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AI agent integrationForcemanager

Forcemanager integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Forcemanager never means pasting credentials into a prompt.

CategorySales & CRM

Use Forcemanager from Claude Code

Bring Forcemanager context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Forcemanager with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Sales & CRM

What the Forcemanager integration exposes

ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.

One connection, many teammates

Connect Forcemanager once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Delete Activity

    Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

  • Delete Company

    Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.

  • Delete Contact

    Permanently deletes a contact from ForceManager by its unique ID. This action removes the specified contact and all associated data. The operation is irreversible. The action automatically tries multiple API endpoint combinations to ensure compatibility across different ForceManager deployments and configurations. Returns the HTTP status code and any response message from the API. A successful deletion typically returns a 200 status code.

  • Delete Sales Order

    Delete a sales order by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is non-JSON, capturing response text.

  • Delete Sales Order Line

    Delete a sales order line by ID. Attempts deletion across multiple ForceManager API hosts and path variations to ensure compatibility. Returns detailed information about the deletion result, including any messages or status codes from the API. Use this when you need to remove a specific sales order line item from the system.

Connection

API and auth details

ForceManager, now Sage Sales Management, exposes CRM data through service endpoints and connector-supported actions. Public connector references cover accounts, contacts, opportunities, sales orders, sales order lines, users, currencies, countries, time zones, statuses, create/update actions, and webhook-style triggers for sales data changes.

FAQ

Questions people ask before connecting Forcemanager

Can Claude Code use Forcemanager?

Yes. Type lets an AI teammate use connected Forcemanager actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Forcemanager through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Forcemanager catalog entry includes public integration details and example capabilities where available.

Is this the same as a Forcemanager MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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