This reference explains the main actions available through the ATZ CRM MCP Server and how AI assistants can search, read, create, or update CRM data through controlled tools.
Quick Answer
MCP supports search/read tools for core CRM data and non-destructive write actions for supported records. Deals are currently read/search-only. Review all write actions before approval.
General Rules
- List and search actions are paginated.
- Search and read actions do not modify records.
- Write actions are non-destructive.
- Delete, merge, archive, and bulk-delete actions are not exposed.
- Candidate file links and resume links are restricted by default in summary tools.
- User-provided CRM data should be reviewed before sharing externally.
Search and Context Tools
MCP includes tools for account context, Boolean Search guidance, candidate field descriptions, and metadata lookup.
Use these when an assistant needs to understand available fields, lookup IDs, statuses, stages, activity types, call log types, note types, sources, currencies, or users.
Boolean Search
MCP supports Boolean Search for candidates, jobs, organizations, contacts, and deals.
Useful operators include:
| Operator | Example | Meaning |
|---|---|---|
| AND | React AND London | Both terms should match |
| OR | Java OR Kotlin | Either term can match |
| NOT | London NOT contractor | Exclude the second term |
| Quoted phrase | "Account Manager" | Match the exact phrase |
Supported Entity Actions
| Entity | Search/List | Read | Create | Update | Notes |
|---|---|---|---|---|---|
| Candidates | Yes | Yes | Yes | Yes | Can include work history, education, notes, and matches |
| Jobs | Yes | Yes | Yes | Yes | Can include pipeline briefs and recent activity context |
| Organizations | Yes | Yes | Yes | Yes | Can include contacts, open jobs, and notes |
| Contacts | Yes | Yes | Yes | Yes | Can link to organizations |
| Deals | Yes | Yes | No | No | Read/search-only |
| Matches | Yes | Limited | Yes | Stage update | Candidate-job matching workflows |
| Notes | Yes | Limited | Yes | No | For supported entities |
| Activities | Yes | Yes | Yes | Yes | Tasks, meetings, follow-ups |
| Call Logs | Yes | Yes | Yes | Yes | Incoming/outgoing call records |
| Folders | Yes | Yes | Yes | Yes | Add/remove records from folders |
| Metadata | Yes | No | No | No | Lookup values for workflows |
Candidate Tools
Candidate tools can search profile data, skills, location, tags, current role, current organization, resume/search document text, work history, education history, notes, and custom fields.
Common write fields include first name, last name, email, phone, current position, current organization, source, city, state, country, skills, tags, and owner ID.
Example prompt:
Find candidates with React experience in London. Include work history and education history. Show the top 10 results with current role, current company, skills, and location.
Job Tools
Job tools can search job title, organization, primary contact, funnel, contract details, location, salary frequency, category, qualifications, industry, skills, description, status, owner, tags, and custom fields.
Common write fields include position name, organization slug, primary contact slug, headcount, description, location, skills, tags, status ID, and talent funnel ID.
Example prompt:
Summarize the pipeline for job_xyz123. Group candidates by stage, identify bottlenecks, and suggest next actions.
Organization and Contact Tools
Organization tools support client/company search, brief creation, create, and update. Contact tools support client-contact search, create, and update.
Example prompt:
Prepare a client meeting brief for organization_abc123. Include key contacts, open jobs, recent notes, and follow-up actions.
Match and Pipeline Tools
MCP can list matches, create candidate-job matches, and update match stages.
Example prompt:
Move candidate_abc123 to the interview stage for job_xyz123 and add a comment that the client requested a technical interview.
Notes, Activities, and Call Logs
MCP can list and create notes for supported entities, create and update activities, and create or update call logs.
Example prompts:
Add a note to candidate_abc123: Candidate is available for interviews next week and prefers remote roles.
Log an outgoing call with candidate_abc123 for 5 minutes. Notes: Left voicemail and will try again tomorrow.
Folders
MCP folders map to ATZ CRM focus groups. Supported folder entities include candidates, jobs, contacts, organizations, and deals.
MCP can list folders, create folders, update folder details, list folder records, add records, and remove records from folders.
Removing records from a folder removes only folder membership. It does not delete the underlying record.
Troubleshooting
The AI Assistant Asks for Many Approvals
Ask for a brief or summary instead of many individual record opens where possible.
Search Results Are Not Expected
Use more specific Boolean Search terms such as React AND London, C++ AND London NOT contractor, or "Account Manager" AND SaaS.
Write Action Did Not Run
Your AI client may require confirmation. Review and approve the tool request if correct.
Deals Cannot Be Updated
Deal MCP actions are currently read/search-only.
Security Best Practices
- Treat the MCP URL like a password.
- Rotate the URL if exposed.
- Disable MCP when not in use.
- Review every write action before approval.
- Verify AI-generated messages, summaries, and recommendations before sharing externally.
FAQs
Can MCP create a shortlist folder?
Yes. It can create folders and add supported record slugs.
Can MCP search notes?
Yes. Search tools can include notes where supported.
Can MCP expose file links?
File links are restricted by default in summary tools for security.