Connect with Claude, ChatGPT, and Gemini (MCP)

Trama exposes an MCP (Model Context Protocol) server that lets you query your organization's Operations Agent from external clients like Claude.ai, ChatGPT, and Gemini. Every query respects your role and the permissions you have inside the agency.

What MCP is

MCP is an open standard that connects AI assistants to external tools and data. When you add Trama as an MCP connector, your AI client can ask the Trama Agent about your operation (opportunities, customers, follow-ups) using natural language, without copy-pasting between apps.

What you can do

The Trama MCP server exposes a tool called `ask_trama`. You pass it a natural-language message and the Operations Agent answers respecting your role's permissions.

Examples:

• "Show me this week's qualified opportunities"
• "How many new customers came in from the Bariloche campaign"
• "Summarize Maria's pending follow-ups"

Important: the response is constrained by your role. If you don't have permission to view an opportunity or customer, the agent won't show it to you.

Server URL

`https://ai.trama.so/mcp`

That's the only URL you'll need. Authentication happens via OAuth 2.1: when you add the connector, your client redirects you to sign in to Trama and authorize access to the active organization.

Before you start

• Have an active Trama account and have logged in to the dashboard at least once.
• Have the organization you want to operate on selected as active (if you belong to several, the connector uses the active one at authorization time).
• Use an MCP client that supports OAuth with Dynamic Client Registration. Claude.ai, ChatGPT, and Gemini already do.

Connect from Claude

1. Open Settings → Connectors in Claude.ai or the desktop app.
2. Click Add custom connector.
3. Paste the URL `https://ai.trama.so/mcp` and confirm.
4. Claude redirects you to Trama to sign in. Use the same account you log in to the dashboard with.
5. Authorize access to your active organization.
6. Done. In any conversation you can now ask Claude to use the Trama tool.

Connect from ChatGPT

1. In ChatGPT, go to Settings → Connectors (available on Pro, Team, and Enterprise plans).
2. Choose Add custom MCP server.
3. Enter the URL `https://ai.trama.so/mcp`.
4. ChatGPT opens the OAuth flow against Trama. Sign in and authorize.
5. Once connected, the `ask_trama` tool is available in any chat or as part of a custom GPT.

Connect from Gemini

Gemini supports MCP in two ways:

• Gemini app and AI Studio. If your account has Extensions or Connectors with MCP support enabled, add Trama by pasting the URL `https://ai.trama.so/mcp` and authorizing via OAuth, just like in Claude or ChatGPT.
• Gemini API. If you're building a programmatic integration, you can register the Trama MCP server as a tool inside your model call. Check the official Gemini API documentation on `tools` and MCP.

MCP UI support in Gemini is rolling out gradually by region and account type. If you don't see the option in your app yet, you can use the API integration or wait for it to be enabled on your account. The Trama server is the same in every case.

Permissions and security

• Access uses OAuth 2.1: you never share your password with Claude, ChatGPT, or Gemini.
• The token lives only inside the client you connected and can be revoked at any time from Trama settings.
• Every response runs with your role on the active organization. If your permissions are reduced, the agent reflects it immediately.
• If you're invited to a new organization or switch active organizations, disconnect and reconnect the MCP to refresh the context.

Current limitations

• For now we only expose one tool (`ask_trama`). We'll add more operations (creating opportunities, moving cards, scheduling follow-ups) in upcoming versions.
• The MCP server doesn't stream: each response arrives complete.
• If your MCP client doesn't support dynamic OAuth (Dynamic Client Registration), you won't be able to connect. Claude.ai, ChatGPT, and Gemini already do.