Loxo MCP Server

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Companies & Reference Data ​

Tools for searching companies, viewing company details, and looking up reference data (users, skillsets, source types, person types).

loxo_create_company ​

Create a new company record (client or target account) in Loxo.

Parameters ​

ParameterTypeRequiredDescription
namestringYesCompany name. Trimmed; must be non-empty.

Returns ​

The created company record as returned by the Loxo API.

Notes ​

  • Only the name field is accepted right now. Additional fields (url, description, company type, status) should be edited in the Loxo UI until a loxo_update_company tool is added.
  • The request body is sent as application/x-www-form-urlencoded: company[name]=<name>.

Example ​

"Add Acme Corp as a new client."

Claude calls loxo_create_company with name: "Acme Corp". The company record is now in Loxo and can be linked to jobs and activities.

loxo_search_companies ​

Search the company database using Lucene queries. Uses cursor-based pagination with scroll_id, similar to candidate search.

Parameters ​

ParameterTypeRequiredDescription
querystringNoSearch query (Lucene syntax)
scroll_idstringNoCursor for pagination from a previous search
company_type_idintegerNoFilter by company type ID
list_idintegerNoFilter by list ID
company_global_status_idintegerNoFilter by company global status ID
response_formatstringNo"json" or "markdown"

Example ​

"Find all private equity firms in our database"

Claude calls loxo_search_companies with query: "private equity", returning matching companies with their names, types, and IDs. You can then ask Claude to pull full details on any company from the results.

loxo_get_company_details ​

Full company profile including description, contacts, relationships, and status. Use this to understand a client or target company before reaching out.

Parameters ​

ParameterTypeRequiredDescription
company_idintegerYesThe ID of the company
response_formatstringNo"json" or "markdown"

Example ​

"Tell me about Northvale Partners -- what do we know about them?"

Claude searches for Northvale Partners, then calls loxo_get_company_details with the company ID, returning the full profile -- description, industry, location, key contacts, and any notes or relationships on file.

loxo_list_users ​

All users in your Loxo agency with names and emails. Use this to find user IDs for filtering tasks or identifying who owns a candidate or job.

Parameters ​

ParameterTypeRequiredDescription
response_formatstringNo"json" or "markdown"

Example ​

"Who are all the recruiters on our team?"

Claude calls loxo_list_users, returning every user in the agency with their name, email, and user ID. These IDs can be used to filter tasks by team member.

loxo_list_skillsets ​

All Skillset and Sector Experience options with their IDs. Use these IDs when updating a candidate's skillsets or sector experience.

Parameters ​

No parameters.

Example ​

"What skillsets can I tag candidates with?"

Claude calls loxo_list_skillsets, returning all available skillset and sector options with their IDs. These IDs are used with loxo_update_candidate to set a candidate's skillsets or sector experience.

loxo_list_source_types ​

All candidate source types with their IDs. Use these IDs when setting or updating how a candidate was sourced.

Parameters ​

No parameters.

Example ​

"What source types are available?"

Claude calls loxo_list_source_types, returning all source type options (e.g., Referral, LinkedIn, Job Board, Direct Application) with their IDs. Use these IDs with loxo_update_candidate to record how a candidate was found.

loxo_list_person_types ​

All person type categories with their IDs. Use these IDs when setting or updating a candidate's person type (e.g., Candidate, Client Contact, Lead).

Parameters ​

No parameters.

Example ​

"What person types can I assign?"

Claude calls loxo_list_person_types, returning all person type categories with their IDs. Use these IDs with loxo_update_candidate to categorize a candidate.