Integration · CRM & sales
Connect Claude & ChatGPT to Teamleader Focus
Ask your AI which deals are open in a phase, what a customer has been invoiced, or to add a follow-up task in Teamleader Focus. It can search and update contacts and companies, create deals and mark them won or lost, create quotations and draft invoices, and add notes to records. Your CRM questions get answered without clicking through lists.
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Try asking
“Which deals is Sofie responsible for, and when are they expected to close?”
The AI finds Sofie in your users, lists her deals and shows each one's customer, phase, estimated value and closing date.
“Add Nordic Foods ApS as a company with VAT number DK12345678 and add Anna Holm as a contact.”
It searches first to avoid duplicates, then creates the company and the contact with the details you gave.
“Create a deal for Nordic Foods: website redesign, 45,000 DKK, in the Proposal phase.”
It looks up the deal phases and creates the deal with the company as customer, the estimated value and the phase.
What your AI can do
Contacts and companies
Search, create and update contacts and companies with emails, phone numbers, addresses, VAT numbers, tags and custom fields.
Deals, quotes and invoices
Create and update deals, move them through phases, mark them won or lost, create quotations and draft invoices, and read invoice status.
Tasks and notes
List, create, update and complete tasks, add notes to contacts, companies and deals, and find users to assign work to.
“Make a quotation on that deal with 30 hours of design at 950 DKK.”
It creates a quotation for the deal with one line for the product, quantity and price.
“Which invoices for Acme are still unpaid?”
It lists Acme's outgoing invoices and shows invoice number, total, due date and payment status.
“Remind me to call Anna on Friday and note that she asked for a new price.”
It finds a work type, creates a task due Friday linked to Anna, and adds a note to her contact.
292 tools for Teamleader Focus
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
add_noteChanges dataAdd a note to a record. Requires `subject` (the record type, e.g. contact, company or deal, and its id) and `content`.approve_invoiceVisible to othersApprove a invoice. Has effects visible outside this system. API summary: incomingInvoices.approve.approve_messageVisible to othersApprove a message. Has effects visible outside this system. API summary: incomingCreditNotes.approve.approve_paymentVisible to othersApprove a payment. Has effects visible outside this system. API summary: receipts.approve.approve_quoteVisible to othersAccept a quote. Has effects visible outside this system. API summary: quotations.accept.archive_subscriptionVisible to othersDeactivate a subscription. Has effects visible outside this system. API summary: subscriptions.deactivate.attach_contactChanges dataLink a contact. API summary: contacts.linkToCompany.cancel_eventDeletesCancel a event. Destructive action; may require approval. API summary: events.cancel.complete_taskVisible to othersMark a task as completed by `id`.create_accounts_projects_v2_statusChanges dataCreate a new accounts projects v2 status. API summary: accounts.projects-v2-status.create_callChanges dataCreate a new call. Required: participant, due at or assignee. API summary: calls.add.create_closing_dayChanges dataCreate a new closing day. Required: day. API summary: closingDays.add.create_cloud_platforms_urlChanges dataCreate a new cloud platforms url. Required: type or id. API summary: cloudPlatforms.url.create_companies_tagChanges dataCreate a new companies tag. Required: id or tags. API summary: companies.tag.create_companies_untagChanges dataCreate a new companies untag. Required: id or tags. API summary: companies.untag.create_companyChanges dataCreate a company. `name` is required; add emails, telephones, addresses, VAT number, website and tags. Search first to avoid duplicates.create_contactChanges dataCreate a contact (person). `last_name` is required; add first_name, emails, telephones, addresses, tags and more. Search first to avoid duplicates.create_contacts_tagChanges dataCreate a new contacts tag. Required: id or tags. API summary: contacts.tag.create_contacts_untagChanges dataCreate a new contacts untag. Required: id or tags. API summary: contacts.untag.create_currencies_exchange_rateChanges dataCreate a new currencies exchange rate. Required: base. API summary: currencies.exchangeRates.create_custom_field_definitionChanges dataCreate a new custom field definition. Required: label, type or context. API summary: customFieldDefinitions.create.create_customerChanges dataCreate a new customer. Required: id or customer. API summary: projects.addCustomer.create_customer_nextgen_projects_remove_customerChanges dataCreate a new customer. Required: id or customer. API summary: projects.removeCustomer.create_day_off_typeChanges dataCreate a new day off type. Required: name. API summary: dayOffTypes.create.create_days_off_bulk_deleteVisible to othersCreate a new days off bulk delete. Required: user id. Has effects visible outside this system. API summary: daysOff.bulkDelete.create_dealChanges dataCreate a deal with a `title` and a `lead` (the customer contact or company, optionally a contact person). Optionally set phase, estimated value, probability and closing date.create_deal_nextgen_projects_add_dealChanges dataCreate a new deal. Required: id or deal id. API summary: projects.addDeal.create_deal_nextgen_projects_remove_dealChanges dataCreate a new deal. Required: id or deal id. API summary: projects.removeDeal.create_deal_phaseChanges dataCreate a new deal phase. Required: name, deal pipeline id or requires attention after. API summary: dealPhases.create.create_deal_phases_moveChanges dataCreate a new deal phases move. Required: id or after phase id. API summary: dealPhases.move.create_deal_pipelineChanges dataCreate a new deal pipeline. Required: name. API summary: dealPipelines.create.create_deals_moveChanges dataCreate a new deals move. Required: id or phase id. API summary: deals.move.create_draft_invoiceChanges dataCreate a draft outgoing invoice. Requires invoicee (customer), payment_term, department_id and grouped_lines; it stays a draft until booked in Teamleader.create_email_trackingVisible to othersCreate a new email tracking. Required: subject or content. Has effects visible outside this system. API summary: emailTracking.create.create_eventChanges dataCreate a new event. Required: title, activity type id, starts at or ends at. API summary: events.create.create_external_parties_deleteChanges dataCreate a new external parties delete. Required: id. API summary: externalParties.delete.create_external_parties_updateChanges dataCreate a new external parties update. Required: id. API summary: externalParties.update.create_incoming_credit_notes_refuseChanges dataCreate a new incoming credit notes refuse. Required: id. API summary: incomingCreditNotes.refuse.create_incoming_invoices_refuseChanges dataCreate a new incoming invoices refuse. Required: id. API summary: incomingInvoices.refuse.create_invoiceChanges dataCreate a new invoice. Required: title or currency. API summary: incomingInvoices.add.create_invoices_creditChanges dataCreate a new invoices credit. Required: id. API summary: invoices.credit.create_invoices_credit_partiallyChanges dataCreate a new invoices credit partially. Required: id or grouped lines. API summary: invoices.creditPartially.create_materials_assignChanges dataCreate a new materials assign. Required: id or assignee. API summary: materials.assign.create_materials_createChanges dataCreate a new materials create. Required: project id or title. API summary: materials.create.create_materials_deleteChanges dataCreate a new materials delete. Required: id. API summary: materials.delete.create_materials_duplicateChanges dataCreate a new materials duplicate. Required: origin id. API summary: materials.duplicate.create_materials_infoChanges dataCreate a new materials info. Required: id. API summary: materials.info.create_materials_listChanges dataCreate a new materials list. API summary: materials.list.create_materials_unassignChanges dataCreate a new materials unassign. Required: id or assignee. API summary: materials.unassign.create_materials_updateChanges dataCreate a new materials update. Required: id. API summary: materials.update.create_meetingChanges dataCreate a new meeting. Required: id or attach to. API summary: meetings.createReport.create_meetings_scheduleChanges dataCreate a new meetings schedule. Required: title, starts at, ends at or attendees. API summary: meetings.schedule.create_message_addChanges dataCreate a new message. Required: title or currency. API summary: incomingCreditNotes.add.create_migrate_activity_typeChanges dataCreate a new migrate activity type. API summary: migrate.activityType.create_migrate_idChanges dataCreate a new migrate id. API summary: migrate.id.create_migrate_tax_rateChanges dataCreate a new migrate tax rate. API summary: migrate.taxRate.create_milestoneChanges dataCreate a new milestone. Required: project id, due on, name or responsible user id. API summary: milestones.create.create_milestones_openChanges dataCreate a new milestones open. Required: id. API summary: milestones.open.create_paymentChanges dataCreate a new payment. Required: id, payment or paid at. API summary: invoices.registerPayment.create_payment_addChanges dataCreate a new payment. Required: title or currency. API summary: receipts.add.create_payment_incoming_credit_notes_register_paymentChanges dataCreate a new payment. Required: id, payment or paid at. API summary: incomingCreditNotes.registerPayment.create_payment_incoming_invoices_register_paymentChanges dataCreate a new payment. Required: id, payment or paid at. API summary: incomingInvoices.registerPayment.create_payment_receipts_register_paymentChanges dataCreate a new payment. Required: id, payment or paid at. API summary: receipts.registerPayment.create_productChanges dataCreate a new product. Required: body. API summary: products.add.create_projectChanges dataCreate a new project. Required: title, starts on, milestones or participants. API summary: projects.create.create_project_addChanges dataCreate a new project. Required: id or participant. API summary: projects.addParticipant.create_project_groups_assignChanges dataCreate a new project groups assign. Required: id or assignee. API summary: projectGroups.assign.create_project_groups_createChanges dataCreate a new project groups create. Required: project id or title. API summary: projectGroups.create.create_project_groups_deleteChanges dataCreate a new project groups delete. Required: id or delete strategy. API summary: projectGroups.delete.create_project_groups_duplicateChanges dataCreate a new project groups duplicate. Required: origin id. API summary: projectGroups.duplicate.create_project_groups_infoChanges dataCreate a new project groups info. Required: id. API summary: projectGroups.info.create_project_groups_listChanges dataCreate a new project groups list. API summary: projectGroups.list.create_project_groups_unassignChanges dataCreate a new project groups unassign. Required: id or assignee. API summary: projectGroups.unassign.create_project_groups_updateChanges dataCreate a new project groups update. Required: id. API summary: projectGroups.update.create_project_lines_add_to_groupChanges dataCreate a new project lines add to group. Required: line id or group id. API summary: projectLines.addToGroup.create_project_lines_listChanges dataCreate a new project lines list. Required: project id. API summary: projectLines.list.create_project_lines_remove_from_groupChanges dataCreate a new project lines remove from group. Required: line id. API summary: projectLines.removeFromGroup.create_project_nextgen_projects_external_parties_add_to_projectChanges dataCreate a new project. Required: project id or customer. API summary: externalParties.addToProject.create_projects_add_ownerChanges dataCreate a new projects add owner. Required: id or user id. API summary: projects.addOwner.create_projects_assignChanges dataCreate a new projects assign. Required: id or assignee. API summary: projects.assign.create_projects_closeChanges dataCreate a new projects close. Required: id or closing strategy. API summary: projects.close.create_projects_createChanges dataCreate a new projects create. Required: title. API summary: projects.create.create_projects_deleteChanges dataCreate a new projects delete. Required: id or delete strategy. API summary: projects.delete.create_projects_duplicateChanges dataCreate a new projects duplicate. Required: id or title. API summary: projects.duplicate.create_projects_infoChanges dataCreate a new projects info. Required: id. API summary: projects.info.create_projects_listChanges dataCreate a new projects list. API summary: projects.list.create_projects_remove_ownerChanges dataCreate a new projects remove owner. Required: id or user id. API summary: projects.removeOwner.create_projects_reopenChanges dataCreate a new projects reopen. Required: id. API summary: projects.reopen.create_projects_unassignChanges dataCreate a new projects unassign. Required: id or assignee. API summary: projects.unassign.create_projects_updateChanges dataCreate a new projects update. Required: id. API summary: projects.update.create_quoteChanges dataCreate a quotation for a deal (`deal_id`). Add grouped_lines (products, quantities, prices) and/or text; it needs at least one of them.create_quote_nextgen_projects_add_quotationChanges dataCreate a new quote. Required: id or quotation id. API summary: projects.addQuotation.create_quote_nextgen_projects_remove_quotationChanges dataCreate a new quote. Required: id or quotation id. API summary: projects.removeQuotation.create_receipts_refuseChanges dataCreate a new receipts refuse. Required: id. API summary: receipts.refuse.create_reservationChanges dataCreate a new reservation. Required: plannable item id, date, duration or assignee. API summary: reservations.create.create_subscriptionChanges dataCreate a new subscription. Required: invoicee, department id, starts on, billing cycle, title or grouped lines. API summary: subscriptions.create.create_taskChanges dataCreate a task with `title`, `due_on` (date) and `work_type_id` (see list_work_types). Optionally link a customer, deal or project and set an assignee.create_tasks_assignChanges dataCreate a new tasks assign. Required: id or assignee. API summary: tasks.assign.create_tasks_createChanges dataCreate a new tasks create. Required: project id or title. API summary: tasks.create.create_tasks_deleteChanges dataCreate a new tasks delete. Required: id or delete strategy. API summary: tasks.delete.create_tasks_duplicateChanges dataCreate a new tasks duplicate. Required: origin id. API summary: tasks.duplicate.create_tasks_infoChanges dataCreate a new tasks info. Required: id. API summary: tasks.info.create_tasks_listChanges dataCreate a new tasks list. API summary: tasks.list.create_tasks_scheduleChanges dataCreate a new tasks schedule. Required: id, starts at or ends at. API summary: tasks.schedule.create_tasks_unassignChanges dataCreate a new tasks unassign. Required: id or assignee. API summary: tasks.unassign.create_tasks_updateChanges dataCreate a new tasks update. Required: id. API summary: tasks.update.create_ticketChanges dataCreate a new ticket. Required: subject, customer or ticket status id. API summary: tickets.create.create_ticket_addChanges dataCreate a new ticket. Required: id or body. API summary: tickets.addReply.create_ticket_tickets_add_internal_messageVisible to othersCreate a new ticket. Required: id or body. Has effects visible outside this system. API summary: tickets.addInternalMessage.create_time_trackingChanges dataCreate a new time tracking. API summary: timeTracking.add.create_time_tracking_resumeChanges dataCreate a new time tracking resume. Required: id. API summary: timeTracking.resume.create_timers_currentChanges dataCreate a new timers current. API summary: timers.current.create_timers_startChanges dataCreate a new timers start. API summary: timers.start.create_timers_stopChanges dataCreate a new timers stop. API summary: timers.stop.create_user_availability_dailyChanges dataCreate a new user availability daily. Required: period. API summary: userAvailability.daily.create_user_availability_totalChanges dataCreate a new user availability total. Required: period. API summary: userAvailability.total.create_webhooks_registerDeletesCreate a new webhooks register. Required: url or types. Destructive action; may require approval. API summary: webhooks.register.create_webhooks_unregisterDeletesCreate a new webhooks unregister. Required: url or types. Destructive action; may require approval. API summary: webhooks.unregister.delete_callsDeletesPermanently delete a call. Destructive action; may require approval. API summary: calls.delete.delete_closing_daysDeletesPermanently delete a closing day. Destructive action; may require approval. API summary: closingDays.delete.delete_companiesDeletesPermanently delete a company. Destructive action; may require approval. API summary: companies.delete.delete_contactsDeletesPermanently delete a contact. Destructive action; may require approval. API summary: contacts.delete.delete_day_off_typesDeletesPermanently delete a day off type. Destructive action; may require approval. API summary: dayOffTypes.delete.delete_deal_phasesDeletesPermanently delete a deal phase. Destructive action; may require approval. API summary: dealPhases.delete.delete_deal_pipelinesDeletesPermanently delete a deal pipeline. Destructive action; may require approval. API summary: dealPipelines.delete.delete_dealsDeletesPermanently delete a deal. Destructive action; may require approval. API summary: deals.delete.delete_documentsDeletesPermanently delete a document. Destructive action; may require approval. API summary: files.delete.delete_invoicesDeletesPermanently delete a invoice. Destructive action; may require approval. API summary: invoices.delete.delete_invoices_deleteDeletesPermanently delete a invoice. Destructive action; may require approval. API summary: incomingInvoices.delete.delete_invoices_incoming_invoices_remove_paymentDeletesPermanently delete a invoice. Destructive action; may require approval. API summary: incomingInvoices.removePayment.delete_invoices_removeDeletesPermanently delete a invoice. Destructive action; may require approval. API summary: invoices.removePayments.delete_meetingsDeletesPermanently delete a meeting. Destructive action; may require approval. API summary: meetings.delete.delete_messagesDeletesPermanently delete a message. Destructive action; may require approval. API summary: notes.delete.delete_messages_deleteDeletesPermanently delete a message. Destructive action; may require approval. API summary: incomingCreditNotes.delete.delete_messages_removeDeletesPermanently delete a message. Destructive action; may require approval. API summary: incomingCreditNotes.removePayment.delete_milestonesDeletesPermanently delete a milestone. Destructive action; may require approval. API summary: milestones.delete.delete_paymentsDeletesPermanently delete a payment. Destructive action; may require approval. API summary: receipts.delete.delete_payments_removeDeletesPermanently delete a payment. Destructive action; may require approval. API summary: receipts.removePayment.delete_productsDeletesPermanently delete a product. Destructive action; may require approval. API summary: products.delete.delete_projectsDeletesPermanently delete a project. Destructive action; may require approval. API summary: projects.delete.delete_quotesDeletesPermanently delete a quote. Destructive action; may require approval. API summary: quotations.delete.delete_reservationsDeletesPermanently delete a reservation. Destructive action; may require approval. API summary: reservations.delete.delete_tasksDeletesPermanently delete a task. Destructive action; may require approval. API summary: tasks.delete.delete_time_trackingsDeletesPermanently delete a time tracking. Destructive action; may require approval. API summary: timeTracking.delete.detach_contactChanges dataUnlink a contact. API summary: contacts.unlinkFromCompany.download_credit_noteChanges dataDownload the document for a credit note. API summary: creditNotes.download.download_documentChanges dataDownload the document for a document. API summary: files.download.download_invoiceChanges dataDownload the document for a invoice. API summary: invoices.download.download_quoteChanges dataDownload the document for a quote. API summary: quotations.download.get_companyChanges dataGet one company by `id`, with addresses, contact details, VAT number, responsible user, tags and custom fields.get_contactChanges dataGet one contact by `id`, with emails, phone numbers, addresses, linked companies, tags and custom fields.get_current_userChanges dataGet the Teamleader user you are connected as, including name, email and account. Use to confirm which account you are working in.get_dealChanges dataGet one deal by `id`, with its customer, phase, estimated value, probability, closing date and responsible user.get_invoiceChanges dataGet one outgoing invoice by `id`, with customer, lines, totals, due date and payment status.get_invoice_2Changes dataGet one invoice. API summary: incomingInvoices.info.get_messageChanges dataGet one message. API summary: incomingCreditNotes.info.get_orderChanges dataGet one order. API summary: orders.info.get_paymentChanges dataGet one payment. API summary: receipts.info.get_quoteChanges dataGet one quotation by `id`, with its deal, lines, totals and status.list_activity_typesChanges dataList activity types. API summary: activityTypes.list.list_bookkeeping_submissionsChanges dataList bookkeeping submissions. API summary: bookkeepingSubmissions.list.list_business_typesChanges dataList business types. API summary: businessTypes.list.list_call_outcomesChanges dataList call outcomes. API summary: callOutcomes.list.list_callsChanges dataList calls. API summary: calls.list.list_calls_infoChanges dataList calls. API summary: calls.info.list_categoriesChanges dataList categories. API summary: productCategories.list.list_closing_daysChanges dataList closing days. API summary: closingDays.list.list_commercial_discountsChanges dataList commercial discounts. API summary: commercialDiscounts.list.list_companiesChanges dataList or search companies. Use filter.term to search by name, VAT number, email or phone, or filter on tags or updated_since.list_contactsChanges dataList or search contacts (people). Use filter.term to search first name, last name, email or phone, or filter.company_id, filter.tags or filter.updated_since.list_credit_notesChanges dataList credit notes. API summary: creditNotes.list.list_credit_notes_infoChanges dataList credit notes. API summary: creditNotes.info.list_custom_field_definitionsChanges dataList custom field definitions. API summary: customFieldDefinitions.list.list_custom_field_definitions_infoChanges dataList custom field definitions. API summary: customFieldDefinitions.info.list_day_off_typesChanges dataList day off types. API summary: dayOffTypes.list.list_deal_phasesChanges dataList the deal phases (pipeline stages), optionally filtered by pipeline. Use to find a phase_id for creating or moving deals.list_deal_pipelinesChanges dataList deal pipelines. API summary: dealPipelines.list.list_deal_sourcesChanges dataList deal sources. API summary: dealSources.list.list_dealsChanges dataList or search deals. Filter by term (title, reference or customer name), customer, phase_id, status, responsible_user_id or closing dates.list_departmentsChanges dataList departments. API summary: departments.list.list_departments_infoChanges dataList departments. API summary: departments.info.list_document_templatesChanges dataList document templates. API summary: documentTemplates.list.list_documentsChanges dataList documents. API summary: files.list.list_documents_infoChanges dataList documents. API summary: files.info.list_email_trackingsVisible to othersList email trackings. Has effects visible outside this system. API summary: emailTracking.list.list_eventsChanges dataList events. API summary: events.list.list_events_infoChanges dataList events. API summary: events.info.list_expensesChanges dataList expenses. API summary: expenses.list.list_invoicesChanges dataList outgoing invoices. Filter by term (invoice number, reference or invoicee), status, customer, deal_id, invoice_number, department or invoice dates.list_invoices_listChanges dataList invoices. API summary: incomingInvoices.listPayments.list_level_two_areasChanges dataList level two areas. API summary: levelTwoAreas.list.list_lost_reasonsChanges dataList lost reasons. API summary: lostReasons.list.list_mail_templatesChanges dataList mail templates. API summary: mailTemplates.list.list_meetingsChanges dataList meetings. API summary: meetings.list.list_meetings_infoChanges dataList meetings. API summary: meetings.info.list_messages_listChanges dataList messages. API summary: incomingCreditNotes.listPayments.list_milestonesChanges dataList milestones. API summary: milestones.list.list_milestones_infoChanges dataList milestones. API summary: milestones.info.list_notesChanges dataList notes attached to a record. Requires filter.subject with the record type (e.g. contact, company or deal) and its id.list_ordersChanges dataList orders. API summary: orders.list.list_payment_methodsChanges dataList payment methods. API summary: paymentMethods.list.list_payment_termsChanges dataList payment terms. API summary: paymentTerms.list.list_paymentsChanges dataList payments. API summary: receipts.listPayments.list_price_listsChanges dataList price lists. API summary: priceLists.list.list_productsChanges dataList products. API summary: products.list.list_products_infoChanges dataList products. API summary: products.info.list_products_listChanges dataList products. API summary: plannableItems.list.list_products_plannable_items_infoChanges dataList products. API summary: plannableItems.info.list_projectsChanges dataList projects. API summary: projects.list.list_projects_infoChanges dataList projects. API summary: projects.info.list_quotesChanges dataList quotations, optionally filtered by quotation ids. To find a deal's quotes, get the deal first.list_reservationsChanges dataList reservations. API summary: reservations.list.list_subscriptionsChanges dataList subscriptions. API summary: subscriptions.list.list_subscriptions_infoChanges dataList subscriptions. API summary: subscriptions.info.list_tagsChanges dataList tags. API summary: tags.list.list_tasksChanges dataList tasks. Filter by term, user_id, customer, completed, due_from or due_by.list_tasks_infoChanges dataList tasks. API summary: tasks.info.list_tax_ratesChanges dataList tax rates. API summary: taxRates.list.list_teamsChanges dataList teams. API summary: teams.list.list_ticket_statusesChanges dataList ticket statuses. API summary: ticketStatus.list.list_ticketsChanges dataList tickets. API summary: tickets.list.list_tickets_getVisible to othersList tickets. Has effects visible outside this system. API summary: tickets.getMessage.list_tickets_infoChanges dataList tickets. API summary: tickets.info.list_tickets_listChanges dataList tickets. API summary: tickets.listMessages.list_time_trackingsChanges dataList time trackings. API summary: timeTracking.list.list_time_trackings_infoChanges dataList time trackings. API summary: timeTracking.info.list_units_of_measuresChanges dataList units of measures. API summary: unitsOfMeasure.list.list_user_schedulesChanges dataList user schedules. API summary: userSchedules.list.list_usersChanges dataList users in the Teamleader account. Use to find a user id for assigning deals or tasks.list_users_infoChanges dataList users. API summary: users.info.list_users_listChanges dataList users. API summary: users.listDaysOff.list_webhooksDeletesList webhooks. Destructive action; may require approval. API summary: webhooks.list.list_withholding_tax_ratesChanges dataList withholding tax rates. API summary: withholdingTaxRates.list.list_work_typesChanges dataList work types. Use to find the work_type_id required when creating a task.mark_deal_lostChanges dataMark a deal as lost by `id`, optionally with a lost reason_id and extra_info.mark_deal_wonChanges dataMark a deal as won by `id`.send_credit_noteVisible to othersSend a credit note. Has effects visible outside this system. API summary: creditNotes.sendViaPeppol.send_invoiceVisible to othersSend a invoice. Has effects visible outside this system. API summary: invoices.send.send_invoice_incoming_invoices_send_to_bookkeepingVisible to othersSend a invoice. Has effects visible outside this system. API summary: incomingInvoices.sendToBookkeeping.send_invoice_sendVisible to othersSend a invoice. Has effects visible outside this system. API summary: invoices.sendViaPeppol.send_messageVisible to othersSend a message. Has effects visible outside this system. API summary: incomingCreditNotes.sendToBookkeeping.send_paymentVisible to othersSend a payment. Has effects visible outside this system. API summary: receipts.sendToBookkeeping.send_quoteVisible to othersSend a quote. Has effects visible outside this system. API summary: quotations.send.submit_callVisible to othersComplete a call. Has effects visible outside this system. API summary: calls.complete.submit_deal_phaseVisible to othersDuplicate a deal phase. Has effects visible outside this system. API summary: dealPhases.duplicate.submit_deal_pipelineVisible to othersMark as default a deal pipeline. Has effects visible outside this system. API summary: dealPipelines.markAsDefault.submit_deal_pipeline_duplicateVisible to othersDuplicate a deal pipeline. Has effects visible outside this system. API summary: dealPipelines.duplicate.submit_invoiceVisible to othersCopy a invoice. Has effects visible outside this system. API summary: invoices.copy.submit_invoice_bookVisible to othersBook a invoice. Has effects visible outside this system. API summary: invoices.book.submit_invoice_mark_as_pending_reviewVisible to othersMark as pending review a invoice. Has effects visible outside this system. API summary: incomingInvoices.markAsPendingReview.submit_meetingVisible to othersComplete a meeting. Has effects visible outside this system. API summary: meetings.complete.submit_messageVisible to othersMark as pending review a message. Has effects visible outside this system. API summary: incomingCreditNotes.markAsPendingReview.submit_milestoneVisible to othersClose a milestone. Has effects visible outside this system. API summary: milestones.close.submit_paymentVisible to othersMark as pending review a payment. Has effects visible outside this system. API summary: receipts.markAsPendingReview.submit_projectVisible to othersClose a project. Has effects visible outside this system. API summary: projects.close.submit_project_reopenVisible to othersReopen a project. Has effects visible outside this system. API summary: projects.reopen.submit_task_reopenVisible to othersReopen a task. Has effects visible outside this system. API summary: tasks.reopen.update_callsChanges dataUpdate an existing call. API summary: calls.update.update_companyChanges dataUpdate a company by `id`: name, emails, telephones, addresses, VAT number, tags or responsible user. Only the fields you pass change.update_contactChanges dataUpdate a contact by `id`: name, emails, telephones, addresses, tags, language or custom fields. Only the fields you pass change.update_contacts_updateChanges dataUpdate an existing contact. API summary: contacts.updateCompanyLink.update_day_off_typesChanges dataUpdate an existing day off type. API summary: dayOffTypes.update.update_dealChanges dataUpdate a deal by `id`: title, summary, estimated value, probability, closing date or responsible user. Only the fields you pass change.update_deal_phasesChanges dataUpdate an existing deal phase. API summary: dealPhases.update.update_deal_pipelinesChanges dataUpdate an existing deal pipeline. API summary: dealPipelines.update.update_eventsChanges dataUpdate an existing event. API summary: events.update.update_invoicesChanges dataUpdate an existing invoice. API summary: invoices.update.update_invoices_incoming_invoices_updateChanges dataUpdate an existing invoice. API summary: incomingInvoices.update.update_invoices_incoming_invoices_update_paymentChanges dataUpdate an existing invoice. API summary: incomingInvoices.updatePayment.update_invoices_updateChanges dataUpdate an existing invoice. API summary: invoices.updateBooked.update_meetingsChanges dataUpdate an existing meeting. API summary: meetings.update.update_messagesChanges dataUpdate an existing message. API summary: notes.update.update_messages_incoming_credit_notes_update_paymentChanges dataUpdate an existing message. API summary: incomingCreditNotes.updatePayment.update_messages_updateChanges dataUpdate an existing message. API summary: incomingCreditNotes.update.update_milestonesChanges dataUpdate an existing milestone. API summary: milestones.update.update_paymentsChanges dataUpdate an existing payment. API summary: receipts.update.update_payments_updateChanges dataUpdate an existing payment. API summary: receipts.updatePayment.update_productsChanges dataUpdate an existing product. API summary: products.update.update_projectsChanges dataUpdate an existing project. API summary: projects.update.update_projects_updateChanges dataUpdate an existing project. API summary: projects.updateParticipant.update_quotesChanges dataUpdate an existing quote. API summary: quotations.update.update_reservationsChanges dataUpdate an existing reservation. API summary: reservations.update.update_subscriptionsChanges dataUpdate an existing subscription. API summary: subscriptions.update.update_taskChanges dataUpdate a task by `id`: title, description, due date, assignee or linked customer/deal. Only the fields you pass change.update_ticketsChanges dataUpdate an existing ticket. API summary: tickets.update.update_time_trackingsChanges dataUpdate an existing time tracking. API summary: timeTracking.update.update_timersChanges dataUpdate an existing timer. API summary: timers.update.upload_companyChanges dataUpload a company. API summary: companies.uploadLogo.upload_contactChanges dataUpload a contact. API summary: contacts.uploadAvatar.upload_days_offChanges dataImport a days off. API summary: daysOff.import.upload_documentChanges dataUpload a document. API summary: files.upload.upload_ticketVisible to othersImport a ticket. Has effects visible outside this system. API summary: tickets.importMessage.
Set up in three steps
- 1
Pick the app
Create a free HeyMyApps account and choose Teamleader Focus from the app list.
- 2
Paste your key
Paste the Client ID and Client secret from your own Teamleader integration, then sign in with Teamleader once. Log in to the Teamleader Marketplace build page (marketplace.focus.teamleader.eu/build) and create a new integration. In its settings add the redirect URI https://heymyapps.com/oauth/callback and tick the scopes you want to allow, such as contacts, companies, deals and invoices. Then copy the Client ID and Client secret.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in Teamleader Focus?
The AI can read contacts, companies, deals, deal phases, quotations, outgoing invoices, tasks, notes, work types and users. It can create and update contacts, companies, deals and tasks, mark deals won or lost, create quotations and draft invoices, complete tasks and add notes.
Does the AI see my Teamleader credentials?
No. Your Teamleader credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose which tools are switched on, so you can start with lookups only. Actions like creating a draft invoice or marking a deal won or lost can require your approval before they run. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
Teamleader Focus connects with OAuth, and OAuth connections need the HeyMyApps Pro plan. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Teamleader Focus account.
Can the AI send invoices to my customers?
No. The AI can create a draft invoice, but it stays a draft until you book it in Teamleader. It can also read your existing invoices with their totals, due dates and payment status.
Related integrations
Let your AI work in Teamleader Focus today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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