AI Agents for Teamleader FocusTeamleader MCP: your own AI agent in ChatGPT and Claude
Connect Teamleader Focus to ChatGPT and Claude. The assistant reads your contacts, deals, quotations, invoices, calendar and projects and, with AI Agent, moves deals, adds lines, logs calls and tracks time when you ask.
- Open to every account for Teamleader Focus
- AI Analyst $29.99 or AI Agent $49.99 a month
- 7 day free trial, once per account.
- Every change shown first. Nothing is ever deleted.
$29.99a month
Ask anything about your customers, deals and invoices.
$49.99a month
Also gets the work done: changes records once you approve.
7 day free trial, once per account. One package covers one account.
What it reaches
Open any part of Teamleader Focus
Each part says what the assistant reads, and what AI Agent also changes once you say yes. You choose per record type what it may do.
- Search by name, email or any field, custom fields included
- The companies a contact belongs to
- Your companies and their details
- Create and update contacts and companies
- Add and remove tags
- Link a contact to a company, or unlink them
- Search deals by phase, value or closing date
- Your pipelines and their phases
- Count and add up, such as the deal value per phase
- Create and update deals
- Move a deal to another phase
- Mark a deal as won or lost
- Give a deal to a user
- Search quotations, with their lines and status
- The quotations of a deal
- Make a draft quotation on a deal
- Change its name, text and expiry date, and add a line
- Mark a quotation as accepted
- Send a quotation, after your click
- Unpaid and overdue invoices, with their lines
- Credit notes and subscriptions
- Count and add up, such as open amounts per customer
- Make a draft invoice for a contact, change it and add a line
- Book a draft invoice, after your click
- Send an invoice, after your click
- Register a payment or credit an invoice, after your click
An invoice is cancelled with a credit note, never deleted.
- Calendar events, by day or by contact
- Plan an event with a contact, move or rename it
- Log a meeting that took place
- The notes, tasks and calls of a contact, deal or project
- Open tasks across your account
- Add and change notes
- Add tasks and mark them done
- Log a call, with what was said
- Projects, open or closed, and what they are linked to
- Your time entries
- Create and update projects, close or reopen one
- Link deals, quotations, contacts and companies to a project
- Track time on a contact, company, task or calendar event
- Products, price lists and tax rates
- Your users
- Make and change products, after your click
Ask it, in Teamleader Focus
Two packages, one question away
AI Analyst answers from your records. AI Agent also does the work, once you say yes.
AI Analyst
Ask anything about your customers, deals and invoices.
- Reads contacts, companies, deals and quotations
- Reads invoices, credit notes and subscriptions
- Reads calendar events, projects and time entries
- Counts and adds up, such as deal value per phase
Ask it
- Which deals are in the proposal phase, and what are they worth?
- Which invoices are overdue, and who owes the most?
- How much time did we track on the website project this month?
AI Agent
Also gets the work done: changes records once you approve.
- Everything in AI Analyst
- Creates and updates contacts, companies, deals and projects
- Moves deals through phases, and marks them won or lost
- Adds lines to quotations and draft invoices
- Adds notes and tasks, logs calls and meetings, tracks time
- Sends, books, registers payments and credits after your click
Ask it
- Move the Acme deal to Negotiation and add a task to call them on Friday.
- Add a line of eight hours at 95 to this draft invoice.
- Log a call with Jan: he accepts the quotation and wants to start next month.
- Track two hours on the website project for today.
Automations, with AI Agent
Rules that run in your system by themselves
With AI Agent, describe a rule in the chat. Approve it with a yes in the chat, and it runs in your system by itself. Rules that message your customers you approve in CRM Connector.
A rule starts when a record is made or changes, when a date comes up such as a due date, when a record has not moved for a number of days, or when a tag is added or removed. It can set fields, move a stage, add a note or a task, tell your team, make a related record, give records to your users in turn or email your customer, and what else it can do depends on your system. It never deletes, and a payment always waits for your own click. Tell us what it should do, and we set it up for you.
When a deal is won, add a task to start the project.
- When
- A deal is won
- Only if
- Its value is above an amount you choose
- Then
- 1Add a task on the deal to start the project, due tomorrow
Approval, change log and undo
Nothing changes until you approve it
The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.
Every change is proposed first
You see a before and after list. Nothing is written until you approve.
Risky changes need your click
Messages to your customers, status changes and big batches need your own click.
Newer work is never overwritten
Each record is read again right before the change. Changed since? Refused.
A change log with undo
Every change is kept, with undo where the system allows it.
You choose what it may do
Per record type: off, read, or read and write. Pause it any time.
- ContactsOffReadRead and write
- DealsOffReadRead and write
- InvoicesOffReadRead and write
Nothing is ever deleted
Never a deleted record. A payment only where your system allows it, after your own click.
What the assistant reaches
- Only the system and record types you switched on
- Never passwords or sign ins
- Answers go to OpenAI or Anthropic under your own agreement
- The change log is kept for 90 days
Good to know
How the Teamleader Focus agent behaves
One package, one account
One package covers one Teamleader Focus account. Every other account needs its own package.
Connects with Teamleader's own sign in
You sign in to Teamleader Focus from CRM Connector and approve the integration there.
Sending and booking wait for your click
Sending a quotation or invoice, booking an invoice, registering a payment and crediting an invoice each wait for your own click on a CRM Connector page.
Some steps are final
Teamleader Focus has no way back for a deal marked as won or lost, an accepted quotation, a booked invoice or a credit note, so the assistant does not undo them.
Automations check every 30 minutes
Rules you approved look for changes in Teamleader Focus every 30 minutes.
Not in the Teamleader agent yet
Milestones and tasks inside a project, and document templates. Tell us if you need them.
Risky changes need your click
A message to your customers, a payment or a setup change waits for your own click on a CRM Connector page. Stage moves are done in the chat after your yes.
Never a delete
In Teamleader Focus the assistant never deletes a record. A deal is lost and an invoice is credited, never removed.
AI Agents pricing
One monthly package per system
ChatGPT and Claude included, with or without a sync plan.
The monthly fee per connected system
Connect Teamleader Focus to ChatGPT and Claude, through MCP.
A monthly package for Teamleader Focus.
One package covers one system, so every other system needs its own: your CRM on AI Agent, your books on AI Analyst.
Save an agent and try it for free first. Switch it on buys everything your saved agents need in one purchase, and lets go of unused agents of the other package.
AI Analyst
Ask anything about your customers, deals and invoices.
$29.99per month
One system at $29.99 each
7 day free trial, once per account.
- Reads and searches one system
- Notes, activities, stages and custom fields
- You choose what it may see
- ChatGPT and Claude included
AI Agent
Also gets the work done: changes records once you approve.
$49.99per month
One system at $49.99 each
7 day free trial, once per account.
- Everything in AI Analyst, for one system
- Changes and creates records
- Every change shown first, risky ones approved by you
- A change log, with undo
Set up your Teamleader Focus agent yourself
Nothing to request. Connect Teamleader Focus in CRM Connector, choose what the assistant may do and save it. Try it for free in ChatGPT or Claude, then switch it on when you are ready.
- Step 1
Set up your Teamleader Focus agent
Connect Teamleader Focus in CRM Connector, or plan it in ChatGPT or Claude, and choose what it may do. Once saved, it reads up to 100 records and makes up to 25 changes for free.
- Step 2
Connect ChatGPT or Claude
Right after saving, CRM Connector helps you add it and shows when it is connected. Planned it in the chat? You go back to that chat.
- Step 3
Ask, and approve a first automation
Ask a first question in the chat. With AI Agent, approve a first automation there with a yes. Rules that message your customers you approve in CRM Connector.
- Step 4
Switch it on
One purchase covers everything your saved agents need. 7 day free trial, once per account. Approved automations start at once.
FAQ
Questions about the Teamleader Focus agent?
The answers about Teamleader Focus. What every AI agent shares is on the AI Agents page.
Yes. CRM Connector is an MCP server with an AI agent for Teamleader Focus, in both ChatGPT and Claude. It is open to every account, so you can set it up today.
Open the setup in CRM Connector, or plan the agent in ChatGPT or Claude and follow the link:
- Sign in to Teamleader Focus, which needs no subscription, choose what the assistant may do and save it
- Connect ChatGPT or Claude, which CRM Connector helps you do right after saving
- Try it for free: read up to 100 records and make up to 25 changes in the chat
- With AI Agent, approve a first automation in the chat
- Switch it on: one purchase for everything your saved agents need
Yes, with AI Agent, after your own click on a CRM Connector page. It emails a quotation with its link to sign online, or an invoice with the invoice attached, through Teamleader Focus.
Yes, with AI Agent: a payment your customer made elsewhere, on a booked invoice, after your own click. Nothing is charged, and a registered payment is not undone by the assistant.
Yes, with AI Agent. Tell the assistant what you worked on and for how long, and it tracks the time on the right contact, company, task or calendar event.
For example:
- When a new contact comes in, tell a team member
- When a deal is won, add a task to start the project
- When a deal moves to another phase, add a note
- When an invoice becomes overdue, add a task to follow up
You approve a rule once, and it runs by itself after that.
A monthly fee for this account: AI Analyst $29.99 or AI Agent $49.99. Billed yearly you pay ten months. There is a 7 day free trial, once per account.
Saving an agent is free. Read up to 100 records and make up to 25 changes for free before you switch it on.
No. AI Agents works with or without a CRM Connector sync plan.