--- title: "Connect Teamleader Focus to PDF Vector - APIANT.ai" description: "When \"New Company\" fires in Teamleader Focus, your agent runs \"Ask About Invoice\" in PDF Vector." canonical: "https://apiant.ai/connect/teamleader-focus-to-pdf-vector" --- # Connect Teamleader Focus to PDF Vector When **New Company** fires in [Teamleader Focus](https://apiant.ai/connections/teamleader-focus), your agent runs **Ask About Invoice** in [PDF Vector](https://apiant.ai/connections/pdf-vector). Describe the whole flow and it is built, tested on every scenario and kept running. Teamleader Focus **5** triggers Teamleader Focus **20** actions PDF Vector **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Teamleader Focus and PDF Vector to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Teamleader Focus can start in PDF Vector - When **New Company** in Teamleader Focus then **Ask About Invoice** in PDF Vector - When **New Contact** in Teamleader Focus then **Extract Data From Invoice** in PDF Vector 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 PDF Vector ## Triggers and actions 5 triggers · 29 actions - Trigger **Deal Accepted** Triggers when a deal is accepted. - Trigger **Invoice Paid** Fires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered). - Trigger **New Company** Triggers when a new Company is added. - Trigger **New Contact** Triggers when a new contact is added. - Trigger **New Deal** Triggers when a new deal is created. - Action **Add invoice** Drafts a new invoice in Teamleader Focus. - Action **Add quotation** Creates a quotation on a Teamleader Focus deal. - Action **Add task** Create a task. - Action **Book Invoice** Books a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding. - Action **Create Company** Creates a new company. - Action **Create Contact** Creates a new contact. - Action **Create Deal** Creates a new deal. - Action **Find Company** Returns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria. - Action **Find Contact** Returns up to 100 contacts that match the specified search term, email, company, tags, status or ids. - Action **Find deals** Returns up to 100 deals that match the specified search term and filters, including their custom field values. - Action **Get company** Get details for a single company in Teamleader Focus. - Action **Get contact** Get a contact by id. - Action **Get deal** Get details for a single deal. - Action **Get Invoice** Returns one Teamleader Focus invoice with its customer, lines, totals and status. - Action **Get Task** Returns one Teamleader Focus task with its title, description, due date, work type and assignee. - Action **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. - Action **Update company** Update an existing company in Teamleader Focus. Only the fields you fill in are changed. - Action **Update contact** Update a contact. - Action **Update deal** Update a deal. - Action **Win deal** Marks a Teamleader Focus deal as won. - Action **Ask About Document** Answers a question about the content of a document (PDF, Office, image, text and more) using AI, given a public URL or base64 file content. - Action **Ask About Identity Document** Answers a question about an identity document (passport, driver's license, ID card) supplied by URL or base64 content, using AI. - Action **Ask About Invoice** Answers a question about an invoice document (PDF, image, Word and more) using AI, provided by URL or base64 content. - Action **Extract Data From Document** Extracts structured data from a document (PDF, Word, Excel, image and more) according to your instructions and JSON schema. - Action **Extract Data From Identity Document** Extracts structured data from an identity document (passport, driver's license, ID card) according to a JSON Schema you provide. - Action **Extract Data From Invoice** Extracts structured data from an invoice (PDF, image or office file) into the shape you describe with a JSON Schema. - Action **Parse Document** Parses a document (PDF, Word, Excel, PowerPoint, images and more) and returns its content as markdown. - Action **Parse Identity Document** Parses an identity document (passport, driver's license, ID card) and returns its content as markdown. - Action **Parse Invoice** Parses an invoice (PDF, image or office document) into markdown text. ## Each app on its own - [ **Teamleader Focus** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connections/teamleader-focus) - [ **PDF Vector** PDF Vector is a tool that extracts content from PDF/Word/Image/Excel to Markdown or Structure Data and...](https://apiant.ai/connections/pdf-vector) Reviews ## What our customers say ## More from Teamleader Focus - [ **Teamleader Focus to Timesheet** Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push...](https://apiant.ai/connect/teamleader-focus-to-timesheet) - [ **Teamleader Focus to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/teamleader-focus-to-trello) - [ **Teamleader Focus to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/teamleader-focus-to-zoom) - [ **Teamleader Focus to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/teamleader-focus-to-twilio) - [ **Teamleader Focus to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/teamleader-focus-to-typeform) - [ **Teamleader Focus to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/teamleader-focus-to-webflow) ## More into PDF Vector - [ **HubSpot to PDF Vector** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdf-vector) - [ **Salesforce to PDF Vector** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdf-vector) - [ **Slack to PDF Vector** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdf-vector) - [ **Google Sheets to PDF Vector** Google Sheets](https://apiant.ai/connect/google-sheets-to-pdf-vector) - [ **Gmail to PDF Vector** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdf-vector) - [ **Google Calendar to PDF Vector** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pdf-vector) Questions ## Teamleader Focus and PDF Vector, 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 PDF Vector when something happens in Teamleader Focus? Any of PDF Vector's 9 actions, including Ask About Document, Ask About Identity Document, Ask About Invoice and Extract Data From Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PDF Vector to Teamleader Focus? PDF Vector has no triggers in the catalog today, so automations start in Teamleader Focus. If you need the other direction, ask: your agent reads PDF Vector's API documentation and adds it. ### ### Do I have to build a connector for Teamleader Focus or PDF Vector? 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 Teamleader Focus and PDF Vector 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.