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Documentation · Integrations

Trello

Updated May 14, 2026 · FinityAi

Trello is where your boards, lists, and cards live. In FinityAi, you link it with Sign in with Trello (when available) or a developer API key and user token so the assistant can read and update work you can already reach with that token. FinityAi does not bypass Trello’s permissions—if your token cannot see a board, neither can the assistant.

What you need in Trello

  • A Trello account with access to the boards you want the assistant to use.
  • For manual setup: an API key and a token from trello.com/app-key—use the Token link next to your key to authorize read/write access for your user.
  • For OAuth: your site URL added under Allowed origins for that API key in Trello so the sign-in redirect is accepted.

Connect in FinityAi

  1. Sign in to FinityAi, open Integrations, and turn Trello on using the card switch.
  2. Open Integrations → Trello. Use Connect with Trello when OAuth is enabled, or expand Use manual key and token and paste both values, then save.
  3. Use Disconnect to remove stored credentials from FinityAi; revoke the token in Trello if it was exposed.

Assistant: enable tools

Trello actions run only when the assistant is allowed to use tools.

  1. Open the Assistant.
  2. In the header, open Settings and ensure connected apps and tools are enabled.
  3. Ask in natural language. If nothing runs, confirm the Trello card on Integrations is on and your connection shows as saved and accepted on the Trello settings page.

New to chat settings? See the Assistant user guide.

What the assistant can do

When Tools are on, the assistant can take the kinds of actions below. You describe what you want in everyday language—you never need to type internal names.

Boards, lists, and cards

List boards you can open, then lists on a board, then cards in one list or a capped snapshot of cards across the whole board. Open one card for full detail including members. Update cards—move them to another column, rename them, edit the description, set or clear due dates, archive them, or adjust position.

Search and create

Search your Trello for matching boards and cards. Create a new card on a list you specify, with optional description, due date, position, and labels.

Comments, labels, checklists

Read comment history on a card and post new comments. List labels on a board and apply the right labels to a card. List checklists and items on a card and mark items complete or incomplete.

Sample prompts

Swap in your real board and list names. If the assistant needs an id, ask it to list boards or lists first.

  • “List my open Trello boards and their names.”
  • “On my Product Roadmap board, list the lists (columns), then the cards in the first list.”
  • “Search Trello for cards mentioning ‘launch’ and show titles and links.”
  • “Open this card and summarize the description, due date, and labels.”
  • “Move this card to the Done list and set the due date to next Friday end of day.”
  • “Add a comment on this card: ‘Blocked on design—follow up Monday.’”
  • “List labels on this board, then set this card’s labels to Bug and P1.”
  • “Show checklists on this card and mark the first checklist item complete.”
  • “Create a new card titled ‘QA pass’ in my Inbox list with a short description.”
  • “List cards across the whole board up to 50—then narrow to one list if it’s too much.”

Limits and large boards

  • Card lists are capped so responses stay safe to read—ask for a single list or a smaller limit when a board is huge.
  • Descriptions may be shortened in summaries; open the card when you need the full body.
  • Search returns bounded numbers of boards and cards—refine your query if you need fewer, clearer hits.

Privacy and your credentials

  • Your API key and token are stored for your account so the hosted assistant can call Trello. Treat them as secrets—revoke in Trello and save new ones here if they leak.
  • FinityAi only reaches boards and actions your token allows.

If something fails

  • 401 / unauthorized — Token invalid or revoked. Generate a new token in Trello and save again under Integrations → Trello.
  • 403 / forbidden — The board or card is not visible to the user that issued the token. Join the board in Trello or use an account with access.
  • OAuth redirect errors — Confirm your app URL is listed under allowed origins for the API key in Trello.
  • Tools never run — Enable Trello on Integrations, turn on tools in the assistant, and confirm status shows credentials saved and accepted.

Official Trello docs

Use these for key management and API behavior outside FinityAi.

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