Forcemanager MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Forcemanager MCP or direct API to create leads, update CRM records, track sales activities, and manage contacts through natural language.

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Forcemanager is a mobile-first CRM built for sales teams, enabling real-time insights and customer management on the go. Boost team productivity and close more deals with smarter workflows and actionable data.

20 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Forcemanager action and event your agent gets out of the box.

Delete Activity

Delete an existing activity by ID.

Delete Company

Tool to delete a company by its ForceManager ID.

Delete Contact

Permanently deletes a contact from ForceManager by its unique ID.

Delete Sales Order

Delete a sales order by ID using ForceManager REST API.

Delete Sales Order Line

Delete a sales order line by ID.

Delete Master Data Value

Delete a master-data value (Z_ table) by ID using ForceManager REST API.

Delete View

Delete a saved view (custom filter) by its ID.

Get Activity

Retrieves a single activity by its ID from ForceManager CRM.

Get Company

Retrieve a single company by its ID from ForceManager.

Get Internal ID

Tool to retrieve ForceManager internal IDs mapping for a given externalId and entity type.

Get Product

Retrieve a single product by its ID from ForceManager/Sage Sales Management.

Get Sales Order Line

Retrieves a single sales order line by ID from ForceManager.

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.

Get View

Tool to get a single view by ID.

List Views

Tool to list saved view filters.

Update Activity

Tool to update an existing activity by ID.

Update Company

Update Company

Update Product

Updates an existing product by ID in ForceManager.

Update Sales Order

Update Sales Order

Update Sales Order Line

Tool to update sales order line by ID.

SETUP GUIDE

Connect Forcemanager MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["forcemanager"],
  mcp: true,
});
Create a session scoped to Forcemanager and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Show today’s activities for the sales team",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Forcemanager request
SETUP GUIDE

Connect Forcemanager API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["forcemanager"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Forcemanager
3

Run Forcemanager tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Show today’s activities for the sales team" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Forcemanager tool calls through the session, and print the final answer

Why Use Composio?

AI Native Forcemanager Integration

  • Supports both Forcemanager MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for creating, updating, and querying CRM records and activities

Managed Auth

  • Centralized API key management for Forcemanager accounts
  • Revocable, per-user credentials to keep your CRM data safe
  • Zero hard-coded secrets in your codebase

Agent Optimized Design

  • Tools are tuned for high accuracy and LLM compatibility
  • Execution logs so you always know what the agent did and when

Enterprise Grade Security

  • Role-based access to control which agents can touch Forcemanager data
  • Least privilege: agents only access what you approve
  • Complete audit trail for CRM actions and changes

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Forcemanager requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Forcemanager connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Forcemanager account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Forcemanager actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Forcemanager at any time.

When you connect a Forcemanager account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Forcemanager as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Forcemanager. If Forcemanager lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Forcemanager at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Forcemanager connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Forcemanager rejects the old key. Create a new key in Forcemanager and reconnect the account from the Composio dashboard or by asking your agent to reconnect Forcemanager. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Forcemanager use. Paid plans add higher limits and team features. Your Forcemanager plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Forcemanager accounts).

With Composio, you connect Forcemanager once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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