Instead of building a Boolean search string by hand, you can give Claude a job's must-have criteria and ask it to combine Boolean keywords with structured filters, including your own custom fields, into one search against your candidate database. Then it hands back a ranked top 20 for you to look over. No search syntax to remember, and no one is added to the job until you say so.
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 espective 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 an Advanced Search-to-Shortlist 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 Build and Run the Advanced Search:
For example: "Using [Job Title / Job ID]'s must-have criteria — [skills, location, experience level, and any custom fields that matter] — build an advanced search combining boolean keywords and structured filters against the candidate database, and show me the top 20 matches ranked by fit. Don't assign anyone yet, I want to review the list first."
Search and ranking are read-only; assigning any candidate to the job always needs your sign-off first.
Step 3. Review the Ranked Shortlist:
Claude/ChatGPT/Perplexity will typically return a ranked top-20 list combining boolean and filter search results, with a one-line reason for each match.
Step 4. Confirm Candidates to Assign:
If you want to move forward with any of the matches, tell Claude/ChatGPT/Perplexity directly which candidates to assign to the 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?
Only if you confirm an assignment. Searching and ranking are read-only, and assigning a candidate to the job always needs your sign-off.
Conclusion:
The Recruit CRM MCP connector allows Claude/ChatGPT/Perplexity to combine Boolean and filter search directly against your candidate database, without you needing to remember search syntax. No candidate is assigned to the job until you review and confirm the shortlist yourself.