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ConnectorForcemanager

Forcemanager integration for Claude and Codex

Create a Forcemanager connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

CategorySales & CRM

Use Forcemanager from Claude

Add the Forcemanager connection to a Space that runs Claude, then use it from every channel in that Space.

Use Forcemanager from Codex

Add the Forcemanager connection to a Space that runs Codex, then use it from every channel in that Space.

Use Forcemanager from Sidekick

Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.

Sales & CRM

What the Forcemanager connector can do

ForceManager is a mobile CRM built for field sales teams to track accounts, contacts, and orders. The current type.com connection focuses on cleanup: a Claude thread can remove an outdated activity, delete a closed company record, or clear a cancelled sales order and its lines, keeping ForceManager tidy without manual digging.

One connection, many Spaces

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

What teams do with Forcemanager in type.com

Remove a cancelled sales order

Delete a sales order and its line items once a deal falls through, so reporting reflects only live business.

Try asking
Delete ForceManager sales order 48213 and its lines, the deal was cancelled this morning.

Clear out a duplicate contact

Delete a contact record that was created twice, so reps are not confused about who the real record is.

Try asking
Delete the duplicate ForceManager contact for Priya Shah, ID 9931, keep the original.

Close out a stale activity log

Remove an old activity entry that was logged incorrectly, so a rep's call history stays accurate.

Try asking
Delete ForceManager activity ID 5567, it was logged against the wrong account.

Representative actions

  • Delete Activity

    Removes an activity record by its ID, trying multiple API paths for compatibility.

  • Delete Company

    Removes a company record from ForceManager by its ID.

  • Delete Contact

    Permanently removes a contact and its associated data from ForceManager.

  • Delete Sales Order

    Removes a sales order by ID, accepting success even when the response format varies.

  • Delete Sales Order Line

    Removes a single line item from a sales order by its ID.

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 clean up ForceManager records?

Yes, for the actions in this connection. Claude can delete activities, companies, contacts, sales orders, and sales order lines from a type.com thread when your team needs to tidy up stale or duplicate CRM data.

How does type.com connect to ForceManager?

ForceManager uses an API key, set up once by an admin on the connection, who then decides which Spaces can use it.

Can ForceManager cleanup run on a schedule?

Yes. A recurring review, such as flagging old activities for deletion each month, can be set up as a type.com automation that posts results to a channel for approval.

Is this the same as a Forcemanager MCP server?

Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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