• DATA
  • CONTEXT
  • HUMAN
  • SPEED

How to retrieve candidate and client data with your AI

Connect Crelate Talent CRM to your AI client once. After that, you can pull specific records or company details just by asking.

Ask AI about this page

Short answer

How can I pull Crelate records using my AI?

You ask your AI for specific contact or company information, and it pulls the data directly from Crelate. You'll get full profiles, contact details, or company lists to use in your chat. This gives you the context you need without switching tabs.

The results

What your AI delivers

The AI handles the data fetching so you can stay focused on the conversation.

DATA

Instant candidate profiles

The AI pulls specific contact details and notes from Crelate. You get a complete picture of a candidate's history immediately.

CONTEXT

Company intelligence

Ask for a list of companies or specific client details. It's perfect for prepping for a client meeting.

HUMAN

Decision making

The AI provides the raw data and notes. You decide how to use that information to move the placement forward.

SPEED

No more tab switching

Instead of digging through the CRM, you just type a question. The data lands right in your chat window.

The workflow

What your AI does when you ask for data.

The AI translates your natural language questions into specific CRM lookups.

  1. Find the company

    If you ask about a client, the AI searches for the right organization in your database.

    list_companies

  2. Pull contact info

    Once the right person is identified, the AI grabs their specific contact details.

    get_contact_details

  3. Read history

    The AI looks up previous interactions or specific notes attached to a contact.

    get_contact_notes

  4. Present findings

    The AI organizes the retrieved data into a readable format in your chat interface.

    get_contact_details

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

Swap the bracketed names for the actual people or companies in your Crelate account.

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

  • Get the contact details for [Candidate Name].

  • List all companies in Crelate that match [Industry].

  • Show me the contact notes for [Client Name].

  • Pull the full profile for [Candidate Name].

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

Start here

Connect Crelate Talent CRM once, then ask.

Follow the link to connect your account. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Crelate Talent CRM to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit or delete records in Crelate?

    No. The AI can only read data using the available tools. It cannot change or delete anything in your CRM.

  • 02

    Can I use this with any AI client?

    Yes, as long as the client is MCP-compatible, like Claude, Cursor, or Windsurf.

  • 03

    Does the AI see all my Crelate data?

    The AI only accesses the specific data requested through the tools provided in the manifest.

  • 04

    Can the AI create new candidates for me?

    No. There are no tools available to create or write new records to Crelate.

  • 05

    How does the AI know which company I'm talking about?

    It uses the list_companies tool to find the correct organization based on your description.

  • 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