Using AI with TrustPager

TrustPager works with both Claude Browser (the web app at claude.ai) and Claude Code (the CLI you run in your terminal). The MCP server is the same on both — same 670+ tools, same workspace, same data. What differs is how you set it up and what sits on top. Pick your path:

No install

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 → Terminal + automations

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 →

When to use which

If you want to…	Use
Have an ad-hoc conversation about your CRM ("what's the status of the Acme deal?")	Claude Browser
Get a structured morning briefing every weekday at 9am	Claude Code — `/sweep-my-day`
Draft an email or SMS from inside a chat	Either — both work
Run a bulk operation across hundreds of records	Claude Code — reads the BOS skills and orchestrates
Build your own automation on top of TrustPager	Claude Code — fork the BOS repo, add a skill, share back
Onboard a non-technical teammate	Claude Browser — value without installing anything

Can I use both?

Yes. Same workspace, same MCP URL, same API key. People often start on Claude Browser for the instant gratification and graduate to Claude Code once they identify a routine worth automating. Nothing forks — both surfaces read and write the same records in real time.

Under the hood

MCP transport: HTTP streamable. Workspace-scoped URL pattern https://mcp.trustpager.com/<workspace-slug>/mcp.
Auth: the install URL bakes in your workspace identity. The claude mcp add command additionally passes a tp_live_* API key for the underlying REST calls (also created on the AI Access page).
The REST API and MCP hit the same gateway. Anything you can do via one, you can do via the other — but MCP is ~10× cheaper per call and the recommended surface for interactive AI work. See the MCP vs REST decision guide for the trade-off.
BOS is open-source and stdlib-only. No pip install. Every skill ships with a Python data-fetcher that pre-digests API responses so Claude's context stays small. Read the code at github.com/TrustPager/Business_Operating_System.

Quickstart — make your first REST call in under a minute (works regardless of which AI path you pick)
Authentication & scopes — how API keys, scopes, and the approval queue work
API Reference — every endpoint, every parameter, every required scope