trussi_create_calendar_event
ChatGPTCreate a calendar event / appointment on a project. Times are ISO 8601; start must be before end.
Data-Analytics
Overview
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.
Tools
trussi_create_comment
ChatGPTPost a comment / note to a project thread.
trussi_create_quote
ChatGPTCreate a new quote / estimate on a project, optionally from a quote template.
trussi_get_activity
ChatGPTRecent activity across the account (stage changes, comments, quotes, files, emails/SMS, payments). Optionally filter to ONE user by email or user id - account admins/managers can pull up any team member’s activity; everyone else sees only their own. Newest-first, last 60 days, with a cursor for paging.
trussi_get_collections
ChatGPTAccounts-receivable aging buckets and collections metrics for the account (outstanding balances by age). The right tool for "how much cash is outstanding / collected" and cash-flow charts.
trussi_get_dashboard
ChatGPTHeadline sales metrics for the current user / account (pipeline value, counts, recent activity).
trussi_get_leaderboard
ChatGPTRanked sales performance by rep - by signed job value or collected payments - for a period and optional location. Branch managers are auto-scoped to their branch.
trussi_get_marketing_channels
ChatGPTLead-source / marketing-channel performance (leads, conversion, revenue by channel). Use for "which lead sources convert best?".
trussi_get_pipeline
ChatGPTGet the account’s pipeline stages (id, label, role) - e.g. to resolve a pipeline_stage id.
trussi_get_profit_analysis
ChatGPTFinancial breakdown for a project: materials, labor, overhead and margin.
trussi_get_project
ChatGPTFetch full detail for one project: customer, status, quotes, files, measurements and dimensions.
trussi_get_project_worksheets
ChatGPTWorksheets/estimates for a project plus key financials: approvedJobValue (signed job value), collected (payments to date) and balanceDue. Use for "how much is owed on the Johnson job?".
trussi_get_revenue_trend
ChatGPTMonth-by-month performance for jobs SIGNED in each month: total = signed job value, collected = payments received to date on those signed jobs (a cohort/AR view, NOT cash received during that calendar month), count = jobs signed. Returns {month,total,collected,count} for charting. For cash actually collected per calendar month or AR aging, use the dedicated collections data instead.
trussi_list_calendar_events
ChatGPTList calendar events / appointments in a date range (ISO 8601 dates).
trussi_list_company_documents
ChatGPTList the account’s company documents (contract / warranty templates etc.) applicable to a project’s location.
trussi_list_customers
ChatGPTSearch / list customers (homeowners) in the account.
trussi_list_dead_lead_reasons
ChatGPTList valid reasons for marking a project dead - supply one when marking a project dead.
trussi_list_job_catalog
ChatGPTList the account’s job-type catalog. kind="types" (includes whether each uses the insurance workflow), "subtypes", or "categories". Resolver for job classification.
trussi_list_locations
ChatGPTList the account’s locations / branches (id, name) for use as a location filter.
trussi_list_production_orders
ChatGPTMaterial & production orders across the account (e.g. ABC / SRS / Beacon supplier orders) with status. Use for "which jobs have material orders pending?".
trussi_list_project_activity
ChatGPTFull activity timeline for one project (stage changes, files, quotes, emails/SMS, payments), newest-first with a cursor.
trussi_list_project_comments
ChatGPTRead the comment / notes thread on a project.
trussi_list_project_files
ChatGPTList file / document metadata on a project (name, type, folder, uploader, signature status). Metadata only - no download URLs.
trussi_list_project_supplements
ChatGPTList the insurance supplements raised on a project (claim / restoration tracking).
trussi_list_projects
ChatGPTList projects with optional filters (status, zip code, pipeline stage, assignee, location, free-text search). Returns a paginated list with a total - best for exhaustive or counted queries like "all dead leads in 66062". By default excludes dead & cancelled; pass status to include them.
trussi_list_quote_templates
ChatGPTList the account’s quote/estimate templates (favorites first). A returned template id can be used to start an estimate from a saved template.
trussi_list_quotes
ChatGPTList the quotes / estimates attached to a project.
trussi_list_saved_reports
ChatGPTList the saved/preset reports available to you (system, shared, and your own), each with an id you can run. Build a custom report (including all-time ranges) in Trussi first to make it available here.
trussi_list_team
ChatGPTList the users / team members in the account (for assignment and mentions).
trussi_run_saved_report
ChatGPTRun a saved Trussi report by id and return its rows and chart data so you can summarize or visualize it (e.g. build a dashboard). Respects the report’s configured filters and date range.
trussi_search_projects
ChatGPTFull-text search across projects (customers, addresses, job numbers). Use for natural-language lookups like "the Johnson job on Maple St".
trussi_update_pipeline_stage
ChatGPTMove a project through its pipeline. action: "advance" = next stage, "recede" = previous stage, "makeDead" = mark the project dead (requires reason), "makeAlive" = revive a dead project.
trussi_create_calendar_event
Claudetrussi_create_comment
Claudetrussi_create_quote
Claudetrussi_get_activity
Claudetrussi_get_collections
Claudetrussi_get_dashboard
Claudetrussi_get_leaderboard
Claudetrussi_get_marketing_channels
Claudetrussi_get_pipeline
Claudetrussi_get_profit_analysis
Claudetrussi_get_project
Claudetrussi_get_project_worksheets
Claudetrussi_get_revenue_trend
Claudetrussi_list_calendar_events
Claudetrussi_list_company_documents
Claudetrussi_list_customers
Claudetrussi_list_dead_lead_reasons
Claudetrussi_list_job_catalog
Claudetrussi_list_locations
Claudetrussi_list_production_orders
Claudetrussi_list_project_activity
Claudetrussi_list_project_comments
Claudetrussi_list_project_files
Claudetrussi_list_project_supplements
Claudetrussi_list_projects
Claudetrussi_list_quote_templates
Claudetrussi_list_quotes
Claudetrussi_list_saved_reports
Claudetrussi_list_team
Claudetrussi_run_saved_report
Claudetrussi_search_projects
Claudetrussi_update_pipeline_stage
ClaudeLinks
App Stats
64
Tools
ChatGPT, Claude
Platforms
Category
Work ManagementWorks with
ChatGPT
Claude
Data refreshed daily