Trussi AI

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. 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 Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.

• 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