Integration · Documents

Connect Claude & ChatGPT to Truss

Ask your AI which client requests are still open in a Truss project, what a client has uploaded or which projects have a given status. It can read projects, tasks, comments, contacts and entities. It can also create projects, contacts, entities and tasks, including invoice and e-sign requests, and move projects to a new status.

Connect Truss free

Free plan, no credit card. Takes about a minute.

Try asking

“What is still outstanding on the Hansen household project?”
The AI finds the project and lists its tasks with their status, so you see what the client has not sent yet.
“What did the client upload for the bank statements task?”
It reads the task with its status and the files that were uploaded.
“Request last year's bank statements from Peter Olsen, due Friday.”
It finds Peter's project and creates a task with a name, description and due date.

What your AI can do

Projects and statuses

Search, create and update client projects, set their status, add notes and give people or contacts access.

Tasks and requests

List, create and update tasks, read uploaded files and comments, and create invoice, contact info verification or e-sign requests.

Contacts and entities

Search and create contacts and client entities such as households, LLCs and trusts, and link them to projects.

“Set up a new project for Nordic Trust and link the entity.”
It creates the project, finds or creates the entity with name, type and EIN, and links the entity to the project.
“Move the Hansen project to Ready for review.”
It looks up your firm's project statuses and sets the project to the matching one.
“Remind the client about the missing payslips.”
It posts a comment on the task and, if you ask it to, notifies the client.

27 tools for Truss

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_contact_to_projectChanges dataGive an existing contact access to a project by `contact_id` and `project_id`.
add_email_to_projectChanges dataGive a person access to a project by `assignee_email` and `project_id`, with an optional role.
add_project_noteChanges dataAdd a note to a project by `project_id` with `comment_content`.
add_task_commentChanges dataPost a comment on a task by `project_id` and `task_id`. Set `send_notification_to_assignees` to notify the client.
create_contactChanges dataCreate a contact: `contact` with first and last name, emails, phones and tags. Search first to avoid duplicates.
create_entityChanges dataCreate a client entity: `entity` with name, entity type (e.g. Household, LLC, Trust), EIN and client ID number.
create_projectChanges dataCreate a client project with `project_name`, optionally linked to a `contact_id` and owned by a firm user.
create_project_taskChanges dataCreate a task in a project: `name`, description and due date. Set `task_type` to invoice (with `amount_due`, which asks the client to pay), contact_info_verification or ez_sign; omit it for a plain request.
delete_project_taskDeletesPermanently delete a task by `project_id` and `task_id`. This cannot be undone.
get_contactGet one contact by `contact_id`, with emails, phones and tags.
get_entityGet one entity by `entity_id`.
get_projectGet one project by `project_id`, with its clients, status and task progress.
get_project_noteGet the internal note on a project by `project_id`.
get_project_taskGet one task by `project_id` and `task_id`, with its status and uploaded files.
link_entity_to_contactChanges dataLink an entity to a contact by `entity_id` and `contact_id`.
link_entity_to_projectChanges dataLink an entity to a project by `entity_id` and `project_id`.
list_document_categoriesList the document categories used to file tasks and uploads.
list_firm_usersList the users (staff) in your firm.
list_project_statusesList the project statuses defined for your firm, with their IDs.
list_project_tasksList the tasks (client requests) in one project by `project_id`.
list_task_commentsList the comments on a task by `project_id` and `task_id`.
search_contactsSearch contacts by `query`, tag or filters. Use this to find a contact's ID before creating one.
search_entitiesSearch client entities (households, companies, trusts and so on) by `query`, tag or entity type.
search_projectsSearch projects by `query` (project name, client ID number or contact name/email), tag, status or archived state. Use this to find a project's ID.
set_project_statusChanges dataSet a project's status by `project_id` and `status_id` (see list_project_statuses).
update_projectChanges dataUpdate a project's name, reminder schedule or metadata by `project_id`.
update_project_taskChanges dataUpdate a task's name, description, due date or `status` (to_do, pending_review, approved) by `project_id` and `task_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Truss from the app list.
2
Paste your key
Paste your Truss API key. In Truss, open the menu at the top right, choose Integrations and copy your API key.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Truss?

The AI can search and read projects, tasks, task comments, project notes, contacts, entities, document categories, project statuses and firm users. It can create projects, contacts, entities, tasks, notes and comments, update projects and tasks, set a project's status, link entities, give people access to a project and delete tasks.

Does the AI see my Truss API key?

No. Your Truss API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting a task is permanent, and an invoice task asks the client to pay, so both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Truss account.

What kinds of tasks can the AI create?

By default a plain request, with a name, description and due date. It can also create an invoice task with an amount due, which asks the client to pay, a contact info verification task or an e-sign task. Task status can be set to to do, pending review or approved.