# Connect Force Manager to PDF Vector When **New account** fires in [Force Manager](https://apiant.ai/connections/force-manager), your agent runs **Ask About Invoice** in [PDF Vector](https://apiant.ai/connections/pdf-vector). Describe the whole flow and it is built, tested on every scenario and kept running. Force Manager **3** triggers Force Manager **24** actions PDF Vector **9** 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 PDF Vector 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 PDF Vector - When **New account** in Force Manager then **Ask About Invoice** in PDF Vector - When **New contact** in Force Manager then **Extract Data From Invoice** in PDF Vector 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 PDF Vector ## Triggers and actions 3 triggers · 33 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 **Ask About Document** Answers a question about the content of a document (PDF, Office, image, text and more) using AI, given a public URL or base64 file content. - Action **Ask About Identity Document** Answers a question about an identity document (passport, driver's license, ID card) supplied by URL or base64 content, using AI. - Action **Ask About Invoice** Answers a question about an invoice document (PDF, image, Word and more) using AI, provided by URL or base64 content. - Action **Extract Data From Document** Extracts structured data from a document (PDF, Word, Excel, image and more) according to your instructions and JSON schema. - Action **Extract Data From Identity Document** Extracts structured data from an identity document (passport, driver's license, ID card) according to a JSON Schema you provide. - Action **Extract Data From Invoice** Extracts structured data from an invoice (PDF, image or office file) into the shape you describe with a JSON Schema. - Action **Parse Document** Parses a document (PDF, Word, Excel, PowerPoint, images and more) and returns its content as markdown. - Action **Parse Identity Document** Parses an identity document (passport, driver's license, ID card) and returns its content as markdown. - Action **Parse Invoice** Parses an invoice (PDF, image or office document) into markdown text. ## 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) - [ **PDF Vector** PDF Vector is a tool that extracts content from PDF/Word/Image/Excel to Markdown or Structure Data and...](https://apiant.ai/connections/pdf-vector) 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 PDF Vector - [ **HubSpot to PDF Vector** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdf-vector) - [ **Salesforce to PDF Vector** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdf-vector) - [ **Slack to PDF Vector** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdf-vector) - [ **Google Sheets to PDF Vector** Google Sheets](https://apiant.ai/connect/google-sheets-to-pdf-vector) - [ **Gmail to PDF Vector** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdf-vector) - [ **Google Calendar to PDF Vector** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pdf-vector) Questions ## Force Manager and PDF Vector, 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 PDF Vector when something happens in Force Manager? Any of PDF Vector's 9 actions, including Ask About Document, Ask About Identity Document, Ask About Invoice and Extract Data From Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PDF Vector to Force Manager? PDF Vector has no triggers in the catalog today, so automations start in Force Manager. If you need the other direction, ask: your agent reads PDF Vector's API documentation and adds it. ### ### Do I have to build a connector for Force Manager or PDF Vector? 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.