Connect Trellus to ChatGPT

What you need:

• ChatGPT Business plan
• A Trellus account with API access

Plan: ChatGPT Business, Enterprise or Edu, on the web, set up by an admin or owner. Pro can add servers that only read.

1. In ChatGPT, open Plugins. Choose +, then Add custom MCP server.
2. Name it Trellus. Under Connection, enter https://mcp.trellus.ai/rpt/mcp
3. Pick OAuth. Sign in to Trellus and approve read access. Check that 4 tools show.
4. Tick I understand and want to continue. Select Create as a plugin.
5. In a new chat, type @ and pick Trellus.

Test it: Ask: how many calls did my team make yesterday in Trellus?

What it can do: Read your calls: counts, times, outcomes, one call at a time.

What it can't do: Read only. It can't call, edit your CRM, or change settings.

No API key needed. Trellus only reads, so ChatGPT Pro works too.

Trellus also writes your calls into Close. Connect Close to ChatGPT.

From trellus.ai and help.openai.com. Last checked Oct 28, 2026.

Never paste an API key into a chat. Use the app's connector screen.

Trellus with another AI: Claude · Claude Code · Grok Bot · Gemini · Copilot

All tools for ChatGPT · Every AI and tool