The moment a new requisition lands, this runs a comprehensive search across the
existing database, such as skills, location, experience, industry, and whatever else matters for the role so you know who's already warm before a single sourcing hour is spent. You still decide who gets added; it just makes sure you're never starting from a blank page.
Before you begin:
1. You need to have access to Claude/ChatGPT/Perplexity (web, desktop, or mobile app) with the Recruit CRM MCP connector added to your respective Claude/ChatGPT/Perplexity account.
2. Recruit CRM MCP is available only on the Business and Enterprise plans.
3.The job you're reporting on should have an active pipeline with candidates in more than one hiring stage.
4. By default, Account Owners and Admins have MCP access. Users on custom roles with access to MCP can also have MCP access.
📋 How to run a warm-match intake search using Claude/ChatGPT/Perplexity?
Step 1. Open AI assistants like Claude/ChatGPT/Perplexity and confirm the Recruit CRM MCP Connector Is Active:
Log into Claude/ChatGPT/Perplexity and check that the Recruit CRM MCP connector appears as a connected source in the AI assistant's settings.
If the Recruit CRM MCP connector isn't connected yet:
Step 2. Ask Claude/ChatGPT/Perplexity to read the New Job's Requirements and search the Candidate Database:
Start a new chat with Claude/ChatGPT/Perplexity and describe the new job and ask it to search for matches.
For example: "I just opened a new job: [Job Title, Client, Key Requirements] in Recruit CRM. Run a comprehensive
search of the existing candidate database against this role's full requirements — not just skills and location. Show me the top 10 matches with a one-line reason for each — don't assign anyone to the job automatically, I'll review and confirm which ones to add"
Assignment to the job only happens after you've reviewed and confirmed a match — nothing is added automatically.
Step 3. Review the Matches:
The AI Assistant will return a ranked shortlist of candidates matched against the role's full requirements, each with a one-line reason they fit.
Step 4. Confirm Candidates to Assign
If you want to move forward with any of the matches, tell the AI Assistant directly, for example: "Assign the top 3 to this job." Claude/ChatGPT/Perplexity will only assign candidates you've explicitly confirmed.
⚠️ Data Privacy - Please Read Carefully
When you use this MCP server, your Recruit CRM data is sent to the AI assistant you're using (e.g. Claude, ChatGPT). This means:
Candidate profiles, names, email, phone, job history, hiring stage, etc. will be exposed to the AI provider so that it can assist with the data.
Company and contact data, job details, notes, and call logs may also be exposed depending on what you ask.
The AI provider processes this data on their servers according to their own privacy and data retention policies.
What you should check before using:
Most AI providers (including Claude) have a data retention period - typically around 30 days for conversation data, though this varies by plan and provider. Always check the latest policies directly on their official websites:
If your team or organization has data residency, GDPR, or other compliance requirements, confirm that using an AI assistant with live recruitment data is permitted.
Use good judgment about what you query - only ask for data that's necessary for the task at hand.
By using this tool, you accept responsibility for ensuring its use complies with your organization's data policies and applicable regulations.
FAQs
Does this change anything in Recruit CRM?
Does this change anything in Recruit CRM?
Searching and ranking are read-only. Assigning a candidate to the job only happens after you confirm it.
Can I run this automatically on a schedule?
Can I run this automatically on a schedule?
No. This is designed to run on demand each time a new job is opened.
Conclusion:
The Recruit CRM MCP connector allows Claude/ChatGPT/Perplexity to search your existing candidate database against a new job's full requirements the moment it opens, so recruiters start with a warm shortlist instead of a blank page.