# Crelate Talent CRM MCP MCP

> Crelate Talent CRM gives your AI agent direct access to a specialized recruiting database. It lets you manage entire talent pipelines, track job orders, and build out client company records conversationally. Need to find a candidate's notes or check the status of an open role? Your agent handles it instantly, pulling data straight from Crelate.

## Overview
- **Category:** human-resources
- **Price:** Free
- **Tags:** talent-acquisition, applicant-tracking, candidate-management, hiring, pipeline-management

## Description

Managing candidates, jobs, and companies used to mean jumping between tabs in multiple systems. You'd copy names into spreadsheets, manually update status fields, and spend time searching through notes just to remember who talked to whom last week. This MCP changes that. It connects your AI agent directly to the Crelate platform, turning a complicated CRM system into a natural conversation. Need an overview of all open roles in Engineering? Just ask. Want to know what happened during Sarah Jones's last interview? Your agent retrieves it instantly. You get back a clear summary of who needs follow-up and where the pipeline stalls. When you connect this MCP via Vinkius, your AI client handles the messy data retrieval and logging so you can focus on finding talent, not managing records.

## Tools

### create_contact
Adds a new candidate or contact profile to the database.

### get_contact_notes
Lists all internal notes associated with one particular contact.

### get_contact_details
Retrieves the full profile details for a specific contact.

### get_job_details
Fetches detailed information for a single job opening.

### list_recent_activities
Retrieves a timeline of recent recruiting actions, like calls or emails.

### list_companies
Provides a list of all companies and client records in the system.

### list_contacts
Lists every candidate and contact record available in Crelate.

### list_jobs
Generates a comprehensive list of both open and past job opportunities.

### list_crelate_users
Shows a list of internal recruiters and team members who use the platform.

### search_contacts_by_name
Searches for contacts using a specific keyword name.

## Prompt Examples

**Prompt:** 
```
List all candidates who applied for the 'Senior Developer' job.
```

**Response:** 
```
I've found 8 candidates for the 'Senior Developer' position, including 'John Smith' and 'Sarah Jones'. Would you like to see the internal notes for any of them?
```

**Prompt:** 
```
Show me the recent activity for candidate 'Sarah Jones'.
```

**Response:** 
```
Sarah Jones had a screening call on April 1st and an interview with the technical lead today. I've also found 2 internal notes regarding her coding test. Should I list the note details?
```

**Prompt:** 
```
List all open jobs in the 'Engineering' department.
```

**Response:** 
```
There are currently 4 open jobs in Engineering: 'Full Stack Dev', 'QA Engineer', 'DevOps Specialist', and 'Backend Architect'. Which one would you like to manage?
```

## Capabilities

### Building Candidate Profiles
Create new candidate or contact profiles directly in the database.

### Retrieving Contact History
Get detailed profile information for any specific person or contact record.

### Listing and Searching Records
List all contacts, companies, or users; also search for candidates using name keywords.

### Tracking Job Statuses
Get detailed information about a specific job order or list all open and past opportunities.

### Reviewing Activities and Notes
Access recent recruiting activities, including calls, emails, and internal notes for any contact.

### Managing Client Data
List all company records and user accounts associated with the talent pool.

## Use Cases

### Need to update the pipeline after an interview?
A recruiter finishes a tough day and has notes on three candidates. Instead of logging into Crelate, opening three profiles, and typing up each note, they ask their agent. The agent uses 'get contact notes' for all three, allowing them to log everything in one go.

### Need a list of available roles?
A hiring manager needs to know if there are any open jobs in the Marketing department that haven't been reviewed yet. They simply ask their agent to 'list jobs', getting an immediate overview without manually filtering through job boards.

### Need context on a cold lead?
A headhunter finds a name and needs to know if that person worked with the company before. They use 'get contact details' for the individual, instantly pulling up their full history and associated client records.

### Need to onboard a new team member?
A manager wants to see who is on the recruiting team right now. They ask their agent to 'list crelate users', getting an instant roster of all internal personnel who use the system.

## Benefits

- Stop clicking through dashboards. Instead of manually searching for candidate details, just ask the agent to 'get contact details' and get a full profile instantly.
- Track history without opening records. You can use 'list recent activities' to see every call, email, or note logged against a person without going into their file.
- Never lose track of an open role. The MCP lets you 'list jobs' and quickly see the status of all current openings across departments.
- Building relationships gets easier. You can use 'create contact' to log new leads instantly, while also using 'list companies' to keep client records organized.
- Targeted searching is simple. If you know a name but not their ID, just asking your agent to 'search contacts by name' finds them for you.

## How It Works

The bottom line is: you talk to your AI client about your talent pipeline, and it does the data heavy lifting behind the scenes.

1. Connect this MCP to your AI client in Vinkius, then authorize it using your Crelate API Key.
2. Ask your agent a natural language question, like 'List all open jobs for QA Engineers' or 'Find Sarah Jones’s notes.'
3. Your agent executes the necessary tool calls and gives you a clean, summarized answer right in the chat.

## Frequently Asked Questions

**How do I list job opportunities using list_jobs?**
Using 'list jobs' pulls all open and past roles into your chat. You get a full overview of what’s available across the entire company, letting you see where to focus your efforts.

**Can I add a new candidate using create_contact?**
Yes, 'create contact' handles adding brand new candidates or contacts directly into the system. You just need to provide the necessary details via your prompt.

**What is list_contacts doing?**
The 'list contacts' tool pulls a comprehensive roster of every candidate and contact record in Crelate. It’s useful for getting a quick headcount or finding a name you vaguely remember.

**Is get_contact_details better than search_contacts_by_name?**
If you know the specific person, 'get contact details' is best because it pulls the full, detailed profile. Use 'search contacts by name' when you only remember a keyword or part of their name.

**If I use get_contact_details for a contact ID that doesn't exist, what happens?**
The MCP returns a structured error message. This tells your AI client exactly which record was missing or malformed. It helps you adjust the prompt immediately without failing the entire workflow.

**Does list_crelate_users show all internal team members, even if I only have read-only access?**
It shows the users within the scope of your API key permissions. If your account lacks permission to view certain records, those details simply won't appear in the generated user list.

**When I call get_contact_notes, what types of internal activity logs can I retrieve?**
You get all recorded notes. This includes detailed entries for calls, emails sent, and manual internal status updates. It provides a complete historical view beyond just basic contact info.

**If I try to list many records using list_contacts, how does the MCP handle pagination?**
The system handles large datasets by breaking them into manageable pages automatically. Your AI client will receive instructions on getting subsequent result pages when needed, avoiding hard limits.

**How do I get a Crelate API Key?**
Log in to Crelate, navigate to **Settings > API**, and you will find your API Key there. You may need to enable API access first.

**Can the agent update candidate statuses?**
This integration currently focuses on listing and retrieving candidate profiles and notes. Updating statuses would require additional write permissions and specific tool configuration.

**Does Crelate support custom fields?**
Yes, Crelate's API provides access to custom fields. The agent can retrieve these fields as part of the full candidate or job profile.