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Connectors · CRM & sales

Crelate MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Crelate and the rest of your systems. It gives your agent 210 Crelate actions (148 reads, 47 writes and 15 that wait for a confirmation) and holds the Crelate credential itself, so the agent never does. It paces Crelate's limits and records every call.

Connect Crelate freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "crelate.organizations.get_self",  intent: "check which Crelate account is connected"}# Retrieve current Organization · read · 1 upstream call
  • 210actionsin one signed file
  • 148readlook, never change
  • 47writecreate and update
  • 15wait for a yesdestructive, confirmed first

Set up

Connect Crelate in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Crelate.

    API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.

    • api_keyCrelate API key: in Crelate open your profile (Manage Your Profile and Preferences) and copy or regenerate the API…
    account { op: "connections.requirements", service: "crelate" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "crelate.organizations.get_self" }# retrieve current organization · read · 1 upstream callcheck { action: "crelate.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Crelate at a glance

Sign-in
API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide
api_key
Limits we pace to
120 calls a minute, per connection
API covered
Crelate API v3 (OpenAPI 3.0.4)app.crelate.com/api3
Built from
Crelate's documentation, read 23 October 2026app.crelate.comapp.crelate.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
148 of 148 reads, for up to 5 minutes; a write clears what it affects
Shared entities
5, so ask can line Crelate up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Crelate.

210 actions in 63 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 148readlook, never change
  • 47writecreate and update
  • 15destructivewait for a confirmation

  1. Companies

    14

    6 read · 6 write · 2 destructive

    Retrieve Companies · Create a Company · Retrieve a Company · Update a Company

  2. Contacts

    14

    6 read · 6 write · 2 destructive

    Retrieve Contacts · Create a Contact · Retrieve a Contact · Update a Contact

  3. Jobs

    12

    6 read · 4 write · 2 destructive

    Retrieve Jobs · Create a Job · Retrieve a Job · Update a Job

  4. Activities

    7

    4 read · 2 write · 1 destructive

    Retrieve Activities · Create an Activity · Retrieve an Activity · Update an Activity

  5. Applications

    7

    4 read · 3 write · 0 destructive

    Retrieve Applications · Retrieve an Application · Retrieve count of Applications · Approve an Application

  6. Webhooks

    7

    4 read · 1 write · 2 destructive

    Create a Webhook · Retrieve Webhooks · Retrieve count of Webhooks · Retrieve a Webhook

  7. Expense types

    6

    6 read · 0 write · 0 destructive

    Retrieve Expense Types · Retrieve available Expense Types for an assignment · Retrieve available Expense Types for an employee · Retrieve count of Expense Types

  8. Tags

    6

    4 read · 2 write · 0 destructive

    Retrieve Tags · Create a Tag · Update a Tag · Retrieve a Tag

55 more areas · 137 actions
  • Time types 6
  • Worksites 6
  • Academic honors 5
  • Accreditations 5
  • Accrediting institutions 5
  • Backups 5
  • Notes 5
  • Placements 5
  • Tag categories 5
  • Tasks 5
  • Users 5
  • Artifact types 4
  • Form requests 4
  • Invoices 4
  • Job contacts 4
  • Activity types 3
  • Artifacts 3
  • Emails 3
  • Job postings 3
  • Opportunity types 3
  • Payments 3
  • Company sources 2
  • Contact sources 2
  • Countries 2
  • Custom picklist sets 2
  • Form templates 2
  • Forms 2
  • Job titles 2
  • Loss reason types 2
  • Losses 2
  • Pass reason types 2
  • Relationships 2
  • Workflow statuses 2
  • Billable items 1
  • Business development stage rules 1
  • Company contacts 1
  • Contact stage history 1
  • Custom picklist items 1
  • Employment search stage rules 1
  • Expense type meanings 1
  • Form responses 1
  • Job candidate stage history 1
  • Job posting apply links 1
  • Job stage history 1
  • Job types 1
  • Ledger accounts 1
  • Ledgers 1
  • Lists 1
  • Organizations 1
  • Recruiting stage rules 1
  • Relationship definitions 1
  • Sales stage rules 1
  • Teams 1
  • Time type meanings 1
  • Webhook definitions 1

Top actions

The Crelate API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 50 of Crelate's 52 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
crelate.contacts.listRetrieve ContactsRetrieve Contacts.readcrm.contact.list177 connectors
crelate.companies.listRetrieve CompaniesRetrieve Companies.readcrm.company.list162 connectors
crelate.tags.listRetrieve TagsRetrieve Tags.readcrm.tag.list65 connectors
crelate.users.listRetrieve UsersRetrieve Users.readidentity.user.list474 connectors
crelate.contacts.createCreate a ContactCreate a Contact.writecrm.contact.create161 connectors
crelate.companies.createCreate a CompanyCreate a Company.writecrm.company.create142 connectors
crelate.tags.createCreate a TagCreate a Tag.writecrm.tag.create49 connectors
crelate.tasks.listRetrieve Task activitiesRetrieve Task activities.readwork.task.list122 connectors
crelate.contacts.deleteDelete a ContactDelete a Contact.destructivecrm.contact.delete147 connectors
crelate.users.getRetrieve a UserRetrieve a User.readidentity.user.get399 connectors
crelate.tasks.createCreate a Task activityCreate a Task activity.writework.task.create127 connectors
crelate.activities.createCreate an ActivityCreate an Activity.writecrm.activity.create20 connectors

Try it

Prompts to paste into Claude.

Each one names the Crelate actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Crelate tasks are overdue, and who owns each one?

    callscrelate.tasks.list

  2. Writewrite

    Create a Contact in Crelate. Show me exactly what you will send before you save it.

    callscrelate.contacts.create

  3. Across systemsread

    Which Crelate companies have invoices in ConnectWise PSA, and how many each?

    callscrelate.companies.listconnectwise_manage.invoices.list

Across your systems

Crelate, joined to the rest of your business.

One ask fetches from Crelate and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • Which Crelate companies have invoices in ConnectWise PSA, and how many each?

    crelate.companies.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA

  • Which Crelate companies have invoices in NetSuite, and how many each?

    crelate.companies.list + netsuite.views.invoices, on crm.company · NetSuite

Also mapped by other connectorsidentity.user 517crm.company 227crm.contact 192work.task 105crm.tag 47
ask
ask {  intent: "which Crelate companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "crelate.companies.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Crelate

Destructive actions wait for a yes.

15 Crelate actions are destructive. These are all of them:

  • Delete a Contactcrelate.contacts.delete
  • Delete a Companycrelate.companies.delete
  • Delete a Task activitycrelate.tasks.delete
  • Delete an Activitycrelate.activities.delete
  • Delete a Jobcrelate.jobs.delete
  • Delete a Note activitycrelate.notes.delete
  • Delete a Webhookcrelate.webhooks.delete
  • Delete an Artifactcrelate.artifacts.delete
  • Delete Jobs in bulkcrelate.jobs.bulk_delete
  • Remove Contact from a Jobcrelate.job_contacts.remove
  • Delete Contacts in bulkcrelate.contacts.bulk_delete
  • Disable a Job postingcrelate.job_postings.disable
  • Delete Webhooks in bulkcrelate.webhooks.bulk_delete
  • Delete Companies in bulkcrelate.companies.bulk_delete
  • Revoke a Form Requestcrelate.form_requests.revoke

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

docrelate.contacts.deleteconfirm_policy: human

Delete a Contact?

intent: the user asked me to delete a Contact

run suspended · waiting for a named person · key crelate-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "crelate-agent",  allowed_actions: ["crelate.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "crelate.contacts.delete", approver: "[email protected]" },    { match: "crelate.companies.delete", approver: "[email protected]" },    { match: "crelate.tasks.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Crelate only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Crelate costs on actionlake.

Every Crelate action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Crelate refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 210 Crelate actions
  • 210actions pageeach page of a long list is one call
  • 148reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Crelate action.

210 actions by area: the id your agent calls, what it does, and its effect.

Companies14
  • crelate.companies.bulk_change_statusUpdate Company record status in bulkwrite
  • crelate.companies.bulk_createCreate Companies in bulkwrite
  • crelate.companies.bulk_deleteDelete Companies in bulkdestructive
  • crelate.companies.bulk_updateUpdate Companies in bulkwrite
  • crelate.companies.change_statusUpdate Company record statuswrite
  • crelate.companies.countRetrieve count of Companiesread
  • crelate.companies.createCreate a Companywrite
  • crelate.companies.deleteDelete a Companydestructive
  • crelate.companies.getRetrieve a Companyread
  • crelate.companies.infoRetrieve Companies metadataread
  • crelate.companies.listRetrieve Companiesread
  • crelate.companies.list_by_listRetrieve Companies by listread
  • crelate.companies.searchSearch all Companiesread
  • crelate.companies.updateUpdate a Companywrite
Contacts14
  • crelate.contacts.bulk_change_statusUpdate Contact record status in bulkwrite
  • crelate.contacts.bulk_createCreate Contacts in bulkwrite
  • crelate.contacts.bulk_deleteDelete Contacts in bulkdestructive
  • crelate.contacts.bulk_updateUpdate Contacts in bulkwrite
  • crelate.contacts.change_statusUpdate Contact record statuswrite
  • crelate.contacts.countRetrieve count of Contactsread
  • crelate.contacts.createCreate a Contactwrite
  • crelate.contacts.deleteDelete a Contactdestructive
  • crelate.contacts.getRetrieve a Contactread
  • crelate.contacts.infoRetrieve Contacts metadataread
  • crelate.contacts.listRetrieve Contactsread
  • crelate.contacts.list_by_listRetrieve Contacts by listread
  • crelate.contacts.searchSearch all Contactsread
  • crelate.contacts.updateUpdate a Contactwrite
Jobs12
  • crelate.jobs.bulk_createCreate Jobs in bulkwrite
  • crelate.jobs.bulk_deleteDelete Jobs in bulkdestructive
  • crelate.jobs.bulk_updateUpdate Jobs in bulkwrite
  • crelate.jobs.countRetrieve count of Jobsread
  • crelate.jobs.createCreate a Jobwrite
  • crelate.jobs.deleteDelete a Jobdestructive
  • crelate.jobs.getRetrieve a Jobread
  • crelate.jobs.infoRetrieve Jobs metadataread
  • crelate.jobs.listRetrieve Jobsread
  • crelate.jobs.list_by_listRetrieve Jobs by listread
  • crelate.jobs.searchSearch all Jobsread
  • crelate.jobs.updateUpdate a Jobwrite
Activities7
  • crelate.activities.countRetrieve count of Activitiesread
  • crelate.activities.createCreate an Activitywrite
  • crelate.activities.deleteDelete an Activitydestructive
  • crelate.activities.getRetrieve an Activityread
  • crelate.activities.infoRetrieve Activities metadataread
  • crelate.activities.listRetrieve Activitiesread
  • crelate.activities.updateUpdate an Activitywrite
Applications7
  • crelate.applications.approveApprove an Applicationwrite
  • crelate.applications.blockBlock an Applicationwrite
  • crelate.applications.countRetrieve count of Applicationsread
  • crelate.applications.getRetrieve an Applicationread
  • crelate.applications.infoRetrieve Applications metadataread
  • crelate.applications.listRetrieve Applicationsread
  • crelate.applications.rejectReject an Applicationwrite
Webhooks7
  • crelate.webhooks.bulk_deleteDelete Webhooks in bulkdestructive
  • crelate.webhooks.countRetrieve count of Webhooksread
  • crelate.webhooks.createCreate a Webhookwrite
  • crelate.webhooks.deleteDelete a Webhookdestructive
  • crelate.webhooks.getRetrieve a Webhookread
  • crelate.webhooks.infoRetrieve Webhooks metadataread
  • crelate.webhooks.listRetrieve Webhooksread
Expense types6
  • crelate.expense_types.countRetrieve count of Expense Typesread
  • crelate.expense_types.getRetrieve an Expense Typeread
  • crelate.expense_types.infoRetrieve Expense Types metadataread
  • crelate.expense_types.listRetrieve Expense Typesread
  • crelate.expense_types.list_for_assignmentRetrieve available Expense Types for an assignmentread
  • crelate.expense_types.list_for_employeeRetrieve available Expense Types for an employeeread
Tags6
  • crelate.tags.countRetrieve count of Tagsread
  • crelate.tags.createCreate a Tagwrite
  • crelate.tags.getRetrieve a Tagread
  • crelate.tags.infoRetrieve Tags metadataread
  • crelate.tags.listRetrieve Tagsread
  • crelate.tags.updateUpdate a Tagwrite
Time types6
  • crelate.time_types.countRetrieve count of Time Typesread
  • crelate.time_types.getRetrieve a Time Typeread
  • crelate.time_types.infoRetrieve Time Types metadataread
  • crelate.time_types.listRetrieve Time Typesread
  • crelate.time_types.list_for_assignmentRetrieve available Time Types for an assignmentread
  • crelate.time_types.list_for_employeeRetrieve available Time Types for an employeeread
Worksites6
  • crelate.worksites.countRetrieve count of Worksitesread
  • crelate.worksites.createCreate a Worksitewrite
  • crelate.worksites.getRetrieve a Worksiteread
  • crelate.worksites.infoRetrieve Worksites metadataread
  • crelate.worksites.listRetrieve work sitesread
  • crelate.worksites.updateUpdate a Worksitewrite
Academic honors5
  • crelate.academic_honors.countRetrieve count of Academic Honorsread
  • crelate.academic_honors.createCreate an Academic Honorwrite
  • crelate.academic_honors.getRetrieve an Academic Honorread
  • crelate.academic_honors.infoRetrieve Academic Honors metadataread
  • crelate.academic_honors.listRetrieve Academic Honorsread
Accreditations5
  • crelate.accreditations.countRetrieve count of Accreditationsread
  • crelate.accreditations.createCreate an Accreditationwrite
  • crelate.accreditations.getRetrieve an Accreditationread
  • crelate.accreditations.infoRetrieve Accreditations metadataread
  • crelate.accreditations.listRetrieve Accreditationsread
Accrediting institutions5
  • crelate.accrediting_institutions.countRetrieve count of Accrediting Institutionsread
  • crelate.accrediting_institutions.createCreate an Accrediting Institutionwrite
  • crelate.accrediting_institutions.getRetrieve an Accrediting Institutionread
  • crelate.accrediting_institutions.infoRetrieve Accrediting Institutions metadataread
  • crelate.accrediting_institutions.listRetrieve Accrediting Institutionsread
Backups5
  • crelate.backups.createCreate a Backupwrite
  • crelate.backups.getRetrieve a Backupread
  • crelate.backups.get_recentRetrieve most recent backupread
  • crelate.backups.infoRetrieve Backups metadataread
  • crelate.backups.listRetrieve Backupsread
Notes5
  • crelate.notes.createCreate a Note activitywrite
  • crelate.notes.deleteDelete a Note activitydestructive
  • crelate.notes.getRetrieve a Note activityread
  • crelate.notes.listRetrieve Note activitiesread
  • crelate.notes.updateUpdate a Note activitywrite
Placements5
  • crelate.placements.bulk_change_statusUpdate Placement record status in bulkwrite
  • crelate.placements.change_statusUpdate Placement record statuswrite
  • crelate.placements.getRetrieve a Placementread
  • crelate.placements.infoRetrieve Placements metadataread
  • crelate.placements.listRetrieve Placementsread
Tag categories5
  • crelate.tag_categories.countRetrieve count of Tag Categoriesread
  • crelate.tag_categories.createCreate a Tag Categorywrite
  • crelate.tag_categories.getRetrieve a Tag Categoryread
  • crelate.tag_categories.infoRetrieve Tag Categories metadataread
  • crelate.tag_categories.listRetrieve Tag Categoriesread
Tasks5
  • crelate.tasks.createCreate a Task activitywrite
  • crelate.tasks.deleteDelete a Task activitydestructive
  • crelate.tasks.getRetrieve a Task activityread
  • crelate.tasks.listRetrieve Task activitiesread
  • crelate.tasks.updateUpdate a Task activitywrite
Users5
  • crelate.users.countRetrieve count of Usersread
  • crelate.users.getRetrieve a Userread
  • crelate.users.infoRetrieve Users metadataread
  • crelate.users.listRetrieve Usersread
  • crelate.users.meRetrieve current Userread
Artifact types4
  • crelate.artifact_types.countRetrieve count of Artifact Typesread
  • crelate.artifact_types.getRetrieve an Artifact Typeread
  • crelate.artifact_types.infoRetrieve Artifact Types metadataread
  • crelate.artifact_types.listRetrieve Artifact Typesread
Form requests4
  • crelate.form_requests.getRetrieve Form Request inforead
  • crelate.form_requests.resendResend a Form Requestwrite
  • crelate.form_requests.revokeRevoke a Form Requestdestructive
  • crelate.form_requests.sendSend a Form Requestwrite
Invoices4
  • crelate.invoices.countRetrieve count of Invoicesread
  • crelate.invoices.getRetrieve an Invoiceread
  • crelate.invoices.infoRetrieve Invoices metadataread
  • crelate.invoices.listRetrieve Invoicesread
Job contacts4
  • crelate.job_contacts.addAdd Contact to a Jobwrite
  • crelate.job_contacts.add_manyAdd Contacts to a Jobwrite
  • crelate.job_contacts.removeRemove Contact from a Jobdestructive
  • crelate.job_contacts.update_statusUpdate Contact status on a Jobwrite
Activity types3
  • crelate.activity_types.getRetrieve an Activity Typeread
  • crelate.activity_types.infoRetrieve Activity Types metadataread
  • crelate.activity_types.listRetrieve Activity Typesread
Artifacts3
  • crelate.artifacts.deleteDelete an Artifactdestructive
  • crelate.artifacts.getRetrieve an Artifactread
  • crelate.artifacts.listRetrieve Artifactsread
Emails3
  • crelate.emails.createCreate an Email activitywrite
  • crelate.emails.getRetrieve an Email activityread
  • crelate.emails.listRetrieve Email activitiesread
Job postings3
  • crelate.job_postings.disableDisable a Job postingdestructive
  • crelate.job_postings.searchSearch Job postingsread
  • crelate.job_postings.updateUpdate a Job postingwrite
Opportunity types3
  • crelate.opportunity_types.getRetrieve an Opportunity Typeread
  • crelate.opportunity_types.infoRetrieve Opportunity Types metadataread
  • crelate.opportunity_types.listRetrieve Opportunity Typesread
Payments3
  • crelate.payments.listRetrieve Paymentsread
  • crelate.payments.recognizeRecognize a Paymentwrite
  • crelate.payments.recognize_zero_amountRecognize a zero-amount Paymentwrite
Company sources2
  • crelate.company_sources.getRetrieve a Company Sourceread
  • crelate.company_sources.listRetrieve Company Sourcesread
Contact sources2
  • crelate.contact_sources.getRetrieve a Contact Sourceread
  • crelate.contact_sources.listRetrieve Contact Sourcesread
Countries2
  • crelate.countries.getRetrieve a Countryread
  • crelate.countries.listRetrieve Countriesread
Custom picklist sets2
  • crelate.custom_picklist_sets.getRetrieve a Custom Picklist Setread
  • crelate.custom_picklist_sets.listRetrieve Custom Picklist Setsread
Form templates2
  • crelate.form_templates.get_layoutRetrieve Form Template Layoutread
  • crelate.form_templates.listRetrieve Form Request Templatesread
Forms2
  • crelate.forms.infoRetrieve Forms metadataread
  • crelate.forms.listRetrieve Formsread
Job titles2
  • crelate.job_titles.getRetrieve a Job Titleread
  • crelate.job_titles.listRetrieve Job Titlesread
Loss reason types2
  • crelate.loss_reason_types.getRetrieve a Loss Reason Typeread
  • crelate.loss_reason_types.listRetrieve Loss Reason Typesread
Losses2
  • crelate.losses.getRetrieve a Lossread
  • crelate.losses.listRetrieve Lossesread
Pass reason types2
  • crelate.pass_reason_types.getRetrieve a Pass Reason Typeread
  • crelate.pass_reason_types.listRetrieve Pass Reason Typesread
Relationships2
  • crelate.relationships.getRetrieve a relationshipread
  • crelate.relationships.listRetrieve relationshipsread
Workflow statuses2
  • crelate.workflow_statuses.getRetrieve a Workflow Statusread
  • crelate.workflow_statuses.listRetrieve Workflow Statusesread
Billable items1
  • crelate.billable_items.listRetrieve Billable Itemsread
Business development stage rules1
  • crelate.business_development_stage_rules.getRetrieve Business Development workflow stage rulesread
Company contacts1
  • crelate.company_contacts.listRetrieve Contacts related to a Companyread
Contact stage history1
  • crelate.contact_stage_history.listRetrieve stage change historyread
Custom picklist items1
  • crelate.custom_picklist_items.listRetrieve Custom Picklist Itemsread
Employment search stage rules1
  • crelate.employment_search_stage_rules.getRetrieve Employment Search workflow stage rulesread
Expense type meanings1
  • crelate.expense_type_meanings.listRetrieve Expense Type meaningsread
Form responses1
  • crelate.form_responses.listRetrieve Form Responsesread
Job candidate stage history1
  • crelate.job_candidate_stage_history.listRetrieve candidate stage change historyread
Job posting apply links1
  • crelate.job_posting_apply_links.createCreate a Job posting apply link for a Contactwrite
Job stage history1
  • crelate.job_stage_history.listRetrieve Job stage change historyread
Job types1
  • crelate.job_types.listRetrieve Job Typesread
Ledger accounts1
  • crelate.ledger_accounts.listRetrieve Ledger Accountsread
Ledgers1
  • crelate.ledgers.listRetrieve Ledger Itemsread
Lists1
  • crelate.lists.listRetrieve static Listsread
Organizations1
  • crelate.organizations.get_selfRetrieve current Organizationread
Recruiting stage rules1
  • crelate.recruiting_stage_rules.getRetrieve Recruiting workflow stage rulesread
Relationship definitions1
  • crelate.relationship_definitions.listRetrieve available relationship groups and typesread
Sales stage rules1
  • crelate.sales_stage_rules.getRetrieve Sales workflow stage rulesread
Teams1
  • crelate.teams.listGet teamsread
Time type meanings1
  • crelate.time_type_meanings.listRetrieve Time Type meaningsread
Webhook definitions1
  • crelate.webhook_definitions.listRetrieve Webhook definitionsread

Questions

The Crelate MCP server, answered.

Is there a Crelate MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 210 Crelate actions across companies, contacts, jobs and activities, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Crelate.

What do I need to connect Crelate?

Crelate API key: in Crelate open your profile (Manage Your Profile and Preferences) and copy or regenerate the API…. The free call account { op: "connections.requirements", service: "crelate" } lists exactly what to paste.

Can an AI agent delete or change things in Crelate?

Only if its key allows it, and only with an explicit confirmation. 15 Crelate actions are destructive, including delete a Contact, delete a Company and delete a Task activity. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Crelate API limit?

actionlake paces every call to the limits in the Crelate service file: 120 calls a minute per connection. Repeated reads are answered from cache (148 Crelate actions can be), which never reaches Crelate.

What does a Crelate action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (210 Crelate actions page). Cache hits, searches, dry runs and calls Crelate refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Crelate API does it cover?

The Crelate API v3 (OpenAPI 3.0.4) at app.crelate.com/api3. It is built from Crelate's documentation as read on 23 October 2026. 210 actions in 63 areas, each one in the signed service file (version 1.0.0).

Can I combine Crelate with my other systems?

Yes. ask joins Crelate to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Crelate maps crm.company, which 227 other connectors also map.

Does actionlake keep my Crelate data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Crelate credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by Crelate; the name is the vendor's own. Counts are from the Crelate service file, version 1.0.0.

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