Integration

Teamleader Focus integration

Teamleader Focus is a CRM, quoting, invoicing, project and work management suite for small businesses. Manage contacts and companies (tags, company links), deals and their pipeline phases, quotations, invoices, credit notes and subscriptions, products, calls, meetings, calendar events and notes, projects, tasks, tracked time and timers, support tickets and their messages, files, orders and webhooks, and read users, departments, teams and reference lists (tax rates, payment terms, deal sources). Legacy projects and milestones, pipeline and phase administration, days off, incoming invoices and receipts, Peppol sending, uploads and ID migration routes are not exposed. Authentication is OAuth 2.0 (authorization code) through a Teamleader Marketplace integration; scopes are set on the integration.

Connect Teamleader Focus How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Teamleader Focus.Built from the 152 Teamleader Focus tools below, on the connection you add once.

What you can do with Teamleader Focus

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.

Activity types list, 1 operation

list_activity_typesList activity typesPOSTGet a list of all activity types.

Bookkeeping submissions list, 1 operation

list_bookkeeping_submissionsList bookkeeping submissionsPOSTList all bookkeeping submissions belonging to a specific financial document id and type

Business types list, 1 operation

list_business_typesList business typesPOSTGet the names of business types (legal structures) a company can have within a certain country, sorted alphabetically.

Call outcomes list, 1 operation

list_call_outcomesList call outcomesPOSTGet a list of call outcomes.

Calls add, 1 operation

create_callCreate callPOSTAdd a new call. Required: participant, due_at, assignee. Returns the id of the new record.

Calls complete, 1 operation

complete_callComplete callPOSTMark a call as complete. Required: id. Returns no content on success.

Calls delete, 1 operation

delete_callDelete callPOSTDeletes a call. Required: id. Returns no content on success.

Calls info, 1 operation

get_callGet callPOSTGet information about a call.

Calls list, 1 operation

list_callsList callsPOSTGet a list of calls. Filter by scheduled_after, scheduled_before, relates_to, call_outcome_id. Page with page.size and page.number.

Companies add, 1 operation

create_companyCreate companyPOSTAdd a new company. Required: name. Returns the id of the new record.

Companies delete, 1 operation

delete_companyDelete companyPOSTDelete a company. Required: id. Returns no content on success.

Companies info, 1 operation

get_companyGet companyPOSTGet details for a single company.

Companies list, 1 operation

list_companiesList companiesPOSTGet a list of companies. Filter by email, ids, term, updated_since, tags, vat_number, national_identification_number, status and more. Page with page.size and page.number.

Contacts add, 1 operation

create_contactCreate contactPOSTAdd a new contact. Required: last_name. Returns the id of the new record.

Contacts delete, 1 operation

delete_contactDelete contactPOSTDelete a contact. Required: id. Returns no content on success.

Contacts info, 1 operation

get_contactGet contactPOSTGet details for a single contact.

Contacts link to company, 1 operation

link_contact_to_companyLink contact to companyPOSTLink a contact to a company. Required: id, company_id. Returns no content on success.

Contacts list, 1 operation

list_contactsList contactsPOSTGet a list of contacts. Filter by email, ids, company_id, term, updated_since, tags, status, marketing_mails_consent. Page with page.size and page.number.

Credit notes download, 1 operation

download_credit_noteDownload credit notePOSTDownload a credit note in a specific format.

Credit notes info, 1 operation

get_credit_noteGet credit notePOSTGet details for a single credit note

Credit notes list, 1 operation

list_credit_notesList credit notesPOSTList credit notes. Filter by ids, department_id, updated_since, invoice_id, project_id, customer, credit_note_date_after, credit_note_date_before. Page with page.size and page.number.

Currencies exchange rate, 1 operation

get_exchange_ratesGet exchange ratesPOSTGet a list of exchange rates for a provided currency.

Custom field definitions create, 1 operation

create_custom_field_definitionCreate custom field definitionPOSTCreate a custom field definition. ***Required scopes:*** `settings`

Custom field definitions info, 1 operation

get_custom_field_definitionGet custom field definitionPOSTGet info about a specific custom field definition.

Custom field definitions list, 1 operation

list_custom_field_definitionsList custom field definitionsPOSTGet a list of all the definitions of custom fields.

Deal phases list, 1 operation

list_deal_phasesList deal phasesPOSTGet a list of all phases a deal can go through, sorted by their order in the flow.

Deal pipelines list, 1 operation

list_deal_pipelinesList deal pipelinesPOSTGet a list of all deal pipelines.

Deal sources list, 1 operation

list_deal_sourcesList deal sourcesPOSTGet a list of all deal sources, sorted alphabetically (on name).

Deals create, 1 operation

create_dealCreate dealPOSTCreate a new deal for a customer.

Deals delete, 1 operation

delete_dealDelete dealPOSTDelete a deal. Required: id. Returns no content on success.

Deals info, 1 operation

get_dealGet dealPOSTGet details for a single deal.

Deals list, 1 operation

list_dealsList dealsPOSTGet a list of deals. Filter by ids, term, customer, phase_id, estimated_closing_date, estimated_closing_date_from, estimated_closing_date_until, responsible_user_id and more. Page with page.size and page.number.

Deals lose, 1 operation

lose_dealLose dealPOSTMark a deal as lost. Required: id. Returns no content on success.

Deals move, 1 operation

move_dealMove dealPOSTMove the deal to a different phase.

Departments info, 1 operation

get_departmentGet departmentPOSTGet details for a single department.

Departments list, 1 operation

list_departmentsList departmentsPOSTGet a list of departments.

Document templates list, 1 operation

list_document_templatesList document templatesPOSTGet a list of all document templates.

Events cancel, 1 operation

cancel_calendar_eventCancel calendar eventPOSTCancel a calendar event (for all attendees).

Events create, 1 operation

create_calendar_eventCreate calendar eventPOSTCreate a new calendar event.

Events info, 1 operation

get_calendar_eventGet calendar eventPOSTGet details for a single calendar event.

Events list, 1 operation

list_calendar_eventsList calendar eventsPOSTGet a list of calendar events.

Expenses list, 1 operation

list_expensesList expensesPOSTGet a list of all expenses.

Files download, 1 operation

download_fileDownload filePOSTRequest the download link for a file.

Files info, 1 operation

get_fileGet filePOSTGet details for a single file.

Files list, 1 operation

list_filesList filesPOSTGet a list of files. Filter by subject, ids, term. Page with page.size and page.number.

Invoices book, 1 operation

book_invoiceBook invoicePOSTBook a draft invoice. Required: id, on. Returns no content on success.

Invoices copy, 1 operation

copy_invoiceCopy invoicePOSTCreates a new draft invoice based on another invoice.

Invoices credit, 1 operation

credit_invoiceCredit invoicePOSTCredit an invoice completely.

Invoices credit partially, 1 operation

credit_invoice_partiallyCredit invoice partiallyPOSTCredit an invoice partially. Required: id, grouped_lines. Returns the id of the new record.

Invoices delete, 1 operation

delete_invoiceDelete invoicePOSTDelete an existing invoice. Only possible for draft invoices or the last booked invoice.

Invoices download, 1 operation

download_invoiceDownload invoicePOSTDownload an invoice in a specific format.

Invoices draft, 1 operation

create_invoice_draftCreate invoice draftPOSTDraft a new invoice. Required: invoicee, department_id, payment_term, grouped_lines. Returns the id of the new record.

Invoices info, 1 operation

get_invoiceGet invoicePOSTGet details for a single invoice.

Invoices list, 1 operation

list_invoicesList invoicesPOSTGet a list of invoices. Filter by ids, term, invoice_number, department_id, deal_id, project_id, subscription_id, status and more. Page with page.size and page.number.

Invoices register payment, 1 operation

register_invoice_paymentRegister invoice paymentPOSTRegister a payment for an invoice.

Invoices remove payment, 1 operation

remove_invoice_paymentsRemove invoice paymentsPOSTMarks an invoice as unpaid and removes all linked payments. This will also trigger a re-rendering of the invoice PDF.

Lost reasons list, 1 operation

list_lost_reasonsList lost reasonsPOSTGet a list of lost reasons for deals.

Meetings complete, 1 operation

complete_meetingComplete meetingPOSTMark a meeting as complete.

Meetings create report, 1 operation

create_meeting_reportCreate meeting reportPOSTCreates a report for a meeting.

Meetings delete, 1 operation

delete_meetingDelete meetingPOSTDeletes a meeting. Required: id. Returns no content on success.

Meetings info, 1 operation

get_meetingGet meetingPOSTGet information about a meeting.

Meetings list, 1 operation

list_meetingsList meetingsPOSTGet a list of meetings. Filter by ids, employee_id, start_date, end_date, milestone_id, group_id, term, recurrence_id. Page with page.size and page.number.

Notes create, 1 operation

create_noteCreate notePOSTCreate a new note. Required: subject, content. Returns the id of the new record.

Notes delete, 1 operation

delete_noteDelete notePOSTDelete a note. Required: id. Returns no content on success.

Notes list, 1 operation

list_notesList notesPOSTGet a list of all notes. Filter by subject. Page with page.size and page.number.

Orders info, 1 operation

get_orderGet orderPOSTGet details for a single order.

Orders list, 1 operation

list_ordersList ordersPOSTGet a list of orders. Filter by ids. Page with page.size and page.number.

Payment methods list, 1 operation

list_payment_methodsList payment methodsPOSTGet a list of payment methods.

Payment terms list, 1 operation

list_payment_termsList payment termsPOSTGet a list of available payment terms.

Price lists list, 1 operation

list_price_listsList price listsPOSTGet a list of priceLists.

Product categories list, 1 operation

list_product_categoriesList product categoriesPOSTGet a list of product categories. They are used as a ledger account, which is important for accounting.

Products add, 1 operation

create_productCreate productPOSTAdd a new product; give at least a name or a code. Returns the id of the new record.

Products delete, 1 operation

delete_productDelete productPOSTDelete a product. Required: id. Returns no content on success.

Products info, 1 operation

get_productGet productPOSTGet details for a single product.

Products list, 1 operation

list_productsList productsPOSTGet a list of products. Filter by ids, term, updated_since. Page with page.size and page.number.

Projects close, 1 operation

close_projectClose projectPOSTMark a project as closed.

Projects create, 1 operation

create_projectCreate projectPOSTCreate a new project. Only `title` is required. All the other fields are optional.

Projects delete, 1 operation

delete_projectDelete projectPOSTDelete a project. Required: id, delete_strategy. Returns no content on success.

Projects info, 1 operation

get_projectGet projectPOSTReturns all the information of a single project.

Projects list, 1 operation

list_projectsList projectsPOSTLists all projects that match the optional filters provided.

Projects reopen, 1 operation

reopen_projectReopen projectPOSTReopen a closed project. Required: id. Returns no content on success.

Quotations accept, 1 operation

accept_quotationAccept quotationPOSTMark a quotation as accepted.

Quotations create, 1 operation

create_quotationCreate quotationPOSTCreate a quotation. Required: deal_id. Returns the id of the new record.

Quotations delete, 1 operation

delete_quotationDelete quotationPOSTDelete a quotation. Required: id. Returns no content on success.

Quotations download, 1 operation

download_quotationDownload quotationPOSTDownload a quotation in a specific format.

Quotations info, 1 operation

get_quotationGet quotationPOSTGet a quotation. Required: id.

Quotations list, 1 operation

list_quotationsList quotationsPOSTGet a list of quotations.

Subscriptions create, 1 operation

create_subscriptionCreate subscriptionPOSTCreate a new subscription.

Subscriptions deactivate, 1 operation

deactivate_subscriptionDeactivate subscriptionPOSTDeactivate a subscription. Required: id. Returns no content on success.

Subscriptions info, 1 operation

get_subscriptionGet subscriptionPOSTGet details for a single subscription.

Subscriptions list, 1 operation

list_subscriptionsList subscriptionsPOSTGet a list of subscriptions.

Tags list, 1 operation

list_tagsList tagsPOSTGet a list of tags. Page with page.size and page.number.

Tasks complete, 1 operation

complete_taskComplete taskPOSTMark a task as complete. Required: id. Returns no content on success.

Tasks create, 1 operation

create_taskCreate taskPOSTCreate a new task. Required: title, due_on, work_type_id. Returns the id of the new record.

Tasks delete, 1 operation

delete_taskDelete taskPOSTDelete a task. Required: id. Returns no content on success.

Tasks info, 1 operation

get_taskGet taskPOSTGet information about a task.

Tasks list, 1 operation

list_tasksList tasksPOSTGet a list of tasks. Filter by ids, user_id, milestone_id, completed, scheduled, due_by, due_from, term and more. Page with page.size and page.number.

Tax rates list, 1 operation

list_tax_ratesList tax ratesPOSTGet a list of available tax rates.

Teams list, 1 operation

list_teamsList teamsPOSTGets a list of all teams.

Ticket status list, 1 operation

list_ticket_statusesList ticket statusesPOSTGet a list of ticket statuses.

Tickets add internal message, 1 operation

add_ticket_internal_messageAdd ticket internal messagePOSTAdds an internal message to a ticket.

Tickets add reply, 1 operation

add_ticket_replyAdd ticket replyPOSTAdds a message to a ticket.

Tickets create, 1 operation

create_ticketCreate ticketPOSTCreate a ticket. Required: subject, customer, ticket_status_id. Returns the id of the new record.

Tickets get message, 1 operation

get_ticket_messageGet ticket messagePOSTGets the ticket message. Takes message_id.

Tickets import message, 1 operation

import_ticket_messageImport ticket messagePOSTImports an existing message to a ticket.

Tickets info, 1 operation

get_ticketGet ticketPOSTGet details for a single ticket.

Tickets list, 1 operation

list_ticketsList ticketsPOSTGet a list of tickets. Filter by ids, relates_to, project_ids, assignee_ids, exclude. Page with page.size and page.number.

Tickets list message, 1 operation

list_ticket_messagesList ticket messagesPOSTLists messages of a ticket.

Time tracking add, 1 operation

create_time_trackingCreate time trackingPOSTAdd tracked time: send started_at with duration (seconds) or with ended_at, or started_on with duration when duration time tracking is enabled. Optional: work_type_id, description, subject, invoiceable, user_id. Returns the new id.

Time tracking delete, 1 operation

delete_time_trackingDelete time trackingPOSTDelete a tracked time. Required: id. Returns no content on success.

Time tracking info, 1 operation

get_time_trackingGet time trackingPOSTGet information about tracked time.

Time tracking list, 1 operation

list_time_trackingList time trackingPOSTGet a list of tracked time.

Timers current, 1 operation

get_current_timerGet current timerPOSTGet the current running timer.

Users info, 1 operation

get_userGet userPOSTGet details for a single user.

Users list, 1 operation

list_usersList usersPOSTGet a list of all users. Filter by ids, term, status. Page with page.size and page.number.

Users list days off, 1 operation

list_user_days_offList user days offPOSTReturns information about days off of a given user.

Users me, 1 operation

get_current_userGet current userPOSTGet the current authenticated user.

Webhooks list, 1 operation

list_webhooksList webhooksPOSTList registered webhooks ordered by URL.

Webhooks register, 1 operation

register_webhookRegister webhookPOSTRegister a new webhook. Required: url, types. Returns no content on success.

Work types list, 1 operation

list_work_typesList work typesPOSTGet a list of all work types, sorted alphabetically (on their name).

Showing the first 120 of 152 endpoints. The rest are in the product, searchable from the workflow builder and from chat.

Use Teamleader Focus from Claude Code, Cursor or Codex

Connect Teamleader Focus in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Teamleader Focus operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Teamleader Focus

Create your workspace
Sign up free. Nothing to install.
Connect Teamleader Focus once
Add your Teamleader Focus 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.