webhook id. API summary: Retrieve a Webhook.
get_workflowstatusGet one workflowstatus by workflowstatus id. API summary: Retrieve a Workflow Status.
get_worksiteGet one worksite by worksite id. API summary: Retrieve a Worksite.
list_applicationsList job applications filtered by job_ids, contact_ids, emails, status_ids or modified dates.
list_backup_contentsList contents for a backup. Optional filters: file name. API summary: Retrieve backup zip file contents.
list_companiesList companies filtered by names, emails, statuses, tag_names, owner_ids or modified dates, with limit/offset paging.
list_company_contactsList the contacts that work at a company by `company_id`; set include_former to also get past employees.
list_contactsList contacts filtered by emails, phone_numbers, statuses, tag_names, owner_ids, job_ids or modified dates, with limit/offset paging.
list_contacts_2List contacts. Optional filters: contact ids, include pass reasons, job ids, modified after, modified before or recent. Results are paginated. API summary: Retrieve stage change history.
list_definitionsList definitions. API summary: Retrieve available relationship groups and types.
list_infosList infos. API summary: Retrieve Activities metadata.
list_jobsList jobs filtered by name, statuses, company_ids, candidate_ids, owner_ids, tag_names, published or modified dates, with limit/offset paging.
list_meaningsList meanings. API summary: Retrieve Expense Type meanings.
list_notesList notes, filtered by parent_id (the contact, company or job), owner_ids, created_by_id or dates, with limit/offset paging.
list_placementsList placements filtered by job_ids, company_ids, contact_ids, statuses, owner_ids or modified dates.
list_recentsList recents. API summary: Retrieve most recent backup.
list_relationshipsList relationships. Optional filters: group code, parent id, sort by, target id or type code. Results are paginated. API summary: Retrieve relationships.
list_stage_rulesList rules for a stage. API summary: Retrieve Business Development workflow stage rules.
list_tasksList tasks, filtered by owner, parent_id, completed status or dates, with limit/offset paging.
list_teamsList teams. API summary: Get teams.
list_template_layoutsList layouts for a template. API summary: Retrieve Form Template Layout.
list_templatesList templates. API summary: Retrieve Form Request Templates.
list_usersList users. API summary: Retrieve current Organization.
move_candidate_stageChanges dataMove a candidate (`contact_id`) to another pipeline stage on a job (`job_id`) by status_id or status_name.
reject_applicationVisible to othersReject a application (application id). Has effects visible outside this system. API summary: Reject an Application.
retrieve_a_company_sourceGet one company by company id. API summary: Retrieve a Company Source.
retrieve_a_contact_sourceGet one contact by contact id. API summary: Retrieve a Contact Source.
retrieve_a_note_activityGet one message by message id. API summary: Retrieve a Note activity.
retrieve_a_task_activityGet one task by task id. API summary: Retrieve a Task activity.
retrieve_academic_honors_metadataList infos. API summary: Retrieve Academic Honors metadata.
retrieve_accreditations_metadataList infos. API summary: Retrieve Accreditations metadata.
retrieve_accrediting_institutions_metadataList infos. API summary: Retrieve Accrediting Institutions metadata.
retrieve_activity_typesSearch tasks by ids, modified after, modified before, recent, sort by or valid for create. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Retrieve Activity Types.
retrieve_activity_types_metadataList infos. API summary: Retrieve Activity Types metadata.
retrieve_an_activity_typeGet one task by task id. API summary: Retrieve an Activity Type.
retrieve_applications_metadataList infos. API summary: Retrieve Applications metadata.
retrieve_artifact_types_metadataList infos. API summary: Retrieve Artifact Types metadata.
retrieve_available_time_types_for_an_assignmentGet one assignment by assignment id. API summary: Retrieve available Time Types for an assignment.
retrieve_available_time_types_for_an_employeeGet one employee by employee id. API summary: Retrieve available Time Types for an employee.
retrieve_backups_metadataList infos. API summary: Retrieve Backups metadata.
retrieve_billable_itemsSearch products by amount, company ids, delivery type ids, ids, invoice numbers or job ids. Use this to find existing products before creating a new product. Results are paginated. API summary: Retrieve Billable Items.
retrieve_candidate_stage_change_historyList contacts. Optional filters: contact id, include pass reasons, modified after, modified before, recent or sort by. Results are paginated. API summary: Retrieve candidate stage change history.
retrieve_companies_metadataList infos. API summary: Retrieve Companies metadata.
retrieve_company_sourcesSearch companies by ids, sort by, total count, unmask values or filter operator. Use this to find existing companies before creating a new company. Results are paginated. API summary: Retrieve Company Sources.
retrieve_contacts_by_listGet one contact by contact id. Results are paginated. API summary: Retrieve Contacts by list.
retrieve_contacts_metadataList infos. API summary: Retrieve Contacts metadata.
retrieve_count_of_academic_honorsGet one academichonor. API summary: Retrieve count of Academic Honors.
retrieve_count_of_accreditationsGet one accreditation. API summary: Retrieve count of Accreditations.
retrieve_count_of_accrediting_institutionsGet one accreditinginstitution. API summary: Retrieve count of Accrediting Institutions.
retrieve_count_of_activitiesGet one task. API summary: Retrieve count of Activities.
retrieve_count_of_applicationsGet one application. API summary: Retrieve count of Applications.
retrieve_count_of_artifact_typesGet one artifacttype. API summary: Retrieve count of Artifact Types.
retrieve_count_of_companiesGet one company. API summary: Retrieve count of Companies.
retrieve_count_of_contactsGet one contact. API summary: Retrieve count of Contacts.
retrieve_count_of_expense_typesGet one expensetype. API summary: Retrieve count of Expense Types.
retrieve_count_of_invoicesGet one invoice. API summary: Retrieve count of Invoices.
retrieve_count_of_jobsGet one project. API summary: Retrieve count of Jobs.
retrieve_count_of_tag_categoriesGet one category. API summary: Retrieve count of Tag Categories.
retrieve_count_of_tagsGet one tag. API summary: Retrieve count of Tags.
retrieve_count_of_time_typesGet one timetype. API summary: Retrieve count of Time Types.
retrieve_count_of_usersGet one user. API summary: Retrieve count of Users.
retrieve_count_of_webhooksGet one webhook. API summary: Retrieve count of Webhooks.
retrieve_count_of_worksitesGet one worksite. API summary: Retrieve count of Worksites.
retrieve_expense_types_metadataList infos. API summary: Retrieve Expense Types metadata.
retrieve_forms_metadataList infos. API summary: Retrieve Forms metadata.
retrieve_invoices_metadataList infos. API summary: Retrieve Invoices metadata.
retrieve_job_stage_change_historyList contacts. Optional filters: include loss reasons, job id, modified after, modified before, recent or sort by. Results are paginated. API summary: Retrieve Job stage change history.
retrieve_job_typesSearch projects by ids, modified after, modified before, recent, sort by or total count. Use this to find existing projects before creating a new project. Results are paginated. API summary: Retrieve Job Types.
retrieve_jobs_by_listGet one contact by contact id. Results are paginated. API summary: Retrieve Jobs by list.
retrieve_jobs_metadataList infos. API summary: Retrieve Jobs metadata.
retrieve_opportunity_types_metadataList infos. API summary: Retrieve Opportunity Types metadata.
retrieve_placements_metadataList infos. API summary: Retrieve Placements metadata.
retrieve_recruiting_workflow_stage_rulesList rules for a stage. API summary: Retrieve Recruiting workflow stage rules.
retrieve_sales_workflow_stage_rulesList rules for a stage. API summary: Retrieve Sales workflow stage rules.
retrieve_static_listsSearch contacts by entity names, ids, modified after, modified before, owner ids or recent. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Retrieve static Lists.
retrieve_tag_categories_metadataList infos. API summary: Retrieve Tag Categories metadata.
retrieve_tags_metadataList infos. API summary: Retrieve Tags metadata.
retrieve_time_type_meaningsList meanings. API summary: Retrieve Time Type meanings.
retrieve_time_types_metadataList infos. API summary: Retrieve Time Types metadata.
retrieve_users_metadataList infos. API summary: Retrieve Users metadata.
retrieve_webhooks_metadataList infos. API summary: Retrieve Webhooks metadata.
retrieve_worksites_metadataList infos. API summary: Retrieve Worksites metadata.
search_academichonorsSearch academichonors by ids, modified after, modified before, names, recent or sort by. Use this to find existing academichonors before creating a new academichonor. Results are paginated. API summary: Retrieve Academic Honors.
search_accountsSearch accounts by account types, codes, contra account types, ids, modified after or modified before. Use this to find existing accounts before creating a new account. Results are paginated. API summary: Retrieve Ledger Accounts.
search_accreditationsSearch accreditations by ids, modified after, modified before, recent, sort by or values. Use this to find existing accreditations before creating a new accreditation. Results are paginated. API summary: Retrieve Accreditations.
search_accreditinginstitutionsSearch accreditinginstitutions by ids, modified after, modified before, names, recent or sort by. Use this to find existing accreditinginstitutions before creating a new accreditinginstitution. Results are paginated. API summary: Retrieve Accrediting Institutions.
search_artifact_contentsSearch contents for a artifact by content mode, total count, unmask values or filter operator. Use this to find existing contents before creating a new content. API summary: Retrieve file contents.
search_artifactsSearch artifacts by artifact type ids, content types, file names, form ids, ids or is document. Use this to find existing artifacts before creating a new artifact. Results are paginated. API summary: Retrieve Artifacts.
search_artifacttypesSearch artifacttypes by allowed entity names, ids, modified after, modified before, sort by or system managed. Use this to find existing artifacttypes before creating a new artifacttype. Results are paginated. API summary: Retrieve Artifact Types.
search_backupsSearch backups by ids, modified after, modified before, recent, sort by or total count. Use this to find existing backups before creating a new backup. Results are paginated. API summary: Retrieve Backups.
search_categoriesSearch categories by entity names, ids, modified after, modified before, recent or sort by. Use this to find existing categories before creating a new category. Results are paginated. API summary: Retrieve Tag Categories.
search_companiesFull-text search for companies with `query`. Use this to find a company's ID.
search_contactsFull-text search for contacts (candidates and client contacts) with `query`, e.g. a name, email or phone. Use this first to find a contact's ID.
search_contacts_2Search contacts by ids, modified after, modified before, names, recent or sort by. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Retrieve Contact Sources.
search_countriesSearch countries by ids, name, sort by, total count, unmask values or filter operator. Use this to find existing countries before creating a new country. Results are paginated. API summary: Retrieve Countries.
search_custompicklistsetsSearch custompicklistsets by ids, modified after, modified before, recent, sort by or total count. Use this to find existing custompicklistsets before creating a new custompicklistset. Results are paginated. API summary: Retrieve Custom Picklist Sets.
search_dealsSearch deals by ids, modified after, modified before, recent, sort by or total count. Use this to find existing deals before creating a new deal. Results are paginated. API summary: Retrieve Opportunity Types.
search_expensetypesSearch expensetypes by ids, modified after, modified before, recent, sort by or total count. Use this to find existing expensetypes before creating a new expensetype. Results are paginated. API summary: Retrieve Expense Types.
search_formrequestsSearch formrequests by form request id, include layout, total count, unmask values or filter operator. Use this to find existing formrequests before creating a new formrequest. API summary: Retrieve Form Request info.
search_formsSearch forms by completed, form definition ids, form type ids, ids, modified after or modified before. Use this to find existing forms before creating a new form. Results are paginated. API summary: Retrieve Forms.
search_invoicesSearch invoices by company ids, due after, due before, ids, invoiced after or invoiced before. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: Retrieve Invoices.
search_jobsFull-text search for jobs with `query`, e.g. a job title or number. Use this to find a job's ID.
search_journal_entriesSearch journal entries by query. Use this to find existing journal entries before creating a new journal entry. API summary: Search Job postings.
search_ledgersSearch ledgers by company ids, credit amount, debit amount, ids, invoice numbers or job ids. Use this to find existing ledgers before creating a new ledger. Results are paginated. API summary: Retrieve Ledger Items.
search_lossesSearch losses by activity ids, company ids, ids, job ids, loss reason ids or modified after. Use this to find existing losses before creating a new loss. Results are paginated. API summary: Retrieve Losses.
search_lossreasontypesSearch lossreasontypes by ids, modified after, modified before, recent, sort by or values. Use this to find existing lossreasontypes before creating a new lossreasontype. Results are paginated. API summary: Retrieve Loss Reason Types.
search_messagesSearch messages by announced, completed, created by id, external primary keys, from or ids. Use this to find existing messages before creating a new message. Results are paginated. API summary: Retrieve Email activities.
search_passreasontypesSearch passreasontypes by ids, modified after, modified before, recent, sort by or values. Use this to find existing passreasontypes before creating a new passreasontype. Results are paginated. API summary: Retrieve Pass Reason Types.
search_paymentsSearch payments by company ids, debit account ids, ids, modified after, modified before or payment methods. Use this to find existing payments before creating a new payment. Results are paginated. API summary: Retrieve Payments.
search_productsSearch products by custom picklist set id, ids, modified after, modified before, recent or sort by. Use this to find existing products before creating a new product. Results are paginated. API summary: Retrieve Custom Picklist Items.
search_projectsSearch projects by ids, modified after, modified before, recent, sort by or total count. Use this to find existing projects before creating a new project. Results are paginated. API summary: Retrieve Job Titles.
search_responsesSearch responses by activity id, artifact id, form id, total count, unmask values or filter operator. Use this to find existing responses before creating a new response. API summary: Retrieve Form Responses.
search_stage_rulesSearch rules for a stage. Use this to find existing rules before creating a new rule. API summary: Retrieve Employment Search workflow stage rules.
search_tagsSearch tags by category ids, ids, modified after, modified before, name or recent. Use this to find existing tags before creating a new tag. Results are paginated. API summary: Retrieve Tags.
search_tasksSearch tasks by announced, external primary keys, ids, modified after, modified before or owner ids. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Retrieve Activities.
search_timetypesSearch timetypes by ids, modified after, modified before, recent, sort by or total count. Use this to find existing timetypes before creating a new timetype. Results are paginated. API summary: Retrieve Time Types.
search_usersSearch users by emails, ids, phone numbers, sort by, states or total count. Use this to find existing users before creating a new user. Results are paginated. API summary: Retrieve Users.
search_webhooksSearch webhooks by user id, total count, unmask values or filter operator. Use this to find existing webhooks before creating a new webhook. API summary: Retrieve Webhooks.
search_workflowstatusesSearch workflowstatuses by ids, modified after, modified before, recent, sort by or workflow type ids. Use this to find existing workflowstatuses before creating a new workflowstatus. Results are paginated. API summary: Retrieve Workflow Statuses.
search_worksitesSearch worksites by account id, ids, is address verified, modified after, modified before or recent. Use this to find existing worksites before creating a new worksite. Results are paginated. API summary: Retrieve Worksites.
send_formrequestVisible to othersSend a formrequest. Has effects visible outside this system. API summary: Send a Form Request.
submit_formrequestVisible to othersResend a formrequest. Has effects visible outside this system. API summary: Resend a Form Request.
update_bulksVisible to othersUpdate an existing bulk. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Companies in bulk.
update_change_statusChanges dataUpdate an existing change status identified by change status id. Only the fields you pass are changed. API summary: Update Company record status.
update_companyChanges dataUpdate a company by `company_id`; only the fields you pass in `entity` change.
update_contactChanges dataUpdate a contact by `contact_id`; only the fields you pass in `entity` change.
update_jobChanges dataUpdate a job by `project_id` (the job ID); only the fields you pass in `entity` change.
update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a Note activity.
update_project_journal_entriesVisible to othersUpdate an existing journal entry identified by job id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update a Job posting.
update_revokesVisible to othersUpdate an existing revoke. Only the fields you pass are changed. Has effects visible outside this system. API summary: Revoke a Form Request.
update_tagChanges dataUpdate an existing tag identified by tag id. Only the fields you pass are changed. API summary: Update a Tag.
update_taskChanges dataUpdate a task by `task_id`, e.g. change its due date, text or owners; only the fields you pass in `entity` change.
update_task_2Changes dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Update an Activity.
update_worksiteChanges dataUpdate an existing worksite identified by worksite id. Only the fields you pass are changed. API summary: Update a Worksite.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Crelate from the app list.
2
Paste your key
Paste your Crelate API key. In Crelate open Manage Your Profile and Preferences to find or regenerate it. An administrator must first enable API access for non-admin users. Calls run as your Crelate user.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Crelate?

The AI can search and read contacts, companies, jobs, notes, tasks, placements and applications. It can create and update contacts, companies, jobs and tasks, add notes, add candidates to a job's pipeline and move them between stages.

Does the AI see my Crelate API key?

No. Your Crelate API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with search and lookups only. Actions that change records, like moving a candidate to another stage, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Crelate account.

Whose permissions does the AI use in Crelate?

Calls run as the Crelate user whose API key you paste, so the AI sees and changes what that user can. If you are not an administrator, an administrator must first enable API access for non-admin users. You find your key under Manage Your Profile and Preferences.