Integration · CRM & sales

Connect Claude & ChatGPT to Teamgate

Ask your AI about a deal, a lead or a company in Teamgate and get the answer from your CRM. It can create and update leads, deals, companies and people, move a deal to another stage and set its value or closing date. It can also book meetings, calls and tasks, comment on them, and read your pipelines, products and users.

Connect Teamgate free

Free plan, no credit card. Takes about a minute.

Try asking

“Which deals are open in the Sales pipeline, and what stage are they in?”
The AI reads the pipeline with its stages and lists the deals with value, stage and owner.
“Move the Nordic Foods deal to Negotiation and set closing to 30 November.”
It finds the deal and updates only its stage and estimated closing date.
“Add a lead: Sofie Lund, Head of Operations at Bright Logistics, [email protected].”
It creates the lead with name, company, job title and email, and can set status and owner.

What your AI can do

Leads and deals

Create, read and update leads and deals, with status, stage, value, owner and closing date.

Companies and people

Create and update companies and contacts, and see which people and deals belong to each company.

Calendar and setup

Book meetings, calls and tasks, comment on them, and read pipelines, stages, lead statuses, products and users.

“Book a call with Acme next Tuesday at 10:00 and link it to their deal.”
It creates a call event with start and end time, linked to the company and the deal.
“Who are our contacts at Bright Logistics, and which deals do we have with them?”
It finds the company and lists the people and deals linked to it.
“Create a company, Green Build ApS, owned by Mikkel.”
It looks up Mikkel's user ID and creates the company with him as owner.

30 tools for Teamgate

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

comment_on_eventChanges dataAdd a comment (`value`) to an event by `global_event_id`.
create_companyChanges dataCreate a company with `name`, optional `emails`, `phone`, `urls`, `addresses`, `vat_code`, `industry`, `owner_id` and `tags`.
create_dealChanges dataCreate a deal with `name`, `stage_id`, `price_value` and `price_currency`, optional `buyer_id` (company or person), `owner_id`, `estimated_closure_date`, `source` and `tags`.
create_eventChanges dataCreate an event (meeting, call or task) with `name`, `type`, `start`, `end`, optional `description`, `place`, `owner_id`, `attendees` and linked `deals`, `leads`, `people` or `companies`.
create_leadChanges dataCreate a lead with `name`, optional `company_name`, `job_title`, `emails`, `phone`, `addresses`, `owner_id`, `status_id`, `source` and `tags`.
create_personChanges dataCreate a person (contact) with `name`, optional `emails`, `phone`, `job_title`, `addresses`, `owner_id` and `tags`.
delete_eventDeletesPermanently delete an event by `event_id`. Pass `body` as an empty object {}.
get_companyGet one company by `first_company_id`. Pass `body` as an empty object {}.
get_dealGet one deal by `deal_id`, including value, stage, status, owner and buyer.
get_eventGet one event by `event_id`. Pass `body` as an empty object {}.
get_leadGet one lead by `first_lead_id`. Pass `body` as an empty object {}.
get_personGet one person by `contact_id`. Pass `body` as an empty object {}.
get_pipelineGet one pipeline by `pipeline_id`, including its stages. Pass `body` as an empty object {}.
list_companiesList companies in the CRM.
list_company_dealsList deals linked to a company by `second_global_company_id`. Pass `body` as an empty object {}.
list_company_peopleList people linked to a company by `first_company_id`. Pass `body` as an empty object {}.
list_dealsList deals in the CRM.
list_eventsList calendar events, calls, meetings and tasks.
list_lead_statusesList the available lead statuses and their IDs. Pass `body` as an empty object {}.
list_leadsList leads in the CRM. Pass `body` as an empty object {}.
list_peopleList people (contacts) in the CRM.
list_person_dealsList deals linked to a person by `person_id`.
list_pipelinesList sales pipelines.
list_productsList products in the product catalog.
list_usersList users in the Teamgate account. Use to find owner IDs.
update_companyChanges dataUpdate a company by `first_company_id`: name, contact details, addresses, owner, statuses or tags. Only the fields you pass change.
update_dealChanges dataUpdate a deal by `deal_id`: name, stage (`stage_id`), `status`, value, owner, closing date, tags or custom fields. Only the fields you pass change.
update_eventChanges dataUpdate an event by `event_id`: name, times, place, description, owner, reminders or linked records. Only the fields you pass change.
update_leadChanges dataUpdate a lead by `first_lead_id`: name, status, owner, source, industry, tags or custom fields. Only the fields you pass change.
update_personChanges dataUpdate a person by `contact_id`: name, owner, statuses, tags or custom fields. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Teamgate from the app list.
2
Paste your key
Paste two keys. App key: in Teamgate open Settings > Additional features > External Apps, click New API Key Request and copy the application key. Auth token: click your initials at the top right, choose My Profile > Integrations > API access and copy the AUTH_TOKEN.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Teamgate?

The AI can list and read leads, deals, companies, people, events, pipelines, lead statuses, products and users. It can create and update leads, deals, companies, people and events, and comment on events. It can also delete an event if you switch that tool on.

Does the AI see my Teamgate credentials?

No. Your Teamgate app key and auth token are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only and add creating and updating later. Deleting an event is permanent and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Teamgate account.

Why does Teamgate need two keys?

Teamgate uses an app key that identifies the external app, plus a personal auth token for your user. You request the app key under Settings > Additional features > External Apps, and find the auth token under My Profile > Integrations > API access. You paste both into PipMCP.