Forcemanager
ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.
Verdict
Common use cases
- Log sales calls and meetings from Slack threads
- Update deal stages after customer check-ins
- Pull pipeline snapshots for weekly reviews
- Bulk-delete test records after demos
- Sync custom field values across contact lists
Integration
- Vendor
- Forcemanager
- Category
- crm
- Auth
- API_KEY
- Tools
- 20
- Composio slug
forcemanager
Tools
- Delete Activitydestructive
Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
- Delete Companydestructive
Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
- Delete Contactdestructive
Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
- Delete Master Data Valuedestructive
Delete 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
- Delete Sales Orderdestructive
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 re
- Delete Sales Order Linedestructive
Delete a sales order line 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 J
- Delete Viewdestructive
Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
- Get Activity
Tool to get a single activity by ID. Use when you need to fetch a specific activity. Returns empty entity with found=False on non-JSON HTML or if not found.
- Get Company
Tool to get a single company by ID. Returns the object when JSON is available; otherwise returns an empty payload with found=False to gracefully handle non-JSON HTML responses from app.forcemanager.net.
- Get Internal ID
Tool 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 mult
- Get Product
Tool to get a single product by ID. It tries multiple known ForceManager endpoints and gracefully handles cases where the response is non-JSON by returning an empty payload with found=False. Fallback: if all direct endpoints fail, it will t
- Get Sales Order Line
Tool to get a single sales order line by ID. Use when you need to fetch details of a specific sales order line.
- Get User
Tool to get a single user by ID. Use when you need to retrieve user details by ID. Returns empty entity with found=False when user not found or non-JSON is returned.
- Get View
Tool to get a single view by ID. Returns a list with zero or one view object.
- List Views
Tool to list saved view filters. Use when you need to retrieve saved views for a specific entity (e.g., list views for entity 'account').
- Update Activity
Tool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.
- Update Company
Update Company
- Update Product
Tool to update a product by ID in ForceManager. Use when modifying product details.
- Update Sales Order
Update Sales Order
- Update Sales Order Line
Tool 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.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Search for Forcemanager in the MCP catalog and click Connect. 3. You'll be prompted to enter your Forcemanager API key — generate one from your Forcemanager account under Settings > API Access (ensure it has read and write permissions for contacts, companies, activities, and sales orders). 4. Paste the key into Switchy and click Authorize. 5. Switchy will test the connection by fetching a sample activity; if successful, you'll see a green checkmark. 6. Open any Space and type '@Forcemanager get activity by ID [activity_id]' to confirm the MCP responds with activity details. 7. Grant the MCP access to Spaces where your team discusses deals, customer updates, or pipeline reviews.
What teammates see: by default, memories from Forcemanager are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Log Today's Calls
@Forcemanager create activities for the three customer calls I described above — use the contact names and call notes from this thread, set activity type to 'phone call', and mark them completed today.Open in a Space →
Update Deal Stage
@Forcemanager find the sales order for Acme Corp and update its stage to 'Proposal Sent' with a note that we delivered pricing this morning.Open in a Space →
Snapshot Open Deals
@Forcemanager list all sales orders with status 'open' that have activity in the last 14 days — include company name, order value, and current stage.Open in a Space →
Clean Test Data
@Forcemanager delete all companies with 'TEST' in the name and any associated contacts or activities — confirm the count before proceeding.Open in a Space →
Sync Custom Fields
@Forcemanager update the 'Industry' master data value to 'SaaS' for all contacts at companies tagged 'Software' in the last quarter.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@forcemanager show me all activities scheduled with Acme Corp contacts this week
Found 7 activities linked to Acme Corp contacts between Dec 16-22: • Meeting with Sarah Chen (Dec 18, 2pm) - Q1 renewal discussion • Follow-up call with Mike Torres (Dec 19, 10am) - Demo feedback • Site visit at Acme HQ (Dec 20, 9am) - Technical walkthrough • Email check-in with procurement team (Dec 21) • 3 pending tasks: contract review, pricing proposal, implementation timeline All activities pulled from your ForceManager calendar view. Two meetings have attached notes from previous interactions.
This read-heavy example demonstrates fetching and filtering activities by company relationship and date range. Requires API key with read access to activities and contacts. Response shape depends on your account's custom fields and activity types—some orgs track different metadata than shown here.
@forcemanager create a new contact named Jessica Park at TechVentures, title Director of Operations, email jpark@techventures.io
Created contact in ForceManager: **Jessica Park** Company: TechVentures Title: Director of Operations Email: jpark@techventures.io Contact ID: FM-8472619 The contact is now visible in your ForceManager contacts list and available for activity scheduling. If TechVentures didn't exist as a company record, I linked Jessica to a newly created company entry. You can add phone, address, and custom fields through the ForceManager UI or by asking me to update this contact.
This write example shows contact creation with automatic company linking. The MCP tries multiple API endpoint variants to handle different ForceManager deployment environments. Be aware: if your account has required custom fields (industry, lead source, etc.), creation may fail unless you specify those values in the prompt.
@forcemanager summarize all open sales orders for contacts at companies in the healthcare vertical, grouped by deal stage
Analyzed 23 open sales orders across 8 healthcare companies in your pipeline: **Proposal Stage (11 orders, $847K total)** Top: MedTech Solutions ($215K, 3 line items), Regional Hospital Group ($180K) **Negotiation Stage (7 orders, $1.2M total)** Top: HealthCare Systems Inc ($520K, awaiting legal review) **Verbal Commit (5 orders, $340K total)** All under $100K, average close date 18 days out Highest risk: 4 proposals over 45 days old with no recent activity logged. Consider follow-up outreach this week.
This synthesis example combines sales order retrieval with AI reasoning to surface pipeline insights. The MCP fetches raw order data; the AI groups and prioritizes it. Accuracy depends on your team consistently tagging companies with verticals and updating deal stages. Rate limits may apply if you have hundreds of orders—large accounts should filter by date range.
Use-case deep-dives
Use this MCP when inheriting messy CRM data from a previous rep
A 6-person sales team hires a new account executive who inherits 200+ stale contacts and duplicate companies from a departed rep. The Forcemanager MCP is the right call here because it exposes granular delete tools for contacts, companies, activities, and sales orders—letting the new rep or their manager bulk-clean the pipeline in a single Switchy session without clicking through the Forcemanager UI. The 20-tool scope means you can also fetch individual records to verify before deletion. This works best when the cleanup is a one-time event under 500 records; if you're pruning thousands of contacts weekly, you need a dedicated data-ops workflow outside Switchy. For onboarding cleanup at small-team scale, this MCP saves 3-4 hours of manual CRM hygiene.
When this MCP wins for logging sales touches after customer calls
A 4-person startup does 8-10 product demos a week and needs every rep to log follow-up activities in Forcemanager within an hour of the call. The MCP handles this well because reps can dictate notes in Switchy during the demo debrief, and the assistant writes the activity record directly to Forcemanager using the create-activity tool (implied by the delete counterpart). API key auth means no OAuth dance per rep. The trade-off: if your team is already disciplined about logging in the Forcemanager mobile app, the MCP adds no value. But if follow-up compliance is under 60% and reps resist context-switching to the CRM, routing the logging through Switchy's shared workspace turns it into a team habit. This MCP closes the logging gap for teams under 10 reps.
Use this MCP when sales and finance need shared order visibility
A 12-person company runs a Friday pipeline review where the sales lead and CFO reconcile open sales orders against revenue forecasts. The Forcemanager MCP is a strong fit because it exposes sales-order and sales-order-line tools, letting both roles query and update order data in a shared Switchy thread without giving finance full Forcemanager seats. The delete-sales-order tool also supports fast correction of mis-entered deals during the review. This breaks down when order volume exceeds 100 per week—the MCP's multi-host retry logic suggests it's optimized for reliability over speed, so bulk queries get slow. For weekly reviews under 50 orders, the MCP gives finance read-write access to pipeline data without CRM seat sprawl or export-import cycles.
Frequently asked
What can the Forcemanager MCP do in Switchy?
The Forcemanager MCP lets your team read, create, update, and delete CRM records directly from Switchy conversations. It handles activities, contacts, companies, sales orders, and custom master data tables. Your AI agents can pull account details, log calls, update deal stages, or delete outdated records without switching to the Forcemanager web app.
Do I need admin access to connect Forcemanager?
You need a Forcemanager API key with write permissions to the objects you want to manage. Standard user accounts typically can't generate API keys — check with your Forcemanager admin or look under Settings > Integrations in your account. The key must allow create, read, update, and delete operations on the entities your team will work with.
Can the MCP create custom fields or modify Forcemanager schemas?
No. The MCP reads and writes data to existing fields and tables but can't change your Forcemanager schema. If you need to add custom fields, create new master data tables, or adjust picklist values, do that in Forcemanager's admin console first. The MCP will then see those fields and can populate them.
Why use this instead of logging into Forcemanager directly?
Speed and context. Your team can ask Switchy to "show me all open deals for Acme Corp" or "log this call as an activity" without leaving the conversation. The AI pulls live data, updates records mid-discussion, and chains multiple CRM actions together. You skip the tab-switching and manual form-filling that slows down reps in the Forcemanager UI.
Who on the team should connect the Forcemanager MCP?
Whoever owns your Forcemanager API keys — usually a sales ops lead or IT admin. Once connected in Switchy, every workspace member can invoke the MCP's tools in their chats. The API key's permissions apply to all requests, so connect it with an account that has the access level your team needs across all CRM objects.