--- title: "Connect Vouchsafe to Crelate - APIANT.ai" description: "When \"User Needs Review\" fires in Vouchsafe, your agent runs \"Add email\" in Crelate." canonical: "https://apiant.ai/connect/vouchsafe-to-crelate" --- # Connect Vouchsafe to Crelate When **User Needs Review** fires in [Vouchsafe](https://apiant.ai/connections/vouchsafe), your agent runs **Add email** in [Crelate](https://apiant.ai/connections/crelate). Describe the whole flow and it is built, tested on every scenario and kept running. Vouchsafe **2** triggers Vouchsafe **8** actions Crelate **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Vouchsafe and Crelate to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Vouchsafe can start in Crelate - When **User Needs Review** in Vouchsafe then **Add email** in Crelate - When **User Verified** in Vouchsafe then **Create Task** in Crelate Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Vouchsafe and Crelate ## Triggers and actions 2 triggers · 22 actions - Trigger **User Needs Review** Triggers when a user could not be automatically verified, and needs your review. - Trigger **User Verified** Triggers when a verification is automatically completed. - Action **Find addresses by postcode** Search for addresses matching a given postcode. - Action **Get account detail** Retrieve details for a specific monitored account (subject of an alert). - Action **Get team** Retrieve details for a Vouchsafe team/workspace by ID. - Action **Get verification** Retrieve a verification case's status and check results by ID. - Action **List verifications** List verification cases for the team. - Action **Perform smart lookup** Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. - Action **Request Verification** Starts a verification session for an applicant, new user or customer. - Action **Toggle alerts** Enable or disable proactive alert monitoring for an account. - Action **Add email** Logs an email activity in Crelate on a contact, company or job record. - Action **Create Note** Creates a note on a Crelate contact, company or job record. - Action **Create Task** Creates a task in Crelate attached to a contact, company or job record. - Action **Create Webhook (Company Created)** Subscribes a URL to receive a notification whenever a company is created in Crelate. - Action **Delete company** Permanently deletes a company record from Crelate. - Action **Delete contact** Permanently deletes a contact from Crelate. - Action **Delete job** Permanently deletes a job in Crelate. - Action **Find Company** Searches Crelate companies by name, phone, email, city or postal code and returns the matching companies. - Action **Find Contact** Finds contacts by name, email, phone, contact number, city or postal code, returning up to 200 matches. - Action **Find Job** Searches jobs by name keywords or job number and returns the matching jobs. - Action **Get company** Returns a single Crelate company record, including its custom fields, by its id. - Action **Get contact** Returns a single Crelate contact by its id, including all standard and custom fields. - Action **Get job** Returns a single job record by its id, including its custom fields. - Action **Update task** Updates an existing Crelate task. Only the fields you fill in are changed. ## Each app on its own - [ **Vouchsafe** Vouchsafe is a easy-to-use ID and age verification platform you can use for KYC, right-to-work checks and...](https://apiant.ai/connections/vouchsafe) - [ **Crelate** Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking...](https://apiant.ai/connections/crelate) Reviews ## What our customers say ## More from Vouchsafe - [ **Vouchsafe to Wizard World** Wizard World is a public REST catalogue of reference data from the Harry Potter universe.](https://apiant.ai/connect/vouchsafe-to-wizard-world) - [ **Vouchsafe to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vouchsafe-to-zoom) - [ **Vouchsafe to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vouchsafe-to-webflow) - [ **Vouchsafe to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/vouchsafe-to-wix) - [ **Vouchsafe to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vouchsafe-to-linkedin) - [ **Vouchsafe to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vouchsafe-to-facebook) ## More into Crelate - [ **HubSpot to Crelate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-crelate) - [ **Salesforce to Crelate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-crelate) - [ **Slack to Crelate** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-crelate) - [ **Google Sheets to Crelate** Google Sheets](https://apiant.ai/connect/google-sheets-to-crelate) - [ **Gmail to Crelate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-crelate) - [ **Google Calendar to Crelate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-crelate) Questions ## Vouchsafe and Crelate, answered ### ### What can start an automation from Vouchsafe? Any of Vouchsafe's 2 triggers in the catalog, including User Needs Review and User Verified. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Crelate when something happens in Vouchsafe? Any of Crelate's 14 actions, including Create Note, Create Task, Create Webhook (Company Created) and Update task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Crelate to Vouchsafe? Crelate has no triggers in the catalog today, so automations start in Vouchsafe. If you need the other direction, ask: your agent reads Crelate's API documentation and adds it. ### ### Do I have to build a connector for Vouchsafe or Crelate? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Vouchsafe and Crelate without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.