Lever AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Lever MCP or direct API to source candidates, update job postings, manage interviews, and send candidate emails through natural language.
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Lever is an applicant tracking system that blends sourcing, CRM, and analytics for recruiting. It helps companies scale hiring with collaborative workflows and actionable insights.
▪ Tools & Triggers
Supported Tools and Triggers
Every Lever action and event your agent gets out of the box.
Add Opportunity Links
Tool to add links to a contact associated with an opportunity. Use when you need to attach URLs like LinkedIn profiles, GitHub accounts, personal websites, or other social media links to a candidate. Adding new links does not replace existing links.
Add Opportunity Sources
Tool to add sources to an opportunity. Use when you need to attribute specific recruitment channels or sources to an existing opportunity.
Add Opportunity Tags
Tool to add tags to an opportunity. Use when you need to append labels or categorize an existing opportunity.
Create Form Submission
Tool to create a completed profile form submission for a candidate's opportunity profile. Use when you need to submit a filled form based on an existing template.
Create Form Template
Tool to create a profile form template for an account. Use when you need to create a new form template with custom fields.
Create Interview
Tool to create an interview on an externally-managed panel in Lever. Use when scheduling a new interview for an opportunity on a panel where externallyManaged is true.
Create Note
Tool to create a note on an opportunity profile or add a threaded comment to an existing note.
Create Opportunity
Tool to create a new candidate opportunity in Lever. Use when adding a new candidate to the system with automatic email-based deduplication.
Create Panel
Tool to create a new interview panel for an opportunity. Use when scheduling interviews for a candidate.
Create Requisition
Tool to create a new requisition in Lever for tracking hiring needs. Use when establishing job requisitions to manage headcount and hiring workflows.
Create Requisition Field
Tool to create a custom requisition field schema for use across requisitions. Use when establishing requisition field schemas for your account.
Create Requisition Field Option
Tool to add new options to a dropdown requisition field without replacing existing options. Use when you need to expand dropdown choices for requisition fields.
Upload File
Tool to upload a file temporarily to Lever for use with posting applications. Use when you need to attach resumes or documents before creating opportunities. Files expire after 24 hours and have a 30MB size limit.
Create User
Tool to create a new user in the Lever system. Use when adding a new team member with configurable access role.
Deactivate User
Tool to deactivate a user in the Lever system. Use when you need to prevent a user from logging in while preserving their historical records. Deactivated users remain in the system for historical record keeping but can no longer log in and use Lever.
Delete Form Template
Tool to delete a profile form template from account. Use when you need to remove a custom API-created form template. System templates cannot be deleted.
Delete Interview
Tool to delete an interview from an opportunity panel. Use when you need to remove an externally managed interview on behalf of a user. Only interviews with externallyManaged=true can be deleted.
Delete Note
Tool to delete a note on an opportunity. Use when you need to remove an API-created note.
Delete Panel
Tool to delete a panel from an opportunity. Use when you need to remove an externally managed panel on behalf of a user. Only panels with externallyManaged=true can be deleted.
Delete Requisition
Tool to delete or archive a requisition from Lever account. Use when you need to remove a requisition.
Delete Requisition Field
Tool to delete a requisition field from the account. Use when you need to remove a requisition field that is no longer in use.
Delete Requisition Field Option
Tool to remove specific options from a dropdown requisition field. Use when you need to delete dropdown choices without removing the entire field.
Download File
Tool to download a file associated with an opportunity. Use when you have opportunity and file UIDs and need to retrieve the actual file content.
Get File Metadata
Tool to retrieve metadata for a single file on an opportunity. Use when you have opportunity and file UIDs and need details like name, size, and status before downloading.
Get Form
Tool to retrieve a specific profile form for an opportunity. Use when you need to fetch details of a form including field values and completion status.
Get Form Template
Tool to retrieve a single form template by unique identifier. Use when you need to obtain a reference template for creating a new profile form.
Get Interview
Tool to retrieve a single interview for an opportunity. Use when you need to fetch detailed interview information by opportunity and interview UIDs.
Get Note
Tool to retrieve a single note for an opportunity. Use when you need to fetch detailed information for a specific note after confirming the opportunity and note IDs.
Get Opportunity
Tool to retrieve detailed information about a single opportunity. Use when you need to fetch comprehensive candidate details including contact information, stage progression, sources, tags, and applications.
Get Panel
Tool to retrieve a single interview panel for an opportunity. Use when you need to fetch detailed panel info by opportunity and panel UIDs.
Get Requisition
Tool to retrieve detailed information about a single requisition by ID. Use when you need to fetch comprehensive requisition details including hiring status, headcount, and associated postings.
Get Requisition Field
Tool to retrieve detailed information about a single custom requisition field by ID. Use when you need to fetch the schema and configuration of a specific requisition field.
Get Stage
Tool to retrieve detailed information about a single stage by its UUID. Use when you need to fetch stage details from the recruiting pipeline workflow.
Get User
Tool to retrieve detailed information about a single user by their UUID. Use when you need to fetch complete user profile data including access role, contact links, and organizational details.
List Opportunity Files
Tool to list all files on an opportunity. Use after obtaining the opportunity UID.
List Forms
Tool to list all profile forms for an opportunity. Use when you need to retrieve all forms associated with a candidate's profile.
List Form Templates
Tool to list all active form templates. Use when you need to retrieve all profile form templates for an account.
List Interviews
Tool to list all interviews for an opportunity. Use when you have an opportunity UID and need to retrieve all its interviews.
List Notes
Tool to list notes on an opportunity profile. Use when you have an opportunity UID and need to retrieve its notes.
List Offers
Tool to list offers for an opportunity. Use when you have an opportunity UID and need to retrieve its offers.
List Opportunities
Tool to list all opportunities in the hiring pipeline. Use when you need to retrieve candidate opportunities with optional filtering by contact, posting, stage, tags, time ranges, or other criteria.
List Panels
Tool to list all interview panels for an opportunity. Use when you need to retrieve all panels associated with a specific opportunity UID.
List Postings
Tool to list all job postings including published, internal, closed, draft, pending, and rejected postings. Use when you need to retrieve job postings with optional filtering by state, team, department, location, commitment, level, tag, or update timestamp.
List Referrals
Tool to list all referrals for an opportunity. Use when you have an opportunity UID and need to retrieve its referrals.
List Requisition Fields
Tool to list all requisition field schemas in your Lever account with optional filtering. Use when you need to retrieve requisition fields with optional filtering by required status or field type.
List Requisitions
Tool to list all requisitions with filtering and pagination. Use when you need to retrieve requisitions, optionally filtered by status, code, confidentiality, or creation date.
List Opportunity Resumes
Tool to list all resumes for an opportunity. Use after obtaining the opportunity UID to retrieve candidate resumes.
List Sources
Tool to list all recruitment sources in your Lever account. Use when you need to retrieve information about sources (e.g., LinkedIn, Indeed, referrals, career site).
List Stages
Tool to retrieve all pipeline stages in your Lever account. Use when you need to list all hiring stages.
List Tags
Tool to list all tags in your Lever account. Use when you need to retrieve tags used to categorize candidates, opportunities, and postings.
List Users
Tool to retrieve all active users in your Lever account with optional filters. Use when you need to list users, filter by email, access role, or include deactivated users.
Reactivate User
Tool to reactivate a previously deactivated user in the Lever system. Use when you need to restore login and Lever access to a user. After reactivation, the user's deactivatedAt field will be set to null, indicating the user is active again.
Remove Contact Links by Opportunity
Tool to remove links from a contact associated with an opportunity. Useful when invalid or outdated URLs need to be detached from a candidate profile.
Remove Opportunity Sources
Tool to remove sources from an opportunity. Use when you need to delete source attributions from a candidate's recruitment tracking information.
Remove Opportunity Tags
Tool to remove tags from an opportunity. Use when you need to detach specific labels from an existing opportunity before further updates or archiving.
Update Form Template
Tool to update an existing profile form template. Use when you need to modify a form template's name, instructions, fields, or other properties.
Update Interview
Tool to update an interview on an externally-managed panel. Use when modifying all details of an externally-managed panel interview via API.
Update Note
Tool to update a note on an opportunity profile. Endpoint: PUT /opportunities/{opportunity}/notes/{note} Notes: Only notes originally created via the API can be updated.
Update Panel
Tool to update an externally-managed panel for an opportunity. Use when modifying panel details such as applications, timezone, interviews, or notes after confirming the panel is externally-managed.
Update Requisition
Tool to update an existing requisition in Lever. Use when modifying requisition details such as name, headcount, status, or other attributes. This performs a full resource update where all required fields must be provided.
Update Requisition Field
Tool to update an existing requisition field in Lever. Use when modifying requisition field properties. IMPORTANT: This is an atomic update - include all properties you want to keep, as omitted properties will be deleted.
Update Requisition Field Option
Tool to update existing options in a dropdown requisition field without replacing the entire field object. Use when you need to modify the text of dropdown choices for requisition fields.
Update User
Tool to update an existing user in the Lever system. Use when modifying user information such as name, email, access role, or job details. WARNING: This performs a full resource update - all fields will be overwritten, and missing optional fields will be reset to defaults.
Upload File to Opportunity
Tool to upload a file permanently to an opportunity. Use when you need to attach resumes, documents, or other files directly to a candidate's opportunity profile. Files have a 30MB size limit.
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