The Firmao MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Firmao account. It provides structured and secure access to your business data, so your agent can perform actions like retrieving invoices, managing offers, handling tasks, and updating company settings on your behalf.
- Invoice management and automation: Let your agent create new invoices, retrieve detailed invoice data, list all invoices, or delete invoices as needed—all without manual entry.
- Offer tracking and updates: Effortlessly get the details of any offer, or have your agent delete offers that are no longer relevant to your business pipeline.
- Task and contact handling: Fetch specific task details or manage your contact list, including the ability to remove outdated or incorrect contacts with ease.
- Company configuration oversight: List and review your company’s settings or delete obsolete company configurations—helping you keep your business data clean and up to date.