Teamleader Focus MCP by usefulapi

WRITE: add a note to a contact, company, deal, invoice, quotation, project and more, e.g. a call summary. Optionally notify colleagues. Returns the new note's id. Teamleader: notes.create.

WRITE: record time spent, e.g. 90 minutes of development for a company. Give started_at plus duration_minutes or ended_at; optionally a work type, a description, the subject (customer, ticket, task, ...) and whether it is invoiceable. Teamleader splits an entry that passes midnight. Returns the new entry's id. Teamleader: timeTracking.add.

WRITE: mark a task (to-do) as complete. It can be reopened in Teamleader. Teamleader: tasks.complete.

WRITE: create a new company in Teamleader. Only name is required. Returns the new company's id. Teamleader: companies.add.

WRITE: create a new contact (person) in Teamleader. Only last_name is required. Returns the new contact's id. Teamleader: contacts.add.

WRITE: create a new deal for an existing contact or company. Requires the customer and a title; optionally a phase (see teamleader_list_deal_phases), value, probability and expected closing date. Returns the new deal's id. Teamleader: deals.create.

WRITE: put a meeting or call on the Teamleader calendar. Requires a title, an activity type id (see teamleader_list_activity_types), a start and an end. Attendees are firm users only; link the customer or deal with links. Returns the new event's id. Teamleader: events.create.

WRITE: preview up to five invoice drafts from zero-based quotation group/line positions. Full lines only, no repeated lines or recurring items. After approval, confirm with preview_hash and a stable operation_id; creates up to batch_size drafts per call with persistent duplicate protection. Preserves source prices, taxes, customer, currency and percentage discounts; shows vendor totals for review. Never books or sends invoices.

WRITE: create a task (to-do). Requires a title, a due date and a work type id (see teamleader_list_work_types). Optionally assign it to a user or team and link a customer, deal, project or ticket. Returns the new task's id. Teamleader: tasks.create.

Fetch one company in full: addresses, VAT number, responsible user, related contacts and companies, tags, custom fields and remarks. Teamleader: companies.info.

Fetch one contact in full: emails, telephones, addresses, linked companies (with position), tags, custom fields and remarks. Teamleader: contacts.info.

Fetch the Teamleader user the sign-in belongs to: name, email, account id, language, time zone and teams. A cheap way to confirm the connection works. Teamleader: users.me.

Fetch one deal in full: lead (customer + contact person), value, probability, current phase, phase history, linked quotations, responsible users, lost reason and custom fields. Teamleader: deals.info.

Fetch one invoice in full: invoicee, grouped line items, discounts, totals and taxes, payment term, payments received, payment reference and Peppol status. Teamleader: invoices.info.

Fetch one product in full: code, description, purchase and selling prices, tax rate, unit, stock and category. Teamleader: products.info.

Fetch one quotation in full: deal, grouped line items, discounts, totals, taxes, status and expiry. Teamleader: quotations.info.

Fetch one subscription in full: invoicee, line items, totals, billing cycle, start and end dates and payment term. Teamleader: subscriptions.info.

Read persistent batch progress and known invoice IDs. Uncertain writes are not replayed. This does not create, book or send invoices.

List the activity types of calendar events (Teamleader has three: tasks, meetings and calls). An activity type id is REQUIRED to create a calendar event. Teamleader: activityTypes.list.

List or search companies (organisations). Filter by search term, primary email, VAT number, tags, status or last update. Teamleader: companies.list.

List or search contacts (people). Filter by search term, primary email, linked company, tags, status or last update. Teamleader: contacts.list.

List the phases (stages) of deal pipelines, in flow order, with their probability. Use a phase id when creating a deal. Teamleader: dealPhases.list.

List the sales pipelines; the reply's meta names the default pipeline. Use a pipeline id with teamleader_list_deal_phases. Teamleader: dealPipelines.list.

List or search deals (sales opportunities). Filter by customer, phase, pipeline, status, responsible user, expected closing date or last update. Teamleader: deals.list.

List the account's departments (company entities that issue invoices and quotations). A department id is needed to filter subscriptions and product categories or to create a deal for a specific entity. Teamleader: departments.list.

List calendar events (meetings, calls) in a time window. Filter by user, activity type, search term, an attending contact, a linked contact / company / deal, a task or done state. Teamleader: events.list.

List or search outgoing invoices. Filter by term, invoice number, status (draft / outstanding / matched = paid), customer, deal, project, invoice date range or last update. Returns totals, due date and paid state. Teamleader: invoices.list.

List the notes on one contact, company, deal, invoice, quotation, project and more, with their text and date. Teamleader: notes.list.

List the product categories (each one is a ledger account), optionally for one department. Teamleader: productCategories.list.

List or search products (the price list) by name or code. Teamleader: products.list.

List projects (the projects module). Filter by term, status, customer or deal. Returns budget, time tracked, billed/unbilled amounts, dates and owners. Teamleader: projects-v2/projects.list.

List quotations (offers) with their status, totals and deal. Teamleader filters quotations only by id: to find a deal's quotations, take the ids from teamleader_get_deal. Teamleader: quotations.list.

List subscriptions (recurring invoices): title, status, customer, billing cycle and next invoice date. Filter by customer, deal, department, status or the invoice a subscription generated. Teamleader: subscriptions.list.

List tasks (to-dos). Filter by assigned user, completed, scheduled, due date range, search term or customer. Teamleader: tasks.list.

List support tickets: subject, status, assignee, customer, project and last message time. Filter by customer, project or assignee. Teamleader: tickets.list.

List tracked time entries: who, when, duration (seconds), work type, subject, invoiceable flag and hourly rate. Filter by user, start range or subject. Teamleader: timeTracking.list.

List the users (colleagues) in the Teamleader account. Use it to find a user id to assign deals or tasks to. Teamleader: users.list.

List work types (e.g. Design, Development), alphabetically. A work type id is REQUIRED to create a task. Teamleader: workTypes.list.