Connect Trellus to Claude

What you need:

• A Trellus account with API access

Plan: Any Claude plan. Free can add one custom connector. Team and Enterprise: an Owner adds it.

1. Go to Customize, then Connectors.
2. Click + Add, then Add custom connector.
3. Name it Trellus. Enter https://mcp.trellus.ai/rpt/mcp and click Continue.
4. Keep the sign in settings it finds. Click Continue, then Add.
5. Click Connect. Sign in to Trellus and allow access.
6. In a new chat, click +, point to Connectors, and turn Trellus on.

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. Read only.

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

From trellus.ai and support.claude.com. Last checked Oct 28, 2026.

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

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

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