What is Recruiterflow MCP?
Recruiterflow's MCP (Model Context Protocol) integration lets you connect your Recruiterflow account directly to AI assistants like Microsoft Copilot. Once connected, you can search your candidate database, pull up job details, review pipelines, and read candidate activity, all from inside Microsoft Copilot, without switching tabs or logging into Recruiterflow separately.
Think of it as giving Microsoft Copilot a live window into your Recruiterflow account, the same window Recruiterflow already gives Claude and ChatGPT.
Use this integration if your agency runs on Microsoft 365 and you want your team to ask questions about candidates, jobs, and pipelines where they already work.
What Microsoft Copilot Can See Today
The integration covers most of what you would 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
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.
Reference data: team members, pipeline stages, and client companies, so Microsoft Copilot can resolve names like "Sarah" or "Acme Capital" to the right record
The integration is read-only. Microsoft Copilot can query this data but cannot create, edit, delete, or merge anything in your account. It works as a reporting layer, not an editing one.
This is the same data set the Claude and ChatGPT integrations expose today.
What You Need Before You Start
An active Recruiterflow account
A Microsoft 365 account with access to Microsoft Copilot
A Microsoft 365 admin who can make the Recruiterflow app available to your team
How to Connect
Connecting happens in two parts: a Microsoft 365 admin makes the app available, then each user signs in to Recruiterflow.
Part 1: Admin makes the Recruiterflow app available
Open the Microsoft 365 admin center and go to Settings.
Select Integrated apps.
Search for Recruiterflow in the Microsoft Marketplace.
Click Get app and review the permissions.
Choose who gets access: everyone, specific users, or specific groups. Start with a small group if you want to pilot first.
Click Deploy.
Part 2: Each user connects their Recruiterflow account
Open Microsoft Copilot and find the Recruiterflow app.
Ask a question about your Recruiterflow data, or select Connect when prompted.
Log in with your Recruiterflow credentials when you are redirected to Recruiterflow.
Click Allow on the consent screen.
Return to Microsoft Copilot and start asking questions.
Note: Authentication uses OAuth 2.1. Recruiterflow never stores your Microsoft credentials, and Microsoft Copilot never stores your Recruiterflow password. You are authorising a secure, read-only connection between the two.
Example Prompts to Try
Once connected, here are some things you can ask Microsoft Copilot:
Look things up, without opening Recruiterflow:
"Find candidate Tony Stark"
"Show me candidates in London or Manchester with 'React' in their tags"
"Who's currently in the Interview stage of the Backend Engineer job?"
"List all open jobs for Acme Capital"
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?"
Connect the output to your Microsoft 365 tools:
"Turn this job's pipeline breakdown into a table I can paste into a client update email"
"Summarize this candidate's full activity history into a one-paragraph brief before my call"
Name search matches partial names too. "Tony" finds "Tony Stark", so you do not need the full name to get a hit.
Data & Privacy
The integration is read-only. Microsoft Copilot can retrieve data from Recruiterflow but cannot create, edit, or delete anything.
Access is scoped to your account. Microsoft Copilot can only see data that your Recruiterflow user account has permission to access.
You can disconnect at any time.
Troubleshooting
I can't find the Recruiterflow app in Microsoft Copilot.
Your Microsoft 365 admin needs to deploy the app to your user or group first. Ask your admin to check that your account is included in the deployment, then restart Microsoft Copilot.
I'm stuck on the Recruiterflow login or consent screen.
Make sure you are logging in with your Recruiterflow credentials, not your Microsoft ones. If the screen does not load, clear your browser session, then try again. If the issue persists, contact Recruiterflow support.
Microsoft Copilot 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 are searching by location, "Bengaluru" and "Bangalore" are treated as different values, so try both.
Microsoft Copilot can't filter jobs by status.
Ask Microsoft Copilot to list all jobs matching a name or company. It shows the status for each job, so you can scan for open or closed roles.
I'm getting a connection error after setting up.
Disconnect and reconnect the Recruiterflow app, then try again. If the error continues, contact Recruiterflow support.