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Operate As

Integration

Teamgate

Sales CRM: leads, deals, companies and activities. Your client pastes their Teamgate key once, and your agent or your code works with their access.

CRM and sales

About Teamgate

Through Operate As, your agent, n8n workflow or code works in Teamgate with your client's own access. Your client pastes their API key from Teamgate once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Teamgate's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

Teamgate

Teamgate · CRM and sales

API key

Sales CRM: leads, deals, companies and activities

The client pastes their API key from Teamgate's settings. We store it encrypted.

Tested against Teamgate's live API.

Building with Teamgate? The docs have setup steps and code for every tool.

Open the Teamgate docs

Tools

Your agent calls any endpoint of Teamgate's API with the request tool, with the client's access attached.

Base URL for request

https://api.teamgate.com/v4

  • request

    HTTPS ANY /v1/clients/{clientId}/teamgate/{path}

    Any endpoint of Teamgate's own API, with the client's access attached.

    servicestringrequired
    This service: teamgate
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.teamgate.com/v4
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Teamgate key you paste, with only the access you gave that key

Related

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