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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

ParameterTypeRequiredDescription
person_idstringYesThe candidate's person ID
activity_type_idsstring[]NoRestrict results to activities of these types only. Use loxo_get_activity_types to discover IDs. Rejected if empty; each element must be numeric.
per_pagenumberNoResults per page
scroll_idstringNoPagination cursor from a previous request
response_formatstringNo"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.


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

ParameterTypeRequiredDescription
person_idstringNoID of the person for this activity
job_idstringNoID of the related job
company_idstringNoID of the related company
activity_type_idstringYesID of the activity type (from loxo_get_activity_types)
notesstringNoNotes 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.


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

ParameterTypeRequiredDescription
person_idstringNoID of the person for this activity
job_idstringNoID of the related job
company_idstringNoID of the related company
activity_type_idstringYesID of the activity type (from loxo_get_activity_types)
created_atstringYesISO datetime when the activity should occur
notesstringNoNotes 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.


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

ParameterTypeRequiredDescription
user_idnumberNoFilter tasks by a specific user ID
start_datestringNoStart date (ISO format, e.g. "2026-03-23")
end_datestringNoEnd date (ISO format, e.g. "2026-03-27")
per_pagenumberNoResults per page
scroll_idstringNoPagination cursor from a previous request
response_formatstringNo"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.


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

ParameterTypeRequiredDescription
workflow_idstringNoDeal 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_formatstringNo"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.