Overview
trumpet’s MCP server connects your AI assistant (Claude or ChatGPT) straight to your trumpet workspace.
It used to be read-only — you could ask about your pods but still had to open trumpet to change anything. Now it can build and edit pods too. You can come out of a call, paste your notes into Claude or ChatGPT, and have it build a mutual action plan, refresh your pod copy, add sections and even drop in a custom ROI calculator — without opening the editor.
Your own AI tool does the writing, so the quality of what it produces depends on your prompt and the model you use.
How to set it up
To get the newest tools (building and editing), add trumpet as a custom connector:
Claude
Go to Connectors / Manage Connections
Choose Add a custom connector
Paste in the trumpet MCP server URL: https://trumpet.app/api/mcp
Click Connect and sign in to trumpet (OAuth 2.0)
Pick your workspace (if you have more than one)
Start a new chat with trumpet enabled
*Setup is similar in ChatGPT.
Already use trumpet from the Claude or ChatGPT app store?
Already use trumpet from the Claude or ChatGPT app store?
That version currently has the original tools only. The newer building and editing tools are coming to it soon — for now, use the custom connector above to get them.
Already connected before October?
Already connected before October?
AI tools remember the old list of actions. Remove trumpet and add it again to pick up the new tools — reconnecting on its own isn’t enough.
⚡ What's new (as of October 2026)
Build and update Mutual Action Plans
Build and update Mutual Action Plans
Create a MAP on any pod page (one MAP per page)
Add, rename, hide and delete groups (phases)
Add, edit and delete steps: title, dates, owners, completion, postpone
Add or edit a link button on a step
Update MAP settings: title, default view, viewer permissions, uploads, progress bar
Read an existing MAP in full, including owners, dates and buttons
Add sections (widgets) to a pod
Add sections (widgets) to a pod
Add 33 widget types to any page and position in a pod, using the same allowlist as Copilot
Text: plaintext and every RTE preset (what we know, executive summary, feature solution, testimonials, meet the team, success plan, ROI stats, table, us vs competitors, three whys, what happens next, welcome video, customer logos, integrations, press awards)
Non-text: FAQ, attachment, PDF viewer, carousel, video, logos, pod header, CTA button, link preview, website embed, HTML, collapse/expand, contact card, file upload, voice note, video recording, AI composer
Edit what’s already in a pod
Edit what’s already in a pod
Targeted edits to text widgets: change one sentence and leave images, colours, bold and layout untouched
Rewrite a whole text widget, with a guard that blocks accidental wipes
Edit non-text widgets (FAQ, logos, attachment, CTA and more) without touching fields you didn't mention
Also covers about, features, ROI and SCORM widgets already in a pod
See what’s in a pod
See what’s in a pod
List every widget in a pod by page and read any one widget's content
Lets the AI tool understand what is already in a pod before it suggests or makes changes
Drop in a custom tool built in Claude
Drop in a custom tool built in Claude
Host custom HTML, like an interactive calculator or bespoke chart built in Claude, as a Canvas widget
Automatically restyled to the pod's brand colours and fonts
Content Library search and analytics
Content Library search and analytics
Search the Content Library by meaning, name or tag (e.g. "find me a manufacturing case study")
Pull a file's full details and extracted text
Pull per-file analytics: views, downloads, page-level time and win rate, the same numbers as the Library analytics page
What you can do with trumpet MCP
Search across pods
Search across pods
Users can search their entire workspace using filters like:
Pod name
Status (e.g. active)
Creation date
This allows us to quickly find relevant rooms across many deals
Fetch full pod details
Fetch full pod details
Users can retrieve detailed information using:
Pod ID
CRM ID
This returns:
Engagement data
Viewer insights (e.g. job titles)
Room content and context
CRM-connected lookups
CRM-connected lookups
Users can pull pods directly from their CRM using:
Deal ID
Opportunity ID
This allows seamless workflows between:
CRM ↔ trumpet ↔ AI assistant
Bring data into AI conversations
Bring data into AI conversations
Users can:
Ask questions about engagement
Analyse deal health
Get summaries of pods
All within ChatGPT or Claude, without switching tools
Search pod templates
Search pod templates
Browse or search templates to use when creating a new Pod
Creating pods via templates
Creating pods via templates
Can direct ChatGPT/Claude to search for templates and create pods from scratch
Batch-create 20 pods in one prompt
Returns links to work on or share the Pod once created
Update pod variables
Update pod variables
Can direct ChatGPT/Claude to update Pod variables
Use other third party MCPs (HubSpot/Salesforce, etc) to update the Pod Variables to render dynamic text on the pod
Example use cases
Sample prompts for common use cases
"Here are my notes from the Acme discovery call. Build a mutual action plan on the Acme pod with phases, dates and owners."
"Here are my notes from the Acme discovery call. Build a mutual action plan on the Acme pod with phases, dates and owners."
Post-call MAP (Sales rep): Claude reads the notes and builds the MAP directly in the pod. Rep reviews and tweaks rather than starting from blank.
"Update the executive summary on the Acme pod to reflect that they've moved to a 3 year deal."
"Update the executive summary on the Acme pod to reflect that they've moved to a 3 year deal."
Refresh pod copy (Sales rep): Edits just the relevant sentence and leaves the rest of the widget, including formatting and images, untouched.
"Add an FAQ on pricing and a testimonials section to page 2 of the Acme pod."
"Add an FAQ on pricing and a testimonials section to page 2 of the Acme pod."
Add a section (Sales rep / SDR): Adds native trumpet widgets in the right place, filled with content.
"Build an interactive ROI calculator for Acme based on 40 reps and drop it into their pod."
"Build an interactive ROI calculator for Acme based on 40 reps and drop it into their pod."
Bespoke ROI calculator (Sales rep / SE): Claude builds the calculator and hosts it as a Canvas widget in the pod's brand colours.
"Get me details on the Acme Corp pod"
"Get me details on the Acme Corp pod"
Pre-call preparation (Sales rep): Returns full deal room context, engagement insights, and key stakeholders. Helps reps prepare faster before calls.
"Create a pod from my KO template for Apple"
"Create a pod from my KO template for Apple"
Batch pod creation (Sales rep / SDR): Claude or ChatGPT creates the pod inside trumpet from your template. Can batch-create multiple pods in a single prompt for high-volume teams.
"Pull the trumpet room linked to deal ID 00Q123456"
"Pull the trumpet room linked to deal ID 00Q123456"
CRM-driven lookup (Sales rep): Fetches the associated pod directly. No manual searching. Keeps workflow inside CRM + AI.
"Show me active pods with the lowest engagement this week"
"Show me active pods with the lowest engagement this week"
Deal prioritisation (Sales rep / Manager): Returns a filtered list of pods, highlights deals at risk, and helps reps prioritise where to act.
"Which of my pods has had the most engagement this week? Show me a breakdown."
"Which of my pods has had the most engagement this week? Show me a breakdown."
Cross-pod performance analysis (Manager): Claude surfaces insights across all pods, can generate HTML dashboards or charts, and turns raw data into actionable analysis.
"Which of my onboarding pods have lost engagement this week?"
"Which of my onboarding pods have lost engagement this week?"
CS onboarding check (Customer Success): Surfaces at-risk accounts so CSMs can prioritise outreach, without digging through pods manually.
"Analyse the 1UpSales pod"
"Analyse the 1UpSales pod"
Pod analysis (Sales / CS): AI surfaces insights from engagement + content. Can integrate with Coach Casey outputs to turn raw data into recommendations.
"What templates do we have for enterprise onboarding?"
"What templates do we have for enterprise onboarding?"
Template discovery (Sales rep / SDR): Surfaces matching templates from the workspace library, so reps pick the right starting point before creating a pod.
"Update the company name variable on the Acme pod to Acme Corp Ltd"
"Update the company name variable on the Acme pod to Acme Corp Ltd"
Variable update (Sales rep): Updates the placeholder field directly on the Pod. Often paired with other third party MCPs (HubSpot/Salesforce, etc) to pull the value in automatically.
Good to know
It’s in beta. Content written through the MCP won’t match what CoPilot produces inside trumpet — it depends on your prompt and AI tool. Review any AI edits in the pod before sharing with a buyer.
Check your changes after editing a section that contains a video, just to be safe.
Files you attach in Claude or ChatGPT can’t be added to a pod — your AI tool only sends text. Files need to already be in trumpet.
A few things still need the editor: pricing, timelines, e-sign, forms and question sections can’t be added or edited through the MCP.
Your permissions still apply — you only ever see and change what your trumpet account allows.
What's coming next
Deleting a section through the MCP
Reordering and moving action-plan steps
Higher-quality AI writing by bringing CoPilot’s agents behind these tools
Privacy
See our privacy policy here.
Need a hand? Reach out via the chat bubble or email our support team. 🎺