# Firmao — how to use (mcp.ai)

Connect your Firmao account and use 14 tools for CRM straight from your AI agent. Connect with your own API key. Firmao is a business information platform offering data and insights on companies, industries, and markets, providing tools for company research, industry analysis, and market intelligence.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_firmao?ms=1787296020000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `firmao_create_invoice`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/firmao`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/firmao/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/firmao/create/invoice` — Creates a new sales or purchase invoice in Firmao CRM. This action generates an invoice transaction with line items, customer information, pricing details, and payment terms. It can auto-create custom
  - body: { mode?: string, paid?: boolean, type?: string, emails?: string[], phones?: string[], currency: string, customer?: integer, paidValue?: number, autoNumber?: boolean, invoiceDate: string, paymentDate?: string, paymentType?: string, customerName?: string, splitPayment?: boolean, issuingPerson?: string, customerAddress?: object, organization_id: string, restOfPaidValue?: number, transactionDate: string, invoicePatternId?: integer, transactionNumber?: string, calculateFromGross?: boolean, invoiceAnnotations?: string, transactionEntries: object[], transactionVatPrice: number, transactionNettoPrice: number, transactionBruttoPrice: number, createNewCustomerIfNeeded?: boolean }
- `POST https://api.mcp.ai/api/firmao/delete/company/setting` — Deletes a company setting by its unique identifier. Returns success status and details about the deletion attempt. Use this when you need to permanently remove a specific company setting configuration
  - body: { setting_id: string|integer, organization_id?: string }
- `POST https://api.mcp.ai/api/firmao/delete/contact` — Soft-deletes a contact in Firmao CRM by marking it as deleted (sets deleted=true). This action sends a PUT request to mark the contact as deleted without permanently removing it from the system. The c
  - body: { contact_id: integer, organization_id: string }
- `POST https://api.mcp.ai/api/firmao/delete/invoice` — Soft-deletes a Firmao invoice by marking it as deleted. This action sends a PUT request to mark the invoice's 'deleted' field as true. The invoice record remains in the system but is marked as deleted
  - body: { invoice_id: integer, organization_id: string }
- `POST https://api.mcp.ai/api/firmao/delete/offer` — Soft-delete an offer in Firmao by marking it as deleted. The offer record is not permanently removed but is marked with deleted=true, making it inactive in the system. Use this action when you need to
  - body: { offer_id: integer, organization_id: string }
- `POST https://api.mcp.ai/api/firmao/get/invoice` — Retrieve detailed information about a specific invoice by its ID. Returns comprehensive invoice data including customer details, line items, payment status, pricing information, and metadata. Use this
  - body: { invoice_id: integer, organization_id?: string }
- `POST https://api.mcp.ai/api/firmao/get/offer` — Retrieve detailed information about a specific offer from Firmao CRM by its unique ID. This action fetches comprehensive offer data including customer details, pricing, line items, payment information
  - body: { offer_id: integer, dataFormat?: string, organization_id: string }
- `POST https://api.mcp.ai/api/firmao/get/task` — Retrieves detailed information about a specific task by its unique ID. Use this action when you need to: - Get full details of a task after obtaining its ID from a list or search - Check the current s
  - body: { dir?: string, sort?: string, limit?: integer, start?: integer, taskId: integer, dataFormat?: string, organizationId: string }
- `POST https://api.mcp.ai/api/firmao/list/company/settings` — Lists all company settings from Firmao. Company settings are key-value configuration pairs that store custom configurations for companies. Use this action to retrieve settings, with optional filtering
  - body: { limit?: integer, start?: integer, company_id?: integer, organization_id?: string }
- `POST https://api.mcp.ai/api/firmao/list/invoices` — Tool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.
  - body: { dir?: string, mode?: string, sort?: string, limit?: integer, start?: integer, customer?: integer, dataFormat?: string, organization_id: string }
- `POST https://api.mcp.ai/api/firmao/list/tasks` — Retrieves a paginated list of tasks from Firmao. Returns task details including status, priority, dates, responsible users, tags, and financial data. Supports sorting, filtering by various fields, and
  - body: { dir?: string, sort?: string, limit?: integer, start?: integer, filters?: object, dataFormat?: string, organization_id: string }
- `POST https://api.mcp.ai/api/firmao/update/contact` — Updates an existing contact in Firmao CRM by its ID. Use this tool to modify contact information such as name, email, phone, position, or customer association. Only include the fields you want to chan
  - body: { tags?: string[], label?: string, emails?: string[], phones?: string[], customer?: integer, lastName?: string, position?: string, firstName?: string, contact_id: integer, description?: string }
- `POST https://api.mcp.ai/api/firmao/update/offer` — Updates an existing offer/quote in Firmao by ID. Modifies specified fields while preserving unspecified ones. Returns a changelog detailing what changed. Supports partial updates - only provide fields
  - body: { mode?: string, name?: string, tags?: string[], task?: integer, type?: string, number?: string, contact?: object, entries?: object[], project?: integer, currency?: string, customer?: integer, offer_id: integer, offerDate?: string, validFrom?: string, annotations?: string, description?: string, offerStatus?: string, paymentDate?: string, paymentType?: string, customerName?: string, daysToDueDate?: integer, issuingPerson?: string, customerAddress?: object, organization_id: string, reminderAdvance?: string, calculateFromGross?: boolean }
- `POST https://api.mcp.ai/api/firmao/update/task` — Tool to update an existing task. Use when you need to modify one or more fields of a task after confirming its current details.
  - body: { name?: string, tags?: object[], parent?: integer, status?: string, task_id: integer, priority?: integer, description?: string, percentDone?: number, estimatedHours?: number, plannedEndDate?: string, organization_id: string, plannedStartDate?: string, responsibleUsers?: object[], plannedEndDateType?: string, plannedStartDateType?: string }

## Example prompts
- "What can I do in Firmao?"
- "Show me a summary of my Firmao account"

## More
- Page: https://mcp.ai/firmao
- Agent spec (llms.txt): https://mcp.ai/firmao/llms.txt
- Postman collection: https://mcp.ai/firmao/postman.json