How to connect Forcemanager to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Forcemanager account to Cowork 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.

Also integrate Forcemanager with

Connecting Forcemanager to Claude Cowork

1. Open Customize

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

2. Add the Composio MCP server

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

3. 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 Cowork

4. Connect your Forcemanager account

Back in Cowork, ask the agent to connect to Forcemanager or give it any Forcemanager-related task.

For example, ask Cowork 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 Cowork, and your Forcemanager account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Forcemanager through MCP without you sharing account credentials directly with the agent.

What is the Forcemanager MCP server, 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.

Supported Tools & Triggers

Tools
Delete ActivityDelete an existing activity by ID.
Delete CompanyTool to delete a company by its ForceManager ID.
Delete ContactDelete an existing contact by ID.
Delete Sales OrderDelete a sales order by ID using ForceManager REST API.
Delete Sales Order LineDelete a sales order line by ID using ForceManager REST API.
Delete Master Data ValueDelete a master-data value (Z_ table) by ID using ForceManager REST API.
Delete ViewDelete a saved view by ID.
Get ActivityTool to get a single activity by ID.
Get CompanyTool to get a single company by ID.
Get Internal IDTool to retrieve ForceManager internal IDs mapping for a given externalId and entity type.
Get ProductTool to get a single product by ID.
Get Sales Order LineTool to get a single sales order line by ID.
Get UserTool to get a single user by ID.
Get ViewTool to get a single view by ID.
List ViewsTool to list saved view filters.
Update ActivityTool to update an existing activity by ID.
Update CompanyUpdate Company
Update ProductTool to update a product by ID in ForceManager.
Update Sales OrderUpdate Sales Order
Update Sales Order LineTool to update sales order line by ID.

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FAQ

What are the differences in Tool Router MCP and Forcemanager MCP?

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.

Can I use Tool Router MCP with Claude Cowork?

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.

Can I manage the permissions and scopes for Forcemanager while using Tool Router?

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.

How safe is my data with Composio Tool Router?

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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