Mcp Teamleader

MCP Teamleader Focus

[](https://github.com/globodai-group/mcp-teamleader/actions/workflows/ci.yml) [](https://www.npmjs.com/package/globodai-mcp-teamleader) [](https://opensource.org/licenses/MIT)

A Model Context Protocol (MCP) server for Teamleader Focus CRM. Gives AI assistants (Claude, etc.) the ability to manage contacts, companies, deals, tasks, events, and invoices directly in Teamleader.

Features

• 📇 Contacts — List, get, create, update contacts
• 🏢 Companies — List, get, create companies
• 💰 Deals — List, get, create, update deals/opportunities
• ✅ Tasks — List, create tasks
• 📅 Events — List, get, create calendar events
• 🧾 Invoices — List, get, create draft invoices
• 🔐 OAuth2 — Automatic token refresh with rotation support

Prerequisites

You need a Teamleader Focus account with API access:

1. Go to the Teamleader Marketplace or Developer Portal
2. Register an integration to get your Client ID and Client Secret
3. Complete the OAuth2 flow to obtain a Refresh Token

Quick Start

Using npx (no install needed)

npx globodai-mcp-teamleader

Global install

npm install -g globodai-mcp-teamleader
mcp-teamleader

Configuration

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | TEAMLEADER_CLIENT_ID | ✅ | Your OAuth2 Client ID | | TEAMLEADER_CLIENT_SECRET | ✅ | Your OAuth2 Client Secret | | TEAMLEADER_REFRESH_TOKEN | ✅ | Your OAuth2 Refresh Token |

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "globodai-mcp-teamleader"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "YOUR_CLIENT_ID",
        "TEAMLEADER_CLIENT_SECRET": "YOUR_CLIENT_SECRET",
        "TEAMLEADER_REFRESH_TOKEN": "YOUR_REFRESH_TOKEN"
      }
    }
  }
}

Cursor / Windsurf

Add to your MCP settings:

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "globodai-mcp-teamleader"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "YOUR_CLIENT_ID",
        "TEAMLEADER_CLIENT_SECRET": "YOUR_CLIENT_SECRET",
        "TEAMLEADER_REFRESH_TOKEN": "YOUR_REFRESH_TOKEN"
      }
    }
  }
}

Docker

docker run -e TEAMLEADER_CLIENT_ID=YOUR_CLIENT_ID \
           -e TEAMLEADER_CLIENT_SECRET=YOUR_CLIENT_SECRET \
           -e TEAMLEADER_REFRESH_TOKEN=YOUR_REFRESH_TOKEN \
           ghcr.io/globodai-group/mcp-teamleader

Available Tools

Contacts

| Tool | Description | |------|-------------| | teamleader_list_contacts | List contacts with filtering (term, tags, updated_since) and pagination | | teamleader_get_contact | Get detailed info for a specific contact | | teamleader_create_contact | Create a new contact (name, email, phone, tags...) | | teamleader_update_contact | Update an existing contact |

Companies

| Tool | Description | |------|-------------| | teamleader_list_companies | List companies with filtering (term, tags, VAT number) and pagination | | teamleader_get_company | Get detailed info for a specific company | | teamleader_create_company | Create a new company |

Deals

| Tool | Description | |------|-------------| | teamleader_list_deals | List deals with filtering (term, phase, responsible user) and pagination | | teamleader_get_deal | Get detailed info for a specific deal | | teamleader_create_deal | Create a new deal with customer, phase, and estimated value | | teamleader_update_deal | Update an existing deal |

Tasks

| Tool | Description | |------|-------------| | teamleader_list_tasks | List tasks with filtering and pagination | | teamleader_create_task | Create a new task with description, due date, assignee |

Events

| Tool | Description | |------|-------------| | teamleader_list_events | List calendar events with date range filtering | | teamleader_get_event | Get detailed info for a specific event | | teamleader_create_event | Create a new calendar event |

Invoices

| Tool | Description | |------|-------------| | teamleader_list_invoices | List invoices with filtering (status, date range, department) | | teamleader_get_invoice | Get detailed info for a specific invoice | | teamleader_create_invoice | Create a new draft invoice with line items |

Example Prompts

Once configured, you can ask your AI assistant things like:

• "List all my contacts tagged with 'VIP'"
• "Create a new company called Acme Corp with email info@acme.example.com"
• "Show me all open deals worth more than €10,000"
• "Create a task to follow up with contact John Doe by next Friday"
• "List all unpaid invoices from this month"
• "Create a draft invoice for company X with 2 line items"

API Reference

This MCP server wraps the Teamleader Focus API. Key details:

• Base URL: https://api.focus.teamleader.eu
• Authentication: OAuth2 with automatic token refresh
• All endpoints use POST with JSON body
• Pagination: Uses page.number and page.size parameters

Development

# Clone
git clone https://github.com/globodai-group/mcp-teamleader.git
cd mcp-teamleader

# Install
npm install

# Dev mode
npm run dev

# Build
npm run build

# Type check
npm run typecheck

Contributing

Contributions are welcome! Please open an issue or submit a pull request.

License

[MIT](LICENSE) — Made with ❤️ by Globodai

Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: globodai-group
• Source: globodai-group/mcp-teamleader
• License: MIT

Install and usage instructions live in the source repository linked above.