Recruit CRM

Creates one Recruit CRM contact. At least one of first_name or last_name is required; all other fields are optional. owner_id and created_by default to the authenticated user when omitted. Performs duplicate checks on email, contact_number, and linkedin unless allow_duplicate=true. Resolve user IDs with list_users and contact stage IDs with list_contact_stages.

Creates one Recruit CRM hotlist. Requires name, related_to_type, and shared (1 for team-shared, 0 for private); created_by defaults to the authenticated user if omitted. Resolve user IDs with list_users.

Creates one Recruit CRM job. Requires name and company_slug; all other fields are optional. contact_slug and enable_job_application_form are optional, and owner_id and created_by default to the authenticated user when omitted. Resolve user IDs with list_users, job status IDs with list_job_statuses, and hiring pipeline IDs with list_hiring_pipelines. An identical job created moments earlier is returned instead of duplicated unless allow_duplicate=true.

Creates one Recruit CRM meeting. Requires title, reminder, start_date, and end_date. Optional: owner_id and created_by (both default to the authenticated user). Resolve meeting type IDs with list_meeting_types and user IDs with list_users. Calendar invites are not sent by default; set do_not_send_calendar_invites to false to send external calendar invites to attendees. An identical meeting created moments earlier is returned instead of duplicated unless allow_duplicate=true. Returns a compact meeting summary.

Creates one Recruit CRM note. Requires description, related_to, and related_to_type. Optional: note_type_id and created_by (created_by defaults to the authenticated user). Resolve note type IDs with list_note_types and user IDs with list_users. Description supports basic HTML/rich text. An identical note created moments earlier is returned instead of duplicated unless allow_duplicate=true. Returns a compact note summary.

Creates one Recruit CRM task. Requires title, reminder, and start_date. Optional: task_type_id, description, owner_id, and created_by (owner_id and created_by default to the authenticated user). Resolve task type IDs with list_task_types and user IDs with list_users. Description supports basic HTML/rich text. An identical task created moments earlier is returned instead of duplicated unless allow_duplicate=true. Returns a compact task summary.

Finds and writes the email address for one Recruit CRM candidate or contact using paid data-enrichment credits (candidate personal email = 3 credits, contact work email = 1 credit, consumed only when a value is written). Requires entity_type (candidate or contact) and exactly one entity_slug — resolve slugs with search_candidates or search_contacts; bulk enrichment is not supported. Runs only when the target field is empty. status=completed means the value was written to the record and credits were consumed. status=in_progress means an extended background search is running: the record updates automatically, no credits are consumed yet, and there is nothing to poll — check the record again later instead of retrying. Blocked outcomes (feature disabled, missing permission, terms not accepted, field already populated, missing identity data, insufficient credits) return a status and message with zero credits consumed; relay the message to the user.

Finds and writes the phone number for one Recruit CRM candidate or contact using paid data-enrichment credits (4 credits, consumed only when a value is written). Requires entity_type (candidate or contact) and exactly one entity_slug — resolve slugs with search_candidates or search_contacts; bulk enrichment is not supported. Runs only when the target field is empty. status=completed means the value was written to the record and credits were consumed. status=in_progress means an extended background search is running: the record updates automatically, no credits are consumed yet, and there is nothing to poll — check the record again later instead of retrying. Blocked outcomes (feature disabled, missing permission, terms not accepted, field already populated, missing identity data, insufficient credits) return a status and message with zero credits consumed; relay the message to the user.

Executes a specific internal tool discovered from search_tools. Call get_tool_schema first to learn required arguments. Arguments are validated server-side against the target tool JSON schema before execution.

Get detailed advanced-search metadata for one field identified by entity_type, group_type, and field. Returns supported filter operators, per-operator filter_value shape hints, value_resolver_tool, and an example filter object for filter_search_list. Combine multiple example filters using group_filter_join_operator within a group and group_join_operator between groups (default AND).

Fetches full details for up to 10 candidates in parallel by slug. Suitable for retrieving specific candidate records after slug resolution from search_candidates. Not intended for bulk database scans. Returns partial results: failures are reported in the errors array with status_code.

Fetches a candidate's job assignment hiring stage history by candidate slug. Returns compact entries with job, company, stage, remark, and update metadata. Entries are snapshots of the assignment, newest first: a new entry is also written when only the remark or stage date changes, so consecutive entries with the same stage are one stay in that stage and its entry time is the oldest of them. updated_on is when each change was saved, as an ISO 8601 timestamp in UTC; it is not the user-entered stage date.

Fetches full details for up to 10 companies in parallel by slug. Suitable for retrieving specific company records after slug resolution from search_companies. Not intended for bulk database scans. Returns partial results: failures are reported in the errors array with status_code.

Fetches full details for up to 10 contacts in parallel by slug. Suitable for retrieving specific contact records after slug resolution from search_contacts. Not intended for bulk database scans. Returns partial results: failures are reported in the errors array with status_code.

Returns the authenticated Recruit CRM user and their account: user id, name, email, role, and the account id, account name, and account owner. Also returns the user's configured time_zone (IANA name) and utc_offset; read them before calling date-filtered tools and build day boundaries for relative dates such as "last week" or "this month" in that zone. Use this to answer who the current user is or which account they belong to.

Fetches parent-child dependency relationships for custom fields of a given entity type (candidates, contacts, companies, jobs, deals). Optionally narrow to a specific field's subtree via field_id (pass the parent or child field_id). When setting a child custom field, the parent field_id and its value must also be included in the custom_fields array.

Fetch curated details for one custom field by field_id and entity_type, including dropdown or multiselect option values. Set for_advanced_search=true to return advanced-search filter operator names for search_* filter_search_list.

Fetches assigned candidates for one Recruit CRM job and returns compact assignment summaries. Filter by status_id to narrow to a specific hiring stage; resolve stage IDs with list_candidate_hiring_stages. Each row's stage_date is the date the candidate entered their current hiring stage and updated_on is the last edit to the assignment, both ISO 8601 timestamps in UTC.

Fetches full details for up to 10 Recruit CRM jobs in parallel by slug. Suitable for retrieving specific job records after slug resolution from search_jobs. Returns full Recruit CRM job payloads with partial results: failures are reported in the errors array with status_code.

Returns the current off-limit status (status label, reason, and end date) of up to 25 candidate, contact, or company records identified by slug. Slugs that do not resolve to an existing record are listed in not_found_slugs.

Fetches pitch history for one Recruit CRM candidate or contact by slug using entity_type candidate or contact. Returns compact pitch entries with updated_by, without created_by, email, phone, resume, or profile image fields.

Fetches contacts where a candidate is pitched or candidates pitched to a contact. Set entity_type to candidate or contact. Returns compact records without email, phone, resume, or profile image fields.

Returns the searchable column metadata for an entity type (candidates, companies, contacts, or jobs) — the same source the RecruitCRM webapp uses to populate search filter dropdowns. Each column entry includes: field (the key to use in filter expressions), label (display name), type (text/number/dropdown/multiselect/date/checkbox), filter_type (the operator such as is/contains/range/and_search), is_custom_field (true for user-defined custom fields), and options (pre-loaded dropdown values for dropdown and multiselect fields, e.g. industry names, job statuses, employment types). Use this tool before building filter search queries to discover which fields are searchable and what valid option ids to use for dropdown filters.

Returns the full description, input JSON schema, output JSON schema (when defined), and MCP hints for one internal tool discovered via search_tools. Call this before execute_tool to learn required arguments and response shape. When a task may require multiple tool calls, call this for every candidate tool you discovered up front, before executing any of them, so you eagerly understand the full set of inputs and outputs and can prefetch all information needed to plan the complete sequence of calls.

List searchable advanced-search fields for candidates, companies, contacts, jobs, or assigned_candidates (candidate-job assignments — the catalog behind search_assigned_candidates). Returns group_type, field, field_type, supported_filter_types, filter_types_requiring_value, and value_resolver_tool hints (list_search_users, list_search_industries, get_custom_field_details, etc.) naming the tool that returns valid filter values for each field. Includes activity, cross-entity, and candidate work/education fields by default. The full field catalog can be large, so results are paginated (page, limit; max 500 per page, default 100) — check has_more and total_count to page through the rest. Use with get_advanced_search_field_details for value-shape examples.

List all Recruit CRM candidate-job assignments via unfiltered advanced search — the "All Assigned" dashboard view, one row per candidate-job assignment. Returns assignment-row summaries sorted by updatedon desc by default. Use search_assigned_candidates when filter criteria are needed. Results are account-wide and always include off-limit candidates' rows. Set include_contact_info=true to also return email, contact_number, and linkedin. Max 50 rows per page.

List boolean-search scopes for candidates, companies, contacts, jobs, or assigned_candidates. Workflow: list scopes for the entity, build boolean_keyword (uppercase AND/OR/NOT, quotes, wildcards, parentheses — see boolean_keyword param on search_*), validate with validate_boolean_search, then call search_* with boolean_keyword and boolean_search_scopes.

Lists Recruit CRM custom call types, returning compact id/label rows. Use custom_call_type_id in create_call_log.

Lists Recruit CRM candidate hiring stages for a hiring pipeline, returning compact stage rows for resolving labels to stage IDs. Pass hiring_pipeline_id 0 (default) for the Master Hiring Pipeline; for job-specific stages, use the hiring_pipeline_id returned by search_jobs or list_jobs.

List all candidate hotlists via unfiltered advanced search. Returns hotlist catalog entries (id, name, metadata). Use search_candidate_hotlists when filtering by name.

Lists Recruit CRM candidate questions with MCP-side pagination. Returns compact id and question rows for resolving candidate question IDs.

List all Recruit CRM candidates via unfiltered advanced search. Returns compact summaries sorted by updatedon desc by default. Use search_candidates when filter criteria are needed. Set include_contact_info=true to also return email, contact_number, and linkedin.

List all Recruit CRM companies via unfiltered advanced search. Returns compact summaries sorted by updatedon desc by default. Use search_companies when filter criteria are needed.

List all company hotlists via unfiltered advanced search. Returns hotlist catalog entries (id, name, metadata). Use search_company_hotlists when filtering by name.

List all contact hotlists via unfiltered advanced search. Returns hotlist catalog entries (id, name, metadata). Use search_contact_hotlists when filtering by name.

Lists Recruit CRM contact sales pipeline stages. Returns stage_id and label rows for create_contact and update_contact.

List all Recruit CRM contacts via unfiltered advanced search. Returns compact summaries sorted by updatedon desc by default. Use search_contacts when filter criteria are needed. Set include_contact_info=true to also return email, contact_number, and linkedin.

Lists Recruit CRM currencies with MCP-side pagination. Returns currency_id, code, country, currency, and symbol rows for candidate and job currency_id fields.

List curated custom field metadata for a specific entity type (candidates, contacts, companies, jobs, deals). Returns searchable fields by default; set include_non_searchable=true to also include non-searchable types. Set for_advanced_search=true to return advanced-search filter operator names (is, contains, radius_search, etc.) for use in search_* filter_search_list.

Lists Recruit CRM employment types with MCP-side pagination. Returns employment_type_id and label rows for resolving employment_type in candidate work-history advanced-search filters.