Control Teamleader Focus with natural language through the Model Context Protocol
Features • Quick Start • Installation • Tools • Examples • Contributing
A Model Context Protocol (MCP) server that connects AI assistants like Claude to Teamleader Focus - the all-in-one CRM, invoicing, and project management platform.
Instead of clicking through menus, just ask:
"Find all open deals for Acme Corporation"
"Create an invoice for 20 hours of consulting at €125/hour"
"Schedule a meeting with Sarah from TechStart next Tuesday at 2pm"
"Log 3 hours to the website project with description: frontend development"
🖼️ Screenshots coming soon
Screenshot placeholders
| Description | Image |
|---|---|
| Claude Desktop with deal lookup | screenshots/deal-lookup.png |
| Invoice creation conversation | screenshots/invoice-creation.png |
| Multi-step workflow example | screenshots/workflow.png |
| Claude Desktop config | screenshots/config.png |
- Companies - List, search, create, and update companies
- Contacts - Full contact management with company linking
- Deals - Pipeline management, move phases, win/lose tracking
- Invoices - Draft, send, book, register payments
- Quotations - Create, send, accept, download PDFs
- Products - Product catalog management
- Time Tracking - Log hours, manage entries, billable tracking
- Calendar Events - Create and manage meetings linked to contacts/deals
- Email Tracking - Log emails to entities
- OAuth 2.0 with automatic token refresh
- Secure credential storage
- Rate limiting respect
npx teamleader-mcp authThis opens a browser for OAuth login. Your credentials are saved automatically.
Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):
{
"mcpServers": {
"teamleader": {
"command": "npx",
"args": ["-y", "teamleader-mcp"]
}
}
}Restart Claude Desktop and ask: "What Teamleader tools do you have access to?"
- Node.js 18 or higher
- A Teamleader Focus account
- OAuth 2.0 credentials from Teamleader Marketplace
No installation needed - runs directly:
npx teamleader-mcp auth # One-time OAuth setup
npx teamleader-mcp # Start the MCP servernpm install -g teamleader-mcp
teamleader-mcp authgit clone https://github.com/Weichie-com/teamleader-mcp.git
cd teamleader-mcp
npm install
npm run build- Go to Teamleader Marketplace
- Create a new integration
- Note your
client_idandclient_secret - Set redirect URI:
http://localhost:3000/callback - Required scopes:
contacts,companies,deals,invoices,products,timetracking,events,users
The easiest way:
node scripts/generate-token.jsOr manually via OAuth authorization code flow - see OAUTH_CLAUDE_SETUP.md.
cp .env.example .envEdit .env:
TEAMLEADER_ACCESS_TOKEN=your_access_token
TEAMLEADER_CLIENT_ID=your_client_id
TEAMLEADER_CLIENT_SECRET=your_client_secret
TEAMLEADER_REFRESH_TOKEN=your_refresh_tokenThis server provides 42 tools across all major Teamleader Focus features:
| Tool | Description |
|---|---|
teamleader_companies_list |
List/search companies |
teamleader_company_info |
Get company details |
teamleader_company_create |
Create a company |
teamleader_company_update |
Update a company |
| Tool | Description |
|---|---|
teamleader_contacts_list |
List/search contacts |
teamleader_contact_info |
Get contact details |
| Tool | Description |
|---|---|
teamleader_deals_list |
List deals with filters |
teamleader_deal_info |
Get deal details |
teamleader_deal_create |
Create a deal |
teamleader_deal_update |
Update a deal |
teamleader_deal_move |
Move to different phase |
teamleader_deal_win |
Mark as won |
teamleader_deal_lose |
Mark as lost |
| Tool | Description |
|---|---|
teamleader_invoices_list |
List invoices |
teamleader_invoice_info |
Get invoice details |
teamleader_invoice_draft |
Create draft invoice |
teamleader_invoice_update |
Update invoice |
teamleader_invoice_send |
Send via email |
teamleader_invoice_book |
Book/finalize |
teamleader_invoice_register_payment |
Register payment |
teamleader_invoice_delete |
Delete invoice |
| Tool | Description |
|---|---|
teamleader_quotations_list |
List quotations |
teamleader_quotation_info |
Get quotation details |
teamleader_quotation_create |
Create quotation |
teamleader_quotation_update |
Update quotation |
teamleader_quotation_send |
Send via email |
teamleader_quotation_accept |
Mark as accepted |
teamleader_quotation_delete |
Delete quotation |
teamleader_quotation_download |
Get PDF link |
| Tool | Description |
|---|---|
teamleader_products_list |
List products |
teamleader_product_info |
Get product details |
teamleader_product_create |
Create product |
teamleader_product_update |
Update product |
| Tool | Description |
|---|---|
teamleader_timetracking_list |
List time entries |
teamleader_timetracking_info |
Get entry details |
teamleader_timetracking_add |
Add time entry |
teamleader_timetracking_update |
Update entry |
teamleader_timetracking_delete |
Delete entry |
| Tool | Description |
|---|---|
teamleader_events_list |
List events |
teamleader_event_info |
Get event details |
teamleader_event_create |
Create event |
| Tool | Description |
|---|---|
teamleader_emails_list |
List tracked emails |
teamleader_email_track |
Log an email |
"Find all open deals worth more than €10,000"
→ teamleader_deals_list(status: ["open"])
→ Filters results by value
"Create an invoice for Acme Corp: 20 hours consulting at €125/hour, 30 days payment term"
→ teamleader_companies_list(term: "Acme Corp")
→ teamleader_invoice_draft(customer_id: "...", grouped_lines: [...])
"Schedule a meeting with John from DataFlow next Tuesday at 2pm"
→ teamleader_contacts_list(term: "John DataFlow")
→ teamleader_event_create(title: "Meeting", starts_at: "...", contact_ids: [...])
# List open deals
mcporter call teamleader.teamleader_deals_list status='["open"]'
# Get company info
mcporter call teamleader.teamleader_company_info id="uuid-here"
# Create a time entry
mcporter call teamleader.teamleader_timetracking_add \
started_at="2026-01-31T09:00:00+01:00" \
ended_at="2026-01-31T12:00:00+01:00" \
description="Development work"| Variable | Required | Description |
|---|---|---|
TEAMLEADER_ACCESS_TOKEN |
Yes | OAuth access token |
TEAMLEADER_CLIENT_ID |
No* | OAuth client ID |
TEAMLEADER_CLIENT_SECRET |
No* | OAuth client secret |
TEAMLEADER_REFRESH_TOKEN |
No* | OAuth refresh token |
TEAMLEADER_TOKEN_STORAGE |
No | Custom token storage path |
*Required for automatic token refresh (recommended)
Static Mode: Only ACCESS_TOKEN set. Token expires after 1 hour. Manual refresh needed.
Auto Refresh Mode (Recommended): All four OAuth variables set. Tokens refresh automatically 5 minutes before expiry.
Server hangs or times out
Make sure your config includes the args array:
{
"command": "node",
"args": ["/path/to/teamleader-mcp/dist/index.js"] // ← Required!
}"Unknown tool" error
Tool names are prefixed with teamleader_. Use teamleader_deal_info, not get-deal.
Run mcporter list teamleader to see all tools.
401 Unauthorized
Access tokens expire after 1 hour. Set up automatic refresh with all OAuth variables, or manually refresh your token.
Rate limiting errors
Teamleader allows 200 requests/minute. The server respects rate limit headers. Wait and retry, or reduce request frequency.
# Build
npm run build
# Watch mode
npm run dev
# Test
npm test # Watch mode
npm run test:run # Single run
# Lint
npm run lintWe welcome contributions! Here's how to help:
- Open an issue with a clear description
- Include steps to reproduce for bugs
- For features, explain the use case
- Fork the repository
- Create a feature branch:
git checkout -b feature/amazing-feature - Make your changes
- Run tests:
npm test - Commit:
git commit -m 'Add amazing feature' - Push:
git push origin feature/amazing-feature - Open a Pull Request
- TypeScript with strict mode
- Prettier for formatting
- ESLint for linting
- Descriptive commit messages
- Add the tool definition in
src/tools/ - Implement the handler
- Add tests in
tests/ - Update this README
- npm package publication
- Project management tools (milestones, tasks)
- Webhook support for real-time updates
- Batch operations
- More filter options
- Credit notes support
See ROADMAP.md for details.
MIT License - see LICENSE file.
Built with ❤️ using the Model Context Protocol by Anthropic.
Made by Weichie • Star ⭐ if you find this useful!
