Truss

By Truss

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Overview

Truss is the tax workflow platform for tax and accounting firms, covering client intake, workpapers, preparation, and delivery. This plugin brings your firm's Truss data into ChatGPT. Search contacts, entities, and projects. Check an engagement's status and due date. See which tasks a client still owes and which are awaiting review, and list the documents they have uploaded. When something is missing, create a to-do task on the project to request it. Nine of the ten tools are read-only; Create Task only adds a task and never edits or deletes anything. You sign in with your existing Truss account through OAuth and see only what your Truss role already allows, scoped to your firm. Requires a full-access Truss user.

Tools

create_task

ChatGPT

Create a to-do task on a project — for example a missing-document request. The task is assigned to the project's default assignees and appears at the top of the client's list.

get_contact

ChatGPT

Get full details of a single contact by its id, including emails, phones, addresses, and tags.

get_entity

ChatGPT

Get full details of a single entity by its id, including its contacts, tags, and projects.

get_project

ChatGPT

Get full details of a single project by its id, including its entity, assignees, and reminder schedule.

get_task

ChatGPT

Get full details of a single task on a project, including its status, description, and attached files. Use list_project_tasks to find task ids.

list_project_files

ChatGPT

List every file uploaded to a project, grouped by the task it was uploaded to — W-2s, 1099s, prior returns, statements. Use this to see what a client has actually submitted.

list_project_tasks

ChatGPT

List the tasks on a project with their type and status (to_do, pending_review, approved) — use this to see what a client still owes or what is awaiting review.

search_contacts

ChatGPT

Search the firm's contacts by name or email. Returns up to 25 matching contacts. Use get_contact for full details on a single contact.

search_entities

ChatGPT

Search the firm's entities (businesses, households, trusts) by name or client ID number. Returns up to 25 matches with their projects. Use get_entity for full details on a single entity.

search_projects

ChatGPT

Search the firm's projects (engagements, e.g. "John Wick 2026 1040") by name. Returns up to 25 matches with status and due date. Use get_project for full details on a single project.