# Connect Force Manager to Daffy When **New account** fires in [Force Manager](https://apiant.ai/connections/force-manager), your agent runs **Get user** in [Daffy](https://apiant.ai/connections/daffy). Describe the whole flow and it is built, tested on every scenario and kept running. Force Manager **3** triggers Force Manager **24** actions Daffy **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Force Manager and Daffy to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Force Manager can start in Daffy - When **New account** in Force Manager then **Get user** in Daffy - When **New contact** in Force Manager then **Find non profits by query** in Daffy Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Force Manager and Daffy ## Triggers and actions 3 triggers · 30 actions - Trigger **New account** Fires on new account. - Trigger **New contact** Fires on new contact. - Trigger **New opportunity** Fires on new opportunity. - Action **Add account** Create an account. - Action **Add activity** Create an activity. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get account by ID. - Action **Get call** Returns one call record by id. - Action **Get contact** Get contact by ID. - Action **Get opportunity** Get opportunity by ID. - Action **List accounts** List accounts, paginated. - Action **List activities** List activities. - Action **List contacts** List contacts, paginated. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **List sales orders** List order headers. - Action **Update account** Partial update of an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. - Action **Find non profits by query** Searches Daffy's directory of non-profits by name and returns the matching organizations. - Action **Get balance** Returns the current balance of the connected user's Daffy fund. - Action **Get gift** Returns a single Daffy gift by its code, including recipient, amount, status and shareable link. - Action **Get non profit** Returns a non-profit organization's details by its EIN. - Action **Get user** Returns the profile of the Daffy user who owns the connected API key, including their current fund and its causes. - Action **List gifts** Returns the gifts sent from your Daffy fund. ## Each app on its own - [ **Force Manager** Mobile-first CRM for field sales teams to manage contacts, log visits, track opportunities, and view sales...](https://apiant.ai/connections/force-manager) - [ **Daffy** Daffy allows users to manage their charitable giving.](https://apiant.ai/connections/daffy) Reviews ## What our customers say ## More from Force Manager - [ **Force Manager to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/force-manager-to-hubspot) - [ **Force Manager to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/force-manager-to-salesforce) - [ **Force Manager to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/force-manager-to-slack) - [ **Force Manager to Google Sheets** Google Sheets](https://apiant.ai/connect/force-manager-to-google-sheets) - [ **Force Manager to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/force-manager-to-gmail) - [ **Force Manager to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/force-manager-to-google-calendar) ## More into Daffy - [ **HubSpot to Daffy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-daffy) - [ **Salesforce to Daffy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-daffy) - [ **Slack to Daffy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-daffy) - [ **Google Sheets to Daffy** Google Sheets](https://apiant.ai/connect/google-sheets-to-daffy) - [ **Gmail to Daffy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-daffy) - [ **Google Calendar to Daffy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-daffy) Questions ## Force Manager and Daffy, answered ### ### What can start an automation from Force Manager? Any of Force Manager's 3 triggers in the catalog, including New account, New contact and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Daffy when something happens in Force Manager? Any of Daffy's 6 actions, including Find non profits by query, Get balance, Get gift and Get non profit. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daffy to Force Manager? Daffy has no triggers in the catalog today, so automations start in Force Manager. If you need the other direction, ask: your agent reads Daffy's API documentation and adds it. ### ### Do I have to build a connector for Force Manager or Daffy? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.