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 Use Cases: - Remove outdated or unused custom filters - Clean up views after organizational changes - Programmatically manage view lifecycle Requirements: - Valid view ID that exists in the system - Appropriate permissions to delete the view - The view must be owned by or shared with the authenticated user Note: This action tries multiple ForceManager API endpoints to maximize compatibility across different deployment environments and API versions.

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 endpoints to ensure compatibility across different API versions and deployment configurations. Returns found=False if the activity does not exist or cannot be retrieved. Authentication is handled automatically via headers from the connected account.

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 information including name, address, contact details, and custom fields. Check the 'found' field to determine if the company exists.

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-JSON responses and error codes by returning empty results instead of failing the execution.

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 to check for product existence without encountering errors. Use this when you need to fetch product details such as name, price, cost, category, or custom fields by product ID.

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 applied discounts.

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 returns an error. Automatically tries multiple ForceManager API endpoints and versions to ensure compatibility. Use this when you need to: fetch user profile details, verify user existence, check user permissions/status, or retrieve user contact information.

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

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').

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

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 be provided to update.

Update Sales Order

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.