Connect Firmao to AI agents

Connect Firmao to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

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.

update_project

Update Project

Update an existing project in Firmao. Only provided fields will be modified.

list_emails

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 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 Offer or Order

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 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 Documents

List files and documents stored in Firmao. Supports pagination and sorting. Returns file metadata including names, sizes, and creation dates.

list_tasks

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 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 Customer

Update an existing customer (counterparty) record in Firmao. Only provided fields will be updated; omitted fields remain unchanged.

create_agreement

Create Agreement

Create a new agreement (contract) document in Firmao. Agreements support line items, customer linkage, pricing, and status tracking.

list_contacts

List Contacts

Search and list contact persons from Firmao. Contacts are associated with customer records. Supports filtering by name, customer, and pagination.

get_customer

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 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 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 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

List Sales Notes

Search and list sales notes (notes, meetings, phone calls) from Firmao. Supports filtering by type, customer, and pagination.

list_projects

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 Product

Create a new product or service in Firmao. Set pricing for purchase and sale, stock levels, product codes, and tags.

create_task

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

Delete Customer

Soft-delete a customer (counterparty) record in Firmao by marking it as deleted. The record can potentially be recovered.

list_sales_opportunities

List Sales Opportunities

Search and list sales opportunities from Firmao's sales pipeline. Supports filtering by customer, status, and pagination.

list_transactions

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

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 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

List Offers and Orders

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 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 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

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

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.

More integrations teams use with Firmao

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Firmao

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.

Connect Firmao to production AI agents

See how Metorial gives Firmao access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Firmao to AI agents with Metorial.

  1. Can Metorial connect Firmao to AI agents?
    Yes. Metorial connects AI agents to Firmao through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.