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Connect Teamleader Focus to Microsoft Copilot via MCP

Teamleader Focus — the Belgian CRM, project and invoicing suite: companies, contacts, deals, projects, time tracking, invoices and quotations. REST API, OAuth 2.0, everything over POST.

HCBy HelpCode teamUpdated 4 min read Open-source on GitHub
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Teamleader Focus

Teamleader Focus

Teamleader Focus — the Belgian CRM, project and invoicing suite: companies, contacts, deals, projects, time tracking, invoices and quotations. REST API, OAuth 2.0, everything over POST.

tools

10

Region

BE

Category

CRM

Authentication

OAuth 2.0

Required env vars

TEAMLEADER_CLIENT_IDTEAMLEADER_CLIENT_SECRET
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    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Summary

Teamleader Focus — the Belgian CRM, project and invoicing suite: companies, contacts, deals, projects, time tracking, invoices and quotations. REST API, OAuth 2.0, everything over POST.

Guided setup

Connect Teamleader Focus to Microsoft Copilot in 2 minutes

Start a free trial on AnythingMCP Cloud, connect Teamleader Focus in the guided setup, then add your MCP URL to Microsoft Copilot. No code and no server to run.

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Try asking

Example prompts for Teamleader Focus

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

Teamleader Focus · live via MCP
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Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Teamleader Focus, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

Teamleader Focus + Microsoft Copilot

Teamleader Focus — the Belgian CRM, project and invoicing suite: companies, contacts, deals, projects, time tracking, invoices and quotations. REST API, OAuth 2.0, everything over POST.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

TEAMLEADER_CLIENT_ID, TEAMLEADER_CLIENT_SECRET, TEAMLEADER_REFRESH_TOKEN

Step 1 — Get credentials

Getting a token

  1. Register an integration in the Teamleader Marketplace developer area (developer.teamleader.eu). You receive a client id and client secret.
  2. Run the authorization-code flow once for the account and keep the refresh token — Teamleader's access tokens last one hour.
  3. Set TEAMLEADER_CLIENT_ID, TEAMLEADER_CLIENT_SECRET and TEAMLEADER_REFRESH_TOKEN. AnythingMCP refreshes the access token on its own.

…(continued in the in-app connector instructions)

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Microsoft Copilot

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

  1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
  2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
  3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
  4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
  5. Try it in the agent's Test pane: ask for something that needs the Teamleader Focus tools.
  6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

Available tools

ToolWhat it does
teamleader_get_meRead the user the token belongs to, with their name, e-mail, language and account
teamleader_list_companiesList client companies with their name, VAT number, address and tags
teamleader_get_companyRead one company in full: addresses, VAT number, payment terms, custom fields, tags and the account manager
teamleader_list_contactsList individual contacts with their name, e-mail, phone and the companies they are linked to
teamleader_list_dealsList deals with their title, customer, value, phase and expected closing date — the sales-pipeline view
teamleader_get_dealRead one deal in full: its value, phase, source, responsible user, linked quotations and the full phase history
teamleader_list_invoicesList invoices with their number, date, due date, customer, totals and payment status — the receivables view
teamleader_list_projectsList projects with their title, customer, status, budget and the milestones they are broken into
teamleader_list_time_trackingList tracked time entries with their user, date, duration, project and invoiceability — the raw data behind 'how much did we spend on this c
teamleader_list_quotationsList quotations with their deal, total, status and validity date, to see what is out with prospects and not yet accepted

FAQ

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

Next steps

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Connect Teamleader Focus to Microsoft Copilot in 2 minutes

Start a free trial on AnythingMCP Cloud, connect Teamleader Focus in the guided setup, then add your MCP URL to Microsoft Copilot. No code and no server to run.

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