io.usefulapi/teamgate

Teamgate MCP by usefulapi

Manage Teamgate CRM leads, people, companies, deals, activities and notes.

1.0.0
Version
remote
Transport
34
Tools

Security review

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Reviewed 16h ago.

  • tools: 34 tools scanned
  • metadata: scanned

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Tools (34)

  • teamgate_list_users

    List the Teamgate users of the account with id, name and username. Use the ids as owner_id filters and values. GET /users.

  • teamgate_get_user

    One Teamgate user by id. GET /users/{id}.

  • teamgate_list_leads

    List or search leads (unqualified prospects) with owner, status, source, industry and contact details. Filter by name, email, phone, status, owner, source, star or creation date. GET /leads.

  • teamgate_get_lead

    One lead by id with all its details. GET /leads/{id}.

  • teamgate_list_lead_statuses

    List the lead statuses of the account (use the names as the status filter or value on leads). GET /leadsStatuses.

  • teamgate_list_people

    List or search people (contacts) with job title, company, owner, source and contact details. Filter by name, email, phone, owner, customer status or creation date. GET /people.

  • teamgate_get_person

    One person by id with all their details. GET /people/{id}.

  • teamgate_list_companies

    List or search companies with owner, industry, source, customer and prospect status and contact details. Filter by name, email, phone, owner, VAT code or creation date. GET /companies.

  • teamgate_get_company

    One company by id with all its details. GET /companies/{id}.

  • teamgate_list_company_people

    List the people who work at one company. GET /companies/{id}/people.

  • teamgate_list_deals

    List or search deals (sales opportunities) with value, stage, status, owner and expected closing date. Filter by name, status, stage, owner, source or creation date. GET /deals.

  • teamgate_get_deal

    One deal by id with value, stage, status, owner, buyer and dates. GET /deals/{id}.

  • teamgate_list_deal_stages

    List the pipeline stages that one deal can be in (id, name, win probability; the deal's current stage is marked selected). GET /deals/{id}/stages.

  • teamgate_list_contact_deals

    List the deals that belong to one person or one company. GET /people/{id}/deals or /companies/{id}/deals.

  • teamgate_list_pipelines

    List the sales pipelines (id and name). Use teamgate_get_pipeline for the stages of one. GET /pipelines.

  • teamgate_get_pipeline

    One sales pipeline by id, with its stages. GET /pipelines/{id}.

  • teamgate_list_activities

    List activities (tasks, calls, appointments and notes) across the account. GET /events.

  • teamgate_list_record_activities

    List the activities (tasks, calls, appointments, notes) linked to one lead, person, company or deal. GET /{leads|people|companies|deals}/{id}/events.

  • teamgate_get_activity

    One activity (task, call, appointment or note) by id. GET /events/{id}.

  • teamgate_search

    Search leads, people, companies and deals by name in one request. GET /global.

  • teamgate_list_sources

    List the lead/deal sources of the account (where records come from). GET /sources.

  • teamgate_list_industries

    List the industries of the account. GET /industries.

  • teamgate_list_products

    List the products of the catalogue (id, name, price). GET /products.

  • teamgate_list_custom_fields

    List the custom field definitions of the account (id, name, type, module). GET /customFields.

  • teamgate_create_lead

    WRITE: create a lead. Give a person's name, or a company_name for a company lead. Teamgate may start workflows or notifications for new leads. POST /leads.

  • teamgate_update_lead

    WRITE: change fields of one lead. Only the fields you pass are sent; this overwrites their current values. PUT /leads/{id}.

  • teamgate_create_person

    WRITE: create a person (contact). Optionally link them to a company with their job title. POST /people.

  • teamgate_update_person

    WRITE: change fields of one person. Only the fields you pass are sent; this overwrites their current values. PUT /people/{id}.

  • teamgate_create_company

    WRITE: create a company. POST /companies.

  • teamgate_update_company

    WRITE: change fields of one company. Only the fields you pass are sent; this overwrites their current values. PUT /companies/{id}.

  • teamgate_create_deal

    WRITE: create a deal for a buyer (a person or company). POST /deals.

  • teamgate_update_deal

    WRITE: change fields of one deal, for example move it to another stage or mark it won or lost. Only the fields you pass are sent; this overwrites their current values. PUT /deals/{id}.

  • teamgate_create_activity

    WRITE: create a task, call or appointment, optionally linked to leads, companies or deals. Teamgate may send reminders to the owner. POST /events.

  • teamgate_add_note

    WRITE: add a note to one or more leads, companies or deals. The note cannot be edited or removed with these tools. POST /events.