Loxo Bundle

Agency ATS + BD mapping + personalised sequence copy—in one assistant surface. This bundle connects Claude Code to Loxo so you search people, score against job briefs with note write-back, capture structured interview feedback, export job pipelines, draft jobs from intake notes, bulk-update people, run pipeline analytics, map client companies for BD, and generate export-first personalised sequence messaging with Claude.

Why this bundle exists

Agency teams juggle recruiting pipelines, client relationships, and outbound. Loxo already powers those workflows; the gap is repeatable cross-skill automation (search → score → export → personalise) without copy-paste between tabs. These skills expose the documented REST API so your coding assistant can run that chain from your project.

How you benefit

• One brief, ranked cohorts — Scoring writes back as notes so recruiters see rationale inside Loxo.
• BD and recruiting together — map-company produces client briefs (contacts, open jobs, activity) alongside pipeline skills.
• Personalised outreach without blind sends — personalize-sequence is export-first: Claude drafts per-person copy for human review before anything goes live.

Example prompts

When Claude has access to Loxo through this bundle’s API integration (with your keys and project configured), you can ask in plain language—for example:

• Search my people index for ‘enterprise AE’ in Texas and export the top 30 with key fields for a calling block.
• Score people on job 42 against this client brief and add notes back to Loxo so the team sees your ranking logic.
• Map Sterling Holdings: contacts, open jobs, and recent activity so I can brief the partner before the pitch.
• Draft personalised outreach lines for this list of people on our active sequence—export only, no auto-send.

Full power (easy to miss)

• Loxo API is often a paid add-on—verify API access with Loxo before purchase; 401/403 usually means entitlement, not a broken script.
• Loxo Source is Loxo’s native talent intelligence; this bundle layers Claude for scoring, narratives, and outreach copy—it does not replace Loxo Source.

What you get

A downloadable ZIP (after packaging) with nine skills, shared _lib REST helpers, and buyer setup samples.

Included skills

Skill	What it does
search-people	Progressive Lucene search across your Loxo people index
score-people	Claude scores people on a job; writes a note back to Loxo
write-feedback	Structured interview feedback as a person note
export-pipeline	Full job pipeline to Excel
create-job	Draft a job from intake notes; link to client company
update-person	Bulk update people from CSV/Excel
generate-report	Pipeline metrics plus Claude narrative
map-company	Client company brief: contacts, open jobs, activity
personalize-sequence	Personalised outreach copy per person (export-first)

Requirements

• LOXO_API_KEY — Bearer token from Loxo (Settings → API Keys)
• LOXO_AGENCY_SLUG — your agency path segment (same as in your Loxo web URL)
• ANTHROPIC_API_KEY — for Claude
• Optional LOXO_DOMAIN — defaults to app.loxo.co

API access pricing

Loxo API access is a separate add-on to your Loxo subscription. Contact Loxo support or your account manager to enable API access and obtain your key. If you receive 401 or 403 responses, verify that API access is enabled on your account.

Loxo Source

Loxo’s Loxo Source product provides built-in talent intelligence. This bundle layers Claude for scoring, narrative reporting, and outreach copy — it does not replace Loxo Source.

Compatibility

macOS and Windows (run.sh / run.ps1). Works with Claude Code and similar assistants where Python 3 and dependencies match the bundle.

Release history

Below is the same content as CHANGELOG.md in this bundle, so you can see version history before purchase. After download, both files ship together in the ZIP.

Changelog

1.0.2 — 2026-04-30

• Add bundle-root .env.example documenting environment variables for this integration (copy to .env). No skill behavior changes.

1.0.1 — 2026-04-30

• Maintenance release: refreshed buyer-facing PRODUCT.md release history (mirrored from CHANGELOG.md) and rebuilt the distribution ZIP. No skill behavior changes.

1.0.0 — 2026-04-29

• Initial Loxo bundle: nine skills (search-people, score-people, write-feedback, export-pipeline, create-job, update-person, generate-report, map-company, personalize-sequence).
• REST client for https://{LOXO_DOMAIN}/api/{LOXO_AGENCY_SLUG}/ with Bearer auth, scroll and page pagination helpers, and exponential backoff on HTTP 429.
• Sequences helpers are best-effort against undocumented outreach endpoints; personalize-sequence supports --template-file when the API does not return step bodies.