How It Works
Customers
Pricing
Talk to Us

No coding required

ChatGPT Claude

Connect LeadTruffle to ChatGPT or Claude

Review your LeadTruffle leads and AI calls with the desktop app you already use. Open the right mode, copy your API key, and paste one message.

Set Up ChatGPT Set Up Claude
Four-step setup
1. Open a local work session
2. Copy your LeadTruffle key
3. Paste the call review prompt
4. Approve and let it work

Quick Answer

tl;dr: In the ChatGPT desktop app, choose Work and On your computer. In the Claude desktop app, choose Code and Local. Select an empty folder, copy a LeadTruffle API key, then paste the prompt below.

Step 1

Connect LeadTruffle with ChatGPT Work or Claude Code

Use the app you already have. Regular chat mode cannot run the API request for you.

Set up ChatGPT

Download the ChatGPT desktop app if you do not have it yet.

  1. Open ChatGPT on your computer.
  2. Click Work at the top.
  3. Choose On your computer.
  4. Make a new folder named LeadTruffle Reports, then choose that folder.

Do not use regular Chat mode.

ChatGPT Work showing On your computer and the LeadTruffle Reports folder
Choose Work, select On your computer, and use the LeadTruffle Reports folder.

Set up Claude

Download the Claude desktop app if you do not have it yet.

  1. Open Claude on your computer.
  2. Click Code at the top.
  3. Choose Local, then click Select folder.
  4. Make a new folder named LeadTruffle Reports, then choose that folder.

Do not use regular Chat mode.

Claude Code screen showing the Local and Select folder controls
In Claude Code, choose Local and then Select folder.

Step 2

Copy your LeadTruffle API key

The key lets the private work session read your LeadTruffle account.

  1. Open API Keys in your LeadTruffle dashboard.
  2. Click the button to make a new API key.
  3. Name it AI Call Review.
  4. Copy the long line of letters and numbers.
Open API Keys

Treat your API key like a password. Only paste it into a private session, and revoke it when you no longer need it.

Step 3

Paste this message

Copy the whole message. Replace PASTE YOUR KEY HERE with the API key you just copied, then paste it into ChatGPT Work or Claude Code.

This prompt is read-only. It tells the agent to use GET requests and not change anything in LeadTruffle.
30-day call review prompt 
I want you to review my LeadTruffle leads and calls.

My LeadTruffle API key is:
PASTE YOUR KEY HERE

Here are the LeadTruffle API instructions:
https://api-docs.leadtruffle.com/#description/introduction

Use my key in the X-API-Key header.

Start here:
GET https://pub-api.leadtruffle.com/api/v1/pub/leads

Please do all of the work for me. Write and run any scripts you need. Do not give me coding instructions.

Pull every lead from the last 30 days. There may be more than one page. Keep going until you have all of them.

Use GET requests only. Do not change anything in LeadTruffle.

Review the leads, messages, call summaries, and full call transcripts.

Make a simple report that tells me:

1. How many leads and calls you reviewed.
2. How many people seemed ready to book.
3. Which calls went well.
4. Which calls went badly and why.
5. Which good leads did not book.
6. Who should be followed up with first.
7. The five biggest things we should improve.

Use plain English. Show short examples from the calls when helpful.

Save the report in the LeadTruffle Reports folder and also show me a short summary here.

Start now.

Step 4

Approve the request and let it work

ChatGPT or Claude may ask before it runs a script or connects to LeadTruffle. Click Allow, Approve, or Run.

Wait for the report

Reading every lead and call can take several minutes. The agent will save the full report in your LeadTruffle Reports folder and show a short summary in the app.

Ask follow-up questions

  • Which employee needs the most coaching?
  • Show me the 10 best leads that did not book.
  • Which lead source gave us the worst calls?
  • What mistakes are costing us the most money?

Troubleshooting

If the call review does not work

It gives me coding instructions

You opened the wrong mode. In ChatGPT, choose Work and On your computer. In Claude, choose Code and Local. Then paste the message again.

It only reviews 10 leads

Tell it: “You only read the first page. Keep loading every page until you have all leads from the last 30 days. Then redo the report.”

It says the API key is wrong

Go back to LeadTruffle API Keys, make a new key, replace the old key in the prompt, and try again.

FAQ

Connecting LeadTruffle to ChatGPT and Claude

Can ChatGPT or Claude connect to LeadTruffle automatically?

Yes, but you need to use a mode that can run code and make HTTPS requests. In the ChatGPT desktop app, use Work and On your computer. In the Claude desktop app, use Code and Local. Regular chat mode cannot complete the setup by itself.

Which LeadTruffle endpoint should my AI agent use?

Start with GET /v1/pub/leads. It returns up to 10 leads per request and supports cursor-based pagination. Your agent can follow the API documentation to retrieve more pages or request one lead by its ID.

Can an AI agent analyze LeadTruffle call transcripts?

Yes. AI-handled call records can include the full transcript, a summary, call duration, caller details, and a recording URL when those fields are available.

How should I protect my LeadTruffle API key?

Only paste the key into a trusted, private session. Do not post it in a public or shared chat. Use GET requests only for reports, and revoke keys you no longer need.

Why did ChatGPT or Claude review only 10 leads?

The LeadTruffle leads endpoint returns up to 10 leads per page. Ask the agent to keep following pagination until it has every lead in your requested date range.

Still stuck?

Email us and say which step stopped you. We can help you connect your private AI work session to LeadTruffle.

Email LeadTruffle Support Open the API Docs