Connect Claude, ChatGPT or Grok (MCP)

Trama exposes an MCP (Model Context Protocol) server, so an assistant like Claude, ChatGPT or Grok can query and operate your organization directly — no copy-pasting between apps, and no code.

MCP is an open standard for connecting AI assistants to external tools and data. Adding Trama as a connector gives your assistant a set of tools over your operation: opportunities, customers, conversations, catalogue, pendings.

https://ai.trama.so/mcp

That's the only address you need. What the connector exposes once it's on is in What the connector exposes.

Connecting sends your organization's data to the assistant you chose. The opportunities, customers and conversations your assistant queries are processed on your provider's infrastructure — Anthropic for Claude, OpenAI for ChatGPT, xAI for Grok — under their terms and retention policies, not ours.

Trama does not trim what it returns: you get exactly what your role lets you see in the dashboard. Which assistant to connect, and whether to connect one at all, is the organization's call.

The shortest path is Settings → Connect with AI in the dashboard: there's a button that opens Claude with the connector already loaded, and for ChatGPT and Grok the name and address ready to copy in the step that asks for them.

Before you start

An active Trama account, logged in to the dashboard at least once.
The organization you want to work on selected as active — if you belong to several, the connector uses the active one at authorization time.
An MCP client that supports OAuth with Dynamic Client Registration. Claude.ai, ChatGPT and Grok already do.

Connecting it

You need a paid Claude plan — Pro, Max, Team or Enterprise. Free accounts can't add connectors.

Open connectors

In Claude.ai or the desktop app, go to Settings → Connectors.

Add the connector

Hit Add custom connector and paste https://ai.trama.so/mcp.

Sign in to Trama

Claude redirects you. Use the same account you log in to the dashboard with.

Authorize

You grant access to your active organization. Done — in any conversation you can ask it to use Trama.

Asking it things

Once it's connected, you talk normally:

"Show me this week's qualified opportunities"
"How many new customers came in from the Bariloche campaign"
"Summarize Maria's pending follow-ups"
"Log that I called Pérez and he asked for another option"

Your client also carries ready-made routines — "review my day", "state of the funnel" — in its prompt menu.

Permissions and security

Access uses OAuth 2.1: you never share your Trama password with Claude, ChatGPT or Grok.
The token lives only inside the client you connected, and you can revoke it at any time from Trama settings.
Every response runs with your role on the active organization. If your permissions are reduced, what the connector offers changes with them.
A salesperson queries their own: the conversations that came in through a number they operate, plus those of their opportunities. It is the same scope the dashboard shows them, and it follows your organization's visibility settings — if you decided the team sees everything, so does the connector. When a response is scoped it says so, so your assistant does not report a partial total as if it covered the whole organization.
If you're invited to a new organization or switch the active one, disconnect and reconnect to refresh the context.

Current limitations

You can't reply to a customer. Conversations are read-only; the single exception is answering a question the agent asked the team.
Opening a conversation returns its 50 most recent messages, so on a long thread you're reading the tail, not the whole history.
Anything that needs a file already uploaded to a WhatsApp conversation — reading media, building a quote from a document — isn't available: an MCP client has no way to reach it.
You can prepare a campaign but not send it. Approving and sending stays in the dashboard.
The server doesn't stream: each response arrives complete.
A client without dynamic OAuth (Dynamic Client Registration) can't connect. Claude.ai, ChatGPT and Grok can.