Some jobs go quietly cold long before a client picks up the phone to ask why. This
flags any open requisition past 45 days where nobody has made it beyond the first
interview, so account management can get ahead of the conversation instead of
reacting to it.
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 Client Health Scoring 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 Flag At-Risk Jobs:
For example, here is a sample prompt that you can use :
"List every open job older than 45 days where no candidate has progressed past the first interview stage. For each one, tell me the client, the job owner, and how long it's been open. Don't close or edit any job — just flag these as at-risk for account management follow-up."
This step is flag-only. No job status or record is changed.
Step 3. Review the Flagged List:
Claude/ChatGPT/Perplexity will typically return a list of jobs open past the threshold you gave it, each with the client, job owner, and days open, ready to hand to account management.
Step 4. Follow Up with Account Management:
Once you have the flagged list, you can pass it to account management or reach out to the client yourself ahead of them raising it.
⚠️ 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 flag-only; no job status or record is changed.
Conclusion:
The Recruit CRM MCP connector allows Claude/ChatGPT/Perplexity to check every open job's age and stage progress directly, so at-risk accounts get flagged before a client raises the concern. No job is closed or edited, this use case only flags jobs for follow-up.