Teamgate MCP by usefulapi
Manage Teamgate CRM leads, people, companies, deals, activities and notes.
Sollte ich dies verwenden
Qualität und Sicherheit
A
Befunde (1)
- LOWTool 'teamgate_list_record_activities' name length outside 3-30 rangein teamgate_list_record_activities
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
~8,603Tokens (Tool-Definitionen)
~2.2 KBTypische Antwortgröße
Erhebliche Auswirkung auf die Aufmerksamkeit (6.72% von 128k Kontext)
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"teamgate": {
"url": "https://teamgate.usefulapi.io/mcp"
}
}
}Remote-Endpunkte
https://teamgate.usefulapi.io/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (34)
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🟢teamgate_list_users(name, email, is_active, limit, offset)
List the Teamgate users of the account with id, name and username. Use the ids as owner_id filters and values. GET /users.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Part of the user's first name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"email": {
"description": "Exact email of the user.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"is_active": {
"description": "Only active (true) or only inactive (false) users.",
"type": "boolean"
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_get_user(user_id)
One Teamgate user by id. GET /users/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"user_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate user id."
}
},
"required": [
"user_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_leads(name, email, phone, status, owner_id, ...)
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.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Part of the lead's name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"email": {
"description": "Part of an email address (at least 3 characters).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"phone": {
"description": "The last digits of a phone number (at least 3 characters).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"status": {
"description": "Exact lead status name, e.g. 'New'. See teamgate_list_lead_statuses.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"owner_id": {
"description": "Only leads owned by this user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Exact source name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"starred": {
"description": "Only starred (true) or not starred (false) leads.",
"type": "boolean"
},
"created_after": {
"description": "Only leads created at or after this RFC 3339 date or date-time.",
"type": "string"
},
"created_before": {
"description": "Only leads created at or before this RFC 3339 date or date-time.",
"type": "string"
},
"include_custom_fields": {
"description": "Include custom field values in the reply (default false).",
"type": "boolean"
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_get_lead(lead_id, include_custom_fields)
One lead by id with all its details. GET /leads/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"lead_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate lead id."
},
"include_custom_fields": {
"description": "Include custom field values in the reply (default false).",
"type": "boolean"
}
},
"required": [
"lead_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_lead_statuses(limit, offset)
List the lead statuses of the account (use the names as the status filter or value on leads). GET /leadsStatuses.
Eingabe-Schema
{
"type": "object",
"properties": {
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_people(name, email, phone, owner_id, customer_status, ...)
List or search people (contacts) with job title, company, owner, source and contact details. Filter by name, email, phone, owner, customer status or creation date. GET /people.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Part of the person's name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"email": {
"description": "Part of an email address (at least 3 characters).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"phone": {
"description": "The last digits of a phone number (at least 3 characters).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"owner_id": {
"description": "Only people owned by this user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"customer_status": {
"description": "0 = non customer, 1 = past customer, 2 = customer.",
"type": "integer",
"minimum": 0,
"maximum": 2
},
"created_after": {
"description": "Only people created at or after this RFC 3339 date or date-time.",
"type": "string"
},
"created_before": {
"description": "Only people created at or before this RFC 3339 date or date-time.",
"type": "string"
},
"include_custom_fields": {
"description": "Include custom field values in the reply (default false).",
"type": "boolean"
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_get_person(person_id, include_custom_fields)
One person by id with all their details. GET /people/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"person_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate person id."
},
"include_custom_fields": {
"description": "Include custom field values in the reply (default false).",
"type": "boolean"
}
},
"required": [
"person_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_companies(name, email, phone, owner_id, vat_code, ...)
List or search companies with owner, industry, source, customer and prospect status and contact details. Filter by name, email, phone, owner, VAT code or creation date. GET /companies.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Part of the company name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"email": {
"description": "Part of an email address (at least 3 characters).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"phone": {
"description": "The last digits of a phone number (at least 3 characters).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"owner_id": {
"description": "Only companies owned by this user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"vat_code": {
"description": "Exact VAT identification number.",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"customer_status": {
"description": "0 = non customer, 1 = past customer, 2 = customer.",
"type": "integer",
"minimum": 0,
"maximum": 2
},
"created_after": {
"description": "Only companies created at or after this RFC 3339 date or date-time.",
"type": "string"
},
"created_before": {
"description": "Only companies created at or before this RFC 3339 date or date-time.",
"type": "string"
},
"include_custom_fields": {
"description": "Include custom field values in the reply (default false).",
"type": "boolean"
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_get_company(company_id, include_custom_fields)
One company by id with all its details. GET /companies/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"company_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate company id."
},
"include_custom_fields": {
"description": "Include custom field values in the reply (default false).",
"type": "boolean"
}
},
"required": [
"company_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_company_people(company_id, limit, offset)
List the people who work at one company. GET /companies/{id}/people.
Eingabe-Schema
{
"type": "object",
"properties": {
"company_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate company id."
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"required": [
"company_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_deals(name, status, stage_id, owner_id, source, ...)
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.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Part of the deal name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"status": {
"description": "Deal status.",
"type": "string",
"enum": [
"active",
"won",
"lost",
"postponed"
]
},
"stage_id": {
"description": "Only deals in this pipeline stage id (see teamgate_get_pipeline).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"owner_id": {
"description": "Only deals owned by this user id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Exact source name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"created_after": {
"description": "Only deals created at or after this RFC 3339 date or date-time.",
"type": "string"
},
"created_before": {
"description": "Only deals created at or before this RFC 3339 date or date-time.",
"type": "string"
},
"include_custom_fields": {
"description": "Include custom field values in the reply (default false).",
"type": "boolean"
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_get_deal(deal_id, include_custom_fields)
One deal by id with value, stage, status, owner, buyer and dates. GET /deals/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"deal_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate deal id."
},
"include_custom_fields": {
"description": "Include custom field values in the reply (default false).",
"type": "boolean"
}
},
"required": [
"deal_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_deal_stages(deal_id)
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.
Eingabe-Schema
{
"type": "object",
"properties": {
"deal_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate deal id."
}
},
"required": [
"deal_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_contact_deals(contact_type, contact_id, limit, offset)
List the deals that belong to one person or one company. GET /people/{id}/deals or /companies/{id}/deals.
Eingabe-Schema
{
"type": "object",
"properties": {
"contact_type": {
"type": "string",
"enum": [
"people",
"companies"
],
"description": "Whether contact_id is a person or a company."
},
"contact_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate person or company id."
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"required": [
"contact_type",
"contact_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_pipelines(name, limit, offset)
List the sales pipelines (id and name). Use teamgate_get_pipeline for the stages of one. GET /pipelines.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Part of the pipeline name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_get_pipeline(pipeline_id)
One sales pipeline by id, with its stages. GET /pipelines/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"pipeline_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate pipeline id."
}
},
"required": [
"pipeline_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_activities(limit, offset)
List activities (tasks, calls, appointments and notes) across the account. GET /events.
Eingabe-Schema
{
"type": "object",
"properties": {
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_record_activities(record_type, record_id, limit, offset)
List the activities (tasks, calls, appointments, notes) linked to one lead, person, company or deal. GET /{leads|people|companies|deals}/{id}/events.
Eingabe-Schema
{
"type": "object",
"properties": {
"record_type": {
"type": "string",
"enum": [
"leads",
"people",
"companies",
"deals"
],
"description": "The kind of record."
},
"record_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate id of the lead, person, company or deal."
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"required": [
"record_type",
"record_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_get_activity(activity_id)
One activity (task, call, appointment or note) by id. GET /events/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"activity_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate activity id."
}
},
"required": [
"activity_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_search(query, modules, limit, offset)
Search leads, people, companies and deals by name in one request. GET /global.
Eingabe-Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"minLength": 1,
"maxLength": 255,
"description": "Text to find in record names."
},
"modules": {
"description": "Which kinds of record to search (default all four).",
"minItems": 1,
"maxItems": 4,
"type": "array",
"items": {
"type": "string",
"enum": [
"leads",
"people",
"companies",
"deals"
]
}
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"required": [
"query"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_sources(limit, offset)
List the lead/deal sources of the account (where records come from). GET /sources.
Eingabe-Schema
{
"type": "object",
"properties": {
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_industries(limit, offset)
List the industries of the account. GET /industries.
Eingabe-Schema
{
"type": "object",
"properties": {
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_products(name, limit, offset)
List the products of the catalogue (id, name, price). GET /products.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Part of the product name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢teamgate_list_custom_fields(limit, offset)
List the custom field definitions of the account (id, name, type, module). GET /customFields.
Eingabe-Schema
{
"type": "object",
"properties": {
"limit": {
"description": "Results per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
},
"offset": {
"description": "Records to skip (default 0). Pass the previous reply's next_offset.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_create_lead(name, company_name, job_title, status, email, ...)
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.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Person's full name (required unless company_name is given).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"company_name": {
"description": "Company name for a company lead (required unless name is given).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"job_title": {
"description": "Job title (used only together with company_name).",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"status": {
"description": "Lead status name, e.g. 'New' (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"email": {
"description": "Email address.",
"type": "string",
"minLength": 1,
"maxLength": 254
},
"phone": {
"description": "Phone number.",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"owner_id": {
"description": "Owner user id (see teamgate_list_users).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Source name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"industry": {
"description": "Industry name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"tags": {
"description": "Tags to set on the record.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"starred": {
"description": "Star the record.",
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_update_lead(lead_id, name, status, owner_id, source, ...)
WRITE: change fields of one lead. Only the fields you pass are sent; this overwrites their current values. PUT /leads/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"lead_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate lead id."
},
"name": {
"description": "New name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"status": {
"description": "New lead status name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"owner_id": {
"description": "Owner user id (see teamgate_list_users).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Source name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"industry": {
"description": "Industry name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"tags": {
"description": "Tags to set on the record.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"starred": {
"description": "Star the record.",
"type": "boolean"
}
},
"required": [
"lead_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_create_person(name, company_id, job_title, customer_status, email, ...)
WRITE: create a person (contact). Optionally link them to a company with their job title. POST /people.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"maxLength": 255,
"description": "Person's full name."
},
"company_id": {
"description": "Id of the company the person works at.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"job_title": {
"description": "Job title (used only together with company_id).",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"customer_status": {
"description": "0 = non customer, 1 = past customer, 2 = customer.",
"type": "integer",
"minimum": 0,
"maximum": 2
},
"email": {
"description": "Email address.",
"type": "string",
"minLength": 1,
"maxLength": 254
},
"phone": {
"description": "Phone number.",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"owner_id": {
"description": "Owner user id (see teamgate_list_users).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Source name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"industry": {
"description": "Industry name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"tags": {
"description": "Tags to set on the record.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"starred": {
"description": "Star the record.",
"type": "boolean"
}
},
"required": [
"name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_update_person(person_id, name, customer_status, owner_id, source, ...)
WRITE: change fields of one person. Only the fields you pass are sent; this overwrites their current values. PUT /people/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"person_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate person id."
},
"name": {
"description": "New name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"customer_status": {
"description": "0 = non customer, 1 = past customer, 2 = customer.",
"type": "integer",
"minimum": 0,
"maximum": 2
},
"owner_id": {
"description": "Owner user id (see teamgate_list_users).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Source name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"industry": {
"description": "Industry name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"tags": {
"description": "Tags to set on the record.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"starred": {
"description": "Star the record.",
"type": "boolean"
}
},
"required": [
"person_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_create_company(name, vat_code, customer_status, email, phone, ...)
WRITE: create a company. POST /companies.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"maxLength": 255,
"description": "Company name."
},
"vat_code": {
"description": "VAT identification number.",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"customer_status": {
"description": "0 = non customer, 1 = past customer, 2 = customer.",
"type": "integer",
"minimum": 0,
"maximum": 2
},
"email": {
"description": "Email address.",
"type": "string",
"minLength": 1,
"maxLength": 254
},
"phone": {
"description": "Phone number.",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"owner_id": {
"description": "Owner user id (see teamgate_list_users).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Source name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"industry": {
"description": "Industry name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"tags": {
"description": "Tags to set on the record.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"starred": {
"description": "Star the record.",
"type": "boolean"
}
},
"required": [
"name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_update_company(company_id, name, vat_code, customer_status, owner_id, ...)
WRITE: change fields of one company. Only the fields you pass are sent; this overwrites their current values. PUT /companies/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"company_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate company id."
},
"name": {
"description": "New name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"vat_code": {
"description": "VAT identification number.",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"customer_status": {
"description": "0 = non customer, 1 = past customer, 2 = customer.",
"type": "integer",
"minimum": 0,
"maximum": 2
},
"owner_id": {
"description": "Owner user id (see teamgate_list_users).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Source name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"industry": {
"description": "Industry name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"tags": {
"description": "Tags to set on the record.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"starred": {
"description": "Star the record.",
"type": "boolean"
}
},
"required": [
"company_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_create_deal(name, buyer_id, stage_id, status, price_value, ...)
WRITE: create a deal for a buyer (a person or company). POST /deals.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"maxLength": 255,
"description": "Deal name."
},
"buyer_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Id of the person or company that buys, as returned by the list tools."
},
"stage_id": {
"description": "Pipeline stage id (see teamgate_get_pipeline).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"status": {
"description": "Deal status.",
"type": "string",
"enum": [
"active",
"won",
"lost",
"postponed"
]
},
"price_value": {
"description": "Deal value.",
"type": "number",
"minimum": 0,
"maximum": 1000000000000
},
"price_currency": {
"description": "Currency code, e.g. EUR.",
"type": "string",
"pattern": "^[A-Za-z]{3}$"
},
"estimated_closure_date": {
"description": "Expected closing date-time (RFC 3339 with timezone).",
"type": "string"
},
"owner_id": {
"description": "Owner user id (see teamgate_list_users).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Source name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"tags": {
"description": "Tags to set on the record.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"starred": {
"description": "Star the record.",
"type": "boolean"
}
},
"required": [
"name",
"buyer_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_update_deal(deal_id, name, buyer_id, stage_id, status, ...)
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}.
Eingabe-Schema
{
"type": "object",
"properties": {
"deal_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Teamgate deal id."
},
"name": {
"description": "New deal name.",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"buyer_id": {
"description": "New buyer (person or company id).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"stage_id": {
"description": "Pipeline stage id (see teamgate_get_pipeline).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"status": {
"description": "Deal status.",
"type": "string",
"enum": [
"active",
"won",
"lost",
"postponed"
]
},
"price_value": {
"description": "Deal value.",
"type": "number",
"minimum": 0,
"maximum": 1000000000000
},
"price_currency": {
"description": "Currency code, e.g. EUR.",
"type": "string",
"pattern": "^[A-Za-z]{3}$"
},
"estimated_closure_date": {
"description": "Expected closing date-time (RFC 3339 with timezone).",
"type": "string"
},
"owner_id": {
"description": "Owner user id (see teamgate_list_users).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"source": {
"description": "Source name (created if it does not exist).",
"type": "string",
"minLength": 1,
"maxLength": 255
},
"tags": {
"description": "Tags to set on the record.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"starred": {
"description": "Star the record.",
"type": "boolean"
}
},
"required": [
"deal_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_create_activity(type, name, description, start, end, ...)
WRITE: create a task, call or appointment, optionally linked to leads, companies or deals. Teamgate may send reminders to the owner. POST /events.
Eingabe-Schema
{
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"task",
"call",
"appointment"
],
"description": "Kind of activity."
},
"name": {
"type": "string",
"minLength": 1,
"maxLength": 255,
"description": "Activity title."
},
"description": {
"description": "Details.",
"type": "string",
"minLength": 1,
"maxLength": 5000
},
"start": {
"description": "Start (RFC 3339 date-time with timezone).",
"type": "string"
},
"end": {
"description": "End (RFC 3339 date-time with timezone).",
"type": "string"
},
"owner_id": {
"description": "Owner user id (see teamgate_list_users).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"lead_ids": {
"description": "Leads to link.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
},
"company_ids": {
"description": "Companies to link.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
},
"deal_ids": {
"description": "Deals to link.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
}
},
"required": [
"type",
"name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴teamgate_add_note(text, lead_ids, company_ids, deal_ids)
WRITE: add a note to one or more leads, companies or deals. The note cannot be edited or removed with these tools. POST /events.
Eingabe-Schema
{
"type": "object",
"properties": {
"text": {
"type": "string",
"minLength": 1,
"maxLength": 10000,
"description": "The note text."
},
"lead_ids": {
"description": "Leads to link.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
},
"company_ids": {
"description": "Companies to link.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
},
"deal_ids": {
"description": "Deals to link.",
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
}
},
"required": [
"text"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Community
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