TrustPager Docs

TrustPager Developer Docs

TrustPager is an AI-first CRM platform. AI assistants like Claude use TrustPager as a tool surface to run a workspace end-to-end — opportunities (deals), contacts, companies, automations, voice agents, scheduling, documents, forms, transcripts, and more. Pick a section below to get started.

Run your CRM with AI

The fastest way to use TrustPager is to connect it to Claude. Same workspace, same data, same MCP server — pick by how you work.

★ Terminal + automations

Using AI → Claude Code

Run repeatable routines on top of MCP via the open-source Business Operating System — /sweep-my-day, /follow-up-radar, and more. For ops folks and developers.

Set up Claude Code →
No install

Using AI → Claude Browser

Chat with your CRM at claude.ai. Connect the MCP server once in Settings → Connectors. Best for non-developers and quick, ad-hoc questions.

Set up Claude Browser →

Not sure which? See Using AI — when to use which.

Build with the API

Quickstart

Get your key and make your first REST call in under 5 minutes.

Authentication & scopes

API key format, scopes, the approval queue, pagination, idempotency, credit costs, and error responses.

API Reference

Every endpoint, parameter, and required scope — statically rendered, plus the machine-readable discovery surface.

Template Variables

Merge fields for automation actions, email templates, and SMS templates.

Learn

Help Center

Step-by-step tutorials — pipelines, automations, scheduling, documents, voice agents and more. Watch the video or read it.

Machine-readable & discovery

openapi.json, llms.txt, api-index.json, .well-known/ manifests, and the sitemap.