All integrations
FO
Catalogue metadata onlycrmv20260615_00

FORCEMANAGER

Forcemanager

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

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

20

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
API_KEY

API_KEY

forcemanager_api_key

Provider setup

Developer setup

No fields declared in this snapshot.

User connection

  • Signature (Generated SHA1 Signature)bearer_token · stringRequired
  • ForceManager Public API Keygeneric_api_key · stringRequired
  • ForceManager Private API Keygeneric_secret · stringRequired
  • Unix Timestampgeneric_id · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 1–20 of 20 actions

Delete Activity

FORCEMANAGER_DELETE_ACTIVITY

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

Untrusted display-only summary

Delete Company

FORCEMANAGER_DELETE_COMPANY

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

Untrusted display-only summary

Delete Contact

FORCEMANAGER_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. Ret…

Untrusted display-only summary

Delete Sales Order

FORCEMANAGER_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.

Untrusted display-only summary

Delete Sales Order Line

FORCEMANAGER_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…

Untrusted display-only summary

Delete Master Data Value

FORCEMANAGER_DELETE_VALUE

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 instead of JSON, capturing the response text as a message. Also retries sending…

Untrusted display-only summary

Delete View

FORCEMANAGER_DELETE_VIEW

Delete 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 permission to delete. **Use Cases:** -…

Untrusted display-only summary

Get Activity

FORCEMANAGER_GET_ACTIVITY

Retrieves 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 attempts multiple ForceManager API endpo…

Untrusted display-only summary

Get Company

FORCEMANAGER_GET_COMPANY

Retrieve 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 compatibility. Use this to fetch company info…

Untrusted display-only summary

Get Internal ID

FORCEMANAGER_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 multiple base hosts to avoid HTML app shell responses and gracefully handles non-JS…

Untrusted display-only summary

Get Product

FORCEMANAGER_GET_PRODUCT

Retrieve 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 dict. This graceful handling allows agents…

Untrusted display-only summary

Get Sales Order Line

FORCEMANAGER_GET_SALES_ORDER_LINE

Retrieves 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 product information, quantities, prices, or…

Untrusted display-only summary

Get User

FORCEMANAGER_GET_USER

Retrieves 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't exist, was deleted, or the API return…

Untrusted display-only summary

Get View

FORCEMANAGER_GET_VIEW

Tool to get a single view by ID. Returns a list with zero or one view object.

Untrusted display-only summary

List Views

FORCEMANAGER_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').

Untrusted display-only summary

Update Activity

FORCEMANAGER_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.

Untrusted display-only summary

Update Company

FORCEMANAGER_UPDATE_COMPANY

Update Company

Untrusted display-only summary

Update Product

FORCEMANAGER_UPDATE_PRODUCT

Updates 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. At least one field besides 'id' must b…

Untrusted display-only summary

Update Sales Order

FORCEMANAGER_UPDATE_SALES_ORDER

Update Sales Order

Untrusted display-only summary

Update Sales Order Line

FORCEMANAGER_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.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.