Turns a quarter's worth of activity for one client into the kind of QBR deck recruiters used to spend a day assembling: hiring metrics, time-to-fill, pipeline conversion, placements, and recruiter activity, plus a few forward-looking recommendations, pulled straight from Recruit CRM.
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 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 Generate a Client QBR 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 Retrieve the Client's Jobs, Activity and Generate the QBR
Start a new chat with Claude/ChatGPT/Perplexity and name the client and the period you're reporting on and ask it to build the review.
For example: Generate a quarterly business review for [Client Name] covering hiring metrics, time- to-fill, pipeline conversion, placements, and recruiter activity for [Quarter / Date Range], plus a few recommendations for next quarter.
This step is read-only no job, candidate, or record is changed while the QBR is generated.
Step 3. Review the QBR:
Claude/ChatGPT/Perplexity will return a structured narrative covering metrics, trends, and a few forward-looking recommendations. Review it for accuracy and tone before sharing it with the client.
Step 4. Export and Share the QBR
Once you're happy with it, ask the AI Assistant to turn it into a downloadable document you can bring into the client meeting or send ahead of it.
⚠️ 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?
No. This use case is read-only — no job, candidate, or record is changed.
Conclusion:
The Recruit CRM MCP connector allows Claude/ChatGPT/Perplexity to read a client's jobs and activity for a given quarter directly from Recruit CRM, so you can put together a QBR without manually assembling metrics.