Connect Forcemanager to your AI agent
ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.
We set up the connection using your own Forcemanager account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
What your agent can do in Forcemanager
Each one is a real action the agent can take on its own, the same things a person clicking around Forcemanager could do. Read-only by default; write actions are confirmed against your policy.
- Delete Activity Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
- Delete Company Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
- Delete Contact Permanently deletes a contact from ForceManager by its unique ID. This action removes the specified contact and all associated data. The operation is irreversible. The action automatically tries multiple API endpoint co…
- Delete Sales Order Delete a sales order by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is n…
- Delete Sales Order Line Delete a sales order line by ID. Attempts deletion across multiple ForceManager API hosts and path variations to ensure compatibility. Returns detailed information about the deletion result, including any messages or st…
- Delete Master Data Value Delete a master-data value (Z_ table) by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when…
- Delete View Delete a saved view (custom filter) by its ID. Views in ForceManager are saved filter configurations that users create to quickly access filtered lists of entities (accounts, activities, opportunities, etc.). This actio…
- Get Activity Retrieves a single activity by its ID from ForceManager CRM. Use this tool when you need to: - Fetch details of a specific activity by its ID - Check if an activity exists - Retrieve activity data including comments, da…
- Get Company Retrieve a single company by its ID from ForceManager. Returns company details when found, or an empty entity with found=False when the company doesn't exist or the API returns non-JSON content. The action automatically…
- Get Internal ID Tool to retrieve ForceManager internal IDs mapping for a given externalId and entity type. This action calls the documented endpoint /api/internalid with required authentication headers and optional pagination/version h…
- Get Product Retrieve a single product by its ID from ForceManager/Sage Sales Management. This action tries multiple known ForceManager API endpoints in sequence until one succeeds. If a product is not found or the API returns non-J…
- Get Sales Order Line Retrieves a single sales order line by ID from ForceManager. A sales order line represents a product item within a sales order, including quantity, pricing, and discount information. Use this when you need to fetch deta…
- Get User Retrieves a single ForceManager user by their ID, returning comprehensive user information including name, email, phone, active status, permission level, manager, branches, and more. Returns the complete user object if…
- Get View Tool to get a single view by ID. Returns a list with zero or one view object.
- List Views Tool to list saved view filters. Use when you need to retrieve saved views for a specific entity (e.g., list views for entity 'account').
- Update Activity Tool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.
- Update Company Update Company
- Update Product Updates an existing product by ID in ForceManager. Use this tool to modify product details such as name, price, cost, description, availability status, category, family, discount limits, and custom fields. The product m…
- Update Sales Order Update Sales Order
- Update Sales Order Line Tool to update sales order line by ID. Use when modifying details of an existing sales order line. Retries with query auth on 401 for proxy-pro host.
How we connect it
- 1
Connect your account
You create a key in Forcemanager, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Forcemanager questions, answered.
Ready to put Forcemanager to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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