# Trello Setup > Connect Trello to Dex for visual Kanban task sync - Skill: `majiayu000/trello-setup` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add majiayu000/trello-setup` - Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/trello-setup/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Integrations & APIs - Author: majiayu000 (https://skillmd.com/u/majiayu000) - Updated: 2026-09-09 - Page: https://skillmd.com/skills/majiayu000/trello-setup --- # Trello Setup Connect your Trello boards to Dex so your tasks, projects, and daily plans stay in sync with your Trello Kanban boards. ## What This Enables Once connected, Dex can: - **Task Sync:** Cards created in Dex appear on your Trello board; cards moved to Done in Trello mark tasks complete in Dex - **Project Health:** See live board status -- cards by list, blocked items, stale cards - **Daily Plan:** Surface Trello cards assigned to you, including overdue items - **Meeting Prep:** Know which board has blocked cards to discuss with attendees ## Privacy - Card titles and status sync. No attachments or comments are read unless you ask. - Your API key and token stay local on your machine and are gitignored - Sync is on-demand (during daily plan or task creation) -- no background polling - Only boards you explicitly configure are accessed ## When to Run - User types `/trello-setup` - User asks about connecting Trello - User wants Kanban board context in daily plans or project health - During `/integrate-mcp` if Trello is mentioned --- ## Setup Flow ### Step 1: Check if Already Connected 1. Check `System/integrations/config.yaml` for a `trello:` section with `enabled: true` 2. If found, skip to **Step 6** (Configure Board Mapping) 3. If not found, continue to Step 2 ### Step 2: Explain What We're Setting Up Say: ``` **Let's connect Trello to Dex.** This links your Trello boards so tasks sync between Dex and Trello. Cards move between lists = status updates in Dex. Simple Kanban sync. **What you'll need:** - A Trello account with at least one board - Your Trello API key and token (I'll walk you through getting these) - About 3 minutes **Ready to go?** ``` Wait for confirmation. ### Step 3: Get API Credentials Walk the user through getting their Trello API key and token: ``` **Step 1: Get your API Key** 1. Go to https://trello.com/power-ups/admin 2. Click "New" to create a new Power-Up (or use an existing one) 3. Copy your **API Key** from the Power-Up settings **Step 2: Generate a Token** 1. On the same page, click the link to generate a **Token** 2. Authorize the app when prompted 3. Copy the token that appears **Paste your API key and token when ready.** ``` Wait for the user to provide both values. ### Step 4: Add the MCP Server Check the user's MCP configuration. If `mcp-server-trello` is not listed: 1. Explain what we're adding: ``` I'll add the Trello connector to your Dex configuration. This uses mcp-server-trello which runs on Bun for fast performance. ``` 2. Add to the user's `.mcp.json`: ```json { "mcp-server-trello": { "command": "bunx", "args": ["-y", "mcp-server-trello"], "env": { "TRELLO_API_KEY": "", "TRELLO_TOKEN": "" } } } ``` 3. Tell the user the MCP server needs to restart for changes to take effect. ### Step 5: Test the Connection Run a quick test to confirm everything works: 1. List the user's boards via the Trello MCP 2. Show a brief summary: ``` **Connection test:** - Found [N] boards: [Board Name 1], [Board Name 2], ... - API access confirmed Everything looks good! ``` If it fails, troubleshoot: ``` That didn't work. A few things to check: 1. **API Key correct?** Should be a 32-character string 2. **Token correct?** Should be a longer string (64+ characters) 3. **Account access?** Make sure the token has read/write permissions Want to re-enter your credentials? ``` Retry up to 2 times, then offer to skip and come back later. ### Step 6: Configure Board Mapping Ask the user which board to sync: ``` **Which Trello board should Dex sync with?** Here are your boards: 1. [Board Name 1] 2. [Board Name 2] 3. [Board Name 3] Pick a board (or say "show all" for the full list). You can add more boards later by running `/trello-setup` again. ``` After they choose a board: ``` **Now let's map your lists to Dex statuses.** I'll look at the lists on [Board Name]: - "To Do" -> Backlog (not started) - "In Progress" -> Started - "Review" -> (unmapped -- keep or map to Blocked?) - "Done" -> Done Does this mapping look right? Or should I adjust? ``` Let the user confirm or customize the mapping. Default status list names: - Backlog / To Do / TODO -> status `n` - In Progress / Doing / Active -> status `s` - Blocked / On Hold / Waiting -> status `b` - Done / Complete / Finished -> status `d` ### Step 7: Trust Level Ask about sync behavior: ``` **How should Dex handle Trello sync?** 1. **Auto-sync** — Cards sync automatically during daily plan and task creation 2. **Ask each time** — Dex shows you what changed and asks before syncing Which do you prefer? (Most people choose auto-sync) ``` ### Step 8: Save Configuration Write to `System/integrations/config.yaml` -- update the trello section: ```yaml trello: enabled: true task_sync: true configured_at: YYYY-MM-DD api_key: token: default_board: board_name: trust_level: auto | ask list_mapping: backlog: in_progress: blocked: done: features: task_sync: true project_health: true daily_plan: true meeting_prep: true ``` If the file already exists, only update the `trello:` section. Preserve other integration configs. ### Step 9: Confirm ``` **Trello is connected!** Here's what changes now: - **Task Sync** — New Dex tasks appear on your [Board Name] board. Cards completed in Trello mark tasks done in Dex. - **Project Health** (`/project-health`) shows live board status -- cards by list, blocked items - **Daily Plan** (`/daily-plan`) includes your assigned Trello cards and overdue items - **Meeting Prep** (`/meeting-prep`) surfaces blocked cards relevant to attendees **Capability cascade:** These skills now have Trello awareness built in. You can adjust settings anytime by running `/trello-setup` again. ``` --- ## Troubleshooting ### Token Expired Trello tokens can be set to expire. If you see auth errors: 1. Go to https://trello.com/power-ups/admin 2. Generate a new token 3. Update `System/integrations/config.yaml` with the new token 4. Restart MCP server ### Board Not Found If the configured board was deleted or renamed: 1. Run `/trello-setup` to reconfigure 2. Select the new board 3. Remap lists if needed ### Rate Limiting Trello allows 100 requests per 10 seconds. This is generous -- you'd only hit it during bulk sync. If you see rate limit errors, wait 10 seconds and retry. ### Cards Not Syncing Check: - Is the board ID correct in config.yaml? - Does the token have write access? - Are the list names matching? (List mapping is case-insensitive but names must partially match) --- ## Reconfiguration If the user runs `/trello-setup` when already configured: 1. Show current config from `System/integrations/config.yaml` 2. Offer options: - Change synced board - Update list mapping - Change trust level (auto/ask) - Re-authenticate (new API key/token) - Add additional boards - Disconnect Trello ### Disconnect Flow If user wants to disconnect: 1. Update `System/integrations/config.yaml`: ```yaml trello: enabled: false ``` 2. Confirm: "Trello is disconnected. Your daily plans and project health will no longer include Trello context. Run `/trello-setup` anytime to reconnect."