Teamgate MCP by usefulapi

WRITE: add a note to one or more leads, companies or deals. The note cannot be edited or removed with these tools. POST /events.

WRITE: create a task, call or appointment, optionally linked to leads, companies or deals. Teamgate may send reminders to the owner. POST /events.

WRITE: create a company. POST /companies.

WRITE: create a deal for a buyer (a person or company). POST /deals.

WRITE: create a lead. Give a person's name, or a company_name for a company lead. Teamgate may start workflows or notifications for new leads. POST /leads.

WRITE: create a person (contact). Optionally link them to a company with their job title. POST /people.

One activity (task, call, appointment or note) by id. GET /events/{id}.

One company by id with all its details. GET /companies/{id}.

One deal by id with value, stage, status, owner, buyer and dates. GET /deals/{id}.

One lead by id with all its details. GET /leads/{id}.

One person by id with all their details. GET /people/{id}.

One sales pipeline by id, with its stages. GET /pipelines/{id}.

One Teamgate user by id. GET /users/{id}.

List activities (tasks, calls, appointments and notes) across the account. GET /events.

List or search companies with owner, industry, source, customer and prospect status and contact details. Filter by name, email, phone, owner, VAT code or creation date. GET /companies.

List the people who work at one company. GET /companies/{id}/people.

List the deals that belong to one person or one company. GET /people/{id}/deals or /companies/{id}/deals.

List the custom field definitions of the account (id, name, type, module). GET /customFields.

List the pipeline stages that one deal can be in (id, name, win probability; the deal's current stage is marked selected). GET /deals/{id}/stages.

List or search deals (sales opportunities) with value, stage, status, owner and expected closing date. Filter by name, status, stage, owner, source or creation date. GET /deals.

List the industries of the account. GET /industries.

List the lead statuses of the account (use the names as the status filter or value on leads). GET /leadsStatuses.

List or search leads (unqualified prospects) with owner, status, source, industry and contact details. Filter by name, email, phone, status, owner, source, star or creation date. GET /leads.

List or search people (contacts) with job title, company, owner, source and contact details. Filter by name, email, phone, owner, customer status or creation date. GET /people.

List the sales pipelines (id and name). Use teamgate_get_pipeline for the stages of one. GET /pipelines.

List the products of the catalogue (id, name, price). GET /products.

List the activities (tasks, calls, appointments, notes) linked to one lead, person, company or deal. GET /{leads|people|companies|deals}/{id}/events.

List the lead/deal sources of the account (where records come from). GET /sources.

List the Teamgate users of the account with id, name and username. Use the ids as owner_id filters and values. GET /users.

Search leads, people, companies and deals by name in one request. GET /global.

WRITE: change fields of one company. Only the fields you pass are sent; this overwrites their current values. PUT /companies/{id}.

WRITE: change fields of one deal, for example move it to another stage or mark it won or lost. Only the fields you pass are sent; this overwrites their current values. PUT /deals/{id}.

WRITE: change fields of one lead. Only the fields you pass are sent; this overwrites their current values. PUT /leads/{id}.

WRITE: change fields of one person. Only the fields you pass are sent; this overwrites their current values. PUT /people/{id}.