- MCP Server
- Teamleader
Query and update Teamleader with AI
Connect Teamleader Focus to Claude, ChatGPT, or any MCP client through Peliqan. Ask questions in plain English, get answers from a SOC 2 Type II warehouse, and update records back in Teamleader – no custom OAuth setup, no rate limits, no read-only compromises.
Pulling answers out of Teamleader still takes too many clicks
Teamleader Focus runs your sales, invoicing, and project tracking – but the moment you need to slice the data, you’re back to filtering pipelines, exporting CSVs, and pasting numbers into a spreadsheet. Sales, finance, and ops teams lose hours on questions Claude could answer in seconds.
No natural language interface
"Show me deals stuck in negotiation over 30 days" means manual filters, exports, and pivot tables
Teamleader API is rate-limited
200 requests per minute - heavy AI workloads compete with your other integrations and Zapier flows
No cross-source joins
Combining Teamleader with Exact Online accounting, HubSpot, or Google Ads data means custom scripts and a warehouse
Read-only or task-capped MCPs
Zapier and Pipedream wrappers either burn tasks per call or skip writeback for invoices, deals, and time tracking
- What you get
Query deals, contacts, invoices, projects, and time tracking in plain English
Write changes back - create deals, send invoices, update pipeline stages, log time
Join with 250+ apps - combine Teamleader with accounting, marketing, ads, or any source
SOC 2 Type II certified – enterprise-grade security
Type
CRM, invoicing and project software for SMEs
Customers
15,000+ businesses across Europe
Website
- The solution
One MCP server. Read, write, and join across 250+ sources.
Peliqan syncs your Teamleader Focus data into a built-in Postgres warehouse, exposes it via MCP for instant AI access, and routes writebacks through Peliqan’s connector layer so your live CRM stays protected from rate limits and unsafe writes.
Full read + write through MCP
Unlike Zapier and Pipedream MCP wrappers, Peliqan supports full writeback. Create deals, send invoices, update pipeline stages, log time, add companions to contacts - all from Claude, ChatGPT, or n8n. The only Teamleader MCP that closes the loop.
Cached warehouse, never the live API
Your AI queries a Postgres warehouse, not Teamleader's API directly. No 200 req/min ceiling, no slowdowns during month-end invoicing. Sync runs incrementally on your schedule (every 15 minutes by default).
Cross-source queries in one SQL statement
Join Teamleader deals with Exact Online accounting, HubSpot marketing data, or Google Ads spend in a single query. Federated via Trino, all in Peliqan's shared warehouse.
SQL + RAG on quotations and contracts
Combine structured SQL queries with semantic search across quotations, contract files, deal notes, and customer emails. The only MCP that answers questions about both your data and your documents.
Open pipeline: €612,400 across 38 deals. Weighted forecast: €284,900.
- Acme NV — €24,500 (47 days)
- DataFlow BV — €18,900 (41 days)
- NorthStar Agency — €15,800 (38 days)...
- Data access
Key Teamleader Focus data available via MCP
Peliqan syncs Teamleader Focus API entities into structured warehouse tables that your AI can query directly.
| Entity | What your AI can answer | Writeback |
|---|---|---|
| Reservations / ReservationGroups | Pickup vs. STLY, occupancy, ADR, RevPAR, channel mix, length of stay | ✓ |
| Customers / CustomerHistory | Guest profiles, repeat visits, loyalty status, VIP flags, classifications | ✓ |
| RatePlans / RateGroups | Rate strategy, BAR vs. corporate vs. wholesale, restrictions, vouchers | ✓ |
| Resources / ResourceCategories | Room status, housekeeping flow, room blocks, category mix, out-of-order rooms | ✓ |
| AccountingItems / Bills | Open balances, deposits, refunds, accounting category breakdowns | ✓ |
| Companies / Contracts | Corporate accounts, MICE pipeline, contract revenue, negotiated rates | ✓ |
| Outlets / Orders (POS) | F&B revenue, spend per occupied room, outlet performance, menu mix | ✓ |
| Services / Products | Add-on revenue, upsell performance, product mix, business segments | ✓ |
| Vouchers / VoucherCodes | Promo redemption, voucher balance, campaign attribution | Read |
| Documents / Attachments | Booking confirmations, contracts, ID scans – queryable via RAG | Read |
- Use cases
What finance teams build with Teamleader MCP
Sales
Pipeline reviews on demand
"Summarise this week's pipeline movement, flag deals slipping past close date, and show me what changed since last Monday." Claude queries your Teamleader warehouse and returns a clean Slack-ready summary in seconds.
Useful for: Sales managers, founders
Finance
Automated cash collection
Build an AI agent that runs daily, pulls overdue Teamleader invoices, drafts a reminder email per debtor, and logs the activity back as a CRM note. Peliqan writeback updates the invoice timeline automatically.
Powered by: n8n + Peliqan MCP
Project profitability
Real-time margin tracking
"Show me projects that have burned over 80% of their budget but are less than 60% delivered, and rank them by margin risk." Joins Teamleader projects, time tracking, and invoiced amounts in one query.
Useful for: Agency owners, PMs
Quote-to-cash
Quote acceptance assistant
Ask Claude to surface quotations sent over 7 days ago without a response, draft a personalised follow-up using the deal context, and create a task in Teamleader for the deal owner - in one prompt.
Useful for: SMEs, sales reps
- How it works
Always-fresh copy, never the live API
Peliqan keeps a working copy of your Teamleader Focus data in a Postgres warehouse, refreshed on your schedule. AI queries the warehouse for speed and safety. When AI needs to make a change, Peliqan routes the writeback through its connector layer – never letting AI hit the live Teamleader API directly.
AI never hits the Teamleader API directly
All queries route through Peliqan's warehouse. Writebacks route through Peliqan's connector. Your live CRM never sees a raw AI request.
No rate limit pain
Teamleader's 200 req/min limit doesn't slow your AI down. The warehouse absorbs query load - even during heavy month-end invoicing.
Always fresh, on your schedule
Incremental syncs run as often as every 5 minutes. You decide the cadence based on how fresh sales, finance, and ops need the data.
Full data, every record
Every entity, every deal, every invoice. Ready for cross-source joins, Text-to-SQL, and RAG on attached files and notes.
- Setup guide
How to set up the Teamleader MCP server
1
Authenticate Teamleader Focus
Click the Teamleader connector in Peliqan and authorise via OAuth. Peliqan handles client_id, client_secret, refresh tokens, and rotation – no GitHub repo to clone, no .env file to maintain. Setup guide →
2
Select and materialize tables
Choose which entities to sync – deals, contacts, invoices, projects, time tracking, quotations. Peliqan materializes them into Postgres on your schedule (default: every 15 minutes). Stay well under Teamleader’s 200 req/min API ceiling. Materializing tables →
3
Create your MCP API handler
Use Peliqan’s built-in MCP template to expose the Teamleader tables and operations your AI agents need. Set role-based permissions for read, write, or both – column-level masking for PII supported. AI agents docs →
4
Connect Claude or ChatGPT
Run pip install mcp-server-peliqan, add your Peliqan API credentials, and start querying Teamleader with natural language. Open source on GitHub.
Peliqan vs other Teamleader MCP options
Zapier, Pipedream, viaSocket, and GitHub MCP repos all offer Teamleader Focus wrappers – but they’re action-based, task-capped, or DIY. Here’s how they compare.
| Zapier MCP | Pipedream MCP | Peliqan MCP | |
|---|---|---|---|
| Writeback to Teamleader | Action-based | Limited | ✓ Full read + write |
| Cross-source queries | ✗ | ✗ | ✓ 250+ sources |
| Built-in warehouse | ✗ | ✗ | ✓ Postgres + Trino |
| RAG on quotations and notes | ✗ | ✗ | ✓ SQL + RAG combined |
| No task-quota burn | 2 tasks per call | Per-credit | ✓ Flat seat pricing |
| EU data residency | US-hosted | US-hosted | ✓ EU-hosted |
| BI + ETL + reverse ETL | ✗ MCP only | ✗ MCP only | ✓ Full data platform |
| Security certification | SOC 2 | SOC 2 | ✓ SOC 2 Type II |
Enable MCP for Teamleader
Learn how to enable the MCP server for Teamleader Focus in Peliqan. See how to connect AI assistants like Claude to your live Teamleader deals, contacts, invoices, and time tracking data in just a few steps.
- Beyond MCP
The full Peliqan Teamleader integration
MCP is one part of what Peliqan offers for Teamleader Focus. The full integration gives you a complete data platform for sales reporting, finance automation, and AI-powered analytics.
Connect your favourite BI tool, write data transformations in SQL or Python, and set up data quality checks – all on the same platform.
ELT connector
Full sync into built-in warehouse
MCP server
Claude, ChatGPT, n8n, Make
Text-to-SQL
Plain English financial queries
Reverse ETL
Push data back to Teamleader
RAG + Graph RAG
Semantic search on documents
Data quality
SQL checks + Slack/email alerts
- FAQ
Teamleader MCP, answered
What is the Teamleader MCP server?
The Teamleader MCP server is a Model Context Protocol endpoint that exposes your Teamleader Focus data to AI agents like Claude, ChatGPT, and Cursor. Peliqan’s Teamleader MCP server lets AI query deals, contacts, invoices, projects, and time tracking in plain English, and write updates back to Teamleader – without writing OAuth integration code.
How do I connect Teamleader Focus to Claude or ChatGPT?
Authorise Teamleader Focus in Peliqan via OAuth, pick the entities to sync (deals, contacts, invoices, projects, time tracking, etc.), and add the Peliqan MCP endpoint to Claude Desktop, ChatGPT, Cursor, or n8n. Most teams go from authorisation to first AI query in under 30 minutes. Full setup steps are in the guide above.
Does the Teamleader MCP support writeback, or is it read-only?
Peliqan supports both read and write. Your AI agent can query Teamleader data and also create deals, send invoices, update pipeline stages, log time, add contacts, and trigger other Teamleader Focus API actions, with full audit logging. Zapier and Pipedream Teamleader MCP wrappers are action-based and task-quota-capped, which gets expensive at scale.
Will AI queries hit Teamleader's 200 req/min API rate limit?
No. Peliqan caches your Teamleader data in a built-in Postgres warehouse and AI queries hit the cache, not the live Teamleader Focus API. Your other integrations, Zapier flows, and accounting syncs never compete with AI for API throughput. Sync runs incrementally on your schedule (every 15 minutes by default).
Does it work across Teamleader Focus, Orbit, and One?
Today the Peliqan connector targets Teamleader Focus, which is the most widely-used product across Teamleader’s customer base. Teamleader Orbit and Teamleader One use different APIs – reach out and we’ll prioritise based on customer demand. The 2-week custom connector SLA covers Orbit-specific entities if you need them.
Is Teamleader CRM data secure with AI agents?
Peliqan is EU-hosted, SOC 2 Type II certified, and GDPR-compliant. Row-level and column-level access control let you mask or exclude sensitive fields (contact PII, invoice amounts, deal values) from AI agents while still allowing operational queries. Every AI query and writeback is logged with full audit trail.
How is Peliqan different from Zapier, Pipedream, or GitHub Teamleader MCP repos?
Zapier and Pipedream offer action-based MCP wrappers around the Teamleader API – they burn tasks per call, cap on credits, and don’t have a cached warehouse. GitHub repos like globodai/mcp-teamleader and tailormade/teamleader-focus-mcp need DIY OAuth setup, .env management, and self-hosting. Peliqan is the only Teamleader MCP that supports full writeback, includes a built-in Postgres + Trino warehouse, joins Teamleader with 250+ other connectors (accounting, CRM, ads, BI), and is EU-hosted with SOC 2 Type II.
Do I need a data warehouse to use Teamleader MCP?
No. Peliqan includes a built-in Postgres + Trino warehouse. Your Teamleader data lands there automatically – no Snowflake, BigQuery, or dbt project required. If you already have a warehouse, Peliqan can sync to it as well, so your existing BI dashboards and reporting stay intact.
Unify, Automate & Activate Your Data
Connect all your SaaS apps, databases, and spreadsheets into one workspace. Build automations, analytics pipelines, and data apps – all in one place.
Peliqan is secure
Security, compliance, trust, privacy and availability are our highest priority. If you want more details, if you require a certificate or a copy of Peliqan’s operating procedures, contact us now.
SOC 2 Type 2 validates our security controls, ensuring your data is protected by independently audited security measures.
ISO 27001 certification ensures enterprise-grade information security, protecting your business with globally recognized standards.
GDPR compliance guarantees EU data protection compliance, keeping PII data secure within EU boundaries.
Skip read-only. Start writing back from day one.
Connect Teamleader Focus, publish your MCP server, and let Claude (or ChatGPT, or n8n) answer sales, finance, and project questions and update records – in minutes.
No credit card required · SOC 2 Type II certified · 2 weeks custom connector SLA