The instant a candidate moves into the Interview stage, this drafts three interview-ready question sets — one grounded in their background, one grounded in the job's requirements, and one that deliberately bridges the two and drops them straight onto the candidate's profile as a note.
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 Interview Prep Notes 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 Generate the Interview Prep Notes:
For example: "For [Candidate Name], who just moved into the Interview stage on [Job Title], add a note to their profile with interview questions: one set based on their profile and experience, one set based on the job's requirements, and one mixed set that connects specific points from their background to the role."
This step only adds a note to the candidate's profile — no stage or field on the record is touched.
Step 3. Review the Interview Prep Notes:
Claude/ChatGPT/Perplexity will typically return a structured note with three clearly labeled question blocks, ready to hand to the interviewer.
Step 4. Share the Notes with the Interviewer:
Once the note has been added to the candidate's profile in Recruit CRM, you can forward it directly to whoever is conducting the interview.
⚠️ 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?
It adds a note to the candidate's profile, but it doesn't change their hiring stage or any other field.
Conclusion:
The Recruit CRM MCP connector allows Claude/ChatGPT/Perplexity to read a candidate's profile and a job's requirements directly, so interview questions are ready the moment a candidate reaches the Interview stage. No stage or field is changed — only a note is added to the profile.