list_warehouse_documents
List Warehouse Documents
List warehouse/storage documents from Firmao. Includes GRN (Goods Received Notes), GIN (Goods Issue Notes), and internal transfers. Supports filtering by type and pagination.
list_warehouse_documents
List warehouse/storage documents from Firmao. Includes GRN (Goods Received Notes), GIN (Goods Issue Notes), and internal transfers. Supports filtering by type and pagination.
update_project
Update an existing project in Firmao. Only provided fields will be modified.
list_emails
Search and list emails stored in Firmao's mail system. Supports filtering by mailbox (INBOX, SENT, DRAFTS), subject, and pagination.
update_product
Update an existing product or service in Firmao. Modify name, pricing, stock levels, and other attributes. Stock level modification requires the "Direct modification of stock levels" setting to be enabled.
create_offer
Create a new offer or order document in Firmao. Supports line items with products, pricing, customer details, and status tracking. Both sales and purchase modes are available.
create_customer
Create a new customer (counterparty) record in Firmao. Supports setting company details, addresses, contact information, NIP number, and custom fields. Duplicate NIP numbers will be rejected.
list_documents
List files and documents stored in Firmao. Supports pagination and sorting. Returns file metadata including names, sizes, and creation dates.
list_tasks
Search and list tasks from Firmao. Supports filtering by name, status, priority, project, and responsible user. Tasks can belong to projects or exist independently.
create_transaction
Create a financial transaction (invoice, pro forma, receipt, bill) in Firmao. Supports line items with products, pricing, VAT, and customer linkage. Both sales and purchase modes are available.
update_customer
Update an existing customer (counterparty) record in Firmao. Only provided fields will be updated; omitted fields remain unchanged.
create_agreement
Create a new agreement (contract) document in Firmao. Agreements support line items, customer linkage, pricing, and status tracking.
list_contacts
Search and list contact persons from Firmao. Contacts are associated with customer records. Supports filtering by name, customer, and pagination.
get_customer
Retrieve full details of a specific customer (counterparty) record by ID, including addresses, contact info, bank details, custom fields, and associated groups.
create_project
Create a new project in Firmao. Projects can include team members, managers, tags, budgets, and date ranges. Tasks can be organized within projects.
create_time_entry
Create a work time entry in Firmao. Entries can have start-only (clock in), end-only (clock out), or both start and end times. Each entry is linked to a user and can optionally be linked to a task.
create_sales_opportunity
Create a new sales opportunity in Firmao's sales pipeline. Track potential deals with customer linkage, value, currency, stage, and acquisition method.
list_sales_notes
Search and list sales notes (notes, meetings, phone calls) from Firmao. Supports filtering by type, customer, and pagination.
list_projects
Search and list projects from Firmao. Supports filtering by name and pagination. Projects serve as containers for tasks and can track budgets, team members, and timelines.
create_product
Create a new product or service in Firmao. Set pricing for purchase and sale, stock levels, product codes, and tags.
create_task
Create a new task in Firmao, optionally within a project. Tasks support priority levels, status tracking, date planning, time estimation, and assignment to responsible users.
delete_customer
Soft-delete a customer (counterparty) record in Firmao by marking it as deleted. The record can potentially be recovered.
list_sales_opportunities
Search and list sales opportunities from Firmao's sales pipeline. Supports filtering by customer, status, and pagination.
list_transactions
Search and list financial transactions (invoices, receipts, pro formas, bills) from Firmao. Supports filtering by customer, type, mode, and date range.
list_customers
Search and list customer (counterparty) records from Firmao. Supports filtering by name, NIP number, customer type, email, and other fields using comparison operators. Results are paginated and sortable.
create_contact
Create a new contact person associated with a customer in Firmao. A customer ID is required to link the contact to an existing customer record.
list_offers
Search and list offers and orders from Firmao. Supports filtering by type, status, customer, and mode. Returns document summaries with pricing and status information.
update_task
Update an existing task in Firmao. Modify name, description, status, priority, dates, time estimates, and assigned users. Only provided fields will be changed.
create_sales_note
Create a sales note (note, meeting, or phone call record) in Firmao. Sales notes can be linked to customers and used to track interactions.
list_products
Search and list products and services from Firmao. Supports filtering by name, product code, and pagination. Returns pricing, stock levels, and classification details.
list_time_entries
Search and list work time entries from Firmao. Supports filtering by user and pagination. Returns start/end times, linked tasks, and descriptions.
Manage CRM and ERP operations for small and medium businesses. Create, read, update, and delete customers, contact persons, projects, tasks, and sales opportunities. Generate and manage invoices, pro forma invoices, receipts, correction invoices, offers, orders, and contracts with line items and pricing. Track products and services with stock levels, manage warehouse documents (GRN/GIN), and monitor sales pipelines. Record employee work time entries, create sales notes linked to customers and projects, and query emails stored in Firmao's mail system. Upload and download file attachments on tasks, projects, products, customers, and other objects. Retrieve PDF versions of invoices and offers using configured templates. Supports filtering with comparison operators, sorting, and custom fields across all object types.
Common questions about connecting Firmao to AI agents with Metorial.