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