Candidate Management

Tools for creating and updating candidate records and uploading resumes.

loxo_create_candidate

Create a new candidate record with name, contact info, and current role. The candidate will be immediately available in Loxo after creation.

Parameters

Parameter	Type	Required	Description
name	string	Yes	Full name
email	string	No	Primary email address
phone	string	No	Primary phone number
current_title	string	No	Current job title
current_company	string	No	Current employer
location	string	No	City, region, or country
owned_by_id	string	No	Loxo user ID to set as record owner. If omitted, falls back to the LOXO_DEFAULT_OWNER_ID env var (if configured). If neither is set, the record is created without an owner.

Ownership precedence: explicit owned_by_id arg wins over the LOXO_DEFAULT_OWNER_ID env var, which wins over no owner at all.

Example

"Add a new candidate: James Park, VP of Operations at Ridgepoint Partners, based in New York, email james.park@ridgepoint.com"

Claude calls loxo_create_candidate with name: "James Park", email: "james.park@ridgepoint.com", current_title: "VP of Operations", current_company: "Ridgepoint Partners", and location: "New York". The candidate is now in Loxo and can be added to job pipelines.

Related tools

• loxo_update_candidate -- add tags, skillsets, or additional details after creation
• loxo_upload_resume -- attach a resume to the new candidate
• loxo_add_to_pipeline -- add the new candidate to a job

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loxo_update_candidate

Update an existing candidate's details: profile fields, tags, skillsets, sector experience, person type, and source type. Use the reference data tools to look up IDs for skillsets, sectors, person types, and source types before calling this.

Parameters

Parameter	Type	Required	Description
id	string	Yes	Candidate person ID
name	string	No	Full name
email	string	No	Email address to add
phone	string	No	Phone number to add
current_title	string	No	Current job title
current_company	string	No	Current employer
location	string	No	City, region, or country
tags	array of strings	No	Tags to set on the candidate
skillset_ids	array of numbers	No	Skillset IDs (from loxo_list_skillsets)
sector_ids	array of numbers	No	Sector IDs (from loxo_list_skillsets)
person_type_id	number	No	Person type ID (from loxo_list_person_types)
source_type_id	number	No	Source type ID (from loxo_list_source_types)
owned_by_id	string	No	Loxo user ID to set as record owner. If omitted, falls back to the LOXO_DEFAULT_OWNER_ID env var (if configured). If neither is set, the record is updated without changing ownership.

Ownership precedence: explicit owned_by_id arg wins over the LOXO_DEFAULT_OWNER_ID env var, which wins over no owner at all.

Example

"Update Sarah Chen's title to Managing Director and tag her as 'high-priority' and 'PE-background'"

Claude calls loxo_update_candidate with Sarah's person ID, current_title: "Managing Director", and tags: ["high-priority", "PE-background"]. Her profile in Loxo is updated immediately.

Related tools

• loxo_get_candidate -- verify the updated profile
• loxo_list_skillsets -- look up skillset and sector IDs
• loxo_list_person_types -- look up person type IDs
• loxo_list_source_types -- look up source type IDs

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loxo_upload_resume

Upload a CV or resume file to a candidate's profile. The file must be base64-encoded. Supported formats include PDF, DOCX, and DOC.

Parameters

Parameter	Type	Required	Description
person_id	string	Yes	The candidate's person ID
file_name	string	Yes	File name with extension (e.g., "sarah-chen-resume.pdf")
file_content_base64	string	Yes	Base64-encoded file content

Example

"Upload this resume PDF to Sarah Chen's profile"

Claude encodes the file as base64, then calls loxo_upload_resume with Sarah's person ID, file_name: "sarah-chen-resume.pdf", and the base64-encoded content. The resume is now attached to her profile in Loxo and available for download.

Related tools

• loxo_get_candidate -- verify the resume was attached to the profile
• loxo_create_candidate -- create the candidate first if they don't exist yet