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Forcemanager for AI agents

ForceManager is a mobile-first CRM built to help field sales teams manage customer interactions and track activity in real time. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect ForcemanagerSee the 20 actions ↓
CRMAPI keyMCP + RESTforcemanager.com
AUDIT LOG · FORCEMANAGERPOLICY: acme-support
09:41:07 · claude · u_8f2read
forcemanager.list_views
List Views✓ allowed · 212ms
09:41:08 · claude · u_8f2read
forcemanager.get_user
Get User✓ allowed · 164ms
09:41:09 · claude · u_8f2write
forcemanager.update_company
Update Company✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
forcemanager.delete_view
Delete View✕ blocked · policy: deny
EVERY FORCEMANAGER CALL, ON THE RECORD
01 · USE CASES

What agents do in Forcemanager.

01

Check a company's activity

Get a company's record and recent activity before a sales rep visits in person.

02

Update a sales order

Update a sales order once the customer confirms a change to quantities or pricing.

03

Confirm before deleting a sales order

Require approval before deleting a sales order, since it removes a customer's confirmed purchase record.

02 · ACTIONS

20 Forcemanager actions, graded by risk.

Every Forcemanager action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

8

Look things up. Allowed by default.

  • forcemanager.get_user
    Get User
  • forcemanager.get_view
    Get View
  • forcemanager.list_views
    List Views
  • forcemanager.get_company
    Get Company
  • forcemanager.get_product
    Get Product
  • forcemanager.get_activity
    Get Activity
  • forcemanager.get_internal_id
    Get Internal ID
  • forcemanager.get_sales_order_line
    Get Sales Order Line

write

5

Create and change things. Allow, or ask the user first.

  • forcemanager.update_company
    Update Company
  • forcemanager.update_product
    Update Product
  • forcemanager.update_activity
    Update Activity
  • forcemanager.update_sales_order
    Update Sales Order
  • forcemanager.update_sales_order_line
    Update Sales Order Line

destructive

7

Delete, cancel or archive. Ask first, or deny outright.

  • forcemanager.delete_view
    Delete View
  • forcemanager.delete_value
    Delete Master Data Value
  • forcemanager.delete_company
    Delete Company
  • forcemanager.delete_contact
    Delete Contact
  • forcemanager.delete_activity
    Delete Activity
  • forcemanager.delete_sales_order
    Delete Sales Order
  • forcemanager.delete_sales_order_line
    Delete Sales Order Line
03 · HOW IT WORKS

Forcemanager in three steps.

  1. 01Your users connect ForcemanagerThey add their Forcemanager api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “update Company” can wait for the user, and “delete View” can be denied outright.
  3. 03Any agent can actYour agent calls Forcemanager through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('forcemanager', {
  read: 'allow',
  write: 'ask',        // update_company
  destructive: 'deny',  // delete_view
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Forcemanager connects.

Users add their Forcemanager api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Forcemanager connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Forcemanager from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More crm apps.

Salesforce224 actionsHubSpot263 actionsZendesk457 actionsPipedrive403 actionsApollo67 actionsAttio109 actionsAcculynx8 actionsAeroleads1 actions
ALL CRM APPS →
07 · FAQ

Forcemanager and Arc0, answered.

Q01

Can I use Forcemanager with Claude, ChatGPT or Cursor?

Yes. Connect Forcemanager to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Forcemanager actions you allow.

Q02

How do users connect Forcemanager?

Users add their Forcemanager api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Forcemanager actions can my agent take?

20 in total: 8 read, 5 write and 7 destructive, such as “update Company”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Forcemanager?

Yes. Actions like “delete View” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Forcemanager too?

Yes. The same Forcemanager connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Forcemanager into your agent.

Your users connect Forcemanager once, under your brand. Your agent gets 20 actions behind your policies, with every call on the record.

Connect ForcemanagerBrowse all apps →

Free to build · MCP + REST · Audit log on every plan