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How to connect Forcemanager to Claude

Connect Claude Web, Desktop and Cowork to Forcemanager MCP. Delete a contact by their id, get details for a specific sales order, and more using natural language, with authentication handled for you.

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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

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Forcemanager account to Claude via Composio Connect, enabling it to delete a contact by their ID, get details for a specific sales order, retrieve company info using company ID, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Forcemanager with

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Forcemanager to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Forcemanager account

Back in Claude, ask it to connect to Forcemanager or give it any Forcemanager-related task.

For example, ask Claude to:

  • "Delete a contact by their ID"
  • "Get details for a specific sales order"
  • "Retrieve company info using company ID"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Forcemanager account is ready to use.

What is the Forcemanager Claude Connector, and what's possible with it?

The Forcemanager MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Forcemanager account. It provides structured and secure access to your CRM data, so your agent can perform actions like retrieving activity details, managing companies and contacts, and organizing sales orders on your behalf.

  • Activity management and retrieval: Instantly fetch specific sales activities or remove outdated ones, helping you keep your team's daily records up to date.
  • Company and contact administration: Easily get detailed company or contact information, or delete records when they're no longer needed—all with your agent's help.
  • Sales order and line control: Let your agent delete sales orders or individual order lines, streamlining your sales workflow and keeping data clean.
  • Master data maintenance: Empower your agent to manage master-data values, ensuring your CRM stays accurate and relevant as your business evolves.
  • Saved view organization: Ask your agent to delete saved views you no longer use, keeping your workspace focused and clutter-free.

Troubleshooting

1. Why does Claude not use the Composio connector for Forcemanager?

The connector can show as connected, but Claude must use it in each Forcemanager conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Forcemanager again.

2. Why does Claude show an MCP server error before Forcemanager connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Forcemanager.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Forcemanager.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Forcemanager authorization link not work?

The Composio connector is one server. Your Forcemanager account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Forcemanager connection.
  • Composio creates a fresh Forcemanager authorization link.
  • Open that link in your browser and finish the Forcemanager sign-in.

4. Why do Forcemanager actions fail after they worked before?

The Forcemanager connection can expire or lose permission.

  • Ask Claude to inspect the Forcemanager connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Forcemanager account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Forcemanager.
  • If the action still fails with a permission error, check that the connected account has that permission in Forcemanager itself.

5. How do I switch to a different Forcemanager account?

Claude can manage the Forcemanager connection for you.

  • Ask Claude to disconnect or delete the current Forcemanager account.
  • Ask Claude to connect Forcemanager again.
  • Open the new Composio authorization link for Forcemanager.
  • Sign in with the other Forcemanager account in the browser.
  • After the account connects, ask Claude to retry the Forcemanager task.

6. Why is my Forcemanager connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Forcemanager connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Forcemanager tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Forcemanager.
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.

FRAMEWORKS

How to build Forcemanager MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Forcemanager MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Forcemanager MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Forcemanager MCP with Claude Code

Codex logo

Codex

Use Forcemanager MCP with Codex

OpenClaw logo

OpenClaw

Use Forcemanager MCP with OpenClaw

Hermes logo

Hermes

Use Forcemanager MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Forcemanager MCP with Atomic Agent

Google ADK logo

Google ADK

Use Forcemanager MCP with Google ADK

LangChain logo

LangChain

Use Forcemanager MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Forcemanager MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Forcemanager MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Forcemanager MCP with LlamaIndex

CrewAI logo

CrewAI

Use Forcemanager MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Forcemanager MCP with Pydantic AI

AutoGen logo

AutoGen

Use Forcemanager MCP with AutoGen

FAQ

Frequently asked questions

With a standalone Forcemanager MCP server, the agents and LLMs can only access a fixed set of Forcemanager tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Forcemanager and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Forcemanager tools.

Yes, absolutely. You can configure which Forcemanager scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Forcemanager data and credentials are handled as safely as possible.

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