Firmao integration

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 customers if needed and supports automatic invoice numbering.

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.

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 contact can potentially be restored later through the Firmao interface. Returns a changelog document…

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. Returns a changelog documenting the deletion operation. If the API returns unexpected response fo…

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 remove an offer without permanently destroying the record. The action returns a changelog document…

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 when you need complete invoice details for a known invoice ID.

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, and metadata. Use this when you need to view or analyze a specific offer, display offer details t…

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 status, progress, or assignments of a specific task - Access task metadata like creation date, respo…

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 by company ID and pagination support. Returns an empty list if no settings exist or the endpoint i…

List Invoices

Tool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.

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 configurable detail levels (MINIMAL, MEDIUM, FULL).

Update Contact in Firmao

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 change - omitted fields will remain unchanged. Returns a changelog of the modifications made. Prerequis…