# Connect Force Manager and LiveAgent When **New account** fires in [Force Manager](https://apiant.ai/connections/force-manager), your agent runs **Add customer group** in [LiveAgent](https://apiant.ai/connections/liveagent), or **New conversation** in LiveAgent to **Add contact** in Force Manager. Describe the whole flow and it is built, tested on every scenario and kept running. Force Manager **3** triggers Force Manager **24** actions LiveAgent **3** triggers LiveAgent **7** 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 LiveAgent 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 and LiveAgent can do together ### From Force Manager to LiveAgent - When **New account** in Force Manager then **Add customer group** in LiveAgent - When **New contact** in Force Manager then **List conversation messages** in LiveAgent ### From LiveAgent to Force Manager - When **New conversation** in LiveAgent then **Add contact** in Force Manager - When **New Customer** in LiveAgent then **Add sales order** in Force Manager 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 LiveAgent ## Triggers and actions 6 triggers · 31 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. - Trigger **New conversation** Triggers when a new conversation (ticket, chat, call or message) is created in LiveAgent. - Trigger **New Customer** Triggers when a new customer (contact) is added in LiveAgent. - Trigger **New Customer (Experimental)** Triggers when a new customer (contact) is added in LiveAgent. - Action **Add customer group** Creates a new customer group in LiveAgent with a name and optional text and background colors. - Action **Add tag** Creates a new tag in LiveAgent that can be assigned to conversations. - Action **Get conversation** Returns a LiveAgent conversation (ticket) by its ID, code or public URL code, including status, owner, tags and custom field values. - Action **List conversation messages** Returns all message groups and their messages for a LiveAgent conversation, optionally limited to a date range. - Action **List conversations** Returns conversations (tickets, chats, calls) in LiveAgent, optionally filtered by owner, department, agent, status, channel, subject and dates. - Action **List customer groups** Returns every customer group defined in the LiveAgent account, with each group's id and name. - Action **List tags** Returns every tag defined in the LiveAgent account, with each tag's id and name. ## 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) - [ **LiveAgent** LiveAgent is the only customer support app you will ever need.](https://apiant.ai/connections/liveagent) 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 LiveAgent - [ **HubSpot to LiveAgent** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-liveagent) - [ **Google Sheets to LiveAgent** Google Sheets](https://apiant.ai/connect/google-sheets-to-liveagent) - [ **Gmail to LiveAgent** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-liveagent) - [ **Google Calendar to LiveAgent** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-liveagent) - [ **Google Drive to LiveAgent** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-liveagent) - [ **ActiveCampaign to LiveAgent** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-liveagent) Questions ## Force Manager and LiveAgent, 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 LiveAgent when something happens in Force Manager? Any of LiveAgent's 7 actions, including Add customer group, Add tag, Get conversation and List conversation messages. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LiveAgent to Force Manager? Yes. When something happens in LiveAgent, your agent can act in Force Manager too. This page covers both directions: LiveAgent's triggers and Force Manager's actions are listed here as well. ### ### Do I have to build a connector for Force Manager or LiveAgent? 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.