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.