• JOBS
  • LOGS
  • DETAILS
  • HUMAN

How to audit job pipelines and activity with your AI

Connect Crelate to your AI client once. After that, you can query your data using natural language instead of clicking through menus.

Ask AI about this page

Short answer

How can I audit my job pipelines and candidate activity?

Your AI pulls live data from Crelate to list open roles and check recent logs. You get a clear view of your pipeline status and candidate movement without digging through the CRM manually.

Where every issue lands.

Audit outcomes

The AI turns your questions into organized lists and status updates.

JOBS

Open role lists

The AI identifies every active job in your pipeline. You get a clean list of what's currently open and ready for candidates.

LOGS

Activity tracking

Review recent candidate interactions and status changes. This shows you exactly what happened in your pipeline lately.

DETAILS

Deep dive data

Get specific information on a single job or candidate. The AI pulls the exact details you need for a specific record.

HUMAN

Manual intervention

The AI identifies gaps or stale jobs. You decide which roles need a recruiter's attention or a strategy shift.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your Crelate database.

  1. Identify open roles

    The AI scans your current job openings to build a snapshot of your active pipeline.

    list_jobs

  2. Check recent movement

    It pulls the latest logs to show you which candidates moved or which jobs were updated.

    list_recent_activities

  3. Retrieve specific info

    If you need more than a summary, the AI fetches the full details for a specific job record.

    get_job_details

  4. Summarize findings

    The AI organizes the raw data into a readable format that answers your specific question.

    list_jobslist_recent_activities

Try it

Copy these to start.

Use these lines to begin your audit.

Starting points

These are basic prompts. Swap out the job titles or candidate names with your actual data.

Crelate Talent Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_TFM4RLBZNPHmuzjuG5dFRTgXu79wDv5l8gRgBTlq/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Crelate Talent capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "crelate-talent-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TFM4RLBZNPHmuzjuG5dFRTgXu79wDv5l8gRgBTlq/mcp"
    }
  }
}
Copy into chat04

  • List all my currently open jobs in Crelate.

  • Show me the most recent activity logs for my job pipeline.

  • Get the details for the 'Senior Software Engineer' role.

  • Which jobs have had no activity in the last week?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Crelate Talent CRM once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Crelate Talent CRM to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit my jobs in Crelate?

    No. The AI can only read data from your pipeline. You must make all changes manually in Crelate.

  • 02

    Can I delete candidate records using the AI?

    No. This MCP does not have tools to delete or remove any data from your CRM.

  • 03

    Does the AI see all my data?

    The AI only sees the data it needs to answer your specific question through the provided tools.

  • 04

    How often is the activity log updated?

    The AI pulls the most recent activity available in Crelate at the moment you ask the question.

  • 05

    Can I use this with Claude?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about Crelate Talent CRM? The Connector page answers them. See everything the Crelate Talent CRM Connector can do

Connect Crelate Talent to Claude, Cursor, ChatGPT & more