Trussi AI
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.
Add to Claude (opens in new tab)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.
Tools
- 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
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