ForceManager ACTION
Create Opportunity
Creates a new business opportunity in ForceManager. See the documentation
- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's ForceManager account once, then configure and run Create Opportunity from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "forcemanager-create-opportunity",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
forcemanager: { authProvisionId: "apn_xxxxxxx" },
name: "Name",
accountId: "Account ID",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "forcemanager-create-opportunity",
"configured_props": {
"forcemanager": { "authProvisionId": "apn_xxxxxxx" },
"name": "Name",
"accountId": "Account ID"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "forcemanager",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "forcemanager-create-opportunity",
arguments: {
name: "Name",
accountId: "Account ID",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
name Name | string | Name of the business opportunity Required |
accountId Account ID | string | Account associated with the business opportunity Optional Dynamic |
branchId Branch ID | string | Branch to whom the Opportunity has been assigned Required Dynamic |
statusId Status ID | string | Status of the Opportunity Required Dynamic |
salesProbability Sales Probability | integer | Probability of sale, a number between 0 and 10 Required |
salesRepId Sales Rep ID | string | The User associated with the Opportunity Required Dynamic |
salesForeCastDate Sales Forecast Date | string | Forecast sale date in ISO-8601 Format. Example: 2023-12-08T10:00:00+07:00 Optional |
currencyId Currency ID | string | Currency related to the Opportunity amount Optional Dynamic |
total Total | integer | Total amount of the Opportunity Optional |
permissionLevel PermissionLevel | string | Defines the visibility of the Opportunity. Set from 1 - 5 with 5 being the highest level of permission Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- forcemanager-create-opportunity
- Version
- 0.0.3
- App
- ForceManager
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗