Firmao for AI agents
Agents read Firmao at once. Changes and sends are held for a person's approval by default.
About Firmao
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.
What an agent can do in Firmao
Every Firmao action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Firmao without asking first. 6 actions.
- Get InvoiceRetrieve 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
- Get OfferRetrieve 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
- Get TaskRetrieves 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
- List Company SettingsLists 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
- List InvoicesTool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.
- List TasksRetrieves 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
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 8 actions.
- Create InvoiceCreates 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
- Delete Company SettingDeletes 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
- Delete ContactSoft-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
- Delete InvoiceSoft-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
- Delete OfferSoft-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
- Update Contact in FirmaoUpdates 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
- Update OfferUpdates 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
- Update TaskTool to update an existing task. Use when you need to modify one or more fields of a task after confirming its current details.
Changes wait in Needs you
Changes and sends in Firmao are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Firmao questions
Can an agent change data in Firmao on its own?
Not by default. Changes and sends in Firmao are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Firmao?
This connector lists 6 read actions. Reads run at once, without waiting for approval.
How does Firmao connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.