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Documentation Index

Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt

Use this file to discover all available pages before exploring further.

The Trellis MCP server lets external AI clients use Trellis tools through a standard MCP connection. Use the hosted Streamable HTTP endpoint when your client supports it, or the stdio bridge from the npm package when it does not.

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Hosted endpoint

https://api.trellistech.com/v1/mcp-server
Authorization: Bearer trls_...
Use this endpoint when your MCP client supports Streamable HTTP.

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Trellis quick connect

Workspace admins can connect supported clients from Settings > Developer in Trellis. The Developer / API section can create a workspace key and prepare setup instructions for Claude Code, Claude Desktop, Claude Cowork, Cursor, and Codex.

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Generic MCP clients

Prefer Streamable HTTP: 
https://api.trellistech.com/v1/mcp-server
Authorization: Bearer trls_...
For stdio-only clients: 
{
  "mcpServers": {
    "trellis": {
      "command": "npx",
      "args": ["-y", "@trellistech/mcp-server", "stdio"],
      "env": {
        "TRELLIS_API_KEY": "trls_...",
        "TRELLIS_MCP_URL": "https://api.trellistech.com/v1/mcp-server"
      }
    }
  }
}
Provide TRELLIS_API_KEY in the client environment before starting the stdio bridge.

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Workspace selection

Trellis API keys are workspace-scoped. Every MCP tool includes an optional workspace_id argument. Leave it empty to use the workspace this API key was issued for. If you provide it, it must match the key’s scope - cross-workspace calls are rejected. To operate on multiple workspaces, issue one API key per workspace and connect each as a separate MCP server. 
{
  "workspace_id": "haven-vacation-rentals",
  "limit": 10
}

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Tool catalog

Use your MCP client’s tool list or run: 
npx -y @trellistech/mcp-server doctor
The exposed catalog mirrors Trellis operational read tools and gated write tools across tasks, properties, reservations, conversations, workforce, knowledge base, and automations.

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Example: Slack triage bot in 5 minutes

  1. Add the Trellis MCP server to the AI client that powers your Slack bot.
  2. Store TRELLIS_API_KEY in the bot runtime environment.
  3. In your bot instructions, tell it to use Trellis tools for task lookup, task summaries, and task updates.
  4. Require explicit confirmation before calling any tool that creates tasks, updates tasks, or sends messages.
  5. Include workspace_id in tool calls when the bot serves more than one workspace.

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Troubleshooting

SymptomFix
Missing TRELLIS_API_KEYRun the installer again or export the key.
UnauthorizedRecreate the API key from Settings > Developer.
Rate limit exceededRetry after a minute or reduce concurrent calls.
Tools appear but calls failCheck that the user behind the key belongs to the selected workspace.