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Connecting Recruiterflow to Claude via MCP

Learn how to set up the integration, what you can do with it, and how to get the most out of it.

Written by Amogh Balikai

What is Recruiterflow MCP?

Recruiterflow's MCP (Model Context Protocol) integration lets you connect your Recruiterflow account directly to AI assistants like Claude. Once connected, you can search your candidate database, pull up job details, review pipelines, read candidate and contact activity, open files, and check placement financials, all from inside your AI chat, without switching tabs or logging into Recruiterflow separately.

Think of it as giving Claude a live window into your Recruiterflow account.


What Claude Can See Today

The integration covers most of what you'd look up manually in Recruiterflow:

  • Candidates: name, location, current title and company, tags, custom fields, current pipeline stage, jobs attached, and who owns or added the record

  • Contacts: client contact records, plus the notes, activities, tasks, and emails logged in your account

  • Jobs: name, visibility (external, internal, unlisted, confidential, draft, closed, or closed confidential), client company, and status

  • Pipeline: the full stage-by-stage breakdown for a job, including timestamps and disqualification reasons

  • Activities: notes, calls, meetings (summary only, not the full transcript), and emails logged against a candidate (job and company-level activity are not yet included)

  • Files: the files attached to candidates, jobs, companies, and deals, with each file's category and last-updated date. Claude can also read the content of those files

  • Placements and revenue: milestone value, bill rate and hours, margin, commission, and the revenue and placement data tied to a job

  • Reference data: team members, pipeline stages, and client companies, so Claude can resolve names like "Sarah" or "Acme Capital" to the right record

Filters you can use when searching:

  • Candidates by their current stage in a specific job

  • Candidates by the stages they have passed through in a job's pipeline

  • Candidates by whether they are active in an open or closed job pipeline

  • Candidates and jobs by client company

  • Jobs by visibility (external, internal, unlisted, confidential, draft, closed, or closed confidential)

The integration is read-only. Claude can query this data but cannot create, edit, delete, or merge anything in your account. Think of it as a reporting layer, not an editing one.

Normal Recruiterflow permissions apply. Claude only sees what your user account is allowed to see, including placement and revenue data.


What You Need Before You Start

  • An active Recruiterflow account

  • A Claude Pro, Team, or Enterprise subscription (the Connectors feature is not available on the free plan)


How to Connect

On Claude.ai (web):

  1. Go to claude.ai or Claude desktop app and open Settings

  2. Navigate to Connectors

  3. Click Add in the top right corner, and select Add custom connector to add a new custom connector
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  4. Fill in the following:

    • Name: Recruiterflow

    • Remote MCP server URL: https://recruiterflow.com/api/mcp

    • OAuth Client ID: claude-web (optional)

  5. Click Add
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  6. Click Connect on the Recruiterflow connector that appears
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  7. You'll be redirected to Recruiterflow. Log in with your Recruiterflow credentials

  8. Click Allow on the consent screen
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  9. Done. Open a new chat and you're ready to go.

Note: Authentication uses OAuth 2.1. Recruiterflow never stores your Claude credentials, and Claude never stores your Recruiterflow password. You're authorising a secure, read-only connection between the two.


Example Prompts to Try

Once connected, here are some things you can ask Claude:

Look things up, without opening Recruiterflow:

  • "Find candidate Tony Stark"

  • "Show me candidates in New York or Boston with 'React' in their tags"

  • "Who's currently in the Interview stage of the Backend Engineer job?"

  • "List all open jobs for Acme Capital"

  • "Show me the notes, tasks, and emails for [contact name]"

  • "Which files are attached to [candidate name], and which one is the latest resume?"

Ask for the analysis directly:

  • "Break down every candidate on this job by lead owner and stage: [job name]"

  • "Rank disqualification reasons on this job by frequency: [job name]"

  • "How many candidates does each recruiter currently own across every open job?"

  • "Show the bill rate, margin, and commission on each placement for [job name]"

Connect the output to other tools:

  • "Turn this job's pipeline breakdown into a table I can drop into a client report"

  • "Summarize this candidate's full activity history into a one-paragraph brief before my call"

  • "Read this candidate's resume and turn it into a one-page profile I can send to a client"

Name search matches partial names too. "Tony" will find "Tony Stark," so you don't need the full name to get a hit.


Data & Privacy

  • The integration is read-only. Claude can retrieve data from Recruiterflow but cannot create, edit, or delete anything.

  • Access is scoped to your account. Claude can only see data that your Recruiterflow user account has permission to access. This includes files, contacts, and placement and revenue data.

  • You can disconnect the integration at any time from Claude Settings → Connectors.


Troubleshooting

Claude says it can't find candidates I know exist.

Try a shorter or more specific search term. A first name or a distinctive part of the name usually works better than the full name. If you're searching by location, note that "New York" and "NY" are treated as different values, so try both.

Claude can't filter jobs by status.

You can filter jobs by visibility, which includes closed and closed confidential. For open vs. closed status, ask Claude to list all jobs matching a name or company and it will show the status for each so you can scan for what you need.

Claude doesn't show placement or revenue data.

This data follows your Recruiterflow permissions. If you can't see revenue or placement details on a job in Recruiterflow, Claude can't see them either. Ask your Recruiterflow admin to check your role.

I'm getting a connection error after setting up.

Try disconnecting and reconnecting from Claude Settings → Connectors. If the issue persists, contact Recruiterflow support.

The Connectors option isn't visible in my Claude settings.

Connectors require a Claude Pro, Team, or Enterprise subscription. The free plan does not support custom connectors.


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