Forcemanager MCP server

Connect Forcemanager to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Forcemanager MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get opportunity tool in Forcemanager
  • Use the get user tool in Forcemanager
  • Use the get sales order tool in Forcemanager
  • Use the lookup external id tool in Forcemanager
  • Use the get product tool in Forcemanager
  • Use the manage account tool in Forcemanager

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.

get_branch

Get Branch

Retrieve a branch by ID or discover available branches and their names. Use branch IDs when creating accounts, opportunities, or sales orders.

get_sales_order_line

Get Sales Order Line

Retrieve a sales-order line by ID or list lines, optionally filtered by sales order. Returns line IDs, products, quantities, prices, and discounts for subsequent updates.

Connect Forcemanager to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Forcemanager in Metorial. In your Metorial portal, enable the Forcemanager MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Forcemanager tools.

Run Forcemanager through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Forcemanager and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Forcemanager tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Forcemanager

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. 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.

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.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

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.

Frequently asked questions

Common questions about connecting Forcemanager to AI agents with Metorial.

  1. How many tools does the Forcemanager MCP server have?
    The Forcemanager MCP server exposes 20 tools, including Get Opportunity, Get User, Get Sales Order. Each one is governed and traced through Metorial.
  2. Forcemanager exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Forcemanager MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Forcemanager and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Forcemanager MCP server yourself or use the hosted gateway.

Connect Forcemanager to production AI agents

See how Metorial gives your team governed access to Forcemanager, with tracing and security controls built in.