Trussi AI (Claude)
Bring your Trussi roofing CRM into Claude - find projects and customers, track pipeline and schedules, pull dashboards and reports, and log updates without leaving the chat.
Trussi AI connects your Trussi roofing CRM to Claude so your team can run the business in plain language. Ask about your work: - Find and open projects and customers, with full job detail (status, quotes, files, measurements) - Check your sales pipeline, dashboard, and leaderboard - Pull month-by-month revenue, AR/collections, and marketing-channel performance - See calendar, labor, and delivery schedules for any day or date range - Review profit analysis, worksheets (signed value / collected / balance due), and insurance supplements - Read project and per-user activity timelines, and run your saved reports Take action (with your permissions): - Add comments, create calendar events and quotes, and move projects through the pipeline Built for security: - OAuth 2.0 sign-in with PKCE - Claude only sees data your account already allows - Every request is account-scoped and capability-checked, exactly like the Trussi app - Read and write are separate scopes you approve when connecting Scoped automatically by role and branch, so reps, production, and owners each see the right data.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/trussi-ai. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://my.trussi.ai/api/mcp/mcp. Sign-in: Required. Publisher documentation: https://trussi.ai/integrations/ai-connector. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
trussi_create_calendar_event
trussi_create_comment
trussi_create_quote
trussi_get_activity
trussi_get_collections
trussi_get_dashboard
trussi_get_leaderboard
trussi_get_marketing_channels
trussi_get_pipeline
trussi_get_profit_analysis
trussi_get_project
trussi_get_project_worksheets
trussi_get_revenue_trend
trussi_list_calendar_events
trussi_list_company_documents
trussi_list_customers
trussi_list_dead_lead_reasons
trussi_list_job_catalog
trussi_list_locations
trussi_list_production_orders
trussi_list_project_activity
trussi_list_project_comments
trussi_list_project_files
trussi_list_project_supplements
trussi_list_projects
trussi_list_quote_templates
trussi_list_quotes
trussi_list_saved_reports
trussi_list_team
trussi_run_saved_report
trussi_search_projects
trussi_update_pipeline_stage
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