Trellus MCP: sales call reporting you can ask about

Trellus's MCP server gives read-only reporting on your team's sales calls through four tools: call activity, rep results, sessions and call details. Ask Claude or ChatGPT how each rep did this week, or pull up one call before a coaching session. ContextGate connects it and records each report request in Activity.

  • Ready to connect
  • Free

Set up Trellus call reporting in your AI app

  1. 1Click Connect Trellus free and sign in with your Trellus account.
  2. 2All four reporting tools are read-only and on. If people outside sales management shouldn't see rep-by-rep results, switch off that tool.
  3. 3Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on the Works with page.
  4. 4Ask your AI app which reps made the most calls this week and how their sessions went, then open Activity to see the calls.

Sales call questions for Trellus

  • See call activity across the team for any week.
  • Compare rep results before a one-on-one.
  • Check a rep's sessions over a date range.
  • Open one call's details when you prepare coaching notes.

Call data with limits

  • Call details can include prospects' names and numbers; a policy can hide that personal data.
  • Switch off any Trellus tool and it disappears from your AI app.
  • Activity records every report request your team's AI apps make.

What you get with Trellus and ContextGate

  • Your AI apps can use TrellusClaude, Cursor, ChatGPT and other AI apps reach Trellus through the one ContextGate connection you add to them.
  • You choose which tools they can useSwitch off any Trellus tool you don't want used. It's hidden from your AI apps and refused if called.
  • Every call is checked and recordedYour policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.

ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.

Trellus tools

Trellus's own MCP server shows its tools once you sign in. When you connect it, they are listed and synced in your workspace.