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Teamleader Focus MCP server

Teamleader Focus is the CRM and invoicing suite of many Belgian small businesses. Through Flowplane an AI assistant can find contacts and companies, follow deals through their phases, read quotations and invoices, and look up tracked time, tasks, meetings and calendar events. It can also add and change records, draft quotations and invoices and log time, and every change waits for your approval by default.

Connect Teamleader Focus →Set up your assistant
Tools
20 read · 17 change
Sign-in
Your own account
Approval, by default
Changes wait for you
MCP server
Flowplane’s tools
What it can do

What your assistant can do in Teamleader Focus

20 tools that read and 17 that change something in Teamleader Focus. Reads are allowed; a change marked “asks first” waits for the person’s approval by default, and your workspace’s rules decide the rest.

Reads20

  • Check the connectionSee which account it uses and whether it workswhoami
  • Search contactsFind peoplesearch_contacts
  • Get contactA person's detailsget_contact
  • Search companiesFind companiessearch_companies
  • Get companyA company's detailsget_company
  • Search dealsFind dealssearch_deals
  • Get dealA deal's detailsget_deal
  • List deal phasesThe phases of a deallist_deal_phases
  • List quotationsQuotationslist_quotations
  • Get quotationA quotation's lines and totalsget_quotation
  • List invoicesFind invoiceslist_invoices
  • Get invoiceAn invoice's lines and paymentsget_invoice
  • List time entriesTracked timelist_time_entries
  • List tasksTaskslist_tasks
  • List meetingsMeetingslist_meetings
  • List eventsCalendar eventslist_events
  • List work typesTypes of worklist_work_types
  • List departmentsInvoicing entitieslist_departments
  • List tax ratesTax rateslist_tax_rates
  • List usersThe account's userslist_users

Changesasks first17

  • Create contactAdds a personcreate_contact
  • Update contactChanges a personupdate_contact
  • Create companyAdds a companycreate_company
  • Update companyChanges a companyupdate_company
  • Create dealCreates a dealcreate_deal
  • Update dealChanges a dealupdate_deal
  • Move dealMoves a deal to a phasemove_deal
  • Win dealMarks a deal as wonwin_deal
  • Lose dealMarks a deal as lostlose_deal
  • Create quotationCreates a quotation, not sentcreate_quotation
  • Send quotationE-mails quotations to a customersend_quotation
  • Draft invoiceDrafts an invoice, not bookeddraft_invoice
  • Book invoiceBooks a draft invoice for goodbook_invoice
  • Send invoiceE-mails an invoice to a customersend_invoice
  • Add time entryAdds tracked timeadd_time_entry
  • Create taskCreates a taskcreate_task
  • Complete taskMarks a task as donecomplete_task
How it connects

Sign-in

Each person signs in with their own Teamleader Focus account, so the assistant sees and does only what that user may in Teamleader. Teamleader hands Flowplane a login that it keeps sealed; the assistant never sees it. If a Teamleader user lacks a right, a Teamleader administrator grants it and you sign in again.

In Flowplane: In the Flowplane console, add Teamleader Focus, choose Sign in with Teamleader and allow what it asks.

MCP

Teamleader Focus and MCP

Teamleader has no official MCP server for Teamleader Focus. It runs one for Teamleader Orbit, a different product. There are community-built MCP servers for Focus, which you run yourself. Flowplane talks to the Teamleader Focus API directly, so there is nothing to install or host.

Try it

Things to ask

  • “Which open deals are expected to close this month, and what are they worth?”
  • “Draft an invoice for Bakkerij Peeters: 6 hours of consultancy at €95, payable 30 days after the invoice date.”
  • “How many hours did I log last week, and how many of them are invoiceable?”
  • “Add a task for me to call back Jan Janssens next Tuesday.”
  • “Show the lines and total of the latest quotation on the Brouwerij De Kroon deal.”
Your assistant

Connect your assistant to Teamleader Focus

One Flowplane address works in every assistant below, with the same rules and the same log. Step-by-step setup for each:

FAQ

Questions

Can the assistant send invoices or quotations to my customers?
Not on its own. Every change waits for your approval by default, and anything that reaches a customer or cannot be undone (sending a quotation or an invoice, booking an invoice, marking a deal won or lost) asks again for every single call by default; an admin can change those rules per tool. A drafted invoice stays a draft, without a number, until it is booked.
Can it delete anything in Teamleader?
No. There is no delete tool: contacts, companies, deals, invoices and tasks can be added and changed, never removed. Custom fields, national identification numbers and IBANs are not passed to the assistant either.
Is there a limit on how much it can ask Teamleader?
Teamleader allows 200 calls a minute. If the assistant reaches that, it waits a minute and tries again.
Which AI assistants can use Teamleader Focus through Flowplane?
Claude, Claude Code, ChatGPT, Cursor, Codex, GitHub Copilot and Mistral Le Chat, and any other client that supports remote MCP servers with sign-in. They all reach Teamleader Focus through the same Flowplane address.
What does it cost?
Free for one person, with up to three apps and five assistants. Personal Pro is €9 a month including VAT; companies start at €99 a month for ten active users. Prices are indicative; see the pricing page.

Flowplane is not affiliated with or endorsed by Teamleader Focus’s maker; the name and logo only identify the app. Pricing

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