ATZ CRM MCP Server

Overview

The ATZ CRM MCP Server lets you connect ATZ CRM with AI assistants such as ChatGPT, Claude, Gemini, and other MCP-compatible clients.

Once connected, your AI assistant can securely work with your ATZ CRM data through approved tools. For example, you can ask it to find candidates, read job details, summarize notes, review matches, create records, or help prepare recruiter workflows without switching between multiple screens.

What Is MCP?

MCP stands for Model Context Protocol. It is an open standard that allows AI applications to connect with external systems, tools, and data sources.

In simple terms, MCP lets an AI assistant interact with ATZ CRM in a structured and secure way. Instead of manually copying data from ATZ CRM into an AI tool, the assistant can request the right information through MCP tools.

What Is the ATZ CRM MCP Server?

The ATZ CRM MCP Server is an integration that allows supported AI clients to connect with your ATZ CRM account.

It can help with recruiter workflows such as:

Searching candidates, jobs, organizations, contacts, matches, and notes
Reading full candidate, job, organization, and contact details
Creating or updating candidates, jobs, organizations, and contacts
Creating notes and activities
Creating candidate-job matches
Updating match stages
Reading metadata required for CRM workflows

The MCP Server uses your generated MCP URL as the credential. Do not share this URL publicly.

Who Can Use This Feature?

MCP Server Integration is available for ATZ CRM Enterprise Plan accounts.

The MCP Server Integration page is visible in Admin Settings, but only Enterprise Plan accounts can generate or rotate the MCP Server URL.

You need:

An active ATZ CRM Enterprise Plan account
Access to Admin Settings
Permission to manage integrations
A compatible MCP client such as ChatGPT, Claude, Gemini, or another MCP-compatible tool

Why Use the ATZ CRM MCP Server?

Work Faster

Ask natural-language questions instead of manually searching through multiple CRM pages.

Example:

Find candidates with React experience in London.

Reduce Context Switching

Use your AI assistant to retrieve CRM information, summarize data, and prepare follow-up actions from one place.

Improve Recruiter Productivity

Recruiters can quickly prepare candidate summaries, shortlist suitable profiles, review pipeline status, or create notes after calls.

Keep CRM Data Structured

The MCP Server works through defined tools and account-scoped access, so actions happen through controlled ATZ CRM workflows.

Important Security Notes

Your MCP Server URL is a credential.

Anyone with this URL may be able to connect an MCP client to your ATZ CRM account, depending on the enabled tools and account access. Treat it like a password.

Security recommendations:

Do not share the MCP URL in public channels
Do not paste it into documents or tickets unless required
Rotate the MCP URL if you think it has been exposed
Review tool calls in your AI client before approving actions
Disable MCP if your team is not actively using it

ATZ CRM stores only the hashed token. The raw MCP URL is shown only when generated or rotated.

How To Generate Your ATZ CRM MCP Server URL

Log in to ATZ CRM.
Go to Admin Settings.
Open Integrations.
Click MCP Server Integration.
Review the security warning.
Click Generate URL.
Copy the generated MCP Server URL.

Important: The full URL is shown only once after generation or rotation. If you leave the page or refresh it, only a masked version will be visible.

If you need a new copyable URL later, use Rotate URL.

How To Rotate Your MCP Server URL

Use Rotate URL when:

The URL may have been shared with the wrong person
An employee with access has left the company
You want to reset access for connected AI clients
You need to connect a new MCP client and no longer have the full URL

Steps:

Go to Admin Settings.
Open MCP Server Integration.
Click Rotate URL.
Copy the new URL.
Update your MCP client with the new URL.

Rotating the URL invalidates the previous credential.

How To Disable MCP Access

Go to Admin Settings.
Open MCP Server Integration.
Turn off MCP Server.
Confirm the setting is disabled.

When disabled, MCP clients using the URL will not be able to connect.

Connecting ATZ CRM MCP Server To ChatGPT

Requirements may vary depending on your ChatGPT plan and OpenAI’s current connector availability.

General setup:

Open ChatGPT settings.
Go to Apps & Connectors.
Open advanced connector settings if required.
Create a custom MCP connector.
Enter a name such as ATZ CRM.
Paste your ATZ CRM MCP Server URL.
For authentication, choose No authentication.

Why “No authentication”?

ATZ CRM uses the generated MCP URL itself as the credential. You do not need to add a Bearer token or API key.

After setup, start a chat and select the ATZ CRM connector when you want ChatGPT to use ATZ CRM tools.

Connecting ATZ CRM MCP Server To Claude

Requirements may vary depending on your Claude plan and connector availability.

General setup:

Open Claude settings.
Go to Connectors.
Add a custom connector.
Enter a name such as ATZ CRM.
Paste your ATZ CRM MCP Server URL.
Save the connector.
Start a conversation and allow Claude to use the connector when needed.

Most MCP clients ask before running tools. Review each tool request before approving it.

Supported MCP Tools

ATZ CRM currently supports the following MCP tool categories.

Candidates

List candidates
Read candidate details
Create candidates
Update candidates

Example prompts:

Find candidates with C++ experience in London.

Open the full profile for this candidate.

Create a candidate named Priya Sharma with this email and phone number.

Jobs

List jobs
Read job details
Create jobs
Update jobs

Example prompts:

Find active software engineering jobs.

Show me the job details for Senior Backend Developer.

Create a new job for Account Manager at Acme Corp.

Organizations

List organizations
Read organization details
Create organizations
Update organizations

Example prompts:

Find organizations in the healthcare industry.

Show me all details for Acme Corp.

Create a new organization called Northstar Technologies.

Contacts

List contacts
Read contact details
Create contacts
Update contacts

Example prompts:

Find contacts at Acme Corp.

Show me the hiring manager details for this organization.

Add a new contact for this client.

Matches

List matches
Create candidate-job matches
Update match stage

Example prompts:

Show candidates matched to the Senior Recruiter job.

Match this candidate to the Account Executive role.

Move this candidate to the interview stage.

Notes

List notes
Create notes

Example prompts:

Show notes for this candidate.

Add a note that the candidate is available for interviews next week.

Activities

Create activities

Example prompts:

Create a follow-up activity for tomorrow morning.

Schedule a call activity for this candidate.

Metadata

List metadata used by MCP tools

For best results, be specific in your prompt.

Good search examples:

Find candidates with Python and Django experience in Manchester.

Find contacts at organizations in the finance industry.

Show active jobs for Acme Corp.

Find candidates who mention Kubernetes, AWS, or DevOps.

You can search by common recruiting fields such as:

Name
Email
Phone
Location
Skills
Current role
Experience
Company
Job title
Organization name
Contact name
Match stage
Notes

Candidate search is optimized for richer candidate profile data, including skills and searchable profile text.

Best Practices

Use names, emails, job titles, and company names when possible.
Ask for a specific output format, such as a table, shortlist, email draft, or meeting brief.
Review tool calls before approving them in your MCP client.
Use follow-up prompts to refine results.
Rotate the MCP URL if access may have been exposed.
Disable MCP when it is not needed.

Troubleshooting

I cannot generate an MCP URL

MCP URL generation is available only for Enterprise Plan accounts. If your account is not on Enterprise, you can view the page but cannot generate or rotate the URL.

My AI client cannot connect

Check that:

The MCP Server URL was copied correctly
MCP Server is enabled in ATZ CRM
The URL has not been rotated
Your AI client supports custom MCP connectors
You selected No authentication if the client asks for authentication

The URL is masked and I cannot copy it

For security, ATZ CRM only shows the full URL once after generation or rotation. Rotate the URL to get a new copyable credential.

A search did not return expected results

Try using more specific terms, such as skills, location, email address, job title, or organization name. For candidate searches, include important terms clearly in the prompt.

Example:

Find candidates with C++ experience in London.

Rate Limits

ATZ CRM MCP Server follows the same request policy used by ATZ CRM Open API. Very large or repeated requests may be limited depending on your account and system protections.

List tools are paginated and capped to keep responses stable and fast.

Important Disclaimer

AI assistants may summarize, transform, or interpret CRM data. Always review important outputs before sending them to candidates, clients, or hiring managers.

For write actions such as creating candidates, adding notes, or updating stages, review the tool call before approving it in your MCP client.

Reach out regarding any queries:)