ForceManager Tools
ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions
Use ForceManager Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call ForceManager Tools. Choose from 20 supported Actions. Review each execution in Audit.
Connect ForceManager Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
CrmPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Forcemanager Delete ActivityDelete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
- Forcemanager Delete CompanyTool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
- Forcemanager Delete ContactPermanently 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 ForceMan…
- Forcemanager Delete Sales OrderDelete 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.
- Forcemanager Delete Sales Order LineDelete 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…
- Forcemanager Delete ValueDelete a master-data value (Z_ table) 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 HTML instead of JSON, capturing the response…
- Forcemanager Delete ViewDelete a saved view (custom filter) by its ID. Views in ForceManager are saved filter configurations that users create to quickly access filtered lists of entities (accounts, activities, opportunities, etc.). This action permanently removes a view that the authenticated user has…
- Forcemanager Get ActivityRetrieves a single activity by its ID from ForceManager CRM. Use this tool when you need to: - Fetch details of a specific activity by its ID - Check if an activity exists - Retrieve activity data including comments, dates, linked contacts/accounts, and location info The action…
- Forcemanager Get CompanyRetrieve a single company by its ID from ForceManager. Returns company details when found, or an empty entity with found=False when the company doesn't exist or the API returns non-JSON content. The action automatically tries multiple ForceManager API endpoints for maximum compa…
- Forcemanager Get Internal IdTool to retrieve ForceManager internal IDs mapping for a given externalId and entity type. This action calls the documented endpoint /api/internalid with required authentication headers and optional pagination/version headers. It tries multiple base hosts to avoid HTML app shell…
- Forcemanager Get ProductRetrieve a single product by its ID from ForceManager/Sage Sales Management. This action tries multiple known ForceManager API endpoints in sequence until one succeeds. If a product is not found or the API returns non-JSON content, it returns found=False with an empty entity dic…
- Forcemanager Get Sales Order LineRetrieves a single sales order line by ID from ForceManager. A sales order line represents a product item within a sales order, including quantity, pricing, and discount information. Use this when you need to fetch details about a specific line item in a sales order, such as pro…
- Forcemanager Get UserRetrieves a single ForceManager user by their ID, returning comprehensive user information including name, email, phone, active status, permission level, manager, branches, and more. Returns the complete user object if found, or an empty entity with found=False if the user doesn…
- Forcemanager Get ViewTool to get a single view by ID. Returns a list with zero or one view object.
- Forcemanager List ViewsTool to list saved view filters. Use when you need to retrieve saved views for a specific entity (e.g., list views for entity 'account').
- Forcemanager Update ActivityTool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.
- Forcemanager Update CompanyUpdate Company
- Forcemanager Update ProductUpdates an existing product by ID in ForceManager. Use this tool to modify product details such as name, price, cost, description, availability status, category, family, discount limits, and custom fields. The product must already exist - this action does not create new products…
- Forcemanager Update Sales OrderUpdate Sales Order
- Forcemanager Update Sales Order LineTool to update sales order line by ID. Use when modifying details of an existing sales order line. Retries with query auth on 401 for proxy-pro host.
Provider sources
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