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One brain for all your context
Pull pricing docs, playbooks, Slack threads and decks into a single company brain instead of a dozen disconnected sources.
Consolidate your company context.
Plug it into any AI agent.
Trail brings your docs, Notion, Slack, decks and SOPs together into one company brain — turning them into business rules, each cited to its source. Connect Claude or any external agent, and every answer follows your rules.
pip install trail-sdk
· Connects to Claude, LangChain, LlamaIndex & MCP
Trusted by teams at leading enterprises
Your context is scattered. Your agents
are guessing without it.
Trail unifies the knowledge and rules spread across your tools — so every agent works from one source of truth.
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Business rules, shared across agents
Define your rules once. Every connected agent works from the same logic, so answers stay consistent.
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Answers grounded in your data
Agents pull the exact rules and facts a task needs — priced, calculated, and reasoned from your real context.
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Every rule cited to its source
See exactly where each rule came from — the document, page and line — so nothing is a black box.
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Reviewed and approved by you
Trail suggests rules from your sources; your team reviews, edits and approves before any agent uses them.
Company brain
Build a company brain from
Build a company brain from
all your scattered sources.
Michael, Director of Sales, had pricing in a Notion doc, decisions buried in Slack, and numbers in old decks. He put it all into one Trail brain.
Now his whole team — and every agent they use — works from the same sales context.
Notion & docs
Pricing docs, playbooks and policies parsed into linked, queryable rules.
Slack & email
Decisions and exceptions scattered in threads, captured as context.
Decks & PDFs
Numbers and terms locked in old presentations, extracted and connected.
ERP / CRM
Accounts, orders and entitlements resolved to the right customer.
SOPs
Documented processes turned into step-by-step rules your agents can run.
Connect any agent
Ask in Claude. Answered by your rules.
Connect your company brain to Claude or any external agent your team already uses. When someone asks a question, the agent pulls the relevant business rules from Trail and answers in line with them — no copy-pasting context, no guessing.
- Native Model Context Protocol (MCP) server
- Works with Claude, LangChain, LlamaIndex & custom agents
- End users just ask — the rules come from Trail
Claude · connected to Trail — Sales brain
Leo · Sales
A customer wants the workflow-automation package plus 2 extra seats and priority support. How should we price it?
Claude
Pulling rules from your Sales brain…
- Base package: 12,000 credits
- Extra seats ×2: 1,600 credits
- Priority support: +15%
Total: 15,640 credits. This exceeds the $10k threshold, so it needs VP Sales approval before the order form goes out.
◆ from pricing.notion · deal-desk SOP p.4
SOPs → agents
Turn a documented process into a
Turn a documented process into a
working agent — in one upload.
Import a PDF or DOCX SOP. Trail reads it, builds the agent, and shows you exactly why it created every rule.
1 · Import the SOP
Drop in the process doc your team wrote to onboard new hires — PDF or DOCX.
2 · Agent auto-built
Trail outlines the agent's role, splits the process into phases, and adds the tools each step needs.
3 · Review & approve
Every learned rule is explained and traced to the exact text it came from. Approve, then run.
Rule the agent learned
If a rejected invoice states costs include an involuntary change, set accrual to N.
Where it came from · page 15
“…where a rejected invoice indicates the cost includes an involuntary change and we will not pay the supplier, this ultimately amounts to a non-accrual state…”
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brain, connected to every agent your teams use — sales, ops, support and back office.
Deal desk that prices by your rules
- Pulls pricing, discounts & packaging from your brain
- Calculates totals and flags what needs approval
- Consistent quotes across every rep
- Every number cited to the source doc
Back-office agents that follow the SOP
- SOPs become step-by-step, tool-aware agents
- Business logic lives as reviewed rules, not prompts
- Exceptions routed with full context attached
- Right approver for the right order form
Grounded support that cites its sources
- Answers from your real policies and entitlements
- Every response links back to the source
- Escalates cleanly when the brain is uncertain
- Consistent across every channel
Copilots that actually know your company
- One shared brain across every internal agent
- People, teams & projects resolved and connected
- Private by default — runs in your boundary
- Answers stay consistent across tools
Lives where your knowledge lives.
Connect the tools your context is scattered across on one side, and any agent framework on the other. Trail keeps the brain in sync.
Enterprise controls
Built for how large orgs actually operate.
Your admins keep the keys. Agents run inside the guardrails you set.
SSO & SCIM
SAML, OIDC and SCIM provisioning with your identity provider.
Role-based access
Fine-grained permissions per source, brain and workspace.
Audit logs
Every query, rule change and approval recorded and exportable.
Private deployment
Managed, single-tenant, or fully in your own VPC.
Data residency
Pin storage and processing to the region you require.
Human in the loop
Rules are reviewed and approved before any agent uses them.
Encryption
Encrypted in transit and at rest, with your own keys optional.
Rate & usage limits
Per-agent budgets and quotas to keep costs predictable.
Enterprise-grade security
Security built in, not bolted on.
Your data and your company brain never leave your boundary. Trail is designed to meet the standards enterprise teams require — with independent controls across access, encryption, and retention.
Compliance targets shown below; contact us for current attestation status.
SOC 2 Type II
GDPR
ISO 27001
HIPAA
FAQ
What you might be wondering.
What exactly is a Trail company brain?+
It's one place that consolidates your company context — docs, Notion, Slack, decks, SOPs and systems — and turns it into business rules, each cited to its source. Any connected agent draws on it to answer and act the way your team would.
How do I connect it to Claude or another agent?+
Trail ships a Model Context Protocol (MCP) server plus native retrievers for LangChain and LlamaIndex and plain REST/GraphQL APIs. Connect once, and your end users just ask their questions inside the agent they already use.
Can I turn our existing SOPs into agents?+
Yes. Upload a PDF or DOCX SOP and Trail builds an agent — outlining its role, breaking the process into phases, adding the tools each step needs, and proposing rules. You review and approve before it runs.
Where does each rule come from — can I trust it?+
Every suggested rule includes an explanation and a link to the exact document, page and text it was drawn from. Nothing goes live until your team approves it.
Where does my data live?+
Run Trail managed, single-tenant, or fully inside your own VPC. Your data and brain stay within your boundary, and you can pin storage to a specific region.
How long does it take to get started?+
Connect a source or upload an SOP and you can have a working, grounded agent the same day.
See it run on your context,
with your agents.
Consolidate your company brain and connect your first agent in minutes. Free to start, no card required.
Prefer to read first? Browse the docs →