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Set up a new external tool integration
Walks users through connecting external tools. The agent handles all technical setup - users just provide credentials when prompted.
If no service specified:
What would you like to connect?
Available integrations:
- Trello - Sync tasks with Trello boards
Coming soon:
- Calendar - See deadlines and meetings
- CRM - Pull client information
Which one?
If service specified: Confirm and proceed to Phase 2.
Check that required tools are available:
If Node.js missing:
You'll need Node.js installed for this integration.
On Mac: I can install it for you using Homebrew. Want me to do that?
On Windows: Download from nodejs.org/en/download
Let me know when you're ready to continue.
If prerequisites met: Proceed to Phase 3.
Search trusted sources for the integration server:
Present to user:
Found Trello integration. This will let you:
- See your Trello tasks here
- Sync status automatically
- Work offline and catch up later
Ready to set it up?
Guide user through obtaining credentials step-by-step.
For Trello:
Let's get your Trello credentials. I'll walk you through it.
Step 1: Go to trello.com/power-ups/admin
Step 2: Click "New" to create a Power-Up (any name works, like "AnyManage")
Step 3: Copy your API Key from the page
Paste your API Key here:
After API key received:
Got it. Now we need a token.
Go to this link (I've added your API key):
https://trello.com/1/authorize?expiration=never&name=AgentPM&scope=read,write&response_type=token&key=[API_KEY]
Click "Allow" and copy the token shown.
Paste your token here:
Install and configure the integration. User sees only progress messages.
What agent does (silently):
claude mcp add --transport stdio --env TRELLO_API_KEY=... --env TRELLO_TOKEN=... trello -- npx -y @delorenj/mcp-server-trelloWhat user sees:
Setting up connection...
Test the connection automatically.
Success:
Connected! Your Trello integration is ready.
Try "sync trello" to see your tasks.
Tip: The integration syncs automatically when you start a session.
Failure:
Couldn't connect to Trello. Let's check a few things:
1. Make sure your API key and token are correct
2. Check that your internet connection is working
3. Verify your Trello account has access to boards
Want to try again?
For Trello, after successful connection:
Which Trello board should I sync with?
1. Marketing Tasks
2. Client Projects
3. Personal
(You can change this later with "configure trello")
Save selection to INTEGRATIONS.md.
| Situation | Response |
|---|---|
| Prerequisites missing | Offer to help install, provide download link |
| Invalid credentials | "Those credentials didn't work. Let's try again from step 1." |
| Network error | "Couldn't connect. Check your internet and try again." |
| Service unavailable | "Trello seems to be down. Try again in a few minutes." |
| Unknown service | "I don't have an integration for [service] yet. Available: Trello" |
| Service | MCP Server | Notes |
|---|---|---|
| Trello | @delorenj/mcp-server-trello | Full CRUD, board sync |
Coming soon: Calendar, CRM
