Integration · Company data

Connect Claude & ChatGPT to TrustLayer

Ask your AI which vendors on a project are not compliant, what coverage an insurance request tracks, or who the contact is at a subcontractor. It can search and read vendors and other primary records, requests, projects and other context records, insurance policies, requirements and contacts in TrustLayer. It can also create and update contacts and requests and update primary records.

Connect TrustLayer free

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

Try asking

“Which vendors on the Riverside project are not compliant?”
The AI finds the project, lists its request records filtered by compliance status and shows the vendors.
“Is Acme Roofing compliant?”
It searches primary records for Acme Roofing and reads its request records with their compliance status.
“What does the insurance request for Acme Roofing track?”
It lists the request record's attributes: the tracked coverage and field values.

What your AI can do

Vendors and requests

Search primary records such as vendors, read their compliance details, and create, update or archive request records.

Policies and requirements

Look up insurance policies and their documents, the requirements in your workspace and compliance certificates.

Contacts and projects

Search, create and update contacts, and find projects and other context records with their requests.

“Get the compliance certificate for Acme Roofing's request.”
It finds the request record and gets its compliance certificate.
“Which documents are attached to policy GL-448812?”
It lists the documents on that insurance policy.
“Add Peter Hansen, [email protected], as a contact.”
It checks that the contact does not exist yet and creates it with name, email and company.

26 tools for TrustLayer

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

create_contactChanges dataCreate a contact with `email` (required), contact person name, company name, title, phone, fax and address. Search first to avoid duplicates.
create_request_recordChanges dataCreate a request record (a compliance request) for a primary record by `primary_record_id`, with an optional `name` and `compliance_tracking` flag.
get_compliance_certificateGet the compliance certificate of a request record by `request_record_id`.
get_contactGet one contact by `contact_id`.
get_context_recordGet one context record (e.g. a project) by `context_record_id`.
get_policyGet an insurance policy by its `policy_number`.
get_primary_recordGet one primary record (e.g. a vendor) by `primary_record_id`, with address, status and compliance details.
get_request_recordGet one request record by `request_record_id`, with its compliance status and requirements.
get_workspaceGet the connected TrustLayer workspace's details. Use to confirm which workspace you are working in.
list_context_objectsList the context object types in the workspace (for example Projects or Locations) with their IDs.
list_context_record_requestsList the request records under one context record (e.g. a project) by `context_record_id`, filtered by `compliance_status` or primary record.
list_policy_documentsList the documents attached to an insurance policy by `policy_number`, filtered by primary record or dates.
list_primary_objectsList the primary object types in the workspace (for example Vendors or Tenants) with their IDs.
list_primary_record_contactsList the contacts assigned to a primary record by `primary_record_id`.
list_primary_record_requestsList the request records (compliance requests) of one primary record by `primary_record_id`, filtered by `compliance_status`, status or context record.
list_primary_record_tagsList the tags on a primary record by `primary_record_id`.
list_request_record_attributesList the attributes (tracked coverage and field values) of a request record by `request_record_id`.
list_requirementsList the insurance requirements defined in the workspace, filtered by `attribute_code` or `attribute_label`.
search_contactsSearch contacts by `email`, `contact_person_name`, `company_name` or dates. Use to find a contact's ID.
search_context_recordsSearch context records (e.g. projects or locations) by `name`, `status`, `context_object_id`, start/end dates or external codes.
search_primary_recordsSearch primary records (the parties you track, e.g. vendors) by `name`, `status`, `primary_object_id`, `external_codes` or dates; `limit`/`offset` paginate. Use to find a record's ID.
search_request_recordsSearch request records across the workspace by `name`, `compliance_status`, `status`, `primary_record_id`, `context_record_id` or dates.
search_usersSearch workspace users by `email`, `profile_name` or `role`.
update_contactChanges dataUpdate a contact by `contact_id`: email, name, company, title, phone, fax or address.
update_primary_recordChanges dataUpdate a primary record by `primary_record_id`: name, status (active/archived), address, website, external codes, portal message or notes.
update_request_recordChanges dataUpdate a request record by `request_record_id`: `name`, `status` (active/archived) or `compliance_tracking`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose TrustLayer from the app list.
2
Paste your key
Paste a TrustLayer API token. In TrustLayer, open Settings > Public API > API Keys and create a token. Workspace owners, admins and members can do this. Copy it right away, as it is shown only once.
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 TrustLayer?

The AI can search and read primary records, request records, context records, insurance policies and their documents, requirements, compliance certificates, contacts, users and your workspace. It can create contacts and request records, and update contacts, request records and primary records.

Does the AI see my TrustLayer API token?

No. Your TrustLayer credentials are encrypted at rest and never shown to the AI. After you save them, they are 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. Updating a primary record or request record, for example archiving it, can require your approval before it runs. 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 TrustLayer account.

Does the TrustLayer token expire?

Workspace tokens expire after a year, and personal tokens stop working if you leave the workspace. When a token stops working, create a new one in TrustLayer under Settings > Public API > API Keys and connect again with it.