# Connect Teamleader Focus to Priority When **New Company** fires in [Teamleader Focus](https://apiant.ai/connections/teamleader-focus), your agent runs **Add record** in [Priority](https://apiant.ai/connections/priority). Describe the whole flow and it is built, tested on every scenario and kept running. Teamleader Focus **5** triggers Teamleader Focus **20** actions Priority **16** 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 Priority to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Priority - When **New Company** in Teamleader Focus then **Add record** in Priority - When **New Contact** in Teamleader Focus then **Add Shipping Charges to an Order** in Priority 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 Priority ## Triggers and actions 5 triggers · 36 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 **Add record** Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record. - Action **Add Shipping Charges to an Order** Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price. - Action **Create a New Sales Order** Creates a sales order for a customer in Priority, optionally with order lines. - Action **Create Exist Customer Sales Order** Creates a sales order in Priority for an existing customer, optionally with order lines. - Action **Create Potential Customer** Creates a potential customer record in Priority. - Action **Delete record** Deletes a record from a Priority form, such as a customer or an order, by its key. - Action **Find Customer by Email** Finds customers in Priority whose email address matches the one you provide. - Action **Find records by filter** Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression. - Action **Find the Country Name by Two Letter Code** Looks up a country in Priority by its two-letter code and returns the country's name. - Action **Get Campaigns** Returns the marketing campaigns defined in Priority, optionally filtered and sorted. - Action **Get Customers** Returns customers from Priority, optionally filtered, sorted and limited to chosen fields. - Action **Get Lead Types** Returns the lead types defined in Priority, optionally filtered and sorted. - Action **Get record** Returns a single record from a Priority form (such as a customer or order) by its key. - Action **List records** Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited. - Action **Update record** Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record. - Action **Update Sales Order Status** Changes the status of an existing sales order in Priority. ## 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) - [ **Priority** Priority is a comprehensive ERP package empowering hundreds of thousands of end users worldwide in their...](https://apiant.ai/connections/priority) 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 Priority - [ **HubSpot to Priority** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-priority) - [ **Salesforce to Priority** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-priority) - [ **Slack to Priority** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-priority) - [ **Google Sheets to Priority** Google Sheets](https://apiant.ai/connect/google-sheets-to-priority) - [ **Gmail to Priority** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-priority) - [ **Google Calendar to Priority** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-priority) Questions ## Teamleader Focus and Priority, 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 Priority when something happens in Teamleader Focus? Any of Priority's 16 actions, including Create a New Sales Order, Create Exist Customer Sales Order, Create Potential Customer and Update record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Priority to Teamleader Focus? Priority has no triggers in the catalog today, so automations start in Teamleader Focus. If you need the other direction, ask: your agent reads Priority's API documentation and adds it. ### ### Do I have to build a connector for Teamleader Focus or Priority? 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.