Integration
Connect Force Manager to Persona
When New account fires in Force Manager, your agent runs Add Account in Persona. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Force Manager and Persona to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Force Manager can start in Persona
When New account in Force Manager
then Add Account in Persona
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 Persona
Triggers and actions 3 triggers · 29 actions
- New account
Fires on new account.
- New contact
Fires on new contact.
- New opportunity
Fires on new opportunity.
- Add account
Create an account.
- Add activity
Create an activity.
- Add call
Log a call.
- Add contact
Create a contact.
- Add opportunity
Create an opportunity.
- Add product
Create a product.
- Add sales order
Create an order header.
- Delete account
Delete an account.
- Delete contact
Delete a contact.
- Delete opportunity
Delete an opportunity.
- Get account
Get account by ID.
- Get call
Returns one call record by id.
- Get contact
Get contact by ID.
- Get opportunity
Get opportunity by ID.
- List accounts
List accounts, paginated.
- List activities
List activities.
- List contacts
List contacts, paginated.
- List opportunities
List opportunities.
- List products
List products.
- List sales orders
List order headers.
- Update account
Partial update of an account.
- Update activity
Update an activity.
- Update contact
Update a contact.
- Update opportunity
Update an opportunity.
- Add Account
Create a new Account.
- Get Account
Fetches a Persona Account by ID. An error occurs if the Account is not found.
- List Accounts
Returns a list of your organization's Persona accounts, most recently created first, optionally filtered by reference ID.
- List Events
Returns all events in your Persona organization, most recent first, optionally filtered by event name, object id or event id.
- Update Account
Updates an existing Persona Account by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Force Manager
Force Manager to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Force Manager to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Force Manager to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Force Manager to Google SheetsGoogle Sheets
Force Manager to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Force Manager to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Persona
Gravity Forms to PersonaGravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Questions
Force Manager and Persona, 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 Persona when something happens in Force Manager?
Any of Persona's 5 actions, including Update Account, Add Account, Get Account and List Accounts. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Persona to Force Manager?
Persona has no triggers in the catalog today, so automations start in Force Manager. If you need the other direction, ask: your agent reads Persona's API documentation and adds it.
Do I have to build a connector for Force Manager or Persona?
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.
Can my AI client use Force Manager and Persona without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
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.