Connect Forcemanager to AI agents

Connect Forcemanager to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

get_opportunity

Get Opportunity

Retrieve one or more sales opportunity records from ForceManager. Fetch by ID or list/search opportunities with filtering by account, status, sales rep, or custom queries.

get_user

Get User

Retrieve user records from ForceManager (read-only). Fetch a specific user by ID or list/search users. Users include branch assignments, permission levels, and last known geolocation.

get_sales_order

Get Sales Order

Retrieve sales orders and optionally their line items from ForceManager. Fetch by ID or list/search with filtering. When retrieving by ID, line items can be included automatically.

lookup_external_id

Lookup External ID

Map an external system ID to a ForceManager internal ID. Useful for synchronization with external ERPs, CRMs, or accounting systems that assign their own identifiers to records.

get_product

Get Product

Retrieve one or more product records from the ForceManager catalog. Fetch by ID or list/search products with filtering by model name or custom queries.

manage_account

Manage Account

Create, update, or delete account (company) records in ForceManager. Accounts represent companies or organizations and can have multiple sales representatives assigned. Use **action** to specify the operation. For updates, only fields provided will be modified.

manage_opportunity

Manage Opportunity

Create, update, or delete sales opportunity records in ForceManager. Opportunities track deals through their lifecycle with amounts, probabilities, and close dates. Supports multiple associated accounts.

manage_contact

Manage Contact

Create, update, or delete contact records in ForceManager. Contacts are associated with accounts and include personal details, phone numbers, emails, and social profiles.

manage_product

Manage Product

Create, update, or delete product catalog entries in ForceManager. Products include model names, pricing, cost, category/family classification, and discount limits.

get_activity

Get Activity

Retrieve one or more sales activity records from ForceManager. Fetch by ID or list/search activities with filtering by account, contact, sales rep, or date range.

manage_sales_order_line

Manage Sales Order Line

Create, update, or delete individual line items within a sales order in ForceManager. Line items reference products with quantity, pricing, and up to four levels of discounts.

manage_sales_order

Manage Sales Order

Create, update, or delete sales orders in ForceManager. Sales orders can be linked to accounts, contacts, opportunities, and branches. Supports up to four levels of discounts. When creating an order, you can also include line items.

manage_calendar_entry

Manage Calendar Entry

Create, update, or delete calendar events and tasks in ForceManager. Calendar entries can be events or tasks, support all-day scheduling, notifications, and can be linked to accounts, contacts, and opportunities.

get_calendar_entry

Get Calendar Entry

Retrieve calendar events and tasks from ForceManager. Fetch by ID or list/search entries with filtering by owner, account, date range, or custom queries.

manage_activity

Manage Activity

Create, update, or delete sales activity records (visits, calls, meetings) in ForceManager. Activities track sales interactions and can include check-in geolocation data.

get_account

Get Account

Retrieve one or more account (company) records from ForceManager. Fetch a single account by ID, or list/search accounts with optional filtering using ForceManager query syntax.

get_contact

Get Contact

Retrieve one or more contact records from ForceManager. Fetch a single contact by ID, or list/search contacts with filtering.

get_values

Get Values

Retrieve lookup/reference values used across ForceManager entities. Provides access to master data tables such as account types, account statuses, activity types, opportunity statuses, contact types, branches, segments, countries, and currencies. Use this tool to discover valid IDs for reference fields on other entities.

More integrations teams use with Forcemanager

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Google Calendar

Create, read, update, and delete calendar events and calendars. Manage attendees, recurring events, and reminders. Check free/busy availability for scheduling. Share calendars and control access permissions. Create events from natural language text with quick add. Manage special event types like focus time, out of office, and working location. Subscribe to or remove calendars from a user's calendar list. Sync calendar changes incrementally and receive webhook notifications for event, calendar list, ACL, and settings changes.

Technical notes for Forcemanager

Manage accounts, contacts, opportunities, activities, sales orders, and products in a mobile-first CRM for field sales teams. Create and update company records with geolocation and custom fields. Track sales activities including visits, calls, and meetings with check-in/check-out location data. Manage opportunities through their lifecycle with amount, probability, and status tracking. Create sales orders with line items, multi-level discounts, and product references. Maintain a product catalog with pricing and categorization. Manage calendar events and tasks linked to accounts, contacts, and opportunities. Search and filter records using advanced query capabilities. Map external system IDs for ERP/CRM synchronization.

Connect Forcemanager to production AI agents

See how Metorial gives Forcemanager access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Forcemanager to AI agents with Metorial.

  1. Can Metorial connect Forcemanager to AI agents?
    Yes. Metorial connects AI agents to Forcemanager through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.