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Teamgate MCP by usefulapi

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Manage Teamgate CRM leads, people, companies, deals, activities and notes.

Sales & CRM

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teamgate_add_note Destructive

WRITE: add a note to one or more leads, companies or deals. The note cannot be edited or removed with these tools. POST /events.

textstring, required

The note text.

deal_idsarray

Deals to link.

lead_idsarray

Leads to link.

company_idsarray

Companies to link.

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Teamgate MCP by usefulapi MCP server | mcptry

Tools (34)

teamgate_add_note

WRITE: add a note to one or more leads, companies or deals. The note cannot be edited or removed with these tools. POST /events.

destructive

Argument	Type	Description
text*	string	The note text.
deal_ids	array	Deals to link.
lead_ids	array	Leads to link.
company_ids	array	Companies to link.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "text"
  ],
  "properties": {
    "text": {
      "type": "string",
      "maxLength": 10000,
      "minLength": 1,
      "description": "The note text."
    },
    "deal_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740991,
        "exclusiveMinimum": 0
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Deals to link."
    },
    "lead_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740991,
        "exclusiveMinimum": 0
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Leads to link."
    },
    "company_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740991,
        "exclusiveMinimum": 0
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Companies to link."
    }
  }
}

teamgate_create_activity

WRITE: create a task, call or appointment, optionally linked to leads, companies or deals. Teamgate may send reminders to the owner. POST /events.

destructive

Argument	Type	Description
end	string	End (RFC 3339 date-time with timezone).
name*	string	Activity title.
type*	string	Kind of activity.
start	string	Start (RFC 3339 date-time with timezone).
deal_ids	array	Deals to link.
lead_ids	array	Leads to link.
owner_id	integer	Owner user id (see teamgate_list_users).
company_ids	array	Companies to link.
description	string	Details.

Input schema (JSON)

teamgate_create_company

WRITE: create a company. POST /companies.

destructive

Argument	Type	Description
name*	string	Company name.
tags	array	Tags to set on the record.
email	string	Email address.
phone	string	Phone number.
source	string	Source name (created if it does not exist).
starred	boolean	Star the record.
industry	string	Industry name (created if it does not exist).
owner_id	integer	Owner user id (see teamgate_list_users).
vat_code	string	VAT identification number.
customer_status	integer	0 = non customer, 1 = past customer, 2 = customer.

teamgate_create_deal

WRITE: create a deal for a buyer (a person or company). POST /deals.

destructive

Argument	Type	Description
name*	string	Deal name.
tags	array	Tags to set on the record.
source	string	Source name (created if it does not exist).
status	string	Deal status.
starred	boolean	Star the record.
buyer_id*	integer	Id of the person or company that buys, as returned by the list tools.
owner_id	integer	Owner user id (see teamgate_list_users).
stage_id	integer	Pipeline stage id (see teamgate_get_pipeline).
price_value	number	Deal value.
price_currency	string

teamgate_create_lead

WRITE: create a lead. Give a person's name, or a company_name for a company lead. Teamgate may start workflows or notifications for new leads. POST /leads.

destructive

Argument	Type	Description
name	string	Person's full name (required unless company_name is given).
tags	array	Tags to set on the record.
email	string	Email address.
phone	string	Phone number.
source	string	Source name (created if it does not exist).
status	string	Lead status name, e.g. 'New' (created if it does not exist).
starred	boolean	Star the record.
industry	string	Industry name (created if it does not exist).
owner_id	integer	Owner user id (see teamgate_list_users).
job_title

teamgate_create_person

WRITE: create a person (contact). Optionally link them to a company with their job title. POST /people.

destructive

Argument	Type	Description
name*	string	Person's full name.
tags	array	Tags to set on the record.
email	string	Email address.
phone	string	Phone number.
source	string	Source name (created if it does not exist).
starred	boolean	Star the record.
industry	string	Industry name (created if it does not exist).
owner_id	integer	Owner user id (see teamgate_list_users).
job_title	string	Job title (used only together with company_id).
company_id	integer

teamgate_get_activity

One activity (task, call, appointment or note) by id. GET /events/{id}.

read-only

Argument	Type	Description
activity_id*	integer	Teamgate activity id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "activity_id"
  ],
  "properties": {
    "activity_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate activity id.",
      "exclusiveMinimum": 0
    }
  }
}

teamgate_get_company

One company by id with all its details. GET /companies/{id}.

read-only

Argument	Type	Description
company_id*	integer	Teamgate company id.
include_custom_fields	boolean	Include custom field values in the reply (default false).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "company_id"
  ],
  "properties": {
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate company id.",
      "exclusiveMinimum": 0
    },
    "include_custom_fields": {
      "type": "boolean",
      "description": "Include custom field values in the reply (default false)."
    }
  }
}

teamgate_get_deal

One deal by id with value, stage, status, owner, buyer and dates. GET /deals/{id}.

read-only

Argument	Type	Description
deal_id*	integer	Teamgate deal id.
include_custom_fields	boolean	Include custom field values in the reply (default false).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "deal_id"
  ],
  "properties": {
    "deal_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate deal id.",
      "exclusiveMinimum": 0
    },
    "include_custom_fields": {
      "type": "boolean",
      "description": "Include custom field values in the reply (default false)."
    }
  }
}

teamgate_get_lead

One lead by id with all its details. GET /leads/{id}.

read-only

Argument	Type	Description
lead_id*	integer	Teamgate lead id.
include_custom_fields	boolean	Include custom field values in the reply (default false).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "lead_id"
  ],
  "properties": {
    "lead_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate lead id.",
      "exclusiveMinimum": 0
    },
    "include_custom_fields": {
      "type": "boolean",
      "description": "Include custom field values in the reply (default false)."
    }
  }
}

teamgate_get_person

One person by id with all their details. GET /people/{id}.

read-only

Argument	Type	Description
person_id*	integer	Teamgate person id.
include_custom_fields	boolean	Include custom field values in the reply (default false).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "person_id"
  ],
  "properties": {
    "person_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate person id.",
      "exclusiveMinimum": 0
    },
    "include_custom_fields": {
      "type": "boolean",
      "description": "Include custom field values in the reply (default false)."
    }
  }
}

teamgate_get_pipeline

One sales pipeline by id, with its stages. GET /pipelines/{id}.

read-only

Argument	Type	Description
pipeline_id*	integer	Teamgate pipeline id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "pipeline_id"
  ],
  "properties": {
    "pipeline_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate pipeline id.",
      "exclusiveMinimum": 0
    }
  }
}

teamgate_get_user

One Teamgate user by id. GET /users/{id}.

read-only

Argument	Type	Description
user_id*	integer	Teamgate user id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "user_id"
  ],
  "properties": {
    "user_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate user id.",
      "exclusiveMinimum": 0
    }
  }
}

teamgate_list_activities

List activities (tasks, calls, appointments and notes) across the account. GET /events.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    }
  }
}

teamgate_list_companies

List or search companies with owner, industry, source, customer and prospect status and contact details. Filter by name, email, phone, owner, VAT code or creation date. GET /companies.

read-only

Argument	Type	Description
name	string	Part of the company name.
email	string	Part of an email address (at least 3 characters).
limit	integer	Results per page, 1-100 (default 25).
phone	string	The last digits of a phone number (at least 3 characters).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.
owner_id	integer	Only companies owned by this user id.
vat_code	string	Exact VAT identification number.
created_after	string	Only companies created at or after this RFC 3339 date or date-time.
created_before	string

teamgate_list_company_people

List the people who work at one company. GET /companies/{id}/people.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.
company_id*	integer	Teamgate company id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "company_id"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    },
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate company id.",
      "exclusiveMinimum": 0
    }
  }
}

teamgate_list_contact_deals

List the deals that belong to one person or one company. GET /people/{id}/deals or /companies/{id}/deals.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.
contact_id*	integer	Teamgate person or company id.
contact_type*	string	Whether contact_id is a person or a company.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "contact_type",
    "contact_id"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    },
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate person or company id.",
      "exclusiveMinimum": 0
    },
    "contact_type": {
      "enum": [
        "people",
        "companies"
      ],
      "type": "string",
      "description": "Whether contact_id is a person or a company."
    }
  }
}

teamgate_list_custom_fields

List the custom field definitions of the account (id, name, type, module). GET /customFields.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    }
  }
}

teamgate_list_deal_stages

List the pipeline stages that one deal can be in (id, name, win probability; the deal's current stage is marked selected). GET /deals/{id}/stages.

read-only

Argument	Type	Description
deal_id*	integer	Teamgate deal id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "deal_id"
  ],
  "properties": {
    "deal_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate deal id.",
      "exclusiveMinimum": 0
    }
  }
}

teamgate_list_deals

List or search deals (sales opportunities) with value, stage, status, owner and expected closing date. Filter by name, status, stage, owner, source or creation date. GET /deals.

read-only

Argument	Type	Description
name	string	Part of the deal name.
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.
source	string	Exact source name.
status	string	Deal status.
owner_id	integer	Only deals owned by this user id.
stage_id	integer	Only deals in this pipeline stage id (see teamgate_get_pipeline).
created_after	string	Only deals created at or after this RFC 3339 date or date-time.
created_before	string	Only deals created at or before this RFC 3339 date or date-time.

teamgate_list_industries

List the industries of the account. GET /industries.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    }
  }
}

teamgate_list_lead_statuses

List the lead statuses of the account (use the names as the status filter or value on leads). GET /leadsStatuses.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    }
  }
}

teamgate_list_leads

List or search leads (unqualified prospects) with owner, status, source, industry and contact details. Filter by name, email, phone, status, owner, source, star or creation date. GET /leads.

read-only

Argument	Type	Description
name	string	Part of the lead's name.
email	string	Part of an email address (at least 3 characters).
limit	integer	Results per page, 1-100 (default 25).
phone	string	The last digits of a phone number (at least 3 characters).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.
source	string	Exact source name.
status	string	Exact lead status name, e.g. 'New'. See teamgate_list_lead_statuses.
starred	boolean	Only starred (true) or not starred (false) leads.
owner_id	integer	Only leads owned by this user id.

teamgate_list_people

List or search people (contacts) with job title, company, owner, source and contact details. Filter by name, email, phone, owner, customer status or creation date. GET /people.

read-only

Argument	Type	Description
name	string	Part of the person's name.
email	string	Part of an email address (at least 3 characters).
limit	integer	Results per page, 1-100 (default 25).
phone	string	The last digits of a phone number (at least 3 characters).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.
owner_id	integer	Only people owned by this user id.
created_after	string	Only people created at or after this RFC 3339 date or date-time.
created_before	string	Only people created at or before this RFC 3339 date or date-time.
customer_status	integer

teamgate_list_pipelines

List the sales pipelines (id and name). Use teamgate_get_pipeline for the stages of one. GET /pipelines.

read-only

Argument	Type	Description
name	string	Part of the pipeline name.
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Part of the pipeline name."
    },
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    }
  }
}

teamgate_list_products

List the products of the catalogue (id, name, price). GET /products.

read-only

Argument	Type	Description
name	string	Part of the product name.
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Part of the product name."
    },
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    }
  }
}

teamgate_list_record_activities

List the activities (tasks, calls, appointments, notes) linked to one lead, person, company or deal. GET /{leads|people|companies|deals}/{id}/events.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.
record_id*	integer	Teamgate id of the lead, person, company or deal.
record_type*	string	The kind of record.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "record_type",
    "record_id"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    },
    "record_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate id of the lead, person, company or deal.",
      "exclusiveMinimum": 0
    },
    "record_type": {
      "enum": [
        "leads",
        "people",
        "companies",
        "deals"
      ],
      "type": "string",
      "description": "The kind of record."
    }
  }
}

teamgate_list_sources

List the lead/deal sources of the account (where records come from). GET /sources.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    }
  }
}

teamgate_list_users

List the Teamgate users of the account with id, name and username. Use the ids as owner_id filters and values. GET /users.

read-only

Argument	Type	Description
name	string	Part of the user's first name.
email	string	Exact email of the user.
limit	integer	Results per page, 1-100 (default 25).
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.
is_active	boolean	Only active (true) or only inactive (false) users.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Part of the user's first name."
    },
    "email": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Exact email of the user."
    },
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    },
    "is_active": {
      "type": "boolean",
      "description": "Only active (true) or only inactive (false) users."
    }
  }
}

teamgate_search

Search leads, people, companies and deals by name in one request. GET /global.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
query*	string	Text to find in record names.
offset	integer	Records to skip (default 0). Pass the previous reply's next_offset.
modules	array	Which kinds of record to search (default all four).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "query": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Text to find in record names."
    },
    "offset": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_offset."
    },
    "modules": {
      "type": "array",
      "items": {
        "enum": [
          "leads",
          "people",
          "companies",
          "deals"
        ],
        "type": "string"
      },
      "maxItems": 4,
      "minItems": 1,
      "description": "Which kinds of record to search (default all four)."
    }
  }
}

teamgate_update_company

WRITE: change fields of one company. Only the fields you pass are sent; this overwrites their current values. PUT /companies/{id}.

destructive

Argument	Type	Description
name	string	New name.
tags	array	Tags to set on the record.
source	string	Source name (created if it does not exist).
starred	boolean	Star the record.
industry	string	Industry name (created if it does not exist).
owner_id	integer	Owner user id (see teamgate_list_users).
vat_code	string	VAT identification number.
company_id*	integer	Teamgate company id.
customer_status	integer	0 = non customer, 1 = past customer, 2 = customer.

Input schema (JSON)

teamgate_update_deal

WRITE: change fields of one deal, for example move it to another stage or mark it won or lost. Only the fields you pass are sent; this overwrites their current values. PUT /deals/{id}.

destructive

Argument	Type	Description
name	string	New deal name.
tags	array	Tags to set on the record.
source	string	Source name (created if it does not exist).
status	string	Deal status.
deal_id*	integer	Teamgate deal id.
starred	boolean	Star the record.
buyer_id	integer	New buyer (person or company id).
owner_id	integer	Owner user id (see teamgate_list_users).
stage_id	integer	Pipeline stage id (see teamgate_get_pipeline).
price_value

teamgate_update_lead

WRITE: change fields of one lead. Only the fields you pass are sent; this overwrites their current values. PUT /leads/{id}.

destructive

Argument	Type	Description
name	string	New name.
tags	array	Tags to set on the record.
source	string	Source name (created if it does not exist).
status	string	New lead status name.
lead_id*	integer	Teamgate lead id.
starred	boolean	Star the record.
industry	string	Industry name (created if it does not exist).
owner_id	integer	Owner user id (see teamgate_list_users).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "lead_id"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "New name."
    },
    "tags": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 100,
        "minLength": 1
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Tags to set on the record."
    },
    "source": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Source name (created if it does not exist)."
    },
    "status": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "New lead status name."
    },
    "lead_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate lead id.",
      "exclusiveMinimum": 0
    },
    "starred": {
      "type": "boolean",
      "description": "Star the record."
    },
    "industry": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Industry name (created if it does not exist)."
    },
    "owner_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Owner user id (see teamgate_list_users).",
      "exclusiveMinimum": 0
    }
  }
}

teamgate_update_person

WRITE: change fields of one person. Only the fields you pass are sent; this overwrites their current values. PUT /people/{id}.

destructive

Argument	Type	Description
name	string	New name.
tags	array	Tags to set on the record.
source	string	Source name (created if it does not exist).
starred	boolean	Star the record.
industry	string	Industry name (created if it does not exist).
owner_id	integer	Owner user id (see teamgate_list_users).
person_id*	integer	Teamgate person id.
customer_status	integer	0 = non customer, 1 = past customer, 2 = customer.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "person_id"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "New name."
    },
    "tags": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 100,
        "minLength": 1
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Tags to set on the record."
    },
    "source": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Source name (created if it does not exist)."
    },
    "starred": {
      "type": "boolean",
      "description": "Star the record."
    },
    "industry": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Industry name (created if it does not exist)."
    },
    "owner_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Owner user id (see teamgate_list_users).",
      "exclusiveMinimum": 0
    },
    "person_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate person id.",
      "exclusiveMinimum": 0
    },
    "customer_status": {
      "type": "integer",
      "maximum": 2,
      "minimum": 0,
      "description": "0 = non customer, 1 = past customer, 2 = customer."
    }
  }
}

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "type",
    "name"
  ],
  "properties": {
    "end": {
      "type": "string",
      "description": "End (RFC 3339 date-time with timezone)."
    },
    "name": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Activity title."
    },
    "type": {
      "enum": [
        "task",
        "call",
        "appointment"
      ],
      "type": "string",
      "description": "Kind of activity."
    },
    "start": {
      "type": "string",
      "description": "Start (RFC 3339 date-time with timezone)."
    },
    "deal_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740991,
        "exclusiveMinimum": 0
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Deals to link."
    },
    "lead_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740991,
        "exclusiveMinimum": 0
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Leads to link."
    },
    "owner_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Owner user id (see teamgate_list_users).",
      "exclusiveMinimum": 0
    },
    "company_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740991,
        "exclusiveMinimum": 0
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Companies to link."
    },
    "description": {
      "type": "string",
      "maxLength": 5000,
      "minLength": 1,
      "description": "Details."
    }
  }
}

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "company_id"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "New name."
    },
    "tags": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 100,
        "minLength": 1
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Tags to set on the record."
    },
    "source": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Source name (created if it does not exist)."
    },
    "starred": {
      "type": "boolean",
      "description": "Star the record."
    },
    "industry": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Industry name (created if it does not exist)."
    },
    "owner_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Owner user id (see teamgate_list_users).",
      "exclusiveMinimum": 0
    },
    "vat_code": {
      "type": "string",
      "maxLength": 50,
      "minLength": 1,
      "description": "VAT identification number."
    },
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate company id.",
      "exclusiveMinimum": 0
    },
    "customer_status": {
      "type": "integer",
      "maximum": 2,
      "minimum": 0,
      "description": "0 = non customer, 1 = past customer, 2 = customer."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "deal_id"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "New deal name."
    },
    "tags": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 100,
        "minLength": 1
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Tags to set on the record."
    },
    "source": {
      "type": "string",
      "maxLength": 255,
      "minLength": 1,
      "description": "Source name (created if it does not exist)."
    },
    "status": {
      "enum": [
        "active",
        "won",
        "lost",
        "postponed"
      ],
      "type": "string",
      "description": "Deal status."
    },
    "deal_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Teamgate deal id.",
      "exclusiveMinimum": 0
    },
    "starred": {
      "type": "boolean",
      "description": "Star the record."
    },
    "buyer_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "New buyer (person or company id).",
      "exclusiveMinimum": 0
    },
    "owner_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Owner user id (see teamgate_list_users).",
      "exclusiveMinimum": 0
    },
    "stage_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Pipeline stage id (see teamgate_get_pipeline).",
      "exclusiveMinimum": 0
    },
    "price_value": {
      "type": "number",
      "maximum": 1000000000000,
      "minimum": 0,
      "description": "Deal value."
    },
    "price_currency": {
      "type": "string",
      "pattern": "^[A-Za-z]{3}$",
      "description": "Currency code, e.g. EUR."
    },
    "estimated_closure_date": {
      "type": "string",
      "description": "Expected closing date-time (RFC 3339 with timezone)."
    }
  }
}