Connect Claude to TrustPager

Run your CRM from a chat. Once Claude is connected to TrustPager, you can ask for your week's snapshot, add a contact, queue a follow-up, or find deals stuck in a stage — and it's done in seconds, all from plain English. Setup takes about five minutes.

Watch the walkthrough

The full flow end to end: generate your credentials in TrustPager, paste them into Claude's custom connector dialog, authorise the connection, and run a five-page snapshot prompt as your first action.

What you'll need

• A TrustPager account — every plan supports the Claude connector, including the free trial
• A Claude account at https://claude.ai — a free plan gets you started; a paid plan gets more done

Step 1 — Generate your credentials in TrustPager

Open https://app.trustpager.com/ai-agents/ai-access (or navigate to Auto → AI Access in your workspace).

Click Set up AI Access. TrustPager will reveal three credentials:

• MCP Server URL — your workspace's connection address
• OAuth Client ID — generated automatically
• OAuth Client Secret — only shown once

Copy all three and keep them handy. If you close the page before copying the Secret, click Reset AI Access and start fresh.

Tip: Save the Client Secret to a password manager before leaving the page. It's the one credential TrustPager won't show you a second time.

Step 2 — Add the connector in Claude

1. In Claude, click the Customize icon in the left navbar
2. Click Connectors
3. Click the + button in the top-right, then choose Add custom connector
4. Name it — e.g. TrustPager
5. Paste in your MCP Server URL
6. Expand Advanced settings and paste the OAuth Client ID and OAuth Client Secret
7. Click Add

The TrustPager connector will appear in your list. Click Connect — Claude will open a TrustPager window asking you to confirm access. Click Authorise and you'll be taken straight back to Claude with the connection active.

Sign in with your TrustPager email and password. If your login belongs to more than one workspace and the address you connected doesn't name one, TrustPager lists your workspaces after you sign in, and you pick the one to connect.

Step 3 — Approve Claude's first action

The first time Claude uses a TrustPager tool, it'll ask for your go-ahead. Click Allow to approve once, or Always allow to skip the check for that tool in future.

Claude is your executive assistant — it can only work on what you give it permission for.

What Claude can do on its own

A new connection lets Claude add and update your records straight away. Deleting anything, and sending emails or SMS, waits for a person to approve it at https://app.trustpager.com/settings/approvals. Claude cannot approve its own requests, so nothing goes out to a customer without someone on your team saying yes.

You can change this for each part of your CRM on the Scopes tab at https://app.trustpager.com/ai-agents/ai-access. Write Auto, Delete with Approval is the recommended setting. Write & Delete with Approval holds every change for approval.

Tell Claude how your CRM is organised

Open the Instructions tab at https://app.trustpager.com/ai-agents/ai-access and write a few plain rules: where a new job goes, how to treat each kind of person, and what Claude should never do without asking. It saves as you type, and every Claude connected to your workspace reads it automatically, so nobody has to paste it into their own chat.

What you can ask Claude to do

Once connected, just describe what you need. Examples:

• "Get me ready for the week — last week's revenue, deals stuck in Discovery, today's bookings, open service requests, and leads needing follow-up."
• "Add Sarah Johnson as a contact and move her to the follow-up stage."
• "Create a task for Luddy to call this lead back tomorrow morning."
• "Send a follow-up email to contacts tagged as quoted."

Claude handles the rest — no clicking through menus, no copying details between systems.

If Claude says it can't complete an action due to a missing approval, see https://www.trustpager.com/help-center/claude-connector-no-approval-received.

Related

• https://www.trustpager.com/help-center/build-automation-one-call — create a trigger and actions together in a single API or MCP request
• https://www.trustpager.com/help-center/trigger-automations-via-api-mcp — fire existing automations from code or Claude
• https://www.trustpager.com/help-center/how-to-edit-oauth-client-scopes — customise what Claude is allowed to do per scope