Teamgate integration
Teamgate is a sales CRM. Manage companies, people, leads and deals (with their pipeline stages and product carts), activities (calls, tasks, notes and appointments) and their comments, and products; read users, lead statuses, pipelines, product categories, custom field definitions, bookable resources and stored files. List tools page with limit and offset, sort with order, and filter on most fields (exact values, or name[like] with % wildcards). Not exposed: tagging and file attachment management, uploads, merges and avatars, linking records to activities after creation, teams, global search, currencies and emails. Authentication needs two values sent as headers: an application key that Teamgate assigns on request (X-App-Key) and the user's personal token from My Profile, Integrations (X-Auth-Token).
Say what should happen.
The workflow builds itself.
What you can do with Teamgate
Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.
Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.
Event, 9 operations
create_activityCreate activityPOSTCreates an activity: type task (default), call, note, appointment or a custom type, linked to companies, leads, deals, products or (appointments) people. A note's text goes in value; calls and tasks take a status. Returns the new activity.delete_activityDelete activityDELETEDeletes an activity by id.get_activityGet activityGETReturns one activity (call, task, note or appointment) by id with its owner, dates, place, attendees and resources.list_activitiesList activitiesGETLists activities (calls, tasks, notes, appointments) with owner, dates, attendees and resources, one page at a time.list_company_activitiesList company activitiesGETLists the activities (calls, tasks, notes, appointments) linked to a company.list_deal_activitiesList deal activitiesGETLists the activities (calls, tasks, notes, appointments) linked to a deal.list_lead_activitiesList lead activitiesGETLists the activities (calls, tasks, notes, appointments) linked to a lead.list_person_activitiesList person activitiesGETLists the activities (calls, tasks, notes, appointments) linked to a person.update_activityUpdate activityPUTUpdates an activity: only the fields sent change (name, description, place, dates, all-day, privacy, owner, resources, reminders).
Deal, 7 operations
create_dealCreate dealPOSTCreates a deal for a buyer (buyerId: a person or company id, required) in a stage, with optional products in cart. status is active, won, lost or postponed. Returns the new deal.delete_dealDelete dealDELETEDeletes a deal by id (it is marked as deleted and no longer listed).get_dealGet dealGETReturns one deal by id: price, stage and pipeline, buyer, owner, source, status, estimated closure date and tags (custom fields with embed=customFields).list_company_dealsList company dealsGETLists the deals of a company with their price, stage, pipeline and status.list_dealsList dealsGETLists deals with price, cost, stage, pipeline, buyer and status, filtered on name, owner, status (active, won, lost, postponed), stage, source, price or dates, one page at a time.list_person_dealsList person dealsGETLists the deals where a person is the buyer, with price, stage, pipeline and status.update_dealUpdate dealPUTUpdates a deal: only the fields sent change (name, stage, status, price, owner, source, tags, dates, cart).
Person, 6 operations
create_personCreate personPOSTCreates a person (contact). name is required; companyId links it to a company. Returns the new person.delete_personDelete personDELETEDeletes a person by id (it is marked as deleted and no longer listed).get_personGet personGETReturns one person by id: company, owner, source, industry, statuses, birthday, gender, tags, emails, phones, URLs and addresses (custom fields with embed=customFields).list_company_peopleList company peopleGETLists the people (contacts) linked to a company.list_peopleList peopleGETLists people (contacts), filtered on name (exact, or name[like] with % wildcards), owner, statuses, source, industry, email, phone or gender, one page at a time.update_personUpdate personPUTUpdates a person: only the fields sent change (name, owner, statuses, source, industry, tags, birthday, gender, custom fields).
Product, 6 operations
create_productCreate productPOSTCreates a product with name, SKU, description, category, cost and prices per currency. Returns the new product.delete_productDelete productDELETEDeletes a product by id, with no undo.get_productGet productGETReturns one product by id with its SKU, description, cost, prices per currency and state.list_productsList productsGETLists products with SKU, description, cost, prices and whether active, filtered on name, SKU or state.set_cart_products_activeSet cart products activePUTMarks every product in a deal cart as in stock (isActive true) or out of stock (false).update_productUpdate productPUTUpdates a product: only the fields sent change (name, SKU, description, category, state, cost, prices).
Comment, 5 operations
add_activity_commentAdd activity commentPOSTAdds a comment (value: its text) to an activity and returns it.delete_commentDelete commentDELETEDeletes a comment by id, with no undo.get_commentGet commentGETReturns one comment by id with its text and creation time and author.list_activity_commentsList activity commentsGETLists the comments on an activity with their text, author and time.update_commentUpdate commentPUTChanges the text (value) of a comment and returns it.
Company, 5 operations
create_companyCreate companyPOSTCreates a company. name is required; source and industry given by name are created when missing. Returns the new company.delete_companyDelete companyDELETEDeletes a company by id (it is marked as deleted and no longer listed).get_companyGet companyGETReturns one company by id: owner, source, industry, customer and prospect status, primary person, tags, emails, phones, URLs and addresses (custom fields with embed=customFields).list_companiesList companiesGETLists companies, filtered on name (exact, or name[like] with % wildcards), owner, status, source, industry, email, phone, code or VAT code, one page at a time.update_companyUpdate companyPUTUpdates a company: only the fields sent change (name, owner, statuses, source, industry, code, VAT code, tags, emails, phones, URLs, address).
Lead, 5 operations
create_leadCreate leadPOSTCreates a lead: a person (name) or a company (companyName, or companyId). A status, source or industry given by name is created when missing. Returns the new lead.delete_leadDelete leadDELETEDeletes a lead by id (it is marked as deleted and no longer listed).get_leadGet leadGETReturns one lead by id: status, score, company, owner, source, industry, tags, emails, phones, URLs and addresses (custom fields with embed=customFields).list_leadsList leadsGETLists leads, filtered on name (exact, or name[like] with % wildcards), owner, status, source, industry, email or phone, one page at a time; operator=OR matches any filter.update_leadUpdate leadPUTUpdates a lead: only the fields sent change (name, owner, status, source, tags, custom fields).
Cart, 2 operations
get_cartGet cartGETReturns the cart of a deal: its products (items) with price, discount and quantity, and the totals.list_cartsList cartsGETLists deal carts (the products on each deal) with currency, cost, subtotal, discount, total and items.
Custom field, 2 operations
get_custom_fieldGet custom fieldGETReturns one custom field definition by id: name, module, type, options and whether active.list_custom_fieldsList custom fieldsGETLists the custom fields of the account with their id, module, type and whether active, to fill customFields on companies, people, leads, deals and products.
Pipeline, 2 operations
get_pipelineGet pipelineGETReturns one sales pipeline by id with its stages (id, name, probability).list_pipelinesList pipelinesGETLists the sales pipelines with their stages (id, name, probability). Use a stage id as stageId on a deal.
User, 2 operations
get_userGet userGETReturns one user by id: name, email, language, time zone, role, currencies and permissions.list_usersList usersGETLists the users of the Teamgate account with their ids (to use as ownerId), names, emails, roles and state.
Download url, 1 operation
get_file_download_urlGet file download urlGETReturns a download link for a stored file.
File, 1 operation
get_fileGet fileGETReturns one stored file by id: name, extension, size, MIME type, description, tags and a download link.
Item, 1 operation
update_cart_itemsUpdate cart itemsPATCHAdds or changes products in a deal cart: values is a list of {productId, price {currency, value}, discount {type: fixed or percentage, value}, quantity}.
Leads status, 1 operation
list_lead_statusesList lead statusesGETLists the lead statuses of the account with their ids, to filter leads or set statusId.
Products category, 1 operation
list_product_categoriesList product categoriesGETLists the product categories with their ids and names.
Resource, 1 operation
list_resourcesList resourcesGETLists the resources (rooms, equipment...) that can be booked on activities, with their ids.
Stage, 1 operation
list_deal_stagesList deal stagesGETLists the stages of the pipeline a deal is in, with each stage probability.
Use Teamgate from Claude Code, Cursor or Codex
Connect Teamgate in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Teamgate operations become tools the client can call, next to every other integration you connected.
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"
[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"{
"mcpServers": {
"livecontext": {
"type": "http",
"url": "https://livecontext.ai/mcp",
"headers": {
"X-API-Key": "YOUR_API_KEY"
}
}
}
}How to connect Teamgate
- Create your workspace
Sign up free. Nothing to install.
- Connect Teamgate once
Add your Teamgate connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
- Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.
Teamgate integration FAQ
What can you do with the Teamgate integration?
LiveContext exposes 58 operations on Teamgate, covering event, deal, person and product.
