Connect Claude & ChatGPT to Teamleader Focus

30 tools for Teamleader Focus

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

• add_noteChanges dataAdd a note to a record. Requires `subject` (the record type, e.g. contact, company or deal, and its id) and `content`.
• complete_taskVisible to othersMark a task as completed by `id`.
• create_companyChanges dataCreate a company. `name` is required; add emails, telephones, addresses, VAT number, website and tags. Search first to avoid duplicates.
• create_contactChanges dataCreate a contact (person). `last_name` is required; add first_name, emails, telephones, addresses, tags and more. Search first to avoid duplicates.
• create_dealChanges dataCreate a deal with a `title` and a `lead` (the customer contact or company, optionally a contact person). Optionally set phase, estimated value, probability and closing date.
• create_draft_invoiceChanges dataCreate a draft outgoing invoice. Requires invoicee (customer), payment_term, department_id and grouped_lines; it stays a draft until booked in Teamleader.
• create_quoteChanges dataCreate a quotation for a deal (`deal_id`). Add grouped_lines (products, quantities, prices) and/or text; it needs at least one of them.
• create_taskChanges dataCreate a task with `title`, `due_on` (date) and `work_type_id` (see list_work_types). Optionally link a customer, deal or project and set an assignee.
• get_companyChanges dataGet one company by `id`, with addresses, contact details, VAT number, responsible user, tags and custom fields.
• get_contactChanges dataGet one contact by `id`, with emails, phone numbers, addresses, linked companies, tags and custom fields.
• get_current_userChanges dataGet the Teamleader user you are connected as, including name, email and account. Use to confirm which account you are working in.
• get_dealChanges dataGet one deal by `id`, with its customer, phase, estimated value, probability, closing date and responsible user.
• get_invoiceChanges dataGet one outgoing invoice by `id`, with customer, lines, totals, due date and payment status.
• get_quoteChanges dataGet one quotation by `id`, with its deal, lines, totals and status.
• list_companiesChanges dataList or search companies. Use filter.term to search by name, VAT number, email or phone, or filter on tags or updated_since.
• list_contactsChanges dataList or search contacts (people). Use filter.term to search first name, last name, email or phone, or filter.company_id, filter.tags or filter.updated_since.
• list_deal_phasesChanges dataList the deal phases (pipeline stages), optionally filtered by pipeline. Use to find a phase_id for creating or moving deals.
• list_dealsChanges dataList or search deals. Filter by term (title, reference or customer name), customer, phase_id, status, responsible_user_id or closing dates.
• list_invoicesChanges dataList outgoing invoices. Filter by term (invoice number, reference or invoicee), status, customer, deal_id, invoice_number, department or invoice dates.
• list_notesChanges dataList notes attached to a record. Requires filter.subject with the record type (e.g. contact, company or deal) and its id.
• list_quotesChanges dataList quotations, optionally filtered by quotation ids. To find a deal's quotes, get the deal first.
• list_tasksChanges dataList tasks. Filter by term, user_id, customer, completed, due_from or due_by.
• list_usersChanges dataList users in the Teamleader account. Use to find a user id for assigning deals or tasks.
• list_work_typesChanges dataList work types. Use to find the work_type_id required when creating a task.
• mark_deal_lostChanges dataMark a deal as lost by `id`, optionally with a lost reason_id and extra_info.
• mark_deal_wonChanges dataMark a deal as won by `id`.
• update_companyChanges dataUpdate a company by `id`: name, emails, telephones, addresses, VAT number, tags or responsible user. Only the fields you pass change.
• update_contactChanges dataUpdate a contact by `id`: name, emails, telephones, addresses, tags, language or custom fields. Only the fields you pass change.
• update_dealChanges dataUpdate a deal by `id`: title, summary, estimated value, probability, closing date or responsible user. Only the fields you pass change.
• update_taskChanges dataUpdate a task by `id`: title, description, due date, assignee or linked customer/deal. Only the fields you pass change.

Questions