Crelate

Live 61 Actions

Crelate Integration for AI Agents

Connect your AI agent to 61 Crelate actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Crelate AI Agent Actions

61 production-ready actions for your agent to do more on Crelate.

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61 Actions

List Activities - Returns a paged list of activity records. Filter by parent record, verb type, date range, or other criteria.

Get Activity - Returns a single Activities record by its unique identifier. Returns a 404 if the record does not exist.

Get Activity Info - Retrieves attribute information specific to the Activities type. This data changes rarely and Crelate recommends caching it.

Create Activity - Creates a new Activities record and returns its generated ID.

Update Activity - Partially updates an existing Activities record. Only fields included in the request body are modified; omitted fields are left unchanged.

Delete Activity - Permanently deletes an Activity record by its unique identifier.

Create Activity With Attachment - Creates a new Activity record and simultaneously uploads and links one or more files as Artifacts via a multipart form. Only Email Activity Types and custom Activity Types that allow attachments may be used.

List Applications - Records must match all filters provided unless the OR filter operator is specified. If no sort_by is provided, the resulting list will be sorted by ModifiedOn descending. If both recent and modified_after/modified_before are provided, recent will take precedence.

Get Application - Returns a single Applications record by its unique identifier. Returns a 404 if the record does not exist.

Get Application Info - Retrieves attribute information specific to the Applications type. This data changes rarely and Crelate recommends caching it.

Approve Application - Approved applicants will be moved to the next workflow stage, typically with a meaning of "in progress".

Block Application - When an applicant is blocked, they are no longer visible and any future applications from that applicant will be discarded.

Reject Application - Rejected applicants will be moved to a closed negative workflow stage.

Apply To Job - Submits an application to a Job and returns the created application ID. Depending on settings, applicants either route to the Recruiting Intake dashboard or auto-approve and convert to a Contact (found via the ContactId field on the Application). A resume file may be required based on Job Portal settings.

List Companies - Records must match all filters provided unless the OR filter operator is specified. If no sort_by is provided, the resulting list will be sorted by ModifiedOn descending If both recent and modified_after/modified_before are provided, recent will take precedence.

Get Company - Returns a single Companies record by its unique identifier. Returns a 404 if the record does not exist.

Get Company Info - Retrieves attribute information specific to the Companies type. This data changes rarely and Crelate recommends caching it.

Create Company - Creates a new Companies record and returns its generated ID.

Update Company - Partially updates an existing Companies record. Only fields included in the request body are modified; omitted fields are left unchanged.

Delete Company - Permanently deletes a Company record by its unique identifier.

Change Company Status - Available statuses can be retrieved by inspecting the results of the Companies metadata endpoint under the `EntityStatus` field.

List Companies By List - Returns Companies records that belong to the specified saved list.

Search Companies - Performs a keyword search against all Company records (name, phone, address, website, or other keyword). Returned data is intentionally limited; use a more specific query or the GUID Ids with full retrieval endpoints for complete details.

List Contacts - Records must match all filters provided unless the OR filter operator is specified. If no sort_by is provided, the resulting list will be sorted by ModifiedOn descending. If both recent and modified_after/modified_before are provided, recent will take precedence.

Get Contact - Returns a single Contacts record by its unique identifier. Returns a 404 if the record does not exist.

Get Contact Info - Retrieves attribute information specific to the Contacts type. This data changes rarely and Crelate recommends caching it.

Create Contact - Creates a new Contacts record and returns its generated ID.

Update Contact - Partially updates an existing Contacts record. Only fields included in the request body are modified; omitted fields are left unchanged.

Delete Contact - Permanently deletes a Contact record by its unique identifier.

Change Contact Status - Available statuses can be retrieved by inspecting the results of the Contacts metadata endpoint under the `EntityStatus` field.

List Contacts By List - Returns Contacts records that belong to the specified saved list.

Search Contacts - Performs a keyword search against all Contact records (name, contact number, phone, address, website, or other keyword). Returned data is intentionally limited; use a more specific query or the GUID Ids with full retrieval endpoints for complete details.

List Jobs - Returns a paged, filterable list of job records. Supports filtering by stage, company, tags, candidates, and more.

Get Job - Returns a single Jobs record by its unique identifier. Returns a 404 if the record does not exist.

Get Job Info - Retrieves attribute information specific to the Jobs type. This data changes rarely and Crelate recommends caching it.

Create Job - Creates a new Jobs record and returns its generated ID.

Update Job - Partially updates an existing Jobs record. Only fields included in the request body are modified; omitted fields are left unchanged.

Delete Job - Permanently deletes a Job record by its unique identifier.

Add Contact To Job - Adds a single contact to the specified job's recruiting pipeline at the given workflow stage.

Add Contacts To Job - Adds one or more contacts to the specified job's recruiting pipeline at the given workflow stage.

Update Job Contact Workflow Status - This endpoint does not support handling workflow rules. Consider migrating to the [Workflow Stage](#tag/Workflow-Stages) endpoints for API-supported workflow rule interactions.

Remove Contact From Job - Removes a contact from the specified job's recruiting pipeline.

Update Job Posting - Updates the public-facing portal posting details for a job, such as title, description, location, and compensation. Only posting-specific fields are accepted; other job fields are ignored.

Disable Job Posting - Disables the job's portal posting and removes it from any free job boards it was published to. The job record itself is not deleted.

List Jobs By List - Returns Jobs records that belong to the specified saved list.

Search Job Postings - Search Job postings for open Jobs that are not hidden against the Job's title, description, compensation, city, state, zip, country, and company.

Search Jobs - Performs a keyword search against all Job records (name, job number, location, website, or other keyword). Returned data is intentionally limited; use a more specific query or the GUID Ids with full retrieval endpoints for complete details.

List Notes - Returns a paged list of note activities. Filter by parent record, date range, or other criteria.

Get Note - Returns a single note activity by its unique identifier.

Create Note - Creates a new note activity on a parent record. A `ParentId` is required.

Update Note - Partially updates a note activity. Only fields included in the request body are modified.

Delete Note - Permanently deletes a note activity by its unique identifier.

List Placements - Records must match all filters provided unless the OR filter operator is specified. If no sort_by is provided, the resulting list will be sorted by ModifiedOn descending. If both recent and modified_after/modified_before are provided, recent will take precedence.

Get Placement - Returns a single Placements record by its unique identifier. Returns a 404 if the record does not exist.

Get Placement Info - Retrieves attribute information specific to the Placements type. This data changes rarely and Crelate recommends caching it.

Change Placement Status - Available statuses can be retrieved by inspecting the results of the Placements metadata endpoint under the `EntityStatus` field.

List Tasks - Returns a paged list of task activities. Filter by parent record, completion state, date range, or other criteria.

Get Task - Returns a single task activity by its unique identifier.

Create Task - Tasks will default to being incomplete (Completed = false) unless a value is provided.

Update Task - Partially updates a task activity. Only fields included in the request body are modified.

Delete Task - Permanently deletes a task activity by its unique identifier.

Crelate AI Agent Use Cases

Connect your AI agent to Crelate and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

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Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

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Job Posting Distribution

Use StackOne to connect your AI agent to your ATS and job boards to automate job posting distribution.

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More Sales & CRM use cases More Recruiting use cases

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Integration Infrastructure for Crelate AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Crelate MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Crelate action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."