🔗 BoostU Teamleader MCP

The open-source Teamleader Focus MCP server. Manage your CRM from Claude and other AI assistants, in plain language. 🤖

💡 What is this?

boostu-teamleader-mcp is a Model Context Protocol server that exposes the Teamleader Focus API to AI assistants — including Claude Desktop, Claude Code, Cursor, and Windsurf. It provides over 100 tools spanning the full Teamleader Focus surface: CRM (contacts, companies, deals), sales documents (quotations, invoices, credit notes), product catalog, subscriptions, projects, time tracking, customer-service tickets, and more. Point your AI at it and manage your entire CRM through natural language.

Prefer not to self-host?

Use the managed, always-on edition at teamleader-mcp.boostu.be — no OAuth setup, magic-link login, and a one-click connector for Claude. Free during the preview, paid plans after.

This repository is the open-source MCP server itself: run it locally with your own Teamleader integration. The hosted edition adds multi-tenant authentication, a dashboard, usage insights, and managed token handling on top of the same server.

🔌 How it works

flowchart LR
    U["🧑 You"] -->|"plain language"| C["🤖 Claude / AI assistant"]
    C <-->|"MCP · stdio"| S["🔗 boostu-teamleader-mcp"]
    S <-->|"OAuth2 REST"| T["📇 Teamleader Focus API"]

You ask Claude in plain language. Claude calls this MCP server, which authenticates to Teamleader Focus over OAuth2 and runs the matching API call. Your data stays in Teamleader; this server only brokers the calls.

Use the outline button at the top-right of this file to jump to any section.

✨ Highlights

• 👥 Full CRM: create and update contacts, companies, and deals across all pipelines
• 🧾 Quotations and invoicing: create quotations on deals, book invoices into accounting, send by email, and register payments
• 📦 Product catalog: browse products, categories, price lists, and units of measure
• 🔁 Subscriptions: create, update, and deactivate recurring subscriptions
• 📊 Projects and time tracking: manage projects, milestones, log time entries, and start/stop live timers
• 🎫 Customer-service tickets: open tickets, post replies, and update statuses
• 🔎 Reference-data lookups: resolve deal phases, pipelines, tax rates, payment terms, lost reasons, and more
• 🔐 OAuth2 with automatic refresh-token rotation: tokens are refreshed transparently; rotated tokens are persisted to a configurable file
• 🧩 Selectable tool groups: load only the groups you need via TEAMLEADER_TOOLS to keep your assistant's context lean

🚀 Quick Start

Run without installing

npx boostu-teamleader-mcp

Global install

npm i -g boostu-teamleader-mcp
boostu-teamleader-mcp

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "boostu-teamleader-mcp"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "your-client-id",
        "TEAMLEADER_CLIENT_SECRET": "your-client-secret",
        "TEAMLEADER_REFRESH_TOKEN": "your-refresh-token"
      }
    }
  }
}

Claude Code

Add to your project's .mcp.json or ~/.claude/mcp.json:

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "boostu-teamleader-mcp"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "your-client-id",
        "TEAMLEADER_CLIENT_SECRET": "your-client-secret",
        "TEAMLEADER_REFRESH_TOKEN": "your-refresh-token"
      }
    }
  }
}

Cursor

Add to .cursor/mcp.json in your project root (or the global ~/.cursor/mcp.json):

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "boostu-teamleader-mcp"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "your-client-id",
        "TEAMLEADER_CLIENT_SECRET": "your-client-secret",
        "TEAMLEADER_REFRESH_TOKEN": "your-refresh-token"
      }
    }
  }
}

Windsurf

Add to ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "teamleader": {
      "command": "npx",
      "args": ["-y", "boostu-teamleader-mcp"],
      "env": {
        "TEAMLEADER_CLIENT_ID": "your-client-id",
        "TEAMLEADER_CLIENT_SECRET": "your-client-secret",
        "TEAMLEADER_REFRESH_TOKEN": "your-refresh-token"
      }
    }
  }
}

🔐 Authentication

You need three env vars: TEAMLEADER_CLIENT_ID, TEAMLEADER_CLIENT_SECRET, and TEAMLEADER_REFRESH_TOKEN. Obtain them by registering an integration in the Teamleader Marketplace / Developer portal and completing the OAuth2 authorization flow.

Teamleader rotates the refresh token on every API call. Set TEAMLEADER_TOKEN_STORE to a writable file path so the server can persist the latest token between restarts — without it the token in your config will go stale after the first restart.

For the full step-by-step walkthrough (authorize URL, code exchange, helper scripts) see docs/AUTHENTICATION.md.

⚙️ Configuration

Environment variables

Selective tool groups

Use TEAMLEADER_TOOLS to limit which tool groups are registered. This is useful when you want to keep the assistant's tool list small or restrict access to certain areas of Teamleader.

TEAMLEADER_TOOLS=deals,quotations,products

Full list of group keys:

🧰 Available Tools

Contacts

Companies

Deals