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Firmao

Firmao MCP integration

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

Connect FirmaoSee all integrations

14actions available

  1. Home/
  2. Integrations/
  3. Firmao

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.

  • receipt_long

    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
  • payments

    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agreed, creates the sales invoice with line items, customer information, pricing, and payment terms, then marks the superseded offer as deleted.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
  • task_alt

    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
  • contacts

    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.

  1. 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.

  2. 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.

  3. 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

What can you do in Firmao without me setting anything up?

These, right away:

  • Create invoice
  • Get invoice
  • Delete company setting

Great, let's start with the first one.

Ask Lyro anything...

FAQ

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.

  • 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.

  • 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.

  • 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.

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.

The tools Firmao sits next to

Same connection, same setup. Pick the next one your team already uses.

  • Affinityarrow_outward

    Affinity

    Answers which lists a company or person appears on, reads their entries and field data, and returns opportunities and saved view rows.

  • Capsule crmarrow_outward

    Capsule crm

    Matches a contact to their Capsule CRM party, reads open opportunities and projects, logs the conversation as an entry, and advances a deal's milestone.

  • Folkarrow_outward

    Folk

    Finds an existing contact, creates the person and company records when they are new, and writes the note that captures what a conversation revealed.

  • Kommoarrow_outward

    Kommo

    Creates leads, contacts, and companies as a conversation qualifies, files the follow-up task, and keeps the Kommo AI knowledge base stocked.

  • Pipedrivearrow_outward

    Pipedrive

    Finds the contact on file, reports where a deal stands, captures new leads from conversations, and merges the duplicates enquiries create.

  • Simla.comarrow_outward

    Simla.com

    Reads order and shipment status, places repeat orders with payment, merges duplicate customer records, and escalates with a task attached.

Browse every integration
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Ready to connect Firmao?

Authorize the account and your agent has all 14 actions from the first conversation.

Connect FirmaoTalk to sales
Connect FirmaoTalk to sales
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