Add Teamleader Focus to your AI agent

Approve a receipt. This irreversible operation permanently changes its financial review status to approved; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

Assign a user or a team to a project.

Assign a user or a team to a group.

Assign a user or a team to a material.

Assign a user or a team to a task.

WARNING: Permanently book a draft invoice, assigning its official invoice number. Verify the invoice UUID and date before calling; booking cannot be undone.

Deletes a list of days off for the given user. This destructive operation removes provider data or a relationship; use only the intended disposable resource.

Cancel one Teamleader Focus calendar event for all attendees by UUID. This destructive operation makes an externally visible change affecting every attendee; verify the intended event before calling it.

Irreversibly close a project. The mark_tasks_and_materials_as_done strategy also marks every project task and material done; none leaves their states unchanged. Verify the project and strategy before calling.

Irreversibly mark a call as complete. This transition cannot be undone through this endpoint; verify the call UUID before calling it.

Irreversibly mark a meeting as complete. This transition cannot be undone through this endpoint; verify the meeting UUID before calling it.

Mark a task as complete.

Creates a new draft invoice based on another invoice.

Add a new call.

Adds a closing day for the account. This operation changes Teamleader Focus account data.

Create a new company in Teamleader Focus, mutating the connected account. The company name is required; profile, address, finance, and custom fields are optional. Returns the created company's ID and provider resource type.

Create a new contact in Teamleader Focus, mutating the connected account. Returns the created contact's ID and provider resource type from the HTTP 201 response.

Create a custom field definition. ***Required scopes:*** `settings` This operation changes Teamleader Focus account data.

Create a new day off type. This operation changes Teamleader Focus account data.

Create a deal for a company or contact customer in Teamleader Focus. Returns the created deal's ID and provider resource type.

Create a new deal phase.

Create a new deal pipeline.

Create an unbooked, unsent invoice draft for a customer in Teamleader Focus. This action does not accept a quotation ID and does not mark a deal won.

Create an unbooked, unsent invoice draft from a Teamleader Focus quotation. This requires quotation_id; Teamleader links the new invoice to the source quotation and its deal and marks that deal as won. Verify the quotation and deal before calling.

Create a new email tracking. This operation changes Teamleader Focus account data.

Create a calendar event in the connected Teamleader Focus account, mutating its external calendar. The activity type and start and end times are required. CRM links are optional in the provider contract, though some account configurations may require one.

Adds an incoming credit note.

Adds an incoming invoice.

Create a new note. This operation changes Teamleader Focus account data.

WARNING: Create and book a partial credit note against selected invoice amounts. This has financial and accounting effects that cannot be undone; verify every amount and identifier first.

Create a product in Teamleader Focus using at least a name or code. Returns the created product's ID and provider resource type.

Create a Teamleader Focus Projects v2 project. Only the title is required; budgets, dates, owners, customers, assignees, and links are optional.

Create a group. All properties except for `title` and `project_id` are optional.

Create a material. All properties except for `title` and `project_id` are optional.

Create a task. All properties except for `title` and `project_id` are optional.

Create a quotation.

Adds a receipt.

Creates a report for a meeting.

Create a new reservation.

Create a subscription that changes recurring invoice generation. Verify the customer, schedule, invoice lines, and start date before calling.

Create a new task.

Create a ticket.

Add tracked time using exactly one timing variant: `started_at` + `duration`, `started_at` + `ended_at`, or `started_on` + `duration`.

WARNING: Create and book a full credit note against an invoice. This has financial and accounting effects that cannot be undone; verify the invoice UUID first.

Deactivate a subscription and stop its future recurring invoice generation. Verify the subscription UUID and obtain confirmation before calling.

Permanently delete a call. It cannot be restored through this endpoint; verify the call UUID before calling it.

Removes a closing day for the account. This destructive operation removes provider data or a relationship; use only the intended disposable resource.

Permanently and irreversibly delete one Teamleader Focus company by UUID. This destructive operation cannot be undone; verify the intended company or disposable test fixture before calling it.

Irreversibly and permanently delete one Teamleader Focus contact by UUID. This destructive operation cannot be undone; verify the target contact before calling it.

Delete a day off type. This destructive operation removes provider data or a relationship; use only the intended disposable resource.

Permanently and irreversibly delete one Teamleader Focus deal by UUID. This destructive operation cannot be undone; verify the intended deal or disposable test fixture before calling it.

Permanently delete a deal phase, optionally migrating its deals to another phase. Verify both phase UUIDs and the affected deals before calling it.

Permanently delete a deal pipeline and migrate its phases and affected deals as specified. Verify the pipeline UUID and every phase migration before calling it.

Permanently and irreversibly delete one Teamleader Focus financial document by invoice UUID. Use this action only for a verified draft; never use a pre-existing or booked invoice as a test fixture. Teamleader Focus allows this endpoint only for draft invoices or the last booked invoice.

Permanently delete a Teamleader Focus file. Verify the file ID before calling because the file cannot be restored through this endpoint.

Deletes an incoming credit note. This permanently deletes the financial document and cannot be undone; verify the identifier before calling it.

Deletes an incoming invoice. This permanently deletes the financial document and cannot be undone; verify the identifier before calling it.

Permanently delete a meeting, removing it from the Teamleader calendar. Verify the meeting UUID and attendee impact before calling it.

Delete a note. This destructive operation removes provider data or a relationship; use only the intended disposable resource.

Permanently and irreversibly delete one Teamleader Focus product by UUID. This destructive operation cannot be undone; verify the intended product or disposable test fixture before calling it.

Permanently delete one Teamleader Focus Projects v2 project together with its related tasks and time tracking. This destructive operation cannot be undone; verify the project UUID before calling.

Permanently delete one Teamleader Focus Projects v2 project and its related tasks while preserving and unlinking related time tracking. Deleted records cannot be restored; verify the project UUID before calling.

Delete an external party. This destructive operation can remove data or relationships; verify all IDs before calling.

Delete a group. This destructive operation can remove data or relationships; verify all IDs before calling.

Delete a material. This destructive operation permanently removes data and cannot be undone; verify the ID before calling.

Permanently delete one Teamleader Focus Projects v2 project while preserving and unlinking its related tasks and time tracking. The project deletion is irreversible; verify the project UUID before calling.

Delete a task. This destructive operation permanently removes data and cannot be undone; verify the ID before calling.

Permanently delete a quotation. This financial document cannot be restored through this endpoint; verify the quotation UUID before calling it.

Deletes a receipt. This permanently deletes the financial document and cannot be undone; verify the identifier before calling it.

Permanently remove a Teamleader Focus reservation and its scheduled allocation. Verify the reservation ID and date before calling because this endpoint does not restore it.

Delete a task. This destructive operation permanently removes data and cannot be undone; verify the ID before calling.

Delete a tracked time. This destructive operation permanently removes data and cannot be undone; verify the ID before calling.

Download a credit note in a specific format.

Download a Teamleader Focus file through Mercury's bounded file transport.

Download an invoice in a specific format.

Download a quotation in a specific format.

Create a new deal pipeline by duplicating an existing one.

Duplicate a project.

Duplicate a group and its entities, without any time trackings.

Duplicate a material.

Duplicate a task, without its time trackings.

Get information about a call.

Fetch cloudPlatform url for type and id.

Return full details for one Teamleader Focus company by UUID.

Return full details for one Teamleader Focus contact by UUID.

Get details for a single credit note

Get the current running timer.

Return the authenticated Teamleader Focus user for identity and user-ID resolution.

Get info about a specific custom field definition.

Returns the daily availability for all users.

Return full details for one Teamleader Focus deal by UUID.

Return full details for one Teamleader Focus department by UUID.

Return full details for one Teamleader Focus calendar event by UUID.

Get details for a single file.

Get details for a single incoming credit note.

Get details for a single incoming invoice.

Return full details for one Teamleader Focus invoice by UUID.

Get information about a meeting.

Return details for one Teamleader Focus order by UUID, optionally including custom fields.

Returns the info for a single plannable item, either by ID or source if the ID is unknown.

Return full details for one Teamleader Focus product by UUID.

Return full details for one Teamleader Focus Projects v2 project by UUID.

Returns all the information for one group.

Returns all the information for one material.

Returns all the information for one task.

Fetch which version of Projects the account is using.

Get a quotation.

Get details for a single receipt.

Get details for a single subscription.

Get information about a task.

Get details for a single ticket.

Gets the ticket message.

Get information about tracked time.

Returns the total availability for all users.

Return full details for one Teamleader Focus user by UUID.

Translates an ID from the deprecated API into a new UUID.

Imports a list of days off for the given user. Each day is either timed, using `starts_at` and `ends_at`, or a full day, using `date` on its own. This operation changes Teamleader Focus account data.

Imports an existing message to a ticket.

Link a contact to a company. This operation changes Teamleader Focus account data.

Get a list of all activity types.

List bookkeeping submissions for one financial document. Supply its UUID and type in `filter.subject`.

Get the names of business types (legal structures) a company can have within a certain country, sorted alphabetically.

Get a list of call outcomes.

Get a list of calls.

Returns information about closing days of the account

Get a list of commercial discounts.

Return one page of companies matching optional IDs, search text, tags, or update time.

Return one page of contacts matching optional IDs, search text, tags, email, or update time.

List credit notes.

Get a list of exchange rates for a provided currency.

Get a list of all the definitions of custom fields.

Returns a list of day off types for the account

Return deal phases for selecting a phase when creating or updating a deal.

Get a list of all deal pipelines.

Get a list of all deal sources, sorted alphabetically (on name).

Return one page of deals matching optional customer, phase, owner, status, date, pipeline, or search filters.

Return the account's departments for ID and currency lookup.

Get a list of all document templates.

Get a list of all email tracking.

Return one page of calendar events matching optional date, attendee, link, or activity-type filters.

Get a list of all expenses.

Get a list of files.

Return one page of invoices matching optional customer, department, status, date, or payment filters.

Get a list of level two areas (which correspond to provinces, departments or states in most countries).

Get a list of lost reasons for deals.

Get a list of all mail templates.

Get a list of meetings.

Get a list of all notes.

Return one page of orders, optionally filtered by IDs.

Get a list of payment methods.

Get a list of available payment terms.

List payments for an incoming credit note.

List payments for an incoming invoice.

List payments for a(n incoming) receipt.

Lists all plannable items that match the optional filters provided.

Get a list of priceLists.

Return product categories used as accounting ledger accounts.

Return one page of products matching optional IDs, search text, or update time.

Lists all the groups that match the optional filters provided.

All line types (tasks, materials, groups) can be side-loaded.

Lists all the materials that match the optional filters provided.

Lists all the tasks that match the optional filters provided.

Return one page of Projects v2 projects matching optional status, customer, deal, quotation, or search filters.

Get a list of quotations.

Lists all reservations that match the optional filters provided.

Get a list of subscriptions.

Get a list of tags.

Get a list of tasks.

Get a list of available tax rates.

Gets a list of all teams.

Lists messages of a ticket.

Get a list of ticket statuses.

Get a list of tickets.

Get a list of tracked time.

Get a list of units of measure.

Returns information about days off of a given user.

Returns the working schedules of one or more users, expanded per day over a date range of at most 7 days. Only available with the *Weekly working schedule* feature.

Return one page of account users, optionally filtered by status or IDs.

List registered webhooks ordered by URL.

Get a list of available withholding tax rates.

Get a list of all work types, sorted alphabetically (on their name).

Irreversibly mark a deal as lost and record the optional loss reason and extra information. Verify the deal UUID and loss details before calling it.

Mark a pipeline as default.

Mark an incoming credit note as pending review.

Mark an incoming invoice as pending review.

Mark a receipt as pending review.

Move the deal to a different phase.

Move a phase to a new position in the pipeline.

Refuse an incoming credit note. This irreversible operation permanently changes its financial review status to refused; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

Refuse an incoming invoice. This irreversible operation permanently changes its financial review status to refused; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

Refuse a receipt. This irreversible operation permanently changes its financial review status to refused; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

Register a payment for an incoming credit note. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.

Register a payment for an incoming invoice. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.

WARNING: Register a real payment against an invoice and change its payment state. Verify the invoice, amount, date, and payment method before calling.

Register a payment for a(n incoming) receipt. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.

Register a new webhook.

Remove a customer from the project. Doesn't fail if the customer was not added. This destructive operation can remove data or relationships; verify all IDs before calling.

Remove a deal from the project. Doesn't fail if the deal was already removed. This destructive operation can remove data or relationships; verify all IDs before calling.

Remove a task or material from the group it is currently in. This destructive operation can remove data or relationships; verify all IDs before calling.

Remove a user as owner. Doesn't fail if the user wasn't linked. This destructive operation can remove data or relationships; verify all IDs before calling.

Remove a payment from an incoming credit note. This irreversible operation permanently removes the selected payment record and changes the document's financial payment state; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

Remove a payment from an incoming invoice. This irreversible operation permanently removes the selected payment record and changes the document's financial payment state; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

Remove a payment from a receipt. This irreversible operation permanently removes the selected payment record and changes the document's financial payment state; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

WARNING: Remove every registered payment from an invoice and change its financial state. Verify the invoice UUID and obtain confirmation before calling.

Remove a quotation from the project. Doesn't fail if the quotation was already removed. This destructive operation can remove data or relationships; verify all IDs before calling.

Reopen a closed project.

Reopen a task that had been marked as complete.

Start a new timer based on previously tracked time.

Schedule a meeting.

Schedule a task in your calendar.

WARNING: Send an invoice to external recipients immediately. Verify the invoice, recipients, template, and attachments before calling; sent email cannot be recalled.

Immediately email one or more quotations from the same deal to the supplied recipients. Delivery is externally visible and cannot be recalled; verify the quotation IDs, recipients, subject, and content before calling.

Send an incoming credit note to bookkeeping. This irreversible operation permanently sends the financial document into the bookkeeping workflow; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

Send an incoming invoice to bookkeeping. This irreversible operation permanently sends the financial document into the bookkeeping workflow; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

Send a receipt to bookkeeping for processing. This irreversible operation permanently sends the financial document into the bookkeeping workflow; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.

WARNING: Transmit a credit note through the Peppol network. Verify the credit-note UUID and recipient eligibility before calling; submission is an external financial-document effect and cannot be recalled.

WARNING: Transmit an invoice through the Peppol network. Verify the invoice UUID and recipient eligibility before calling; submission is an external financial-document effect and cannot be recalled.

Start a new timer.

Stop the current timer. This will add a new time tracking in the background.

Add a new or existing tag to a company. This operation changes Teamleader Focus account data.

Add a new or existing tag to a contact. This operation changes Teamleader Focus account data.

Translates tax rates from the deprecated API into a new UUID tax rate.

Unassign a user or a team from a project.

Unassign a user or a team from a group.

Unassign a user or a team from a material.

Unassign a user or a team from a task.

Unlink a contact from a company. This destructive operation removes provider data or a relationship; use only the intended disposable resource.

Unregister a webhook.

Remove a tag from a company. This operation changes Teamleader Focus account data.

Remove a tag from a contact. This operation changes Teamleader Focus account data.

WARNING: Modify an already booked financial document. Verify all supplied values and the invoice UUID before calling.

Update the supplied fields of an existing call; omitted fields remain unchanged.

Update only the supplied fields of an existing Teamleader Focus company. Omitted fields remain unchanged. Supplied collections replace their existing values, except custom_fields can use custom_fields_update_strategy=partial to preserve unlisted custom fields.

Update contact to company link. This operation changes Teamleader Focus account data.

Update only the supplied fields of an existing Teamleader Focus contact. Omitted fields remain unchanged. Supplied collections replace their existing values, except custom_fields can use custom_fields_update_strategy=partial to preserve unlisted custom fields.

Update a day off type. This operation changes Teamleader Focus account data.

Update only the supplied fields of an existing Teamleader Focus deal without changing its lifecycle status. Omitted fields remain unchanged, while null clears fields documented as nullable.

Update a deal phase.

Update a single deal pipeline.

Update only a draft Teamleader Focus invoice. Booked invoices cannot be updated with this action. Omitted fields remain unchanged, explicit null clears documented nullable fields, and supplied collections replace their existing collections.

Update only the supplied fields of an existing Teamleader Focus calendar event. Omitted fields remain unchanged; description may be null to clear it.

Updates an incoming credit note.

Updates an incoming invoice.

Update a meeting.

Update an existing note. This operation changes Teamleader Focus account data.

Update a payment for an incoming credit note. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.

Update a payment for an incoming invoice. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.

Update a payment for a(n incoming) receipt. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.

Update only the supplied fields of an existing Teamleader Focus product. Omitted fields remain unchanged, while null clears fields documented as nullable.

Update only the supplied fields of an existing Teamleader Focus Projects v2 project. Omitted fields remain unchanged, while null clears fields documented as nullable.

Update an external party.

Update a group. All attributes except for `id` are optional. Providing `null` will clear that value from the project (for properties that are nullable).

Update a material. All attributes except for `id` are optional. Providing `null` will clear that value from the project (for properties that are nullable).

Update a task. All attributes except for `id` are optional. Providing `null` will clear that value from the project (for properties that are nullable).

Update a quotation.

Updates a receipt.

Update an existing reservation.

Update a subscription and its future recurring invoice generation. Verify the subscription UUID, schedule, and invoice data before calling.

Update a task.

Update a ticket.

Update tracked time.

Update the current timer. Only possible if there is a timer running.

Update the avatar of a contact. This operation changes Teamleader Focus account data.

Upload one file to Teamleader Focus through Mercury's bounded file transport.

Update the logo of a company. This operation changes Teamleader Focus account data.

Irreversibly mark a deal as won. Verify the deal UUID before calling this lifecycle transition.