• NEW CONTACT
  • UPDATED NOTES
  • DATA SYNC
  • HUMAN REVIEW

How to log interview notes and contacts with your AI

Connect Crelate to your AI client once. After that, you just tell your agent what happened on a call to update your CRM.

Ask AI about this page

Short answer

How do I add interview notes and new contacts to Crelate using AI?

Tell your AI the details from your call, and it uses Crelate tools to create new contacts or update existing ones. You get structured data in your CRM without manual typing. Here is how the data moves.

The results.

Where your data lands.

The AI handles the data entry so you can stay focused on the candidate.

NEW CONTACT

Fresh candidate profiles

The AI builds a new profile in Crelate using the name and info from your chat.

UPDATED NOTES

Interview logs

Existing candidate records get updated with the specific feedback you just discussed.

DATA SYNC

Clean CRM records

Your Crelate database stays current with the latest contact details and conversation history.

HUMAN REVIEW

Final verification

You check the entries in Crelate to ensure every detail is exactly how you want it.

The workflow

What your AI does when you provide call details.

The AI acts as your data entry clerk by mapping your conversation to Crelate fields.

  1. Identify the candidate

    Your AI looks up the person you just spoke with to see if they already exist in your system.

    get_contact_details

  2. Create new profiles

    If the person is new, the AI builds a complete contact record from the info you provided.

    create_contact

  3. Log interview notes

    The AI takes your verbal summary and attaches it to the correct candidate record.

    create_contact

  4. Confirm the entry

    The AI tells you once the information has been successfully pushed to Crelate.

    get_contact_details

Try it

Copy these to start.

Paste these into your chat to trigger the Crelate actions.

Starting points

Replace the bracketed text with the actual names or details from your recent calls.

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

  • Create a new contact in Crelate for Jane Doe with the email jane.doe@email.com.

  • Add these interview notes to the contact for Marcus Smith in Crelate.

  • Check the contact details for Sarah Jenkins in Crelate to see if her phone number is listed.

  • I just finished a call with Leo Vance. Create a new contact for him in Crelate with his email leo@work.com.

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

Start here

Connect Crelate once, then ask.

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

Connect Crelate to your AI

FAQ

How the Crelate Connector behaves.

  • 01

    Can the AI delete contacts in Crelate?

    No. The AI only has tools to create and get contact details. It cannot delete or remove any data.

  • 02

    Will the AI change my existing contact fields without asking?

    No. You must explicitly tell the AI to update or create information for a contact.

  • 03

    Do I need to keep Crelate open while I talk to my AI?

    No. Once the connection is active, the AI sends the data to Crelate in the background.

  • 04

    Can the AI schedule interviews in my calendar?

    No. This specific Connector is limited to managing contacts and notes within Crelate.

  • 05

    How does the AI know which contact to update?

    You should provide a name or unique identifier so the AI can use the tool to find the right person.

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

Connect Crelate Talent to Claude, Cursor, ChatGPT & more