Integration
Connect Teamleader Focus to ChartMogul
When something happens in Teamleader Focus, your agent does the next thing in ChartMogul. Describe it 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 Teamleader Focus and ChartMogul to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Teamleader Focus can start in ChartMogul
When New Company in Teamleader Focus
then Add a Custom Attribute to a Customer via Email in ChartMogul
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 Teamleader Focus and ChartMogul
Triggers and actions 5 triggers · 44 actions
- 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.
- Add a Custom Attribute to a Customer via Email
Adds a custom attribute to every ChartMogul customer with the given email address.
- Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.
- Add a Custom Attribute to a Customer via UUID
Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
- Add Tags to a Customer via Email
Adds one or more tags to every ChartMogul customer with the given email address.
- Add Tags to a Customer via External ID
Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.
- Add Tags to a Customer via UUID
Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
- Create a Contact
Creates a contact person on a ChartMogul customer.
- Create a Customer
Creates a new customer in ChartMogul under one of your data sources.
- Create an Opportunity
Creates a sales opportunity (deal) on a ChartMogul customer.
- Create a Note or Call Log
Logs a note or a call against a ChartMogul customer.
- Create a Task
Creates a task on a ChartMogul customer and assigns it to a team member.
- List Customer's Opportunities
Returns the sales opportunities (deals) on a ChartMogul customer.
- List Customer's Tasks
Returns the tasks on a ChartMogul customer.
- Merge Customers
Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.
- Retrieve a Customer Profile
Returns one ChartMogul customer's full profile, including its tags and custom attributes.
- Retrieve a Metric
Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
- Search Contacts
Finds ChartMogul contacts by email, customer or data source.
- Search for Customer via Email
Finds ChartMogul customers by email address.
- Search for Customer via External ID
Finds ChartMogul customers by the ID they carry in your own billing system.
- Update a Contact
Updates a ChartMogul contact. Only the fields you fill in are changed.
- Update a Customer
Updates a ChartMogul customer. Only the fields you fill in are changed.
- Update an Opportunity
Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.
- Update a Note or Call Log
Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
- Update a Task
Updates a task on a ChartMogul customer. Only the fields you fill in are changed.
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
What our customers say
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Questions
Teamleader Focus and ChartMogul, answered
What can start an automation from Teamleader Focus?
Any of Teamleader Focus's 5 triggers in the catalog, including New Company, New Contact, New Deal and Deal Accepted. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ChartMogul when something happens in Teamleader Focus?
Any of ChartMogul's 24 actions, including Create a Contact, Create a Customer, Create an Opportunity and Create a Note or Call Log. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ChartMogul to Teamleader Focus?
ChartMogul has no triggers in the catalog today, so automations start in Teamleader Focus. If you need the other direction, ask: your agent reads ChartMogul's API documentation and adds it.
Do I have to build a connector for Teamleader Focus or ChartMogul?
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.
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.