sage-sales-management

name

sage-sales-management

description

Sage Sales Management (formerly ForceManager) is a mobile-first CRM built for field sales teams, offering tools like route planning, visit tracking, pipeline management and AI-driven insights to help reps spend more time selling and less on administrative tasks. Read and write Sage Sales Management data through One: products, users, calls, usertypes, accountaddresses, accountsegments and more, 266 actions with real parameter documentation. Use whenever the user asks to look something up in Sage Sales Management, create or update a record there, or build code against the Sage Sales Management API.

Sage Sales Management through One

Sage Sales Management (formerly ForceManager) is a mobile-first CRM built for field sales teams, offering tools like route planning, visit tracking, pipeline management and AI-driven insights to help reps spend more time selling and less on administrative tasks.

One exposes Sage Sales Management through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform sage-sales-management if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Sage Sales Management is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Sage Sales Management account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Products

Action	Method	Path	Action id
Get a Product	GET	/api/v4/products/{{id}}	conn_mod_def::GJ2fEeWrqLs::gvqUm7AXT5SJ3MJPngLhog
Get Products Schema	GET	/api/v4/products/schema	conn_mod_def::GJ2fGS3fw9Y::SIaz_TSJQgqhJw0kdswwpg
List Products	GET	/api/v4/products	conn_mod_def::GJ2fFw-YFmY::T2luCcm-TVqskDbCfpwRCQ
Bulk Create Products	POST	/api/v4/products/bulk	conn_mod_def::GJ2fC88pd0I::zjKPRsrmTb2w3S_UYQ9HFQ
Bulk Delete Products	DELETE	/api/v4/products/bulk	conn_mod_def::GJ2fDEL7B9w::haq48z_SRUu2jQhsLs7hOA
Bulk Update Products	PUT	/api/v4/products/bulk	conn_mod_def::GJ2fDLu9hZw::yY6KIAl6QUSIjL9Aq4cnwg
Create a Product	POST	/api/v4/products	conn_mod_def::GJ2fDUrw8_A::mJmadGkUTcOxxo-dd8sj-g
Delete a Product	DELETE	/api/v4/products/{{id}}	conn_mod_def::GJ2fD-7iu-k::GQzMZ7x6SFOS_0R7WZ88zA
Update a Product	PUT	/api/v4/products/{{id}}	conn_mod_def::GJ2fGahthYA::jT9cMKfhQteIY7MZ17AYZw

Users

Action	Method	Path	Action id
Get a User	GET	/api/v4/users/{{id}}	conn_mod_def::GJ2fMQiS8q0::mbsDnVqZR9SgVpp3ZrL3BA
List a User’s Hierarchy	GET	/api/v4/users/{{id}}/hierarchy	conn_mod_def::GJ2fMe6gVDQ::BNiDNL5kT8eyH3bQeYf1eQ
List Users	GET	/api/v4/users	conn_mod_def::GJ2fMxw7nQ8::kWLyh6CGRu60HHoqLc-Mew
Add Roles to a User	PUT	/api/v4/users/{{id}}/roles	conn_mod_def::GJ2fJoUxEU8::eJ9MHImfQM6AXRwptINMFw
Create User	POST	/api/v4/users	conn_mod_def::GJ2fLuW9ZDU::6yBqzfL6S1GzzoerSeulcg
Delete a User	DELETE	/api/v4/users/{{id}}	conn_mod_def::GJ2fL9TNmGw::17xtmggQSjabCEnsfr98bg
Update a User	PUT	/api/v4/users/{{id}}	conn_mod_def::GJ2fNEYDJT4::OKtkexbsTp-PVwrJTCvGog

Calls

Action	Method	Path	Action id
Get a Call	GET	/api/v4/calls/{{id}}	conn_mod_def::GJ2eywzA_EI::IkKqptlSQZGXXv7Ycxz6QQ
Get Resources by Phone Number (Calls)	GET	/api/v4/calls/phone/{{phoneNumber}}	conn_mod_def::GJ2ey3c95eI::AFyQG7J5R_6xZoq-qH5_zg
List Calls	GET	/api/v4/calls	conn_mod_def::GJ2ey_ON8B4::hvSsKEXHRFOjnqCbcbtLaA
Create a Call for a User (by salesRepId)	POST	/api/v4/calls	conn_mod_def::GJ2eyWbpC20::4ZgWtLokRB--5Yz-lzZCPg
Create a Call Identified by a ForceManager User Phone Number	POST	/api/v4/calls/identify	conn_mod_def::GJ2eyfWoP2E::L5qUu69iTKCuwA5wY8FPgg
Delete a Call	DELETE	/api/v4/calls/{{id}}	conn_mod_def::GJ2eypp2APs::JONOasQhTjqecgKIyOkLGg
Update a Call	PUT	/api/v4/calls/{{id}}	conn_mod_def::GJ2ezHPO8ro::cuzQWfnETQWYdWcu35qrRA

UserTypes

Action	Method	Path	Action id
Get a User Type	GET	/api/v4/userTypes/{{id}}	conn_mod_def::GJ2fMYA3HrM::jNvODB2bSd2PQ5gFjaxC8g
Get User Types Schema	GET	/api/v4/userTypes/schema	conn_mod_def::GJ2fNX7lBPo::HSXW0PzXTV-7EbbMETeEGQ
List User Types	GET	/api/v4/userTypes	conn_mod_def::GJ2fMoag-W0::0zEvsWXhSo2taF3lW1B_Iw
Create a User Type	POST	/api/v4/userTypes	conn_mod_def::GJ2fL14HzR8::QMujLrnwQRKJJo6B7Z0_1w
Delete a User Type	DELETE	/api/v4/userTypes/{{id}}	conn_mod_def::GJ2fMGRqX_0::NrEQqOS4T3GYzIfjcrbECw
Update a User Type	PUT	/api/v4/userTypes/{{id}}	conn_mod_def::GJ2fNPgsra0::H4OlMayJReyBtaD5OQBV5Q

AccountAddresses

Action	Method	Path	Action id
Get Account Addresses Schema	GET	/api/v4/accountAddresses/schema	conn_mod_def::GJ2erNRrTUg::1bEUbl2xQDKUOc_EL2z2Cg
Get an Account Address	GET	/api/v4/accountAddresses/{{id}}	conn_mod_def::GJ2erj4Jeo0::MIEzddSgT8SkcM7hWBtirg
List Account Addresses	GET	/api/v4/accountAddresses	conn_mod_def::GJ2erq9JPu4::i2JKeppJQImJyLJrNC4HPw
Create an Account Address	POST	/api/v4/accountAddresses	conn_mod_def::GJ2erVPaTEM::dorRqG2LQWSp9aLXTxu91Q
Delete an Account Address	DELETE	/api/v4/accountAddresses/{{id}}	conn_mod_def::GJ2erbzJAqM::Ytsd72ZIT5K9S1ua6jiZAw
Update an Account Address	PUT	/api/v4/accountAddresses/{{id}}	conn_mod_def::GJ2erzCUZKg::uuKhfeRQQueXFUWYt0TtFA

AccountSegments

Action	Method	Path	Action id
Get Account Segments Schema	GET	/api/v4/accountSegments/schema	conn_mod_def::GJ2er7ETJxo::yTngcp2CTR2m7fde_GPw0w
Get an Account Segment	GET	/api/v4/accountSegments/{{id}}	conn_mod_def::GJ2etiKmMMw::JvEC04jwQSObXi1D87tyVw
List Account Segments	GET	/api/v4/accountSegments	conn_mod_def::GJ2et7A_0x4::gs_mMdgQRuC7_3Nn0i1mIA
Create an Account Segment	POST	/api/v4/accountSegments	conn_mod_def::GJ2esf7Udq0::odUAlYsIR4qDkrCIIoFbHg
Delete an Account Segment	DELETE	/api/v4/accountSegments/{{id}}	conn_mod_def::GJ2es_ybOUk::F71ufyp9TDeJzNFbgHoQJw
Update an Account Segment	PUT	/api/v4/accountSegments/{{id}}	conn_mod_def::GJ2eurv2kDE::0Smx9XFCSk-Vw2jFpjjnfw

Activities

Action	Method	Path	Action id
Get Activities Schema	GET	/api/v4/activities/schema	conn_mod_def::GJ2evDzX6vQ::c8Xr0vuXQ0e_h0j32qyw3Q
Get an Activity	GET	/api/v4/activities/{{id}}	conn_mod_def::GJ2ev1ycvHk::6NtwZUThT6-2mgVJB3P8Tg
List Activities	GET	/api/v4/activities	conn_mod_def::GJ2ewIKirjk::vmDeHKoQS0WDM3fVXV9PEQ
Create Activity	POST	/api/v4/activities	conn_mod_def::GJ2evW4ALcI::FkDegUiCRVSnuJsSj7dX-Q
Delete an Activity	DELETE	/api/v4/activities/{{id}}	conn_mod_def::GJ2evlvlzKw::mmXk3xzmTRyJOqJvWMRvRw
Update an Activity	PUT	/api/v4/activities/{{id}}	conn_mod_def::GJ2ewvVB8IQ::x6b9AYk3TTKUp_1LfuDj8w

OpportunityTypes

Action	Method	Path	Action id
Get an Opportunity Type	GET	/api/v4/opportunityTypes/{{id}}	conn_mod_def::GJ2e_GPGyT8::gpHdA-LgTHquyHfsId3CsA
Get Opportunity Types Schema	GET	/api/v4/opportunityTypes/schema	conn_mod_def::GJ2e_y-lXiw::hckcfSLCTR2Wft92Ud9PsA
List Opportunity Types	GET	/api/v4/opportunityTypes	conn_mod_def::GJ2e13juO_k::CDLfjhDyQNiIdt24hL-vyA
Create an Opportunity Type	POST	/api/v4/opportunityTypes	conn_mod_def::GJ2e-NLImtw::ryXHdxJ7Rw2MlnokW1Tj7A
Delete an Opportunity Type	DELETE	/api/v4/opportunityTypes/{{id}}	conn_mod_def::GJ2e-r_TiTc::ILlRAoOeQsuh_XYIEVzwFQ
Update an Opportunity Type	PUT	/api/v4/opportunityTypes/{{id}}	conn_mod_def::GJ2fARHnTWc::UAjZSJaKQzyRasNxiJhcLA

Opportunities

Action	Method	Path	Action id
Get an Opportunity	GET	/api/v4/opportunities/{{id}}	conn_mod_def::GJ2e-zn3DSs::FTLg4TznQJicIZtOjzbyEw
Get the Opportunities Schema	GET	/api/v4/opportunities/schema	conn_mod_def::GJ2e_f7g5dE::qolxkaTiSJCiZhoT8-buow
List Opportunities	GET	/api/v4/opportunities	conn_mod_def::GJ2e_Pm66Jc::9GW_QGTMQLSVZzusC4O5dA
Create Opportunity	POST	/api/v4/opportunities	conn_mod_def::GJ2e98XEIhs::J3vc4L0kT36lTCIOBxB-GQ
Delete an Opportunity	DELETE	/api/v4/opportunities/{{id}}	conn_mod_def::GJ2e-Y8D-M4::YTE2Dw78QF22VnUcCUf6kA
Update an Opportunity	PUT	/api/v4/opportunities/{{id}}	conn_mod_def::GJ2e_629kWQ::E7VMeVrST5GvBSBjJqD3Gg

SalesorderStatuses

Action	Method	Path	Action id
Get an Order Status	GET	/api/v4/salesorderStatuses/{{id}}	conn_mod_def::GJ2fBf7IKhk::qXkFBmnfSpaS6ZJVNSB88w
Get Sales Order Statuses Schema	GET	/api/v4/salesorderStatuses/schema	conn_mod_def::GJ2fCYKBv9I::gHQH3Y8USbaz_seQtk_MXw
List Order Statuses	GET	/api/v4/salesorderStatuses	conn_mod_def::GJ2fB8jqx4s::HjaORPeQQ06qiQjFaX7duQ
Create Order Status	POST	/api/v4/salesorderStatuses	conn_mod_def::GJ2fApTn2rM::VCRm7_-DQwOk0aUpqVZdpQ
Delete an Order Status	DELETE	/api/v4/salesorderStatuses/{{id}}	conn_mod_def::GJ2fBC_lUyc::Got9W-SsTlu8tABxIKygBA
Update an Order Status	PUT	/api/v4/salesorderStatuses/{{id}}	conn_mod_def::GJ2fCuObQtQ::2x0BTiMqQxKVrKPxNqM--w

ProductCategories

Action	Method	Path	Action id
Get a Product Category	GET	/api/v4/productCategories/{{id}}	conn_mod_def::GJ2fEmlq17Y::EtNcuJb6TayQ4dqXDAc9iQ
Get Product Categories Schema	GET	/api/v4/productCategories/schema	conn_mod_def::GJ2fF4cyjSQ::mO8BcaKjSk6-Ch2klb52aw
List Product Categories	GET	/api/v4/productCategories	conn_mod_def::GJ2fFX2nLg4::sc-052oTTJaWVRpiAlha0g
Create Product Category	POST	/api/v4/productCategories	conn_mod_def::GJ2fDcS_huU::RIZwsJhBRGqi8l-QFjT_sA
Delete a Product Category	DELETE	/api/v4/productCategories/{{id}}	conn_mod_def::GJ2fEJKlnHk::0ApnFv7CQMa6F1_bXwZaQA
Update a Product Category	PUT	/api/v4/productCategories/{{id}}	conn_mod_def::GJ2fGjYdK0c::TDHTtp5GQLW50MMyM8FeCw

ProductFamilies

Action	Method	Path	Action id
Get a Product Family	GET	/api/v4/productFamilies/{{id}}	conn_mod_def::GJ2fFG8SRqw::mQkSO5UuSsaRYSCbd124eA
Get Product Families Schema	GET	/api/v4/productFamilies/schema	conn_mod_def::GJ2fGBCuRnc::JoYG2ShTQnWxBrlvKWLNlw
List Product Families	GET	/api/v4/productFamilies	conn_mod_def::GJ2fFe3SpOk::61EMkpnoRH6TVslH7HzDow
Create Product Family	POST	/api/v4/productFamilies	conn_mod_def::GJ2fDnWDSAA::vzBqFuolT9WOIOl209rBKQ
Delete a Product Family	DELETE	/api/v4/productFamilies/{{id}}	conn_mod_def::GJ2fEPOYLjo::cgur0DKERr27lD4ji89b-g
Update a Product Family	PUT	/api/v4/productFamilies/{{id}}	conn_mod_def::GJ2fGsuLl04::VhIoEJ--ShC-nPYbx6a_dQ

ProductRates

Action	Method	Path	Action id
Get a Product Rate	GET	/api/v4/productRates/{{id}}	conn_mod_def::GJ2fFPcoQKQ::h-NoJb4yS12sa2b7eUP_CA
Get Product Rates Schema	GET	/api/v4/productRates/schema	conn_mod_def::GJ2fGLonF4Y::-tGrGceLRz-qWi2tfwAYZg
List Product Rates	GET	/api/v4/productRates	conn_mod_def::GJ2fFplFYxg::Hbj99HCATNWlE9I1IjUK2A
Create Product Rate	POST	/api/v4/productRates	conn_mod_def::GJ2fDvKNrL4::k_BcpolySQ6rBLZgArbIbg
Delete a Product Rate	DELETE	/api/v4/productRates/{{id}}	conn_mod_def::GJ2fEWXSXC4::y1kmW45PRm6dmi6v2C-cGA
Update a Product Rate	PUT	/api/v4/productRates/{{id}}	conn_mod_def::GJ2fG0ORXoI::F8zpTU8VSz-fGOVxaviODg

AccountsRelated

Action	Method	Path	Action id
Get Related Accounts Schema	GET	/api/v4/accountsRelated/schema	conn_mod_def::GJ2fItIHtJU::xMbJh-zKTmKvjPhUi2eWDg
List Related Accounts	GET	/api/v4/accountsRelated	conn_mod_def::GJ2fIcXJbA8::iYudjUe8R4-4JFmC3BO8Cg
Retrieve a Related Account by ID	GET	/api/v4/accountsRelated/{{id}}	conn_mod_def::GJ2fI4wvBhQ::4bwaB2ixR1ustNEn_-x8nA
Create a Related Account	POST	/api/v4/accountsRelated	conn_mod_def::GJ2fHsfH3-Q::jMzX4-ShRzOaEuDEK_5g6A
Delete a Related Account	DELETE	/api/v4/accountsRelated/{{id}}	conn_mod_def::GJ2fIA70LJ0::RUaVkJZ3QOChMfJ72bABdA
Update a Related Account	PUT	/api/v4/accountsRelated/{{id}}	conn_mod_def::GJ2fJM3TMQw::HUcNumtVTu2HybwxMmhL8Q

AccountTypes

Action	Method	Path	Action id
Get Account Types Schema	GET	/api/v4/accountTypes/schema	conn_mod_def::GJ2esJ82c6E::8D0KsomaRRy9BTKArsp6Bw

5 more AccountTypes actions are available through search.

This lists 90 of 266 actions. For anything not here, call search_one_platform_actions with platform sage-sales-management. The full catalog is at https://www.withone.ai/knowledge/sage-sales-management.

When a call fails

The error comes from Sage Sales Management, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/sage-sales-management

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.