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.
Verdict
Common use cases
- Draft invoices from client chat threads
- Check offer status during sales calls
- Update task details without app switching
- Delete outdated contacts in bulk reviews
- Pull invoice data for payment follow-ups
Integration
- Vendor
- Firmao
- Category
- crm
- Auth
- API_KEY
- Tools
- 15
- Composio slug
firmao
Tools
- Create Invoice
Tool to create an invoice. Use after gathering all invoice details.
- Delete Company Settingdestructive
Tool to delete a specific company setting. Use when you need to remove a company setting by its unique ID after confirming the ID is valid.
- Delete Contactdestructive
Tool to delete a contact by marking it as deleted. Use when you need to soft-delete a contact after confirming its existence.
- Delete Invoicedestructive
Tool to delete an invoice. Use when you need to soft-delete a specific invoice by marking it deleted=true. Implements robust endpoint fallbacks and graceful degradation to ensure a validated response even when the API denies access or retur
- Delete Offerdestructive
Tool to delete an offer. Use when you need to soft-delete an existing offer by marking its deleted flag to true. After this call, the offer is considered deleted within the system.
- Get Invoice
Tool to retrieve a specific invoice by its ID. Use when you need the full invoice data by its unique ID.
- Get Offer
Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.
- Get Task
Tool to retrieve details of a specific task by its ID. Use when you need to fetch a task after knowing its ID.
- List Company Settings
Tool to list company settings. Use when retrieving custom configurations for a company, optionally filtered by organization or company ID.
- List Invoices
Tool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.
- List Tasks
Tool to retrieve a list of tasks. Use when browsing tasks with pagination, sorting, or filters after confirming organization ID.
- Update Contact
Tool to update a contact. Use when you need to modify an existing contact by its ID after retrieving its details.
- Update Invoice
Tool to update an invoice. Use when you need to modify an existing invoice by its ID after retrieving its details.
- Update Offer
Tool to update an existing offer. Use when you need to modify offer fields after creation.
- 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.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations page. 2. Find Firmao in the MCP directory and click Connect. 3. Log into your Firmao account in a separate tab and go to Settings > API Access to generate a new API key. 4. Copy the key and paste it into the Switchy connection dialog, then click Authorize. 5. Switchy will verify the key and confirm the connection. 6. Open any Space and type '@Firmao get invoice [invoice_id]' to test — replace [invoice_id] with a real invoice number from your Firmao account. 7. If the invoice details appear in the Space, the connection is live and you can start invoking other tools like create invoice, delete contact, or get task.
What teammates see: by default, memories from Firmao are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Create Client Invoice
@Firmao create an invoice for the website redesign project we just discussed — client is Acme Corp, line items are design ($3000) and development ($5000), due in 30 days.Open in a Space →
Retrieve Offer Details
@Firmao get offer 12847 and summarize the line items, total amount, and current status so I can update the client.Open in a Space →
Check Task Progress
@Firmao get task 5392 and tell me who's assigned, the due date, and whether it's marked complete.Open in a Space →
Remove Outdated Contact
@Firmao delete contact 7821 — this lead went cold six months ago and we've confirmed they're not returning.Open in a Space →
Delete Duplicate Invoice
@Firmao delete invoice 10034 — we accidentally created two invoices for the same project and this is the duplicate.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@firmao show me all open invoices for clients with overdue payments from the last 30 days
Based on your Firmao account data, here are 7 invoices matching your criteria: Invoice #2024-0342 for Acme Corp ($4,250, 12 days overdue), Invoice #2024-0338 for BuildRight LLC ($1,890, 18 days overdue), Invoice #2024-0329 for TechStart Inc ($6,100, 23 days overdue). The remaining 4 invoices range from $800 to $3,200 and are overdue between 8-27 days. Total outstanding: $18,340. Would you like me to draft follow-up emails for any of these clients?
This example demonstrates the MCP's ability to filter and aggregate invoice data. Requires read access to invoices and company records. The actual response depends on your account's invoice history—this illustrative output assumes a small business with typical payment cycles. Rate limits apply to bulk invoice queries.
@firmao create a new invoice for DataFlow Systems: 40 hours consulting at $150/hour, due in 14 days, include our standard payment terms
Invoice created successfully in Firmao. Invoice #2024-0356 for DataFlow Systems: Line item 'Consulting Services' (40 hours × $150/hour = $6,000). Due date set to January 28, 2025. Your default payment terms and company details have been applied. The invoice is now in draft status—you can review it in Firmao before sending. Would you like me to mark it as sent or generate a PDF?
This write operation shows the MCP creating financial records directly in your CRM. Requires API key with invoice creation permissions. The MCP infers line items from natural language but cannot attach files or apply complex tax rules—review the draft in Firmao before sending to clients. Side-effect: creates a permanent invoice record.
@firmao pull all tasks assigned to me that are due this week and summarize which clients need immediate attention
You have 11 tasks due by Friday across 6 clients. Immediate attention needed: 3 tasks for Horizon Media (proposal revision due tomorrow, contract review overdue by 2 days, kickoff meeting prep). ModernBuild Co has 2 tasks due Thursday (site visit follow-up, invoice approval). The remaining 6 tasks are routine check-ins spread across 4 other clients. Horizon Media appears to be your most time-sensitive account this week—their contract review is already late.
This synthesis example combines task retrieval with AI reasoning to prioritize your workload. The MCP fetches raw task data; the AI interprets urgency and patterns. Requires read access to tasks and associated contact records. Task assignments and due dates reflect your Firmao configuration—output will vary based on your actual task load and team structure.
Use-case deep-dives
When Firmao closes the loop on client billing workflows
A 6-person design agency bills 20-30 clients monthly for retainer work. The team already tracks hours and deliverables in Firmao's project module, but invoicing still happens in a separate tool or spreadsheet. This MCP wins when you want AI to draft invoices directly from Firmao data—pull completed tasks, calculate totals, and call Create Invoice without leaving the chat. The API_KEY auth means one shared credential for the whole team. The threshold: if your invoicing logic requires line-item approvals or multi-currency tax rules, you'll still need a human review step before the invoice goes out. For straightforward time-and-materials billing where the AI can read task logs and write invoices in one pass, this MCP cuts the monthly close from two hours to fifteen minutes.
Bulk contact and offer deletion when your CRM needs a reset
A 3-person SaaS sales team hits Q4 with 400 stale contacts and 60 dead offers cluttering their Firmao pipeline. Manual deletion is a half-day slog. This MCP is the right call when you need AI to audit and soft-delete records in bulk—filter by last-activity date, confirm the list, then loop through Delete Contact and Delete Offer. The 15-tool scope includes the delete operations you need, and the soft-delete behavior (marking deleted=true) means you can undo mistakes. The trade-off: if your cleanup logic depends on cross-referencing external data (like Stripe payment status or email engagement scores), you'll need a second MCP or manual export. For CRM hygiene driven purely by Firmao's own fields—last touch, deal stage, creation date—this MCP handles the entire workflow in a single Switchy thread.
When Firmao's task retrieval speeds up support handoffs
A 4-person support team uses Firmao to log customer issues as tasks, then escalates complex cases to engineering. The handoff requires pulling task details—description, attachments, history—and pasting them into Slack or a ticket system. This MCP fits when you want AI to fetch task context on demand: a support rep asks 'get me task 8472' in Switchy, and the AI calls Get Task to return the full record in seconds. The API_KEY setup means the whole support team shares one credential. The limit: Firmao's task module doesn't expose comment threads or file previews through the API, so if your escalation workflow depends on inline discussion history, you'll still open the web UI. For straightforward task-detail lookups where the core fields (assignee, due date, description) are enough, this MCP turns a 90-second browser hunt into a 5-second chat query.
Frequently asked
What does the Firmao MCP let me do in Switchy?
The Firmao MCP connects your CRM data to Switchy's AI workspace. You can create and delete invoices, manage offers, retrieve task details, and modify company settings—all through natural language. It's useful for teams that want AI assistance with Firmao workflows without switching between apps or writing API calls manually.
Do I need admin access to connect Firmao?
You need a Firmao API key with permissions to read and write CRM records. Firmao uses API key authentication, not OAuth, so whoever generates the key controls what the MCP can access. Check your Firmao account settings to create a key with the right scopes for invoices, offers, tasks, and company settings.
Can the Firmao MCP update existing invoices or just create new ones?
The MCP can create and delete invoices but doesn't expose an update tool in the current version. If you need to modify an invoice, you'll retrieve it with Get Invoice, then create a new one with the changes. Deletion is soft—records are marked deleted rather than removed from the database.
How is this different from using Firmao's web interface directly?
The MCP lets you work with Firmao data inside Switchy's AI chat, so you can ask questions like "create an invoice for Acme Corp" without opening Firmao. It's faster for repetitive tasks and useful when you're already working in Switchy. For complex workflows or bulk imports, Firmao's native UI is still better.
Who on my team should connect the Firmao integration?
Whoever manages your Firmao account and has permission to generate API keys. Once connected, any Switchy workspace member can use the MCP to read or write Firmao data—so choose someone who understands which records should be accessible to the team and can rotate the key if needed.