Every morning, this checks your connected notetaker for meetings that happened
since yesterday, and matches each attendee to a Recruit CRM record strictly by email
never by name before logging a short summary as a note. Anything uncertain
gets held out for a human instead of being guessed at.
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 Set Up Meeting-to-Profile Sync 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 Sync Meetings to Candidate Profiles:
For example, you can use this sample prompt:
"Every morning, check [your notetaker, e.g. Fathom] for meetings that happened since yesterday. For each meeting, pull the attendee list and email addresses. Search Recruit CRM for an exact email match — never match on name alone. If exactly one match is found, log a note with the meeting summary, linked to the relevant job if one is clearly implicated. If there's no email, no match, or more than one match, flag it instead."
Claude/ChatGPT/Perplexity never matches an attendee to a Recruit CRM record by name alone, and never creates a new candidate or contact record on its own.
Step 3. Review the Digest: Claude/ChatGPT/Perplexity will typically return a summary of how many meetings were processed, how many notes were logged directly to matching profiles, and anything flagged, for example, a meeting with no attendee email, or an attendee who matched more than one contact.
Step 4. Resolve Flagged Meetings:
For any meeting Claude/ChatGPT/Perplexity flagged, you can review it yourself and either confirm which profile it should be logged against or leave it unmatched.
⚠️ 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 logs meeting summaries as notes on matching profiles, but it never creates a new candidate or contact record, and never matches an attendee based on name alone.
Conclusion:
The Recruit CRM MCP connector allows Claude/ChatGPT/Perplexity to match meeting attendees to candidate and contact records by email and log a summary directly, so meeting notes don't get lost between your notetaker and Recruit CRM. Anything uncertain is flagged for you rather than guessed at.