Teamleader Focus MCP

What it does

Teamleader Focus MCP bridges AI assistants like Claude to your Teamleader Focus CRM account. Once connected, you can create and update contacts, companies, and deals; schedule calendar events; assign tasks; and generate draft invoices — all through natural language prompts, without leaving your AI interface.

Tools

• teamleader_list_contacts — Search and filter contacts by term, tags, or update date with pagination
• teamleader_get_contact — Retrieve full details for a specific contact
• teamleader_create_contact — Add a new contact with name, email, phone, and tags
• teamleader_update_contact — Edit an existing contact record
• teamleader_list_companies — List companies with filtering by name, tags, or VAT number
• teamleader_get_company — Retrieve full details for a specific company
• teamleader_create_company — Add a new company to your CRM
• teamleader_list_deals — List deals filtered by phase, responsible user, or search term
• teamleader_get_deal — Retrieve deal details including estimated value and stage
• teamleader_create_deal — Create a new deal linked to a customer with phase and value
• teamleader_update_deal — Update an existing deal's stage, value, or owner
• teamleader_list_tasks — List tasks with filtering and pagination
• teamleader_create_task — Create a task with description, due date, and assignee
• teamleader_list_events — List calendar events filtered by date range
• teamleader_get_event — Get full event details
• teamleader_create_event — Schedule a new calendar event
• teamleader_list_invoices — List invoices filtered by status, date range, and department
• teamleader_get_invoice — Retrieve invoice details and line items
• teamleader_create_invoice — Generate a new draft invoice with line items

Installation

Requires a Teamleader Focus account with OAuth2 credentials (Client ID, Client Secret, Refresh Token) obtained from the Teamleader Developer Portal.

Claude Desktop — add to claude_desktop_config.json:

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "globodai-mcp-teamleader"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "YOUR_CLIENT_ID",
        "TEAMLEADER_CLIENT_SECRET": "YOUR_CLIENT_SECRET",
        "TEAMLEADER_REFRESH_TOKEN": "YOUR_REFRESH_TOKEN"
      }
    }
  }
}

Cursor / Windsurf — add the same JSON block to your MCP settings file.

Supported hosts

Confirmed in README: Claude Desktop, Cursor, Windsurf.