Points the AI at a list of target companies, a client's careers page, or their latest job postings, then searches your own database for candidates worth pitching against
those specific openings, turning outbound business development into a matched,
ready-to-send shortlist instead of a cold list of companies. If a careers page won't
load directly, a browser-automation MCP like Playwright can open it in the
background and read it anyway.
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 Run Target Company Prospecting & Pitching 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 Match Candidates to Target Openings:
For example, here is a sample prompt that you can use :
"Look at [target companies, or a client's careers page / latest job openings] and find candidates in our database who'd be a strong fit to pitch for those roles. Match each opening to the best candidates we have, with a one-line reason for each, so I can decide who to pitch."
Pitching a candidate to a contact only happens after you confirm it, nothing goes out automatically.
Step 3. Review the Matches:
Claude/ChatGPT/Perplexity will typically return a per-opening shortlist of candidates worth pitching, each with a one-line reason they fit.
Step 4. Confirm and Pitch:
If you want to move forward with any match, tell Claude/ChatGPT/Perplexity directly which candidates to pitch to the client contact.
⚠️ 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 candidate is pitched to a contact automatically. That step only happens after you confirm it.
Conclusion:
The Recruit CRM MCP connector allows Claude/ChatGPT/Perplexity to search your candidate database against a target company's openings directly, turning outbound prospecting into a matched shortlist instead of a cold list of companies. No candidate is pitched to a client contact until you confirm it.