# 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": "2026-05-12T10:12:04.404Z"
}
```

![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
```python
pip install composio_openai
```

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

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

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

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Forcemanager Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Forcemanager actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Show today’s activities for the sales team'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Show today’s activities for the sales team'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

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

Install the Composio SDK and Claude Agent SDK
```python
pip install composio claude-agent-sdk
```

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

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a Tool Router session
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

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

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Forcemanager tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Get details for company ID 12345')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Get details for company ID 12345' }],
  stopWhen: stepCountIs( 5 )
});

console.log(`Agent: ${text}`);
```

## 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:

- [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)
- [Claude Code](https://composio.dev/toolkits/forcemanager/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/forcemanager/framework/claude-cowork)
- [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)
- [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.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
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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.
- [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.
- [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.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data.
- [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
- [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.
- [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools.

## 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)