# Forcemanager

```json
{
  "name": "Forcemanager",
  "slug": "forcemanager",
  "url": "https://composio.dev/toolkits/forcemanager",
  "markdown_url": "https://composio.dev/toolkits/forcemanager.md",
  "logo_url": "https://logos.composio.dev/api/forcemanager",
  "categories": [
    "crm"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-09-24T11:08:01.990Z"
}
```

![Forcemanager logo](https://logos.composio.dev/api/forcemanager)

## Description

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.

## Summary

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.

## Categories

- crm

## Toolkit Details

- Tools: 20

## Images

- Logo: https://logos.composio.dev/api/forcemanager

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Forcemanager.
  - Setup:
    - Configure Api Key credentials for Forcemanager.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Delete a contact by their ID
- Get details for a specific sales order
- Retrieve company info using company ID
- Delete a saved view for my team

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `FORCEMANAGER_DELETE_ACTIVITY` | Delete Activity | Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways. |
| `FORCEMANAGER_DELETE_COMPANY` | Delete Company | Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system. |
| `FORCEMANAGER_DELETE_CONTACT` | 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 combinations to ensure compatibility across different ForceManager deployments and configurations. Returns the HTTP status code and any response message from the API. A successful deletion typically returns a 200 status code. |
| `FORCEMANAGER_DELETE_SALES_ORDER` | 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 non-JSON, capturing response text. |
| `FORCEMANAGER_DELETE_SALES_ORDER_LINE` | 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 status codes from the API. Use this when you need to remove a specific sales order line item from the system. |
| `FORCEMANAGER_DELETE_VALUE` | 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 the response is HTML instead of JSON, capturing the response text as a message. Also retries sending authentication headers as query parameters on HTTP 401 as some gateways expect them in query string. |
| `FORCEMANAGER_DELETE_VIEW` | 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 action permanently removes a view that the authenticated user has permission to delete. **Use Cases:** - Remove outdated or unused custom filters - Clean up views after organizational changes - Programmatically manage view lifecycle **Requirements:** - Valid view ID that exists in the system - Appropriate permissions to delete the view - The view must be owned by or shared with the authenticated user **Note:** This action tries multiple ForceManager API endpoints to maximize compatibility across different deployment environments and API versions. |
| `FORCEMANAGER_GET_ACTIVITY` | 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, dates, linked contacts/accounts, and location info The action attempts multiple ForceManager API endpoints to ensure compatibility across different API versions and deployment configurations. Returns found=False if the activity does not exist or cannot be retrieved. Authentication is handled automatically via headers from the connected account. |
| `FORCEMANAGER_GET_COMPANY` | 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 tries multiple ForceManager API endpoints for maximum compatibility. Use this to fetch company information including name, address, contact details, and custom fields. Check the 'found' field to determine if the company exists. |
| `FORCEMANAGER_GET_INTERNAL_ID` | 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 headers. It tries multiple base hosts to avoid HTML app shell responses and gracefully handles non-JSON responses and error codes by returning empty results instead of failing the execution. |
| `FORCEMANAGER_GET_PRODUCT` | 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-JSON content, it returns found=False with an empty entity dict. This graceful handling allows agents to check for product existence without encountering errors. Use this when you need to fetch product details such as name, price, cost, category, or custom fields by product ID. |
| `FORCEMANAGER_GET_SALES_ORDER_LINE` | 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 details about a specific line item in a sales order, such as product information, quantities, prices, or applied discounts. |
| `FORCEMANAGER_GET_USER` | 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 found, or an empty entity with found=False if the user doesn't exist, was deleted, or the API returns an error. Automatically tries multiple ForceManager API endpoints and versions to ensure compatibility. Use this when you need to: fetch user profile details, verify user existence, check user permissions/status, or retrieve user contact information. |
| `FORCEMANAGER_GET_VIEW` | Get View | Tool to get a single view by ID. Returns a list with zero or one view object. |
| `FORCEMANAGER_LIST_VIEWS` | 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'). |
| `FORCEMANAGER_UPDATE_ACTIVITY` | 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. |
| `FORCEMANAGER_UPDATE_COMPANY` | Update Company | Update Company |
| `FORCEMANAGER_UPDATE_PRODUCT` | 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 must already exist - this action does not create new products. At least one field besides 'id' must be provided to update. |
| `FORCEMANAGER_UPDATE_SALES_ORDER` | Update Sales Order | Update Sales Order |
| `FORCEMANAGER_UPDATE_SALES_ORDER_LINE` | 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. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
```python
pip install composio composio_openai openai
```

```typescript
npm install @composio/core @composio/openai openai
```

#### Path 1, Step 2: Create a Composio session

Initialize Composio with the OpenAI Responses provider and create a session scoped to Forcemanager
```python
import json
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
client = OpenAI()

session = composio.create(user_id="your-user-id", toolkits=["forcemanager"])
tools = session.tools()
```

```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();
```

#### Path 1, Step 3: Run Forcemanager tools with your agent

Send a request, execute the Forcemanager tool calls through the session, and print the final answer
```python
response = client.responses.create(
    model="gpt-5.6-sol",
    tools=tools,
    input=[{"role": "user", "content": "Show today’s activities for the sales team"}],
)

while True:
    tool_calls = [o for o in response.output if o.type == "function_call"]
    if not tool_calls:
        break
    results = composio.provider.handle_tool_calls(response=response, session=session)
    response = client.responses.create(
        model="gpt-5.6-sol",
        tools=tools,
        previous_response_id=response.id,
        input=[
            {"type": "function_call_output", "call_id": call.call_id, "output": json.dumps(results[i])}
            for i, call in enumerate(tool_calls)
        ],
    )

print(response.output_text)
```

```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);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK and your agent framework
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
```

#### Path 2, Step 2: Create a session with MCP enabled

Create a session scoped to Forcemanager and read its MCP URL and headers
```python
from composio import Composio

composio = Composio()
session = composio.create(user_id="your-user-id", toolkits=["forcemanager"], mcp=True)
```

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

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["forcemanager"],
  mcp: true,
});
```

#### Path 2, Step 3: Connect your agent to the MCP server

Pass the session's MCP URL and headers to your agent and run a Forcemanager request
```python
import asyncio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions, AssistantMessage, TextBlock

options = ClaudeAgentOptions(
    mcp_servers={
        "composio": {
            "type": "http",
            "url": session.mcp.url,
            "headers": session.mcp.headers,
        }
    },
    system_prompt="You are a helpful assistant with access to Forcemanager tools.",
    tools=[],
    allowed_tools=["mcp__composio__*"],
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query("Show today’s activities for the sales team")
        async for message in client.receive_response():
            if isinstance(message, AssistantMessage):
                for block in message.content:
                    if isinstance(block, TextBlock):
                        print(block.text)

asyncio.run(main())
```

```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();
```

## Why Use Composio?

### 1. 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

### 2. 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

### 3. Agent Optimized Design

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

### 4. 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

## Use Forcemanager with any AI Agent Framework

Choose a framework you want to connect Forcemanager with:

- [Claude Code](https://composio.dev/toolkits/forcemanager/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/forcemanager/framework/claude-cowork)
- [OpenAI Agents SDK](https://composio.dev/toolkits/forcemanager/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/forcemanager/framework/claude-agents-sdk)
- [Codex](https://composio.dev/toolkits/forcemanager/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/forcemanager/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/forcemanager/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/forcemanager/framework/atomic-agent)
- [Google ADK](https://composio.dev/toolkits/forcemanager/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/forcemanager/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/forcemanager/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/forcemanager/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/forcemanager/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/forcemanager/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/forcemanager/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/forcemanager/framework/autogen)

## Related Toolkits

- [HubSpot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.
- [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.
- [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.
- [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
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- [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations.
- [Blitz API](https://composio.dev/toolkits/blitz_api) - Blitz API is a people, company, and job search API with contact and company enrichment. Use it to enrich leads and accelerate sales outreach with accurate contact and firmographic data.
- [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface.
- [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.
- [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place.
- [Clarify MCP](https://composio.dev/toolkits/clarify_mcp) - Clarify MCP is a CRM platform for managing companies, people, deals, meetings, tasks, lists, and campaigns. Use it to centralize CRM data and streamline sales and marketing workflows.
- [Clay](https://composio.dev/toolkits/clay) - Clay is a go-to-market data enrichment and workflow automation platform for searching people and companies, running routines, and querying workspace tables. It helps teams enrich leads, automate GTM workflows, and keep workspace data synchronized.
- [Clay MCP](https://composio.dev/toolkits/clay_mcp) - Clay MCP is a prospect enrichment service for researching companies and contacts. It runs enrichment providers and Clay functions to return enriched prospect data.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.

## Frequently Asked Questions

### Do I need my own developer credentials to use Forcemanager with Composio?

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.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

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

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)