boostu-teamleader-mcp

🔗 BoostU Teamleader MCP

The open-source Teamleader Focus MCP server. Manage your CRM from Claude and other AI assistants, in plain language. 🤖

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💡 What is this?

boostu-teamleader-mcp is a Model Context Protocol server that exposes the Teamleader Focus API to AI assistants — including Claude Desktop, Claude Code, Cursor, and Windsurf. It provides over 100 tools spanning the full Teamleader Focus surface: CRM (contacts, companies, deals), sales documents (quotations, invoices, credit notes), product catalog, subscriptions, projects, time tracking, customer-service tickets, and more. Point your AI at it and manage your entire CRM through natural language.

Prefer not to self-host?

Use the managed, always-on edition at teamleader-mcp.boostu.be — no OAuth setup, magic-link login, and a one-click connector for Claude. Free during the preview, paid plans after.

This repository is the open-source MCP server itself: run it locally with your own Teamleader integration. The hosted edition adds multi-tenant authentication, a dashboard, usage insights, and managed token handling on top of the same server.

	Self-host (this repo)	Managed (boostu.be)
Price	Free, MIT-licensed	Free preview, then paid
Setup	Create your own Teamleader integration, run via npx	Copy one connector URL into Claude
Tokens	You manage .env and the refresh token	Encrypted and rotated for you
Best for	Developers and self-hosters	Non-technical teams

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🔌 How it works

flowchart LR
    U["🧑 You"] -->|"plain language"| C["🤖 Claude / AI assistant"]
    C <-->|"MCP · stdio"| S["🔗 boostu-teamleader-mcp"]
    S <-->|"OAuth2 REST"| T["📇 Teamleader Focus API"]

You ask Claude in plain language. Claude calls this MCP server, which authenticates to Teamleader Focus over OAuth2 and runs the matching API call. Your data stays in Teamleader; this server only brokers the calls.

Use the outline button at the top-right of this file to jump to any section.

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✨ Highlights

• 👥 Full CRM: create and update contacts, companies, and deals across all pipelines
• 🧾 Quotations and invoicing: create quotations on deals, book invoices into accounting, send by email, and register payments
• 📦 Product catalog: browse products, categories, price lists, and units of measure
• 🔁 Subscriptions: create, update, and deactivate recurring subscriptions
• 📊 Projects and time tracking: manage projects, milestones, log time entries, and start/stop live timers
• 🎫 Customer-service tickets: open tickets, post replies, and update statuses
• 🔎 Reference-data lookups: resolve deal phases, pipelines, tax rates, payment terms, lost reasons, and more
• 🔐 OAuth2 with automatic refresh-token rotation: tokens are refreshed transparently; rotated tokens are persisted to a configurable file
• 🧩 Selectable tool groups: load only the groups you need via TEAMLEADER_TOOLS to keep your assistant's context lean

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🚀 Quick Start

Run without installing

npx boostu-teamleader-mcp

Global install

npm i -g boostu-teamleader-mcp
boostu-teamleader-mcp

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "boostu-teamleader-mcp"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "your-client-id",
        "TEAMLEADER_CLIENT_SECRET": "your-client-secret",
        "TEAMLEADER_REFRESH_TOKEN": "your-refresh-token"
      }
    }
  }
}

Claude Code

Add to your project's .mcp.json or ~/.claude/mcp.json:

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "boostu-teamleader-mcp"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "your-client-id",
        "TEAMLEADER_CLIENT_SECRET": "your-client-secret",
        "TEAMLEADER_REFRESH_TOKEN": "your-refresh-token"
      }
    }
  }
}

Cursor

Add to .cursor/mcp.json in your project root (or the global ~/.cursor/mcp.json):

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "boostu-teamleader-mcp"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "your-client-id",
        "TEAMLEADER_CLIENT_SECRET": "your-client-secret",
        "TEAMLEADER_REFRESH_TOKEN": "your-refresh-token"
      }
    }
  }
}

Windsurf

Add to ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "boostu-teamleader-mcp"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "your-client-id",
        "TEAMLEADER_CLIENT_SECRET": "your-client-secret",
        "TEAMLEADER_REFRESH_TOKEN": "your-refresh-token"
      }
    }
  }
}

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🔐 Authentication

You need three env vars: TEAMLEADER_CLIENT_ID, TEAMLEADER_CLIENT_SECRET, and TEAMLEADER_REFRESH_TOKEN. Obtain them by registering an integration in the Teamleader Marketplace / Developer portal and completing the OAuth2 authorization flow.

Teamleader rotates the refresh token on every API call. Set TEAMLEADER_TOKEN_STORE to a writable file path so the server can persist the latest token between restarts — without it the token in your config will go stale after the first restart.

For the full step-by-step walkthrough (authorize URL, code exchange, helper scripts) see docs/AUTHENTICATION.md.

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⚙️ Configuration

Environment variables

Name	Required	Description
TEAMLEADER_CLIENT_ID	Yes	OAuth2 client ID from your Teamleader integration
TEAMLEADER_CLIENT_SECRET	Yes	OAuth2 client secret from your Teamleader integration
TEAMLEADER_REFRESH_TOKEN	Yes	Initial refresh token obtained from the OAuth2 authorization flow
TEAMLEADER_TOKEN_STORE	No	Path to a writable file where the server persists the rotated refresh token (e.g. /var/run/teamleader-token). Strongly recommended in production.
TEAMLEADER_TOOLS	No	Comma-separated list of tool group keys to enable. When unset, all 21 groups are loaded.

Selective tool groups

Use TEAMLEADER_TOOLS to limit which tool groups are registered. This is useful when you want to keep the assistant's tool list small or restrict access to certain areas of Teamleader.

TEAMLEADER_TOOLS=deals,quotations,products

Full list of group keys:

Key	What it covers
contacts	Contacts CRUD
companies	Companies CRUD
deals	Deals / opportunities
tasks	Tasks
events	Calendar events
invoices	Invoices (create, book, send, pay, download)
quotations	Quotations (create, update, send, accept)
products	Product catalog and price lists
reference	Deal phases, tax rates, payment terms, etc.
org	Users, teams, departments
customFields	Custom field definitions
creditNotes	Credit notes
subscriptions	Recurring subscriptions
projects	Projects and milestones
timeTracking	Time log entries and live timers
activities	Calls and meetings
tickets	Support tickets
tags	Add/remove tags on contacts and companies
notes	Notes on any subject
files	File list, download, upload
webhooks	Webhook registration

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🧰 Available Tools

Contacts

Tool	Description
teamleader_list_contacts	List contacts from Teamleader Focus with optional filtering and pagination
teamleader_get_contact	Get detailed information about a specific contact
teamleader_create_contact	Create a new contact in Teamleader Focus
teamleader_update_contact	Update an existing contact in Teamleader Focus
teamleader_link_contact_to_company	Link a contact to a company, optionally with position and decision maker flag
teamleader_unlink_contact_from_company	Unlink a contact from a company in Teamleader Focus
teamleader_update_contact_company_link	Update the position or decision maker flag on an existing contact-company link

Companies

Tool	Description
teamleader_list_companies	List companies from Teamleader Focus with optional filtering and pagination
teamleader_get_company	Get detailed information about a specific company
teamleader_create_company	Create a new company in Teamleader Focus

Deals

Tool	Description
teamleader_list_deals	List deals/opportunities from Teamleader Focus with optional filtering and pagination
teamleader_get_deal	Get detailed information about a specific deal
teamleader_create_deal	Create a new deal/opportunity in Teamleader Focus
teamleader_update_deal	Update an existing deal in Teamleader Focus

Tasks

Tool	Description
teamleader_list_tasks	List tasks from Teamleader Focus with optional filtering and pagination
teamleader_create_task	Create a new task in Teamleader Focus

Events

Tool	Description
teamleader_list_events	List calendar events from Teamleader Focus with optional filtering and pagination
teamleader_get_event	Get detailed information about a specific event
teamleader_create_event	Create a new calendar event in Teamleader Focus

Invoices

Tool	Description
teamleader_list_invoices	List invoices from Teamleader Focus with optional filtering and pagination
teamleader_get_invoice	Get detailed information about a specific invoice
teamleader_create_invoice	Create a new draft invoice in Teamleader Focus
teamleader_invoices_book	Book a draft invoice into accounting and assign it a number
teamleader_invoices_send	Send an invoice by email to the specified recipients
teamleader_invoices_register_payment	Register a payment against an invoice
teamleader_invoices_download	Get a temporary download URL for an invoice in the specified format

Quotations

Tool	Description
teamleader_quotations_list	List quotations, optionally filtered by deal id
teamleader_quotations_info	Get a single quotation by id, optionally with its expiry (valid-until) settings
teamleader_quotations_create	Create a quotation on a deal: line items and/or text, name, valid-until date
teamleader_quotations_update	Update a quotation: line items, text, name, or move its valid-until date (expiry)
teamleader_quotations_accept	Accept a quotation (marks it accepted — hard to undo)
teamleader_quotations_send	Email a quotation with your own subject and message (cc, bcc, sender, attachments, language); #LINK becomes the signing link

Products

Tool	Description
teamleader_products_list	List products, optionally filtered by search term
teamleader_products_info	Get a single product by id
teamleader_product_categories_list	List product categories
teamleader_price_lists_list	List price lists
teamleader_units_of_measure_list	List units of measure

Reference Data

Tool	Description
teamleader_deal_phases_list	List deal phases
teamleader_deal_pipelines_list	List deal pipelines
teamleader_deal_sources_list	List deal sources
teamleader_lost_reasons_list	List lost reasons for deals
teamleader_tax_rates_list	List tax rates
teamleader_payment_terms_list	List payment terms
teamleader_withholding_tax_rates_list	List withholding tax rates

Organisation

Tool	Description
teamleader_users_list	List users, optionally filtered by search term
teamleader_users_info	Get a single user by id
teamleader_users_me	Get the currently authenticated user
teamleader_teams_list	List teams
teamleader_departments_list	List departments

Custom Fields

Tool	Description
teamleader_custom_field_definitions_list	List custom field definitions
teamleader_custom_field_definitions_info	Get a single custom field definition by id

Credit Notes

Tool	Description
teamleader_credit_notes_list	List credit notes, optionally filtered by invoice or department
teamleader_credit_notes_info	Get a single credit note by id

Subscriptions

Tool	Description
teamleader_subscriptions_list	List subscriptions, optionally filtered by customer
teamleader_subscriptions_info	Get a single subscription by id
teamleader_subscriptions_create	Create a new subscription (starts recurring invoicing for the customer)
teamleader_subscriptions_update	Update a subscription's title
teamleader_subscriptions_deactivate	Deactivate a subscription (stops future invoicing)

Projects

Tool	Description
teamleader_projects_list	List projects, optionally filtered by search term or customer
teamleader_projects_info	Get a single project by id
teamleader_projects_create	Create a new project for a customer
teamleader_milestones_list	List milestones, optionally filtered by project
teamleader_milestones_create	Create a milestone on a project

Time Tracking

Tool	Description
teamleader_time_tracking_list	List time tracking entries, optionally filtered by user
teamleader_time_tracking_add	Add a time tracking entry
teamleader_time_tracking_update	Update a time tracking entry's duration or description
teamleader_timer_start	Start a running timer
teamleader_timer_stop	Stop a running timer and create a time tracking entry

Activities (Calls & Meetings)

Tool	Description
teamleader_calls_list	List calls, optionally filtered by customer
teamleader_calls_create	Create a call activity
teamleader_calls_complete	Mark a call as completed
teamleader_meetings_list	List meetings
teamleader_meetings_create	Schedule a meeting
teamleader_meetings_complete	Mark a meeting as completed

Tickets

Tool	Description
teamleader_tickets_list	List support tickets, optionally filtered by customer or status
teamleader_tickets_info	Get a single support ticket by id
teamleader_tickets_create	Create a new support ticket for a customer
teamleader_tickets_update	Update a ticket's subject or status
teamleader_tickets_add_message	Add a reply/message to a ticket thread
teamleader_ticket_status_list	List all available ticket statuses

Tags

Tool	Description
teamleader_contacts_add_tags	Add one or more tags to a contact
teamleader_contacts_remove_tags	Remove one or more tags from a contact
teamleader_companies_add_tags	Add one or more tags to a company
teamleader_companies_remove_tags	Remove one or more tags from a company

Notes

Tool	Description
teamleader_notes_list	List notes linked to a subject (contact, company, deal, etc.)
teamleader_notes_create	Create a note linked to a subject

Files

Tool	Description
teamleader_files_list	List files linked to a subject (contact, company, deal, etc.)
teamleader_files_download	Get a temporary download URL for a file by its ID
teamleader_files_upload	Initiate a two-step file upload and return the upload URL

Webhooks

Tool	Description
teamleader_webhooks_list	List registered webhooks
teamleader_webhooks_register	Register a webhook URL for the given event types
teamleader_webhooks_unregister	Unregister a webhook URL for the given event types

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💬 Example Prompts

Create a quotation for deal <id> with two line items: 5 hours of consulting at €150/h and a one-time setup fee of €500.

Move the valid-until date of quotation <id> to the end of next month, then email the customer a reminder in Dutch with the signing link.

Book the draft invoice <id> into accounting and then send it to the customer.

Register a €1 200 payment against invoice <id> received today via bank transfer.

Log 2.5 hours on project <id> for user <user_id> with the note "API integration work".

Start a timer for me right now — I'm working on the BoostU onboarding project.

Open a support ticket for company <id>: subject "Login not working", priority high.

What deal phase IDs do we have in pipeline <id>? I need to move deal <id> to the "Proposal sent" phase.

List all products in the "Hosting" category and their prices.

Create a monthly subscription for company <id>: product <product_id>, quantity 1, starting next month.

Show me all open deals with their current phases and tell me which ones haven't moved in the last 30 days.

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🐳 Docker

docker run --rm \
  -e TEAMLEADER_CLIENT_ID=your-client-id \
  -e TEAMLEADER_CLIENT_SECRET=your-client-secret \
  -e TEAMLEADER_REFRESH_TOKEN=your-refresh-token \
  -e TEAMLEADER_TOKEN_STORE=/data/teamleader-token \
  -v /var/run/teamleader:/data \
  ghcr.io/boostuagency/boostu-teamleader-mcp

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🛠️ Development

# Clone and install
git clone https://github.com/boostuagency/boostu-teamleader-mcp.git
cd boostu-teamleader-mcp
npm install

# Run in development mode (no build step required)
npm run dev

# Build
npm run build

# Run tests
npm test

# Type-check only
npm run typecheck

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🏗️ Architecture

The core of the server is createServer in src/server.ts, which is transport-agnostic — it takes a TeamleaderClient and registers the enabled tool groups, returning a plain McpServer instance that the entry point (src/index.ts) wires to a StdioServerTransport. Tool logic lives in per-domain modules under src/tools/, each following a consistent try / respond / catch / respondError pattern using shared helpers in src/lib/. OAuth2 token acquisition and rotation are handled entirely in src/api/auth.ts, transparent to the rest of the codebase. A hosted, multi-tenant edition of this server is available at teamleader-mcp.boostu.be.

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✅ Endpoint Verification

Most read endpoints (*.list, *.info) have been live-verified against the Teamleader Focus API. Several write and action endpoints (e.g. subscriptions.create, projects.create, files.upload) are implemented from the official documentation but have not been tested against a live account with the relevant module active. If an endpoint name is wrong, the call will fail with a clear HTTP error message rather than silently misbehaving. The full endpoint manifest and verification status are documented in docs/teamleader-endpoints.md.

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🤝 Contributing

See CONTRIBUTING.md for development setup, commit conventions, and instructions on adding new tool groups.

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🔒 Security

Report security vulnerabilities to [email protected] — do not open a public issue. See SECURITY.md for the disclosure policy. Never commit .env files or .teamleader-token to version control; both are listed in .gitignore.

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⚖️ Disclaimer

This is an independent, community-built integration. It is not affiliated with, endorsed by, or sponsored by Teamleader NV. "Teamleader" and "Teamleader Focus" are trademarks of Teamleader NV and are used here only to describe compatibility. You are responsible for your own use of the Teamleader API under Teamleader's terms.

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📄 License

MIT License — Copyright (c) 2026 BoostU Agency. See NOTICE for upstream attribution.