Connect Trellus to Claude Code

What you need:

• A Trellus account with API access

Built from each app's own docs.

Plan: A Claude Code login.

1. In your terminal, run: claude mcp add --transport http trellus https://mcp.trellus.ai/rpt/mcp
2. Start claude and type /mcp. Pick it and sign in in your browser if it asks.
3. Run claude mcp list. It should say Connected.

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. For reports on a timer, Trellus also has a Call Data API. Keep that key in an env var.

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

From trellus.ai and trellus.ai and code.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 · Grok Bot · Gemini · Copilot

All tools for Claude Code · Every AI and tool