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.

Does ChatGPT see the password or key for Teamleader Focus?

No. You sign in to Teamleader Focus through Flowplane, which keeps that sign-in sealed. ChatGPT only gets a Flowplane sign-in for you, which you can revoke in the console.

Can ChatGPT change things in Teamleader Focus without asking?

Not by default: every change in Teamleader Focus waits for your approval in the browser. Your workspace’s rules decide, per tool.

Connect ChatGPT to Teamleader Focus

ChatGPT reaches Teamleader Focus through one Flowplane address. You add Teamleader Focus once in Flowplane, add that address to ChatGPT, and sign in. Work in Teamleader Focus with your AI assistant: contacts, deals, quotations, invoices, time and tasks. Changes wait for your approval by default.

Connect Teamleader Focus →Set up your assistant

Tools: 19 read · 17 change
Sign-in: Your own account
Approval, by default: Changes wait for you
MCP server: Flowplane’s tools

1
Add Teamleader Focus in Flowplane
In the Flowplane console, add Teamleader Focus, choose Sign in with Teamleader and allow what it asks.
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.
Connect Teamleader Focus →
2
Add Flowplane to ChatGPT
Your address is shown in the Flowplane console; it looks like
https://mcp.flowplane.eu/<your-label>
1. In ChatGPT on the web, open Plugins, choose + and Add custom MCP server.
2. Give it a name and, under Connection, paste https://mcp.flowplane.eu/<your-label>. Set authentication to OAuth.
3. Tick I understand and want to continue and choose Create as a plugin.
4. Install it, sign in to Flowplane and allow ChatGPT. In a chat, type @ and pick it.
Steps checked against the vendor’s documentation (OpenAI)
3
Ask ChatGPT
- “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.”

What it can do

What ChatGPT can do in Teamleader Focus

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.

On ChatGPT Pro the connection only reads: create contact, update contact, create company, update company, create deal, update deal, move deal, win deal, lose deal, create quotation, send quotation, draft invoice, book invoice, send invoice, add time entry, create task, complete task are not offered there.

Reads19

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

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.
Does ChatGPT see the password or key for Teamleader Focus?: No. You sign in to Teamleader Focus through Flowplane, which keeps that sign-in sealed. ChatGPT only gets a Flowplane sign-in for you, which you can revoke in the console.
Can ChatGPT change things in Teamleader Focus without asking?: Not by default: every change in Teamleader Focus waits for your approval in the browser. Your workspace’s rules decide, per tool.

Your assistant

Other assistants with Teamleader Focus

Everything about Teamleader Focus and Flowplane →

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