---
title: "Crelate MCP server for AI agents - actionlake"
description: "Give Claude 210 Crelate actions through one MCP server: companies, contacts, jobs. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/crelate
updated: 2026-10-23
---

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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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
```

- 210 actions in one signed file
- 148 read look, never change
- 47 write create and update
- 15 wait for a yes destructive, 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_key` Crelate 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 call
   check { 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 2026[app.crelate.com](https://app.crelate.com/api3/docs/v3/crelate-openapi.json) [app.crelate.com](https://app.crelate.com/api3/docs/index.html)

**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.

- **148** read look, never change
- **47** write create and update
- **15** destructive wait 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.

| Action | What it does | Effect | Same name in |
| --- | --- | --- | --- |
| `crelate.contacts.list` Retrieve Contacts | Retrieve Contacts. | read | `crm.contact.list` 177 connectors |
| `crelate.companies.list` Retrieve Companies | Retrieve Companies. | read | `crm.company.list` 162 connectors |
| `crelate.tags.list` Retrieve Tags | Retrieve Tags. | read | `crm.tag.list` 65 connectors |
| `crelate.users.list` Retrieve Users | Retrieve Users. | read | `identity.user.list` 474 connectors |
| `crelate.contacts.create` Create a Contact | Create a Contact. | write | `crm.contact.create` 161 connectors |
| `crelate.companies.create` Create a Company | Create a Company. | write | `crm.company.create` 142 connectors |
| `crelate.tags.create` Create a Tag | Create a Tag. | write | `crm.tag.create` 49 connectors |
| `crelate.tasks.list` Retrieve Task activities | Retrieve Task activities. | read | `work.task.list` 122 connectors |
| `crelate.contacts.delete` Delete a Contact | Delete a Contact. | destructive | `crm.contact.delete` 147 connectors |
| `crelate.users.get` Retrieve a User | Retrieve a User. | read | `identity.user.get` 399 connectors |
| `crelate.tasks.create` Create a Task activity | Create a Task activity. | write | `work.task.create` 127 connectors |
| `crelate.activities.create` Create an Activity | Create an Activity. | write | `crm.activity.create` 20 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. Read read
   Which Crelate tasks are overdue, and who owns each one?
   calls `crelate.tasks.list`
2. Write write
   Create a Contact in Crelate. Show me exactly what you will send before you save it.
   calls `crelate.contacts.create`
3. Across systems read
   Which Crelate companies have invoices in ConnectWise PSA, and how many each?
   calls `crelate.companies.list` `connectwise_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](https://actionlake.com/connectors/connectwise-psa)
- Which Crelate companies have invoices in NetSuite, and how many each?
  `crelate.companies.list` + `netsuite.views.invoices`, on `crm.company` · [NetSuite](https://actionlake.com/connectors/netsuite)

Also mapped by other connectors `identity.user` **517** `crm.company` **227** `crm.contact` **192** `work.task` **105** `crm.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 Contact `crelate.contacts.delete`
- Delete a Company `crelate.companies.delete`
- Delete a Task activity `crelate.tasks.delete`
- Delete an Activity `crelate.activities.delete`
- Delete a Job `crelate.jobs.delete`
- Delete a Note activity `crelate.notes.delete`
- Delete a Webhook `crelate.webhooks.delete`
- Delete an Artifact `crelate.artifacts.delete`
- Delete Jobs in bulk `crelate.jobs.bulk_delete`
- Remove Contact from a Job `crelate.job_contacts.remove`
- Delete Contacts in bulk `crelate.contacts.bulk_delete`
- Disable a Job posting `crelate.job_postings.disable`
- Delete Webhooks in bulk `crelate.webhooks.bulk_delete`
- Delete Companies in bulk `crelate.companies.bulk_delete`
- Revoke a Form Request `crelate.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.

do crelate.contacts.delete confirm_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: "lead@example.com" },
    { match: "crelate.companies.delete", approver: "lead@example.com" },
    { match: "crelate.tasks.delete", approver: "lead@example.com" }
  ]
}
```

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.

- 1 upstream call per action all 210 Crelate actions
- 210 actions page each page of a long list is one call
- 148 reads can be cached a cache hit costs nothing
- 100,000 calls a month, free paid plans from US$49 a month for 250,000

[See pricing](https://actionlake.com/pricing)

Action index

## Every Crelate action.

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

**Companies 14**

- `crelate.companies.bulk_change_status` Update Company record status in bulk write
- `crelate.companies.bulk_create` Create Companies in bulk write
- `crelate.companies.bulk_delete` Delete Companies in bulk destructive
- `crelate.companies.bulk_update` Update Companies in bulk write
- `crelate.companies.change_status` Update Company record status write
- `crelate.companies.count` Retrieve count of Companies read
- `crelate.companies.create` Create a Company write
- `crelate.companies.delete` Delete a Company destructive
- `crelate.companies.get` Retrieve a Company read
- `crelate.companies.info` Retrieve Companies metadata read
- `crelate.companies.list` Retrieve Companies read
- `crelate.companies.list_by_list` Retrieve Companies by list read
- `crelate.companies.search` Search all Companies read
- `crelate.companies.update` Update a Company write

**Contacts 14**

- `crelate.contacts.bulk_change_status` Update Contact record status in bulk write
- `crelate.contacts.bulk_create` Create Contacts in bulk write
- `crelate.contacts.bulk_delete` Delete Contacts in bulk destructive
- `crelate.contacts.bulk_update` Update Contacts in bulk write
- `crelate.contacts.change_status` Update Contact record status write
- `crelate.contacts.count` Retrieve count of Contacts read
- `crelate.contacts.create` Create a Contact write
- `crelate.contacts.delete` Delete a Contact destructive
- `crelate.contacts.get` Retrieve a Contact read
- `crelate.contacts.info` Retrieve Contacts metadata read
- `crelate.contacts.list` Retrieve Contacts read
- `crelate.contacts.list_by_list` Retrieve Contacts by list read
- `crelate.contacts.search` Search all Contacts read
- `crelate.contacts.update` Update a Contact write

**Jobs 12**

- `crelate.jobs.bulk_create` Create Jobs in bulk write
- `crelate.jobs.bulk_delete` Delete Jobs in bulk destructive
- `crelate.jobs.bulk_update` Update Jobs in bulk write
- `crelate.jobs.count` Retrieve count of Jobs read
- `crelate.jobs.create` Create a Job write
- `crelate.jobs.delete` Delete a Job destructive
- `crelate.jobs.get` Retrieve a Job read
- `crelate.jobs.info` Retrieve Jobs metadata read
- `crelate.jobs.list` Retrieve Jobs read
- `crelate.jobs.list_by_list` Retrieve Jobs by list read
- `crelate.jobs.search` Search all Jobs read
- `crelate.jobs.update` Update a Job write

**Activities 7**

- `crelate.activities.count` Retrieve count of Activities read
- `crelate.activities.create` Create an Activity write
- `crelate.activities.delete` Delete an Activity destructive
- `crelate.activities.get` Retrieve an Activity read
- `crelate.activities.info` Retrieve Activities metadata read
- `crelate.activities.list` Retrieve Activities read
- `crelate.activities.update` Update an Activity write

**Applications 7**

- `crelate.applications.approve` Approve an Application write
- `crelate.applications.block` Block an Application write
- `crelate.applications.count` Retrieve count of Applications read
- `crelate.applications.get` Retrieve an Application read
- `crelate.applications.info` Retrieve Applications metadata read
- `crelate.applications.list` Retrieve Applications read
- `crelate.applications.reject` Reject an Application write

**Webhooks 7**

- `crelate.webhooks.bulk_delete` Delete Webhooks in bulk destructive
- `crelate.webhooks.count` Retrieve count of Webhooks read
- `crelate.webhooks.create` Create a Webhook write
- `crelate.webhooks.delete` Delete a Webhook destructive
- `crelate.webhooks.get` Retrieve a Webhook read
- `crelate.webhooks.info` Retrieve Webhooks metadata read
- `crelate.webhooks.list` Retrieve Webhooks read

**Expense types 6**

- `crelate.expense_types.count` Retrieve count of Expense Types read
- `crelate.expense_types.get` Retrieve an Expense Type read
- `crelate.expense_types.info` Retrieve Expense Types metadata read
- `crelate.expense_types.list` Retrieve Expense Types read
- `crelate.expense_types.list_for_assignment` Retrieve available Expense Types for an assignment read
- `crelate.expense_types.list_for_employee` Retrieve available Expense Types for an employee read

**Tags 6**

- `crelate.tags.count` Retrieve count of Tags read
- `crelate.tags.create` Create a Tag write
- `crelate.tags.get` Retrieve a Tag read
- `crelate.tags.info` Retrieve Tags metadata read
- `crelate.tags.list` Retrieve Tags read
- `crelate.tags.update` Update a Tag write

**Time types 6**

- `crelate.time_types.count` Retrieve count of Time Types read
- `crelate.time_types.get` Retrieve a Time Type read
- `crelate.time_types.info` Retrieve Time Types metadata read
- `crelate.time_types.list` Retrieve Time Types read
- `crelate.time_types.list_for_assignment` Retrieve available Time Types for an assignment read
- `crelate.time_types.list_for_employee` Retrieve available Time Types for an employee read

**Worksites 6**

- `crelate.worksites.count` Retrieve count of Worksites read
- `crelate.worksites.create` Create a Worksite write
- `crelate.worksites.get` Retrieve a Worksite read
- `crelate.worksites.info` Retrieve Worksites metadata read
- `crelate.worksites.list` Retrieve work sites read
- `crelate.worksites.update` Update a Worksite write

**Academic honors 5**

- `crelate.academic_honors.count` Retrieve count of Academic Honors read
- `crelate.academic_honors.create` Create an Academic Honor write
- `crelate.academic_honors.get` Retrieve an Academic Honor read
- `crelate.academic_honors.info` Retrieve Academic Honors metadata read
- `crelate.academic_honors.list` Retrieve Academic Honors read

**Accreditations 5**

- `crelate.accreditations.count` Retrieve count of Accreditations read
- `crelate.accreditations.create` Create an Accreditation write
- `crelate.accreditations.get` Retrieve an Accreditation read
- `crelate.accreditations.info` Retrieve Accreditations metadata read
- `crelate.accreditations.list` Retrieve Accreditations read

**Accrediting institutions 5**

- `crelate.accrediting_institutions.count` Retrieve count of Accrediting Institutions read
- `crelate.accrediting_institutions.create` Create an Accrediting Institution write
- `crelate.accrediting_institutions.get` Retrieve an Accrediting Institution read
- `crelate.accrediting_institutions.info` Retrieve Accrediting Institutions metadata read
- `crelate.accrediting_institutions.list` Retrieve Accrediting Institutions read

**Backups 5**

- `crelate.backups.create` Create a Backup write
- `crelate.backups.get` Retrieve a Backup read
- `crelate.backups.get_recent` Retrieve most recent backup read
- `crelate.backups.info` Retrieve Backups metadata read
- `crelate.backups.list` Retrieve Backups read

**Notes 5**

- `crelate.notes.create` Create a Note activity write
- `crelate.notes.delete` Delete a Note activity destructive
- `crelate.notes.get` Retrieve a Note activity read
- `crelate.notes.list` Retrieve Note activities read
- `crelate.notes.update` Update a Note activity write

**Placements 5**

- `crelate.placements.bulk_change_status` Update Placement record status in bulk write
- `crelate.placements.change_status` Update Placement record status write
- `crelate.placements.get` Retrieve a Placement read
- `crelate.placements.info` Retrieve Placements metadata read
- `crelate.placements.list` Retrieve Placements read

**Tag categories 5**

- `crelate.tag_categories.count` Retrieve count of Tag Categories read
- `crelate.tag_categories.create` Create a Tag Category write
- `crelate.tag_categories.get` Retrieve a Tag Category read
- `crelate.tag_categories.info` Retrieve Tag Categories metadata read
- `crelate.tag_categories.list` Retrieve Tag Categories read

**Tasks 5**

- `crelate.tasks.create` Create a Task activity write
- `crelate.tasks.delete` Delete a Task activity destructive
- `crelate.tasks.get` Retrieve a Task activity read
- `crelate.tasks.list` Retrieve Task activities read
- `crelate.tasks.update` Update a Task activity write

**Users 5**

- `crelate.users.count` Retrieve count of Users read
- `crelate.users.get` Retrieve a User read
- `crelate.users.info` Retrieve Users metadata read
- `crelate.users.list` Retrieve Users read
- `crelate.users.me` Retrieve current User read

**Artifact types 4**

- `crelate.artifact_types.count` Retrieve count of Artifact Types read
- `crelate.artifact_types.get` Retrieve an Artifact Type read
- `crelate.artifact_types.info` Retrieve Artifact Types metadata read
- `crelate.artifact_types.list` Retrieve Artifact Types read

**Form requests 4**

- `crelate.form_requests.get` Retrieve Form Request info read
- `crelate.form_requests.resend` Resend a Form Request write
- `crelate.form_requests.revoke` Revoke a Form Request destructive
- `crelate.form_requests.send` Send a Form Request write

**Invoices 4**

- `crelate.invoices.count` Retrieve count of Invoices read
- `crelate.invoices.get` Retrieve an Invoice read
- `crelate.invoices.info` Retrieve Invoices metadata read
- `crelate.invoices.list` Retrieve Invoices read

**Job contacts 4**

- `crelate.job_contacts.add` Add Contact to a Job write
- `crelate.job_contacts.add_many` Add Contacts to a Job write
- `crelate.job_contacts.remove` Remove Contact from a Job destructive
- `crelate.job_contacts.update_status` Update Contact status on a Job write

**Activity types 3**

- `crelate.activity_types.get` Retrieve an Activity Type read
- `crelate.activity_types.info` Retrieve Activity Types metadata read
- `crelate.activity_types.list` Retrieve Activity Types read

**Artifacts 3**

- `crelate.artifacts.delete` Delete an Artifact destructive
- `crelate.artifacts.get` Retrieve an Artifact read
- `crelate.artifacts.list` Retrieve Artifacts read

**Emails 3**

- `crelate.emails.create` Create an Email activity write
- `crelate.emails.get` Retrieve an Email activity read
- `crelate.emails.list` Retrieve Email activities read

**Job postings 3**

- `crelate.job_postings.disable` Disable a Job posting destructive
- `crelate.job_postings.search` Search Job postings read
- `crelate.job_postings.update` Update a Job posting write

**Opportunity types 3**

- `crelate.opportunity_types.get` Retrieve an Opportunity Type read
- `crelate.opportunity_types.info` Retrieve Opportunity Types metadata read
- `crelate.opportunity_types.list` Retrieve Opportunity Types read

**Payments 3**

- `crelate.payments.list` Retrieve Payments read
- `crelate.payments.recognize` Recognize a Payment write
- `crelate.payments.recognize_zero_amount` Recognize a zero-amount Payment write

**Company sources 2**

- `crelate.company_sources.get` Retrieve a Company Source read
- `crelate.company_sources.list` Retrieve Company Sources read

**Contact sources 2**

- `crelate.contact_sources.get` Retrieve a Contact Source read
- `crelate.contact_sources.list` Retrieve Contact Sources read

**Countries 2**

- `crelate.countries.get` Retrieve a Country read
- `crelate.countries.list` Retrieve Countries read

**Custom picklist sets 2**

- `crelate.custom_picklist_sets.get` Retrieve a Custom Picklist Set read
- `crelate.custom_picklist_sets.list` Retrieve Custom Picklist Sets read

**Form templates 2**

- `crelate.form_templates.get_layout` Retrieve Form Template Layout read
- `crelate.form_templates.list` Retrieve Form Request Templates read

**Forms 2**

- `crelate.forms.info` Retrieve Forms metadata read
- `crelate.forms.list` Retrieve Forms read

**Job titles 2**

- `crelate.job_titles.get` Retrieve a Job Title read
- `crelate.job_titles.list` Retrieve Job Titles read

**Loss reason types 2**

- `crelate.loss_reason_types.get` Retrieve a Loss Reason Type read
- `crelate.loss_reason_types.list` Retrieve Loss Reason Types read

**Losses 2**

- `crelate.losses.get` Retrieve a Loss read
- `crelate.losses.list` Retrieve Losses read

**Pass reason types 2**

- `crelate.pass_reason_types.get` Retrieve a Pass Reason Type read
- `crelate.pass_reason_types.list` Retrieve Pass Reason Types read

**Relationships 2**

- `crelate.relationships.get` Retrieve a relationship read
- `crelate.relationships.list` Retrieve relationships read

**Workflow statuses 2**

- `crelate.workflow_statuses.get` Retrieve a Workflow Status read
- `crelate.workflow_statuses.list` Retrieve Workflow Statuses read

**Billable items 1**

- `crelate.billable_items.list` Retrieve Billable Items read

**Business development stage rules 1**

- `crelate.business_development_stage_rules.get` Retrieve Business Development workflow stage rules read

**Company contacts 1**

- `crelate.company_contacts.list` Retrieve Contacts related to a Company read

**Contact stage history 1**

- `crelate.contact_stage_history.list` Retrieve stage change history read

**Custom picklist items 1**

- `crelate.custom_picklist_items.list` Retrieve Custom Picklist Items read

**Employment search stage rules 1**

- `crelate.employment_search_stage_rules.get` Retrieve Employment Search workflow stage rules read

**Expense type meanings 1**

- `crelate.expense_type_meanings.list` Retrieve Expense Type meanings read

**Form responses 1**

- `crelate.form_responses.list` Retrieve Form Responses read

**Job candidate stage history 1**

- `crelate.job_candidate_stage_history.list` Retrieve candidate stage change history read

**Job posting apply links 1**

- `crelate.job_posting_apply_links.create` Create a Job posting apply link for a Contact write

**Job stage history 1**

- `crelate.job_stage_history.list` Retrieve Job stage change history read

**Job types 1**

- `crelate.job_types.list` Retrieve Job Types read

**Ledger accounts 1**

- `crelate.ledger_accounts.list` Retrieve Ledger Accounts read

**Ledgers 1**

- `crelate.ledgers.list` Retrieve Ledger Items read

**Lists 1**

- `crelate.lists.list` Retrieve static Lists read

**Organizations 1**

- `crelate.organizations.get_self` Retrieve current Organization read

**Recruiting stage rules 1**

- `crelate.recruiting_stage_rules.get` Retrieve Recruiting workflow stage rules read

**Relationship definitions 1**

- `crelate.relationship_definitions.list` Retrieve available relationship groups and types read

**Sales stage rules 1**

- `crelate.sales_stage_rules.get` Retrieve Sales workflow stage rules read

**Teams 1**

- `crelate.teams.list` Get teams read

**Time type meanings 1**

- `crelate.time_type_meanings.list` Retrieve Time Type meanings read

**Webhook definitions 1**

- `crelate.webhook_definitions.list` Retrieve Webhook definitions read

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.

## More connectors like Crelate

Shares the most action names with

- [Recruit CRM 27](https://actionlake.com/connectors/recruit-crm)
- [Pylon 24](https://actionlake.com/connectors/pylon)
- [JobAdder 23](https://actionlake.com/connectors/jobadder)
- [Salesloft 22](https://actionlake.com/connectors/salesloft)
- [Nutshell CRM 20](https://actionlake.com/connectors/nutshell-crm)
- [Bloomerang 18](https://actionlake.com/connectors/bloomerang)

Joins with, on shared entities

- [Odoo 5](https://actionlake.com/connectors/odoo)
- [Accelo 5](https://actionlake.com/connectors/accelo)
- [Harvest 5](https://actionlake.com/connectors/harvest)
- [Zomentum 5](https://actionlake.com/connectors/zomentum)
- [Zoho Desk 4](https://actionlake.com/connectors/zoho-desk)
- [ERPNext (Frappe) 4](https://actionlake.com/connectors/erpnext-frappe)

Browse

- [All CRM & sales connectors](https://actionlake.com/connectors/category/crm-and-sales)
- [All connectors](https://actionlake.com/connectors)
- [How actionlake compares](https://actionlake.com/compare)

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.

## Give your agent Crelate today.

[Connect Crelate free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

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Source: https://actionlake.com/connectors/crelate
More: https://actionlake.com/llms.txt