Forcemanager MCP integration
Reads companies, activities, and users from the live CRM, corrects logged records, adjusts sales order lines, and resolves external IDs.
20actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Update product
Lyro updates product information in ForceManager to keep pricing and details current. Agents no longer need to manually sync product changes across systems.
Get sales order line
Lyro retrieves order line details from ForceManager during conversations. Support staff gets immediate access to quantities, prices, and item specifics without leaving the chat.
Delete contact
Lyro removes outdated contact records from ForceManager when cleanup is needed. Teams maintain a clean database without manual deletion work.
How businesses use Forcemanager + Lyro
Each card is one request a support team gets, and the Forcemanager actions Lyro runs to close it.
Answer an account question from the live record
Lyro fetches the company by its ID, reads a specific activity with its comment, timing, and linked entities, and identifies the rep who owns it.
Get CompanyGet ActivityGet UserCorrect what was logged in the field
Lyro amends an activity's comment, date, or linked records after a call, updates the company details that changed, and fixes a product's price or availability.
Update ActivityUpdate CompanyUpdate ProductAdjust an order before it is fulfilled
Lyro reads the sales order line with its quantity, pricing, and discount, revises that line, and updates the parent order when the change affects the whole thing.
Get Sales Order LineUpdate Sales Order LineUpdate Sales OrderMatch an external reference to the CRM record
Lyro resolves an ID from another system into the ForceManager internal ID, then works from the saved views the team already built for that entity.
Get Internal IDList ViewsGet View
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Forcemanager actions it has and picks the ones a request needs.
- 01
Connect Forcemanager
Authorize the Forcemanager account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
- 02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Forcemanager actions that close it and chains as many as the request needs.
- 03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Everything else about Forcemanager
Setup, permissions, and the limits of what Lyro can do inside Forcemanager.
Not through this toolkit. Its actions read, update, and delete - companies, contacts, activities, products, sales orders and their lines - but there is no create action for any entity. New records still originate in ForceManager itself.
Every action available in Forcemanager
All 20 actions your agent can call on Forcemanager, straight from the live MCP connection.
Delete activity
Delete an existing activity by ID.
Delete company
Delete a company by its ForceManager ID.
Delete contact
Permanently deletes a contact from ForceManager by its unique ID.
Delete sales order
Delete a sales order by ID using ForceManager REST API.
Delete sales order line
Delete a sales order line by ID.
Delete master data value
Delete a master-data value (Z_ table) by ID using ForceManager REST API.
Delete view
Delete a saved view (custom filter) by its ID.
Get activity
Retrieves a single activity by its ID from ForceManager CRM.
Get company
Retrieve a single company by its ID from ForceManager.
Get internal ID
Retrieve ForceManager internal IDs mapping for a given externalId and entity type.
Get product
Retrieve a single product by its ID from ForceManager/Sage Sales Management.
Get sales order line
Retrieves a single sales order line by ID from 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.
Get view
Get a single view by ID.
List views
List saved view filters.
Update activity
Update an existing activity by ID.
Update company
Update Company.
Update product
Updates an existing product by ID in ForceManager.
Update sales order
Update Sales Order.
Update sales order line
Update sales order line by ID.
The tools Forcemanager sits next to
Same connection, same setup. Pick the next one your team already uses.
Bettercontact
Runs Lead Finder searches, submits enrichment batches, polls for the results and checks credits before spending them.
Dynamics365
Opens cases with the contact attached, reads invoice and lead records, qualifies leads into opportunities, and raises sales orders.
Helloleads
Helloleads is a smart lead management solution built for small businesses.
Nutshell
Looks up current Nutshell CRM data and triggers updates directly from a Lyro conversation.
Salesforce
Identifies the customer in the CRM, answers from Salesforce knowledge articles, captures and routes leads, and logs the outcome on the record.
Zoho
Searches modules for the right record, reads related notes and attachments, and creates, updates, or converts CRM records mid-conversation.
Ready to connect Forcemanager?
Authorize the account and your agent has all 20 actions from the first conversation.