Does deleting an invoice through Lyro destroy the record?

No. Delete Invoice, Delete Contact, and Delete Offer are all soft deletes - the record stays in Firmao with its deleted field set to true and simply becomes inactive. Delete Company Setting is the exception: it permanently removes the setting by its identifier.

What can Lyro actually put on an invoice?

Create Invoice generates a sales or purchase invoice with line items, customer information, pricing details, and payment terms, so the document is raised from what the conversation already agreed rather than handed to someone to re-key.

Can Lyro tell a customer exactly what changed on their quote?

Yes. Update Offer supports partial updates and returns a changelog describing what changed, so Lyro can confirm the specific line that moved instead of restating the whole quote and hoping the customer spots it.

Can Lyro name the person responsible for a task?

List Tasks returns status, priority, dates, responsible users, tags, and financial data with sorting and filtering, and Get Task returns one task in full, so a customer asking where their job stands gets an owner and a date rather than a status word.

Firmao MCP integration

Answers billing questions from live invoices, raises invoices from accepted offers, and reports task owners and due dates.

Connect Firmao See all integrations

14actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

Create invoice
Lyro creates invoices in Firmao CRM instantly. Support teams generate documents without the CRM.
Update contact in firmao
Lyro updates contacts in Firmao by ID instantly. Sales teams correct details without manual editing.
Get invoice
Lyro retrieves invoice details by ID on demand. Agents look up information without account access.

See all 14 actions

How businesses use Firmao + Lyro

Each card is one request a support team gets, and the Firmao actions Lyro runs to close it.

Answer a billing question from the invoice itself
Lyro retrieves the invoice with its customer details, line items, payment status, and pricing, lists the others on the account, and checks the offer it came from when the numbers are queried.
Get InvoiceList InvoicesGet Offer
Turn an accepted offer into an invoice
Lyro updates the offer with what was actually agreed, creates the sales invoice with line items, customer information, pricing, and payment terms, then marks the superseded offer as deleted.
Update OfferCreate InvoiceDelete Offer
Say where a job stands and who owns it
Lyro lists tasks with their status, priority, dates, responsible users, and tags, opens the one in question, and updates it when the conversation changes the plan.
List TasksGet TaskUpdate Task
Correct a customer's details on record
Lyro updates a contact's name, email, phone, or position, marks a duplicate as deleted rather than erasing it, and reads the company settings that govern how those records behave.
Update Contact In FirmaoDelete ContactList Company Settings

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Firmao actions it has and picks the ones a request needs.

01
Connect Firmao
Authorize the Firmao account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Firmao actions that close it and chains as many as the request needs.
03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free

Firmao · Lyro

Everything else about Firmao

Setup, permissions, and the limits of what Lyro can do inside Firmao.

No. Delete Invoice, Delete Contact, and Delete Offer are all soft deletes - the record stays in Firmao with its deleted field set to true and simply becomes inactive. Delete Company Setting is the exception: it permanently removes the setting by its identifier.

Every action available in Firmao

All 14 actions your agent can call on Firmao, straight from the live MCP connection.

Create invoice
Creates a new sales or purchase invoice in Firmao CRM.
Delete company setting
Deletes a company setting by its unique identifier.
Delete contact
Soft-deletes a contact in Firmao CRM by marking it as deleted (sets deleted=true).
Delete invoice
Soft-deletes a Firmao invoice by marking it as deleted.
Delete offer
Soft-delete an offer in Firmao by marking it as deleted.
Get invoice
Retrieve detailed information about a specific invoice by its ID.
Get offer
Retrieve detailed information about a specific offer from Firmao CRM by its unique ID.
Get task
Retrieves detailed information about a specific task by its unique ID.
List company settings
Lists all company settings from Firmao.
List invoices
List invoices.
List tasks
Retrieves a paginated list of tasks from Firmao.
Update contact in firmao
Updates an existing contact in Firmao CRM by its ID.
Update offer
Updates an existing offer/quote in Firmao by ID.
Update task
Update an existing task.