Integration
Connect Cliengo and Teamleader Focus
When Cliente Nuevo/Actualizado - New/Updated Customer fires in Cliengo, your agent runs Add invoice in Teamleader Focus, or New Company in Teamleader Focus to Send message in Cliengo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Cliengo and Teamleader Focus to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Cliengo and Teamleader Focus can do together
From Cliengo to Teamleader Focus
When Cliente Nuevo/Actualizado - New/Updated Customer in Cliengo
then Add invoice in Teamleader Focus
From Teamleader Focus to Cliengo
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Cliengo and Teamleader Focus
Triggers and actions 7 triggers · 39 actions
- Cliente Nuevo/Actualizado - New/Updated Customer
Triggers when a Cliengo contact (customer) is created or updated.
- Nuevo Cliente - New Customer
Triggers when a new contact (customer) is created in Cliengo.
- Actualizar Cliente / Update Customer
Updates an existing Cliengo contact's name, email, phone, status or assigned agent.
- Add conversation
Creates a new conversation in the Cliengo inbox on a given channel for a visitor.
- Assign conversation to operator
Assigns a conversation to an operator and returns the updated conversation.
- Buscar Agente / Search Agent
Finds agents (users/operators) in your Cliengo account whose name or email matches the text you enter.
- Buscar Contacto / Search Customer
Searches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts.
- Close conversation
Closes a Cliengo inbox conversation, recording whether it resulted in a lead.
- Crear Cliente / Create Customer
Creates a new contact (customer) in Cliengo on the chosen channel.
- Delete contact
Deletes a contact from your Cliengo account.
- Get contact
Returns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution.
- Get conversation
Returns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants.
- List channels
Returns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot.
- List conversation messages
Returns the messages of a Cliengo conversation in chronological order, optionally including system command events.
- List phases
Returns every phase (pipeline stage) of the conversation inbox, with its name and position.
- List tags
Returns every operator tag defined in the Cliengo account, with its name and color.
- List users
Returns the users (agents and operators) of your Cliengo company, with their name, email, role and active status.
- List WhatsApp templates
Returns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel.
- Send message
Sends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor.
- Send WhatsApp template message
Sends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel.
- Update conversation phase
Moves a conversation to the chosen phase of your pipeline.
- Deal Accepted
Triggers when a deal is accepted.
- Invoice Paid
Fires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered).
- New Company
Triggers when a new Company is added.
- New Contact
Triggers when a new contact is added.
- New Deal
Triggers when a new deal is created.
- Add invoice
Drafts a new invoice in Teamleader Focus.
- Add quotation
Creates a quotation on a Teamleader Focus deal.
- Add task
Create a task.
- Book Invoice
Books a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding.
- Create Company
Creates a new company.
- Create Contact
Creates a new contact.
- Create Deal
Creates a new deal.
- Find Company
Returns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria.
- Find Contact
Returns up to 100 contacts that match the specified search term, email, company, tags, status or ids.
- Find deals
Returns up to 100 deals that match the specified search term and filters, including their custom field values.
- Get company
Get details for a single company in Teamleader Focus.
- Get contact
Get a contact by id.
- Get deal
Get details for a single deal.
- Get Invoice
Returns one Teamleader Focus invoice with its customer, lines, totals and status.
- Get Task
Returns one Teamleader Focus task with its title, description, due date, work type and assignee.
- Link Contact to Company
Links an existing contact to an existing company, optionally setting the contact's position and whether they are a decision maker there.
- Update company
Update an existing company in Teamleader Focus. Only the fields you fill in are changed.
- Update contact
Update a contact.
- Update deal
Update a deal.
- Win deal
Marks a Teamleader Focus deal as won.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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More into Teamleader Focus
Questions
Cliengo and Teamleader Focus, answered
What can start an automation from Cliengo?
Any of Cliengo's 2 triggers in the catalog, including Cliente Nuevo/Actualizado - New/Updated Customer and Nuevo Cliente - New Customer. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Teamleader Focus when something happens in Cliengo?
Any of Teamleader Focus's 20 actions, including Create Company, Create Contact, Create Deal and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teamleader Focus to Cliengo?
Yes. When something happens in Teamleader Focus, your agent can act in Cliengo too. This page covers both directions: Teamleader Focus's triggers and Cliengo's actions are listed here as well.
Do I have to build a connector for Cliengo or Teamleader Focus?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Cliengo and Teamleader Focus without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.