Teamgate MCP by usefulapi
Manage Teamgate CRM leads, people, companies, deals, activities and notes.
- 1.0.0
- Version
- remote
- Transport
- 34
- Tools
Security review
Review passedReviewed 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.