Trusso API and MCP server Let your AI agent answer leads and keep crews booked.

ToolWhat it doesAccess

• manage_leads List and read leads in your Leads inbox, or reply to an Angi or Thumbtack customer. writeAsks first

  Trusso turns lead emails from the sources you connected into structured leads. A reply to an Angi or Thumbtack lead goes back through the marketplace relay, so the customer sees a normal answer, and their next message lands on the lead's timeline. The reply reaches the customer, so it waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP calltrusso_write → manage_leads

  REST endpointPOST https://cotlet.dev/api/v1/trusso/leads/manage

  Parameters

  Parameters: manage_leads

  Name	Type	Description
  action string required	string	One of `list`, `get`, `reply`. `list` and `get` only read.
  lead string	string	Lead name, for `get` and `reply`.
  source string	string	For `list`: Angi, Thumbtack, Yelp, Google Local Services, HomeAdvisor or your website form.
  message string	string	For `reply`: the text to send.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "leads": [
      {
        "lead": "Example Homeowner",
        "source": "Angi",
        "request": "Interior repaint, 3 rooms",
        "received": "2026-11-13T08:41"
      },
      {
        "lead": "Sample Owner",
        "source": "Website form",
        "request": "Deck staining quote",
        "received": "2026-11-12T19:05"
      }
    ]
  }

• manage_customers List or read customers, or add one as residential or business with SMS consent. writeAsks first

  Customers are residential unless `business` is true. Set `sms_consent` only when the customer agreed to texts: Trusso sends estimate links, reminders and invoice updates by SMS only to customers with confirmed consent, and marks anyone who replies STOP as opted out. By default you confirm each call; you can switch that off for this tool.

  MCP calltrusso_write → manage_customers

  REST endpointPOST https://cotlet.dev/api/v1/trusso/customers/manage

  Parameters

  Parameters: manage_customers

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `update`. `list` and `get` only read.
  customer string	string	Customer name, as manage_customers `list` returns it.
  fields object	object	For `create` and `update`: first and last name, email, mobile and landline, service address, tags, `business` (true or false), organization name and `sms_consent`.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "customer": "Example Dental",
    "business": true,
    "contact": "Office Manager",
    "email": "office@example.com",
    "sms_consent": false,
    "saved": true
  }

• import_customers_from_another_crm Import a customer list from a CSV export, with column mapping, duplicate checks and a preview. writeAsks first

  This is Customers > Import CSV in the web dashboard, for owners, co-owners and managers. Exports from Jobber, ServiceTitan, ServiceM8 and Housecall Pro are recognised. Rows without a name are skipped; imported customers start with SMS consent off. The agent shows you the preview before the real import. By default you confirm each call; you can switch that off for this tool.

  MCP calltrusso_write → import_customers_from_another_crm

  REST endpointPOST https://cotlet.dev/api/v1/trusso/customers-from-another-crms

  Parameters

  Parameters: import_customers_from_another_crm

  Name	Type	Description
  csv_url string required	string	A link to the CSV file. The first row holds the column names.
  mapping object	object	Column to field, where Trusso's automatic match needs a change. Use `skip` for a column you do not want.
  skip_duplicates boolean	boolean	Default true: rows matching an existing customer's email or phone are skipped.
  preview_only boolean	boolean	Default true: return the preview and import nothing.

  Example input

  {
    "csv_url": "https://example.com"
  }

  Example response

  {
    "rows": 214,
    "ready": 201,
    "duplicates": 11,
    "no_name": 2,
    "business": 37,
    "imported": false
  }

ToolWhat it doesAccess

• manage_estimates List or read estimates, create one from your price book or free-form lines, or send it for online approval. writeAsks first

  Every sent estimate has an online approval page the customer opens on their phone. An approved estimate flows into a job, and later into an invoice, with the same line items. `send` reaches the customer, so it waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP calltrusso_write → manage_estimates

  REST endpointPOST https://cotlet.dev/api/v1/trusso/estimates/manage

  Parameters

  Parameters: manage_estimates

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `send`. `list` and `get` only read.
  estimate string	string	Estimate title, for `get` and `send`.
  customer string	string	For `create`: a customer or a lead.
  lines array	array	For `create`: price book items or free-form lines, each with description, quantity and price.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "estimate": "Interior repaint, 3 rooms",
    "customer": "Example Homeowner",
    "lines": [
      {
        "description": "Walls and ceilings, 3 rooms",
        "quantity": 1,
        "price": 2100
      },
      {
        "description": "Trim and doors",
        "quantity": 1,
        "price": 300
      }
    ],
    "total": 2400,
    "status": "draft"
  }

• list_jobs List jobs by status and date, with the assigned crew, or the days of a recurring series. read

  Jobs move through scheduled, in progress and completed. A recurring series is one entry in the jobs list but one job per scheduled day on the calendar; this returns the days inside the range. Read only, it runs without asking.

  MCP calltrusso_read → list_jobs

  REST endpointGET https://cotlet.dev/api/v1/trusso/jobs

  Parameters

  Parameters: list_jobs

  Name	Type	Description
  status string	string	`scheduled`, `in_progress` or `completed`. Leave empty for all.
  from string	string	ISO date, start of the range.
  to string	string	ISO date, end of the range.

  Example response

  {
    "jobs": [
      {
        "job": "Kitchen repaint",
        "customer": "Example Homeowner",
        "date": "2026-11-16",
        "window": "8:00 to 12:00",
        "crew": [
          "Lead A",
          "Helper B"
        ],
        "status": "scheduled"
      },
      {
        "job": "Office cleaning, Example Dental",
        "date": "2026-11-16",
        "series": "Mon, Wed",
        "status": "scheduled"
      }
    ]
  }

• schedule_jobs Create a job for a customer with a date and time window, or change its date or crew. writeAsks first

  The customer's service address carries over to the job. Assigned crew see it in the mobile app with the address, scope and contact details their role allows. A new date or crew changes someone's day, so it waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP calltrusso_write → schedule_jobs

  REST endpointPOST https://cotlet.dev/api/v1/trusso/jobs/schedule

  Parameters

  Parameters: schedule_jobs

  Name	Type	Description
  action string required	string	One of `create`, `update`. `list` and `get` only read.
  customer string	string	Customer name, as manage_customers `list` returns it.
  job string	string	Job title, as list_jobs returns it.
  date string	string	ISO date.
  window string	string	Time window, for example 8:00 to 12:00.
  crew array	array	Crew members to assign.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "job": "Kitchen repaint",
    "customer": "Example Homeowner",
    "date": "2026-11-16",
    "window": "8:00 to 12:00",
    "crew": [
      "Lead A",
      "Helper B"
    ],
    "status": "scheduled"
  }

• manage_recurring_jobs Turn a job into a daily or weekly series, change the series, or end it. writeAsks first

  Trusso creates each day's job about two weeks ahead, starts and completes it at its own times, and pays assigned crew per completed day. `end` removes the repeat: future days are cancelled and past days keep their history. By default you confirm each call; you can switch that off for this tool.

  MCP calltrusso_write → manage_recurring_jobs

  REST endpointPOST https://cotlet.dev/api/v1/trusso/recurring-jobs/manage

  Parameters

  Parameters: manage_recurring_jobs

  Name	Type	Description
  action string required	string	One of `repeat`, `update`, `end`. `list` and `get` only read.
  job string	string	Job title, as list_jobs returns it.
  frequency string	string	For `repeat`: `daily` or `weekly`.
  weekdays array	array	For weekly series: the days, for example Mon and Wed.
  end_date string	string	Optional ISO end date.
  changes object	object	For `update`: title, times, notes or crew. Future days take the change; worked days stay as they were.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "job": "Office cleaning, Example Dental",
    "frequency": "weekly",
    "weekdays": [
      "Mon",
      "Wed"
    ],
    "end_date": "2027-03-31",
    "next_days": [
      "2026-11-16",
      "2026-11-18"
    ],
    "saved": true
  }

ToolWhat it doesAccess

• send_invoices_and_collect_payments List invoices with overdue ones flagged, send one, or record a cash, check, Venmo or Zelle payment. writeAsks first

  Customers pay online by card through the Stripe or Square account you use, and those payments reconcile by themselves. `record_payment` is for the rest: Trusso keeps partial payments, a running balance and the customer's lifetime total. Invoices past their due date come back flagged overdue. By default you confirm each call; you can switch that off for this tool.

  MCP calltrusso_write → send_invoices_and_collect_payments

  REST endpointPOST https://cotlet.dev/api/v1/trusso/invoices-and-collect-payments

  Parameters

  Parameters: send_invoices_and_collect_payments

  Name	Type	Description
  action string required	string	One of `list`, `get`, `create`, `send`, `record_payment`. `list` and `get` only read.
  invoice string	string	Invoice title or number, for every action except `list` and `create`.
  customer string	string	Customer name, as manage_customers `list` returns it.
  lines array	array	For `create`: line items, with tax and a due date.
  payment object	object	For `record_payment`: amount, method (`cash`, `check`, `venmo` or `zelle`) and date.

  Example input

  {
    "action": "record_payment",
    "invoice": "Interior repaint, 3 rooms",
    "payment": {
      "amount": 1000,
      "method": "check",
      "date": "2026-11-13"
    }
  }

  Example response

  {
    "invoice": "Interior repaint, 3 rooms",
    "customer": "Example Homeowner",
    "total": 2400,
    "paid": 1000,
    "balance": 1400,
    "method": "check",
    "overdue": false
  }

ToolWhat it doesAccess

• add_crew_members List your crew, or add a crew member with a role, hourly rate, skills and an optional login invite. writeAsks first

  This is Crew > Add Crew Member. Crew without an email can still be scheduled. Starter includes the owner plus 2 crew logins, Pro the owner plus 10 and Unlimited has no cap; at the limit Trusso asks you to upgrade. An invite reaches a person, so it waits for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP calltrusso_write → add_crew_members

  REST endpointPOST https://cotlet.dev/api/v1/trusso/crew-members

  Parameters

  Parameters: add_crew_members

  Name	Type	Description
  action string required	string	One of `list`, `add`. `list` and `get` only read.
  name string	string	For `add`: the crew member's name.
  role string	string	`lead`, `technician`, `apprentice` or `helper`.
  hourly_rate number	number	Hourly rate.
  skills array	array	Skills, for example painting.
  email string	string	Optional. With an email Trusso sends an invite to set a password for the mobile app.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "name": "Helper C",
    "role": "helper",
    "hourly_rate": 22,
    "skills": [
      "painting",
      "prep"
    ],
    "invited": true,
    "seats_used": "2 of 2"
  }

• read_clock_history Read the clock-in and clock-out punches on a job or for a crew member. read

  Each punch says whether it was automatic (geofence, about 100 meters around the job address by default), a manual tap, or closed by the system when a shift was left open, plus the distance from the site when GPS was available. Read only.

  MCP calltrusso_read → read_clock_history

  REST endpointGET https://cotlet.dev/api/v1/trusso/clock-histories/read

  Parameters

  Parameters: read_clock_history

  Name	Type	Description
  job string	string	Job title, as list_jobs returns it.
  crew_member string	string	Crew member name. Give a job, a crew member or both.
  date string	string	ISO date. Defaults to today.

  Example response

  {
    "job": "Kitchen repaint",
    "date": "2026-11-13",
    "punches": [
      {
        "crew_member": "Lead A",
        "in": "07:58",
        "out": "12:06",
        "kind": "automatic",
        "distance_m": 12
      },
      {
        "crew_member": "Helper B",
        "in": "08:10",
        "out": "12:00",
        "kind": "manual"
      }
    ]
  }

• bid_out_jobs_to_subs Broadcast a job or some of its tasks to your subs for sealed bids, read the bids, extend or award. writeAsks first

  Bids are sealed and can only go down until bidding closes. Awarding creates a confirmed work order at the bid price and updates the job's cost; the other subs get a close-out that names neither the winner nor the amount. A broadcast and an award both reach your subs, so they wait for your OK. By default you confirm each call; you can switch that off for this tool.

  MCP calltrusso_write → bid_out_jobs_to_subs

  REST endpointPOST https://cotlet.dev/api/v1/trusso/out-jobs-to-subs/bid

  Parameters

  Parameters: bid_out_jobs_to_subs

  Name	Type	Description
  action string required	string	One of `broadcast`, `list_bids`, `extend`, `award`. `list` and `get` only read.
  job string	string	Job title, as list_jobs returns it.
  subs array	array	For `broadcast`: subs from your rolodex. Trade-matched subs are pre-selected.
  tasks array	array	For `broadcast`: the job tasks to bid out. Empty bids out the whole job.
  max_price number	number	Optional hard cap no bid can exceed.
  closes string	string	Optional ISO date and time bidding closes.
  bid string	string	For `award`: the sub whose bid wins.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "job": "Exterior repaint",
    "tasks": [
      "Pressure wash",
      "Paint siding"
    ],
    "bids": [
      {
        "sub": "Example Painting Co",
        "price": 3800
      },
      {
        "sub": "Sample Coatings",
        "price": 4150
      }
    ],
    "max_price": 4500,
    "closes": "2026-11-18T17:00"
  }