A comprehensive integration to manage Teamleader CRM, projects, and invoicing data through automated AI workflows.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install teamleader
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install teamleader using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Teamleader?
Teamleader is an all-in-one platform that streamlines CRM, project management, and invoicing for small to medium-sized businesses. This skill enables developers to connect Teamleader with Openclaw Skills, allowing AI agents to interact directly with deals, contacts, and pipelines. By leveraging the Membrane CLI, the integration abstracts the complexity of OAuth and credential refreshing, providing a secure and reliable way to automate business operations.
By incorporating Teamleader into your Openclaw Skills library, you can bridge the gap between sales, service, and operations. The skill provides a robust interface for querying data and executing actions, ensuring that your AI-driven logic can access the most up-to-date customer and project information without manual intervention.
Teamleader Use Cases
- Automating the creation and tracking of leads and deals from external communication channels.
- Syncing customer contact and organization data across different enterprise platforms.
- Managing project timelines, tasks, and billable time tracking entries through AI commands.
- Generating and auditing invoices based on completed project milestones.
- Retrieving real-time sales pipeline reports for automated executive summaries.
How Teamleader Works
- Initialize the environment by logging into the Membrane CLI to establish a secure tenant session.
- Connect to the Teamleader service by searching for the official connector and completing the browser-based authentication.
- Identify the active connection ID to target the correct Teamleader instance for subsequent commands.
- Discover specific actions using intent-based queries to find the exact schema for CRM or project data operations.
- Execute actions or perform direct API proxy requests, where Openclaw Skills automatically handle header injection and token management.
Teamleader Setup
To deploy this integration for Openclaw Skills, first install the Membrane CLI globally:
npm install -g @membranehq/cli
Authenticate your terminal session:
membrane login --tenant
Create a connection to Teamleader by finding the connector ID and running the connect command:
membrane search teamleader --elementType=connector --json
membrane connect --connectorId=CONNECTOR_ID --json
Verify your active connections to retrieve your connectionId:
membrane connection list --json
Teamleader Data Schema & Taxonomy
The skill organizes Teamleader data into several key entities manageable via Openclaw Skills:
| Entity | Data Description |
|---|---|
| CRM Entities | Manage Companies and Contacts including metadata and relationship mapping. |
| Sales Pipeline | Track Deals and Leads through various stages of the sales funnel. |
| Financials | Handle Invoices and billing records associated with customer accounts. |
| Operations | Manage Projects, Tasks, and Time Tracking logs for operational efficiency. |
| Identity | Access User profiles and organizational roles within the Teamleader account. |
Teamleader Advanced Features
- Automated credential refresh ensures that Openclaw Skills maintain persistent access without manual re-authentication.
- Intent-based action discovery allows AI agents to dynamically find the right tools for specific CRM or project tasks.
- Transparent API proxying enables full access to the Teamleader REST API for custom endpoints not covered by standard actions.
- High-security server-side credential management keeps sensitive API tokens out of local environment variables.
- JSON-native input/output formatting facilitates easy chaining with other automated workflows.
SKILL.md
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