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Connect Codex to Teamleader Focus

Codex reaches Teamleader Focus through one Flowplane address. You add Teamleader Focus once in Flowplane, add that address to Codex, 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. 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. 2

    Add Flowplane to Codex

    Your address is shown in the Flowplane console; it looks like

    https://mcp.flowplane.eu/<your-label>

    1. Add the server with the first command below.
    2. Sign in with the second: your browser opens Flowplane; sign in and allow Codex.
    3. In the IDE extension: MCP servers › Add server, choose Streamable HTTP, paste https://mcp.flowplane.eu/<your-label>, then Authenticate.
    codex mcp add flowplane --url https://mcp.flowplane.eu/<your-label>
codex mcp login flowplane

    Steps checked against the vendor’s documentation (OpenAI)

  3. 3

    Ask Codex

    • “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 Codex 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.

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 Codex see the password or key for Teamleader Focus?
No. You sign in to Teamleader Focus through Flowplane, which keeps that sign-in sealed. Codex only gets a Flowplane sign-in for you, which you can revoke in the console.
Can Codex 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 →

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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