How to integrate Forcemanager MCP with Codex

Connect Codex 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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Api Key

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

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With the Forcemanager MCP integration, Codex can update companies and activities, manage sales orders and order lines, update products, and organize your saved views, all without leaving the terminal or the app, whichever you prefer.

Also integrate Forcemanager with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 1700+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Forcemanager MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

Try it

Ask Codex for a Forcemanager task. The first time, Composio asks you to connect your Forcemanager account.

For example, ask it to:

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

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.

Conclusion

You've successfully integrated Forcemanager with Codex using Composio's MCP server. Now you can interact with Forcemanager directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Forcemanager operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1700+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Forcemanager operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
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 specific ForceManager sales order line by its positive integer 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 company by ID from ForceManager, including contact details and custom fields when returned.

Get Internal ID

Retrieve ForceManager internal ID mappings for an external ID and entity type, with optional pagination and API version.

Get Product

Retrieve a product by ID from ForceManager, including details such as price, category and custom fields when returned.

Get Sales Order Line

Retrieves a single sales order line by ID from ForceManager.

Get User

Retrieve a ForceManager user by ID, including profile, contact and permission details when returned.

Get View

Retrieve a saved ForceManager 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.

FAQ

Frequently asked questions

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