Crelate MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| CRELATE_API_KEY | Yes | Your Crelate API key |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_contactsA | List contacts from Crelate. Args: limit: Maximum number of contacts to return (default: 50) offset: Number of contacts to skip for pagination (default: 0) search: Optional search query to filter contacts Returns: JSON string containing list of contacts with id, name, email, phone |
| get_contactA | Get detailed information about a specific contact. Args: contact_id: The unique ID of the contact Returns: JSON string containing full contact details |
| create_contactA | Create a new contact in Crelate. Args: first_name: Contact's first name (required) last_name: Contact's last name (required) email: Contact's email address phone: Contact's phone number company_name: Associated company name title: Contact's job title Returns: JSON string containing the created contact details including ID |
| update_contactA | Update an existing contact in Crelate. Args: contact_id: The unique ID of the contact to update first_name: Contact's first name last_name: Contact's last name email: Contact's email address phone: Contact's phone number title: Contact's job title Returns: JSON string containing the updated contact details |
| list_candidatesA | List candidates from Crelate. Args: limit: Maximum number of candidates to return (default: 50) offset: Number of candidates to skip for pagination (default: 0) search: Optional search query to filter candidates Returns: JSON string containing list of candidates |
| get_candidateA | Get detailed information about a specific candidate. Args: candidate_id: The unique ID of the candidate Returns: JSON string containing full candidate details including skills, experience, etc. |
| create_candidateA | Create a new candidate in Crelate. Args: first_name: Candidate's first name (required) last_name: Candidate's last name (required) email: Candidate's email address phone: Candidate's phone number current_title: Candidate's current job title current_company: Candidate's current company Returns: JSON string containing the created candidate details including ID |
| list_jobsA | List jobs/positions from Crelate. Args: limit: Maximum number of jobs to return (default: 50) offset: Number of jobs to skip for pagination (default: 0) status: Optional filter by job status (e.g., 'open', 'closed') Returns: JSON string containing list of jobs with id, name, status, location |
| get_jobA | Get detailed information about a specific job/position. Args: job_id: The unique ID of the job Returns: JSON string containing full job details including description, requirements |
| create_jobA | Create a new job/position in Crelate. Args: name: Job title/name (required) company_name: Hiring company name location: Job location description: Job description Returns: JSON string containing the created job details including ID |
| list_companiesB | List companies from Crelate. Args: limit: Maximum number of companies to return (default: 50) offset: Number of companies to skip for pagination (default: 0) search: Optional search query to filter companies Returns: JSON string containing list of companies |
| get_companyB | Get detailed information about a specific company. Args: company_id: The unique ID of the company Returns: JSON string containing full company details |
| create_companyB | Create a new company in Crelate. Args: name: Company name (required) website: Company website URL industry: Company industry location: Company location Returns: JSON string containing the created company details including ID |
| create_noteA | Create a note in Crelate and optionally attach it to a record. Args: body: Note content (required) contact_id: Optional contact ID to attach note to candidate_id: Optional candidate ID to attach note to company_id: Optional company ID to attach note to job_id: Optional job ID to attach note to Returns: JSON string containing the created note details |
| create_taskA | Create a task in Crelate and optionally attach it to a record. Args: body: Task description (required) due_date: Optional due date in ISO 8601 format (e.g., '2026-01-20T15:00:00Z') contact_id: Optional contact ID to attach task to candidate_id: Optional candidate ID to attach task to company_id: Optional company ID to attach task to job_id: Optional job ID to attach task to Returns: JSON string containing the created task details |
| get_activitiesA | Get activity/interaction history with optional filtering. Args: limit: Maximum number of activities to return (default: 50) offset: Number of activities to skip for pagination (default: 0) contact_id: Filter by contact ID candidate_id: Filter by candidate ID job_id: Filter by job ID company_id: Filter by company ID Returns: JSON string containing activity history (calls, emails, notes, etc.) |
| get_activity_countA | Get total count of activities with optional filtering. Args: contact_id: Filter by contact ID candidate_id: Filter by candidate ID job_id: Filter by job ID Returns: JSON string containing activity count |
| get_contact_historyA | Get interaction history for contacts. Args: contact_id: Specific contact ID (optional) limit: Maximum number of history items to return (default: 50) offset: Number of items to skip for pagination (default: 0) Returns: JSON string containing contact interaction history |
| get_job_historyC | Get history for jobs/positions. Args: job_id: Specific job ID (optional) limit: Maximum number of history items to return (default: 50) offset: Number of items to skip for pagination (default: 0) Returns: JSON string containing job history |
| get_applicationsC | Get job applications with filtering options. Args: limit: Maximum number of applications to return (default: 50) offset: Number of applications to skip for pagination (default: 0) job_id: Filter by specific job ID candidate_id: Filter by specific candidate ID status: Filter by application status Returns: JSON string containing applications (candidate pipeline data) |
| get_application_countA | Get count of applications with optional filtering. Args: job_id: Filter by specific job ID status: Filter by application status Returns: JSON string containing application count |
| get_job_contactsA | Get all contacts/candidates associated with a job. Args: job_id: The job ID (required) limit: Maximum number of contacts to return (default: 50) offset: Number of contacts to skip for pagination (default: 0) Returns: JSON string containing contacts linked to the job |
| get_job_contact_historyA | Get interaction history for contacts on a specific job. Args: job_id: The job ID (required) limit: Maximum number of history items to return (default: 50) offset: Number of items to skip for pagination (default: 0) Returns: JSON string containing job-contact interaction history |
| get_placementsA | Get placement records (successful hires). Args: limit: Maximum number of placements to return (default: 50) offset: Number of placements to skip for pagination (default: 0) status: Filter by placement status Returns: JSON string containing placement data including hire dates, salaries, etc. |
| get_placement_infoC | Get detailed information about a specific placement. Args: placement_id: The placement ID Returns: JSON string containing detailed placement information |
| get_contact_sourcesA | Get all contact sources for tracking where contacts came from. Args: limit: Maximum number of sources to return (default: 50) offset: Number of sources to skip for pagination (default: 0) Returns: JSON string containing contact source data |
| get_company_sourcesA | Get all company sources for tracking where companies came from. Args: limit: Maximum number of sources to return (default: 50) offset: Number of sources to skip for pagination (default: 0) Returns: JSON string containing company source data |
| get_usersC | Get all users in the organization. Args: limit: Maximum number of users to return (default: 50) offset: Number of users to skip for pagination (default: 0) Returns: JSON string containing user data for team activity analysis |
| get_user_countA | Get total count of users in the organization. Returns: JSON string containing user count |
| get_user_infoC | Get detailed information about a specific user. Args: user_id: The user ID Returns: JSON string containing user details and activity information |
| get_current_userA | Get information about the current authenticated user. Returns: JSON string containing current user details |
| get_invoicesA | Get invoice records for financial reporting. Args: limit: Maximum number of invoices to return (default: 50) offset: Number of invoices to skip for pagination (default: 0) status: Filter by invoice status Returns: JSON string containing invoice data |
| get_invoice_countB | Get count of invoices with optional status filter. Args: status: Filter by invoice status Returns: JSON string containing invoice count |
| get_invoice_infoC | Get detailed information about a specific invoice. Args: invoice_id: The invoice ID Returns: JSON string containing detailed invoice information |
| get_paymentsB | Get payment records for financial tracking. Args: limit: Maximum number of payments to return (default: 50) offset: Number of payments to skip for pagination (default: 0) Returns: JSON string containing payment data |
| get_contact_countB | Get total count of contacts with optional search filter. Args: search: Optional search query to filter contacts Returns: JSON string containing contact count |
| get_job_countA | Get total count of jobs with optional status filter. Args: status: Filter by job status (e.g., 'open', 'closed') Returns: JSON string containing job count |
| get_company_countA | Get total count of companies with optional search filter. Args: search: Optional search query to filter companies Returns: JSON string containing company count |
| get_organization_infoA | Get information about the current organization. Returns: JSON string containing organization details and settings |
| get_tagsB | Get tags for categorization and reporting. Args: limit: Maximum number of tags to return (default: 50) offset: Number of tags to skip for pagination (default: 0) category: Filter by tag category Returns: JSON string containing tag data |
| get_tag_categoriesA | Get tag categories for organizational reporting. Args: limit: Maximum number of categories to return (default: 50) offset: Number of categories to skip for pagination (default: 0) Returns: JSON string containing tag category data |
| get_workflow_statusesA | Get workflow statuses for pipeline stage analysis. Args: limit: Maximum number of statuses to return (default: 50) offset: Number of statuses to skip for pagination (default: 0) Returns: JSON string containing workflow status data |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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