Install Jentic One Beta
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Sage Sales Management Public API Documentation for Developers, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.
Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fforcemanager.net%2Fforcemanager" | shStep 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fforcemanager.net%2Fforcemanager" | sh
jentic register # connects your agent to your Jentic One instanceJentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.
What an agent can do with Sage Sales Management Public API Documentation for Developers API.
List and update sales opportunities with their types and statuses
Manage the accounts an opportunity belongs to, including segments and statuses
Keep contacts and their account relationships up to date
Log field activities, calls, and events recorded by reps
GET STARTED
Create and track orders with their statuses and line products
Discover an entity's fields through its schema endpoint before writing
Patterns agents use Sage Sales Management Public API Documentation for Developers API for, with concrete tasks.
★ Agent-Driven Pipeline Updates
An AI agent connected through Jentic keeps the pipeline current by creating opportunities, moving them to the right status, and logging the activities behind each change, so a sales manager sees an accurate board without reps updating the CRM by hand. Because each entity exposes a schema endpoint, the agent reads the available fields before writing so its updates fit the account's configuration.
Create an opportunity for this account, set its status to the next pipeline stage, and log a call activity against it
Account and Contact Sync
An integration keeps accounts and contacts aligned with another system by listing accounts, updating their segments and statuses, and attaching the right contacts, so sales data stays consistent across tools. Sage Sales Management models account segments and statuses as their own resources, so the integration can reclassify an account without touching its contacts.
List accounts in a segment, update each one's status, and link any missing contacts to them
Field Activity Logging
A mobile workflow records what reps do in the field by creating call, event, and activity records against the right accounts and opportunities, so managers can measure visit frequency and follow-up. Activities carry types and points, so the workflow can tag each entry for reporting without a separate system.
Log a visit activity for a rep against an account and tag it with the correct activity type
272 endpoints — the sage sales management api tracks the sales pipeline of a field sales team, so an application can move opportunities through their stages while keeping accounts, contacts, and activities in sync.
METHOD
PATH
DESCRIPTION
/opportunities
List sales opportunities
/opportunities
Create an opportunity
/opportunities/{ID}
Update an opportunity
/accounts
List accounts
/accounts
Create an account
/contacts
List contacts
/activities
Create a field activity
/opportunities
List sales opportunities
/opportunities
Create an opportunity
/opportunities/{ID}
Update an opportunity
/accounts
List accounts
/accounts
Create an account
/contacts
List contacts
/activities
Create a field activity
What agents get from Jentic-routed access to this vendor.
Setup
Wiring the Sage Sales Management API by hand means logging in to obtain an X-Session-Key, learning each entity's schema before you write, and choosing between the production and sandbox hosts. Through Jentic you install once, import Sage Sales Management from the API Directory, store the key once, and your agent calls it.
Permission scoping
You choose which operations your agent may call, so you can allow reading and updating opportunities and activities while leaving destructive ones like deleting an account out. Rules bound which operations run, so the agent works the pipeline you grant and nothing else.
Credential isolation
Your Sage Sales Management session key is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.
Intent-based discovery
Agents search Jentic by intent such as 'update a sales opportunity' or 'log a field activity', and Jentic returns the matching Sage Sales Management operation with its input schema so the agent calls the right endpoint without browsing the reference docs.
Alternatives and complements available in the Jentic catalogue.
Specific to using Sage Sales Management Public API Documentation for Developers API through Jentic.
Is there a Sage Sales Management MCP server?
You don't need an MCP server to give your agent the Sage Sales Management API. Jentic connects it directly from the API Directory: import it, store your session key once, and your agent can update opportunities, accounts, and activities straight away, with no extra server to run and no tool definitions sitting in the agent's context.
Can I limit what my agent is allowed to do with the Sage Sales Management API?
Yes. Write a rule that allows only the operations the agent needs, such as listing and updating opportunities and logging activities, and leave deletions out. Every call the agent makes is logged, so you can see exactly which accounts and deals it changed.
What authentication does the Sage Sales Management API use?
The Sage Sales Management API authenticates with a session key sent in the X-Session-Key header per its OpenAPI spec, obtained from the login operation. Through Jentic the key is stored encrypted by your own instance and added to each request at call time, so it never appears in the agent's prompt or logs.
Can I manage the sales pipeline with the Sage Sales Management API?
Yes. Opportunities are a first-class resource with their own types and statuses, so an agent can create an opportunity, move it between stages, and read the opportunities schema to see the available fields. Accounts, contacts, and activities link to each opportunity so the whole deal context stays together.
What are the rate limits for the Sage Sales Management API?
The OpenAPI spec does not state request rate limits for the Sage Sales Management API. For current limits and fair-use guidance, check the provider documentation at https://developer.forcemanager.com.
How do I update an opportunity through Jentic?
Import the Sage Sales Management API from the Jentic API Directory, then have your agent issue a request such as 'move this opportunity to the next stage'. Jentic matches the intent to the update-opportunity operation and returns its input schema so the agent builds the correct request, with your stored session key injected at call time. To run it on your own infrastructure, install Jentic One from its GitHub repo.
For Agents
Move sales opportunities through their stages, manage accounts, contacts, and activities, and record orders and calls in Sage Sales Management. Authenticates with a session key in the X-Session-Key header.
Use for: List the open opportunities in the pipeline, Create an opportunity for an account and set its status, Update an account's segment and status, Find all contacts linked to an account
Not supported: Does not process payments, run marketing email sends, or handle support ticketing. Use for sales pipeline, account, and activity management only.
The Sage Sales Management API tracks the sales pipeline of a field sales team, so an application can move opportunities through their stages while keeping accounts, contacts, and activities in sync. You list and update opportunities with their types and statuses, manage the accounts and contacts they belong to, and log the calls, events, and activities reps record in the field. Supporting resources cover orders, products and rates, campaigns, documents, and webhooks, and each entity exposes a schema endpoint so an integration can discover its fields before writing.
This API is usable in Jentic One now. Its AI-readiness score against Jentic's framework shows where it stands today and where improvements would make it even easier for agents to use.
Base layer of spec validity and structural soundness.
Aggregated quality score from linter diagnostics, weighted by severity.
Percentage of `$ref` references that resolve successfully.
Checks whether the API description parses successfully and conforms to its declared specification (e.g., OpenAPI).
Structural correctness score based on schema issues using logarithmic dampening.
Clarity, completeness, and ingestion readiness for developers and tooling.
How richly the API is illustrated with examples.
Percentage of examples that conform to their schemas.
Percentage of operations with complete response definitions (success, client error, server error).
Health of API ingestion, bundling, and resolution within Jentic pipelines.
Semantic breadth, depth, and agent comprehension for AI systems.
Coverage of descriptions across API elements.
Coverage of RFC 9457 Problem Details for error responses.
Coverage, uniqueness, and casing consistency of operationIds for AI inference.
Coverage of summaries across operations/tags/info.
Functional utility, complexity comfort, and AI orchestration readiness.
Agent comfort level based on API operational and structural complexity.
Trust, risk posture, and security compliance.
Average quality of security schemes based on authentication method strength (weakest link for OAuth2).
Findability, semantic richness, and reasoning readiness.
Clarity and depth of descriptions across API elements.
Score it yourself
Every API in the directory is allowlisted, so you can re-score it with no key required.
npx @jentic/api-scorecard-cli score <openapi-url>