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_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
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
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
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
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
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
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
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
Create, update, or delete product catalog entries in ForceManager. Products include model names, pricing, cost, category/family classification, and discount limits.
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
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
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
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
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
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
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
Retrieve one or more contact records from ForceManager. Fetch a single contact by ID, or list/search contacts with filtering.
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.
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.
Common questions about connecting Forcemanager to AI agents with Metorial.