Turns a shortlist sitting inside Recruit CRM into a boardroom-ready narrative —
background, fit, and standout strengths for every candidate, summarized in one read.
Built for the moment a client asks "where are we," so you have a polished answer in
minutes, not an afternoon.
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 Generate an Executive Search Report 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 Job and Its Shortlisted Candidates:
Start a new chat with Claude and ask it to pull up the job by title and Job ID and ask it to build the report.
For example: “For the [Job Title] role (Job ID: [Job ID]), review every candidate currently in the Shortlist stage and prepare a professional, modern-themed executive search report including an executive summary and any other notable details worth flagging."
This step is read-only from start to finish, Claude does not move any candidate's stage or edit any record while preparing the report.
Step 3. Review the Executive Search Report:
Claude/ChatGPT/Perplexity will typically return an executive summary at the top, followed by a profile-by-profile read on each shortlisted candidate's strengths and considerations. Read through it before sending it to a client, and confirm that nothing confidential, internal recruiter notes, salary expectations, or personal contact details has been carried into the summary.
Step 4. Export and Share the Report:
Once you're happy with it, ask Claude/ChatGPT/Perplexity to turn it into a downloadable document, for example: "Turn this into a Word document I can download." From there, you can attach it to your client email or upload it to the job or candidate profile in Recruit CRM.
⚠️ 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 candidate or job record is touched while the report is generated.
Conclusion:
The Recruit CRM MCP connector allows Claude/ChatGPT/Perplexity to read a job's Shortlist stage candidates directly from Recruit CRM, so you can put together a client-ready executive summary without assembling it manually.