Activities & Tasks
Tools for tracking calls, emails, meetings, and other recruiter activities. Log completed work, schedule follow-ups, and review activity history.
loxo_get_candidate_activities
Full unfiltered activity timeline for a candidate: all calls, emails, meetings, notes, pipeline moves, and automation events, most recent first.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
person_id | string | Yes | The candidate's person ID |
activity_type_ids | string[] | No | Restrict results to activities of these types only. Use loxo_get_activity_types to discover IDs. Rejected if empty; each element must be numeric. |
per_page | number | No | Results per page |
scroll_id | string | No | Pagination cursor from a previous request |
response_format | string | No | "json" or "markdown" |
Example — filtered view
"Show me only the call activities for candidate 42."
Claude calls loxo_get_activity_types to find the call type ID, then calls loxo_get_candidate_activities with person_id: "42" and activity_type_ids: ["<call_id>"], returning only call-type activities.
Example — full timeline
"Show me everything that's happened with candidate 28194"
Claude calls loxo_get_candidate_activities with person_id: "28194", returning the full activity timeline -- calls, emails sent, pipeline stage changes, interview notes, and automation events -- most recent first. This is useful for reviewing a candidate's engagement history before a follow-up call.
Related tools
loxo_get_candidate_brief-- includes recent activities alongside profile and contact detailsloxo_log_activity-- record a new activity after reviewing the timeline
loxo_log_activity
Record a completed activity (call, email, meeting, interview) against a candidate. Use loxo_get_activity_types first to find the right activity type ID.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
person_id | string | No | ID of the person for this activity |
job_id | string | No | ID of the related job |
company_id | string | No | ID of the related company |
activity_type_id | string | Yes | ID of the activity type (from loxo_get_activity_types) |
notes | string | No | Notes about the completed activity |
Example
"Log a call with Marcus Rivera about the Northvale role -- he's interested but wants to wait until Q3"
Claude looks up the activity type ID for "Call" using loxo_get_activity_types, then calls loxo_log_activity with Marcus's person ID, the Northvale job ID, the call activity type ID, and notes capturing that he is interested but prefers a Q3 timeline. The activity now appears on his timeline in Loxo.
Related tools
loxo_get_activity_types-- look up the activity type ID before loggingloxo_schedule_activity-- schedule a future follow-up instead of logging a past eventloxo_get_candidate_activities-- verify the activity was logged
loxo_schedule_activity
Create a future activity (call, meeting, interview) for a candidate. The activity will appear on your task list for the scheduled date. Use loxo_get_activity_types first to find the right activity type ID.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
person_id | string | No | ID of the person for this activity |
job_id | string | No | ID of the related job |
company_id | string | No | ID of the related company |
activity_type_id | string | Yes | ID of the activity type (from loxo_get_activity_types) |
created_at | string | Yes | ISO datetime when the activity should occur |
notes | string | No | Notes about the scheduled activity |
Example
"Schedule a follow-up call with Sarah Chen for next Tuesday at 2pm"
Claude looks up the activity type ID for "Call," then calls loxo_schedule_activity with Sarah's person ID, the call activity type ID, created_at: "2026-03-31T14:00:00Z", and notes like "Follow up on interview feedback from Northvale." The call now appears on the task list for that date.
Related tools
loxo_get_activity_types-- look up the activity type ID before schedulingloxo_log_activity-- record a completed activity instead of scheduling a future oneloxo_get_todays_tasks-- view scheduled activities for a given day
loxo_get_todays_tasks
All scheduled items for today or a date range. Optionally filter by user. Use this to review what needs to happen today or plan ahead for the week.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
user_id | number | No | Filter tasks by a specific user ID |
start_date | string | No | Start date (ISO format, e.g. "2026-03-23") |
end_date | string | No | End date (ISO format, e.g. "2026-03-27") |
per_page | number | No | Results per page |
scroll_id | string | No | Pagination cursor from a previous request |
response_format | string | No | "json" or "markdown" |
Example
"What's on my schedule for this week?"
Claude calls loxo_get_todays_tasks with start_date: "2026-03-23" and end_date: "2026-03-27", returning all scheduled calls, meetings, and follow-ups for the week. Claude can then summarize the week's agenda and highlight any high-priority items.
Related tools
loxo_schedule_activity-- add a new item to the task listloxo_list_users-- find a user ID to filter tasks by team member
loxo_get_activity_types
List all activity types and their IDs. Call this before logging or scheduling activities so you use the correct activity type ID.
By default (no workflow_id), this returns candidate activity types (e.g., Call, Email, Meeting, Interview, Note). To get deal-specific activity types (e.g., "Deal Won", "New Lead", "Terms Signed"), pass the deal's workflow_id. Deal activity types are separate from candidate activity types and must be looked up with the appropriate workflow_id.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
workflow_id | string | No | Deal workflow ID. When provided, returns deal-specific activity types for that pipeline instead of candidate activity types. Get workflow IDs from loxo_list_deal_workflows. |
response_format | string | No | "json" or "markdown" |
Example — candidate activity types
"What activity types are available in Loxo?"
Claude calls loxo_get_activity_types, returning all available candidate types (e.g., Call, Email, Meeting, Interview, Note) with their IDs. These IDs are required when logging or scheduling activities against candidates.
Example — deal activity types
"Log a 'Deal Won' activity on deal 99."
Claude calls loxo_list_deal_workflows to find the relevant workflow ID, then calls loxo_get_activity_types with that workflow_id to retrieve deal-specific activity types. It then calls loxo_log_deal_activity with the correct activity_type_id.
Related tools
loxo_log_activity-- use the activity type ID to log a completed activity against a candidateloxo_schedule_activity-- use the activity type ID to schedule a future activityloxo_log_deal_activity-- log an activity on a deal (useworkflow_idto get deal-specific type IDs)loxo_list_deal_workflows-- find the workflow ID needed for deal activity type lookup