Connect your AI to Teamleader

What your AI can do with Teamleader

Once connected, these tools appear automatically in your AI assistant:

• list_contactsread-only

  List contacts, optionally narrowed by a search term (name, email, phone).

• get_contactread-only

  Get one contact's full details by id.

• create_contactwrite · needs approval

  Create a contact. Only the last name is required. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• update_contactwrite · needs approval

  Update a contact's details. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• list_companiesread-only

  List companies, optionally narrowed by a search term.

• get_companyread-only

  Get one company's full details by id.

• create_companywrite · needs approval

  Create a company. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• update_companywrite · needs approval

  Update a company's details. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• list_notesread-only

  List the notes attached to one entity (a contact, company, deal, quotation, invoice…).

• create_notewrite · needs approval

  Attach a note to an entity (contact, company, deal…). Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• list_dealsread-only

  List deals, optionally narrowed by a search term.

• get_dealread-only

  Get one deal by id (phase, value, customer, responsible user).

• create_dealwrite · needs approval

  Create a deal for a contact or a company. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• move_dealwrite · needs approval

  Move a deal to another pipeline phase. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• close_dealwrite · needs approval

  Close a deal as won or lost. A lost deal requires a reason id. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• list_quotationsread-only

  List quotations, optionally those of a single deal.

• get_quotationread-only

  Get one quotation by id (status, total, line items).

• send_quotationwrite · needs approval

  Send a quotation to its customer. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• list_invoicesread-only

  List invoices, optionally only the drafts or only the booked ones.

• get_invoiceread-only

  Get one invoice by id (customer, totals, payment status).

• book_invoicewrite · needs approval

  Book a draft invoice, which finalises it and assigns its number. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

• list_tasksread-only

  List tasks, optionally only the open or the completed ones.

• create_taskwrite · needs approval

  Create a task, optionally linked to a contact, company or deal. Writes to Teamleader, so it goes through the confirmation guardrail when enabled.

Example prompts

Just ask your AI in plain language — it picks the right Teamleader tool:

• “List contacts, optionally narrowed by a search term (name, email, phone) — from Teamleader, in plain language.”
• “Get one contact's full details by id — from Teamleader, in plain language.”
• “List companies, optionally narrowed by a search term — from Teamleader, in plain language.”
• “Get one company's full details by id — from Teamleader, in plain language.”

How it works

1. Create your Proxoria account and add your MCP endpoint to Claude or ChatGPT.
2. Connect Teamleader with a secure OAuth connection — each user connects their own account, credentials encrypted at rest.
3. Your AI instantly gets the Teamleader tools. Write actions wait for your approval in the dashboard before anything changes.

Frequently asked questions

Does Teamleader have an official MCP server?

You don't need one. Proxoria exposes Teamleader to your AI through the Model Context Protocol, so you can use it from Claude, ChatGPT, Mistral or any MCP-compatible client — no official Teamleader MCP server required.

What can my AI do with Teamleader through Proxoria?

It gets 23 tools: list_contacts, get_contact, create_contact, update_contact, list_companies, get_company, create_company, update_company, list_notes, create_note, list_deals, get_deal, create_deal, move_deal, close_deal, list_quotations, get_quotation, send_quotation, list_invoices, get_invoice, book_invoice, list_tasks, create_task. For example, list contacts, optionally narrowed by a search term (name, email, phone).

Is the Teamleader connector read-only?

No — it can also make changes. Write actions go through Proxoria's confirmation guardrail by default: your AI proposes them, and you approve each one from your dashboard before anything is written to Teamleader.

How do I connect Teamleader to my AI?

Create a Proxoria account, connect Teamleader with a secure OAuth connection, and add your Proxoria MCP endpoint to Claude or ChatGPT. Your AI instantly gains the Teamleader tools.