Connect Claude & ChatGPT to Teamgate

192 tools for Teamgate

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• comment_on_eventChanges dataAdd a comment (`value`) to an event by `global_event_id`.
• create_companyChanges dataCreate a company with `name`, optional `emails`, `phone`, `urls`, `addresses`, `vat_code`, `industry`, `owner_id` and `tags`.
• create_currencyChanges dataCreate a new currency. API summary: Add a New Currency.
• create_dealChanges dataCreate a deal with `name`, `stage_id`, `price_value` and `price_currency`, optional `buyer_id` (company or person), `owner_id`, `estimated_closure_date`, `source` and `tags`.
• create_documentChanges dataCreate a new document. API summary: Upload First Global File.
• create_eventChanges dataCreate an event (meeting, call or task) with `name`, `type`, `start`, `end`, optional `description`, `place`, `owner_id`, `attendees` and linked `deals`, `leads`, `people` or `companies`.
• create_groupChanges dataCreate a new group. API summary: Create a Team.
• create_leadChanges dataCreate a lead with `name`, optional `company_name`, `job_title`, `emails`, `phone`, `addresses`, `owner_id`, `status_id`, `source` and `tags`.
• create_messageChanges dataCreate a new message. API summary: Create a New Email.
• create_personChanges dataCreate a person (contact) with `name`, optional `emails`, `phone`, `job_title`, `addresses`, `owner_id` and `tags`.
• create_productChanges dataCreate a new product. API summary: Create First Product.
• delete_cartDeletesPermanently delete a cart by deal id. Destructive action; may require approval. API summary: Delete cart.
• delete_companyDeletesPermanently delete a company by first company id. Destructive action; may require approval.
• delete_company_documentDeletesPermanently delete a document by second global file id. Destructive action; may require approval. API summary: Detach Company File.
• delete_company_documentsMoves moneyPermanently delete a document by first global company id. Financial or irreversible action; may require approval. API summary: Detach Company Files.
• delete_company_tagDeletesPermanently delete a tag by last tag id. Destructive action; may require approval. API summary: Detach single tag.
• delete_company_tagsMoves moneyPermanently delete a tag by first global company id. Financial or irreversible action; may require approval. API summary: Untag company.
• delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete a Person.
• delete_contact_documentDeletesPermanently delete a document by second global file id. Destructive action; may require approval. API summary: Detach Person File.
• delete_contact_documentsMoves moneyPermanently delete a document by first global person id. Financial or irreversible action; may require approval. API summary: Detach Person Files.
• delete_contact_tagDeletesPermanently delete a tag by last tag id. Destructive action; may require approval. API summary: Detach Person Tag.
• delete_contact_tagsMoves moneyPermanently delete a tag by first global person id. Financial or irreversible action; may require approval. API summary: Detach Person Tags.
• delete_dealDeletesPermanently delete a deal by first deal id. Destructive action; may require approval.
• delete_deal_documentDeletesPermanently delete a document by first global file id. Destructive action; may require approval. API summary: Detach Deal File.
• delete_deal_documentsMoves moneyPermanently delete a document by first global deal id. Financial or irreversible action; may require approval. API summary: Detach Deal Files.
• delete_deal_tagDeletesPermanently delete a tag by last tag id. Destructive action; may require approval. API summary: Detach Deal Tag.
• delete_deal_tagsMoves moneyPermanently delete a tag by second global deal id. Financial or irreversible action; may require approval. API summary: Detach Deal Tags.
• delete_documentDeletesPermanently delete a document by last file id. Destructive action; may require approval. API summary: Delete File.
• delete_document_tagDeletesPermanently delete a tag by last tag id. Destructive action; may require approval. API summary: Unassign a Tag From a File.
• delete_document_tagsMoves moneyPermanently delete a tag by first global file id. Financial or irreversible action; may require approval. API summary: Unassign All Tags From File.
• delete_eventDeletesPermanently delete an event by `event_id`. Pass `body` as an empty object {}.
• delete_event_attendeeDeletesPermanently delete a attendee by second user id. Destructive action; may require approval. API summary: Detach Attendee From Event.
• delete_event_attendeesMoves moneyPermanently delete a attendee by global event id. Financial or irreversible action; may require approval. API summary: Detach Attendees From Event.
• delete_event_companiesMoves moneyPermanently delete a company by global event id. Financial or irreversible action; may require approval. API summary: Detach Companies From Event.
• delete_event_companyDeletesPermanently delete a company by first global company id. Destructive action; may require approval. API summary: Detach Company From Event.
• delete_event_contactDeletesPermanently delete a contact by first global person id. Destructive action; may require approval. API summary: Detach Person From Event.
• delete_event_contactsMoves moneyPermanently delete a contact by global event id. Financial or irreversible action; may require approval. API summary: Detach People From Event.
• delete_event_dealDeletesPermanently delete a deal by first global deal id. Destructive action; may require approval. API summary: Detach Deal From Event.
• delete_event_dealsMoves moneyPermanently delete a deal by global event id. Financial or irreversible action; may require approval. API summary: Detach Deals From Event.
• delete_event_deleteDeletesPermanently delete a event by global event id. Destructive action; may require approval. API summary: Delete Event.
• delete_event_documentDeletesPermanently delete a document by first global file id. Destructive action; may require approval. API summary: Detach Event File.
• delete_event_documentsMoves moneyPermanently delete a document by global event id. Financial or irreversible action; may require approval. API summary: Detach Event Files.
• delete_event_leadDeletesPermanently delete a lead by first global lead id. Destructive action; may require approval. API summary: Detach Lead From Event.
• delete_event_leadsMoves moneyPermanently delete a lead by global event id. Financial or irreversible action; may require approval. API summary: Deatch Leads From Event.
• delete_event_resourceDeletesPermanently delete a resource by first resource id. Destructive action; may require approval. API summary: Detach Resource From Event.
• delete_event_resourcesMoves moneyPermanently delete a resource by global event id. Financial or irreversible action; may require approval. API summary: Detach Resources From Event.
• delete_first_companyDeletesPermanently delete a company by first global company id. Destructive action; may require approval. API summary: Delete First Company.
• delete_first_dealDeletesPermanently delete a deal by first global deal id. Destructive action; may require approval. API summary: Delete First Deal.
• delete_first_global_fileDeletesPermanently delete a document by first global file id. Destructive action; may require approval. API summary: Delete First Global File.
• delete_first_leadDeletesPermanently delete a lead by first global lead id. Destructive action; may require approval. API summary: Delete First Lead.
• delete_first_personDeletesPermanently delete a contact by first global person id. Destructive action; may require approval. API summary: Delete First Person.
• delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete a Team.
• delete_group_userDeletesPermanently delete a user by second user id. Destructive action; may require approval. API summary: Remove one User from a Team.
• delete_group_usersMoves moneyPermanently delete a user by group id. Financial or irreversible action; may require approval. API summary: Remve all Users from a Team.
• delete_leadDeletesPermanently delete a lead by first lead id. Destructive action; may require approval.
• delete_lead_documentDeletesPermanently delete a document by last file id. Destructive action; may require approval. API summary: Detach a File from a Lead.
• delete_lead_documentsMoves moneyPermanently delete a document by first global lead id. Financial or irreversible action; may require approval. API summary: Detach All Files from a Lead.
• delete_lead_tagDeletesPermanently delete a tag by last tag id. Destructive action; may require approval. API summary: Detach Lead Tag.
• delete_lead_tagsMoves moneyPermanently delete a tag by first global lead id. Financial or irreversible action; may require approval. API summary: Detach Lead Tags.
• delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete Comment.
• delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete product.
• delete_product_documentDeletesPermanently delete a document by second global file id. Destructive action; may require approval. API summary: Detach Product File.
• delete_product_documentsMoves moneyPermanently delete a document by first global product id. Financial or irreversible action; may require approval. API summary: Detach Product Files.
• delete_second_companyDeletesPermanently delete a company by second global company id. Destructive action; may require approval. API summary: Delete Second Company.
• delete_second_dealDeletesPermanently delete a deal by second global deal id. Destructive action; may require approval. API summary: Delete Second Deal.
• delete_second_global_fileDeletesPermanently delete a document by second global file id. Destructive action; may require approval. API summary: Delete Second Global File.
• delete_second_leadDeletesPermanently delete a lead by second global lead id. Destructive action; may require approval. API summary: Delete Second Lead.
• delete_second_personDeletesPermanently delete a contact by second global person id. Destructive action; may require approval. API summary: Delete Second Person.
• download_document_urlDownload the document for a document. API summary: Get File Download URL.
• get_an_email_detailsGet one message by first email id. API summary: Get an Email Details.
• get_cartGet one cart by deal id. API summary: Get Cart.
• get_companyGet one company by `first_company_id`. Pass `body` as an empty object {}.
• get_company_custom_fieldGet one custom field for a company by cf companies multi select id. API summary: Get one custom field of a Company.
• get_custom_fieldGet one custom field by cf people select id. API summary: Get Custom Field.
• get_dealGet one deal by `deal_id`, including value, stage, status, owner and buyer.
• get_deal_custom_fieldGet one custom field for a deal by cf deals multi select id. API summary: Get Deal Custom Field.
• get_documentGet one document by last file id. API summary: Get One File.
• get_eventGet one event by `event_id`. Pass `body` as an empty object {}.
• get_groupGet one group by group id. API summary: Get details of a Team.
• get_leadGet one lead by `first_lead_id`. Pass `body` as an empty object {}.
• get_lead_custom_fieldGet one custom field for a lead by last field id. API summary: Get one Custom Field of a Lead.
• get_merge_history_of_a_companyGet one company by first company id. API summary: Get merge history of a Company.
• get_merge_history_of_a_leadGet one lead by first lead id. API summary: Get merge history of a Lead.
• get_merge_history_of_a_personGet one contact by person id. API summary: Get merge history of a Person.
• get_messageGet one message by message id. API summary: Get Comment.
• get_personGet one person by `contact_id`. Pass `body` as an empty object {}.
• get_pipelineGet one pipeline by `pipeline_id`, including its stages. Pass `body` as an empty object {}.
• get_productGet one product by product id. API summary: Get Product.
• get_product_custom_fieldGet one custom field for a product by cf products multi select id. API summary: Get Product Custom Field.
• get_userGet one user by first user id. API summary: Get User.
• list_cartsList carts. API summary: Get Carts Collection.
• list_categoriesList categories. API summary: Get Product Categories Collection.
• list_companiesList companies in the CRM.
• list_company_custom_fieldsList custom fields for a company. API summary: Get all custom data of a Company.
• list_company_customer_statusesList customer statuses for a company. API summary: Get customer statuses of a Company.
• list_company_dealsList deals linked to a company by `second_global_company_id`. Pass `body` as an empty object {}.
• list_company_documentsList documents for a company. API summary: Get Company Files.
• list_company_eventsList events for a company. API summary: Get activities of a Company.
• list_company_industriesList industries for a company. API summary: Get industries of a Company.
• list_company_peopleList people linked to a company by `first_company_id`. Pass `body` as an empty object {}.
• list_company_prospect_statusesList prospect statuses for a company. API summary: Get prospect statuses of a Company.
• list_company_sourcesList sources for a company. API summary: Get sources of a Company.
• list_company_tagsList tags for a company. API summary: List company tags.
• list_contact_custom_fieldsList custom fields for a contact. API summary: Get all Custom Data of a Person.
• list_contact_customer_statusesList customer statuses for a contact. API summary: Get customer statuses of a Person.
• list_contact_documentsList documents for a contact. API summary: Get Person Files.
• list_contact_eventsList events for a contact. API summary: Get activites by a Person.
• list_contact_industriesList industries for a contact. API summary: Get industries of a Person.
• list_contact_prospect_statusesList prospect statuses for a contact. API summary: Get prospect statuses of a Person.
• list_contact_sourcesList sources for a contact. API summary: Get sources of a Person.
• list_contact_tagsList tags for a contact. API summary: Get Person Tags.
• list_currenciesList currencies. API summary: Get Currencies Collection.
• list_custom_fieldsList custom fields. API summary: Get Custom Fields Collection Copy.
• list_deal_companiesList companies for a deal. API summary: Get Deal Companies.
• list_deal_contactsList contacts for a deal. API summary: Get Deal People.
• list_deal_custom_fieldsList custom fields for a deal. API summary: Get Deal Custom Fields.
• list_deal_documentsList documents for a deal. API summary: Get Deal Files.
• list_deal_eventsList events for a deal. API summary: Get Deal Events.
• list_deal_sourcesList sources for a deal. API summary: Get Deal Sources.
• list_deal_stagesList stages for a deal. API summary: Get Deal Stages.
• list_deal_tagsList tags for a deal. API summary: Get Deal Tags.
• list_dealsList deals in the CRM.
• list_document_tagsList tags for a document. API summary: List Tags of a File.
• list_documentsList documents. API summary: Get Files Collection.
• list_event_attendeesList attendees for a event. API summary: Get Single Event Attendees.
• list_event_companiesList companies for a event. API summary: Get Single Event Companies.
• list_event_contactsList contacts for a event. API summary: Get Single Event People.
• list_event_dealsList deals for a event. API summary: Get Single Event Deals.
• list_event_documentsList documents for a event. API summary: Get File List of an Activity.
• list_event_leadsList leads for a event. API summary: Get Single Event Leads.
• list_event_messagesList messages for a event. API summary: List Comments of an Activity.
• list_event_resourcesList resources for a event. API summary: Get Event Resources.
• list_eventsList calendar events, calls, meetings and tasks.
• list_globalsList globals. API summary: Get Global Search.
• list_group_usersList users for a group. API summary: Get all Users of a Team.
• list_groupsList groups. API summary: Get Team Collection.
• list_industriesList industries. API summary: Get Industries Collection.
• list_lead_custom_fieldsList custom fields for a lead. API summary: Get all Custom Data of a Lead.
• list_lead_documentsList documents for a lead. API summary: Get All Files of a Lead.
• list_lead_eventsList events for a lead. API summary: Get activities of a Lead.
• list_lead_industriesList industries for a lead. API summary: Get industries of a Lead.
• list_lead_sourcesList sources for a lead. API summary: Get sources of a Lead.
• list_lead_statusesList the available lead statuses and their IDs. Pass `body` as an empty object {}.
• list_lead_statuses_2List statuses for a lead. API summary: Get statuses of a Lead.
• list_lead_tagsList tags for a lead. API summary: Get Lead Tags Collection.
• list_leadsList leads in the CRM. Pass `body` as an empty object {}.
• list_messagesList messages. API summary: Get Emails Collection.
• list_peopleList people (contacts) in the CRM.
• list_person_dealsList deals linked to a person by `person_id`.
• list_pipelinesList sales pipelines.
• list_product_custom_fieldsList custom fields for a product. API summary: Get Product Custom Fields.
• list_product_dealsList deals for a product. API summary: Get Product Deals.
• list_product_documentsList documents for a product. API summary: Get Product Files.
• list_product_eventsList events for a product. API summary: Get Product Events.
• list_productsList products in the product catalog.
• list_resourcesList resources. API summary: Get Resources Collection.
• list_sourcesList sources. API summary: Get Sources Collection.
• list_usersList users in the Teamgate account. Use to find owner IDs.
• update_an_emailVisible to othersUpdate an existing message identified by first email id. Has effects visible outside this system. API summary: Update an Email.
• update_cartVisible to othersUpdate an existing product identified by deal id. Has effects visible outside this system. API summary: Update cart.
• update_cart_productsVisible to othersUpdate an existing product identified by deal id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Cart Items.
• update_companyChanges dataUpdate a company by `first_company_id`: name, contact details, addresses, owner, statuses or tags. Only the fields you pass change.
• update_company_avatarsVisible to othersUpdate an existing avatar identified by first company id. Has effects visible outside this system. API summary: Change a photo for a Company.
• update_company_documentsVisible to othersUpdate an existing document identified by first global company id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Attach Company Files.
• update_company_tagsVisible to othersUpdate an existing tag identified by first global company id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Attach Company Tags.
• update_contact_avatarsVisible to othersUpdate an existing avatar identified by person id. Has effects visible outside this system. API summary: Change a photo for a Person.
• update_contact_documentsVisible to othersUpdate an existing document identified by first global person id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Attach Person Files.
• update_contact_tagsVisible to othersUpdate an existing tag identified by first global person id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Attach Person Tags.
• update_currenciesVisible to othersUpdate an existing currency. Has effects visible outside this system. API summary: Update a Currency.
• update_dealChanges dataUpdate a deal by `deal_id`: name, stage (`stage_id`), `status`, value, owner, closing date, tags or custom fields. Only the fields you pass change.
• update_deal_documentsVisible to othersUpdate an existing document identified by first global deal id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add Deal Files.
• update_deal_tagsVisible to othersUpdate an existing tag identified by first global deal id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Attach Deal Tags.
• update_documentChanges dataUpdate an existing document identified by last file id. API summary: Update FIle Metadata.
• update_document_tagsVisible to othersUpdate an existing tag identified by first global file id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Assign a Tag to a File.
• update_eventChanges dataUpdate an event by `event_id`: name, times, place, description, owner, reminders or linked records. Only the fields you pass change.
• update_event_attendeesVisible to othersUpdate an existing attendee identified by global event id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add Attendees To An Event.
• update_event_companiesVisible to othersUpdate an existing company identified by global event id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add Companies To An Event.
• update_event_contactsVisible to othersUpdate an existing contact identified by global event id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add People To An Event.
• update_event_dealsVisible to othersUpdate an existing deal identified by global event id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add Event.
• update_event_documentsVisible to othersUpdate an existing document identified by global event id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Attach Event Files.
• update_event_leadsVisible to othersUpdate an existing lead identified by global event id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add Lead Event.
• update_event_resourcesVisible to othersUpdate an existing resource identified by global event id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add Resources.
• update_groupChanges dataUpdate an existing group identified by group id. API summary: Update a Team details.
• update_group_usersVisible to othersUpdate an existing user identified by group id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add Users to a Team.
• update_leadChanges dataUpdate a lead by `first_lead_id`: name, status, owner, source, industry, tags or custom fields. Only the fields you pass change.
• update_lead_avatarsVisible to othersUpdate an existing avatar identified by first lead id. Has effects visible outside this system. API summary: Change a photo for a lead.
• update_lead_documentsVisible to othersUpdate an existing document identified by first global lead id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Attach a File to a Lead.
• update_lead_tagsVisible to othersUpdate an existing tag identified by first global lead id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Attach Lead Tags.
• update_messageChanges dataUpdate an existing message identified by message id. API summary: Update Comment.
• update_personChanges dataUpdate a person by `contact_id`: name, owner, statuses, tags or custom fields. Only the fields you pass change.
• update_productChanges dataUpdate an existing product identified by product id. API summary: Update product.
• update_product_documentsVisible to othersUpdate an existing document identified by first global product id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add Product Files.

Questions