# How to integrate Firmao MCP with Claude Code ```json { "title": "How to integrate Firmao MCP with Claude Code", "toolkit": "Firmao", "toolkit_slug": "firmao", "framework": "Claude Code", "framework_slug": "claude-code", "url": "https://composio.dev/toolkits/firmao/framework/claude-code", "markdown_url": "https://composio.dev/toolkits/firmao/framework/claude-code.md", "updated_at": "2026-05-12T10:11:45.171Z" } ``` ## Introduction Manage your Firmao directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns. You can do this in two different ways: - Via [Composio Connect](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_connect&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code) - Direct and easiest approach - Via [Composio SDK](https://docs.composio.dev/docs?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_sdk) - Programmatic approach with more control ## Also integrate Firmao with - [OpenAI Agents SDK](https://composio.dev/toolkits/firmao/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/firmao/framework/claude-agents-sdk) - [Claude Cowork](https://composio.dev/toolkits/firmao/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/firmao/framework/codex) - [OpenClaw](https://composio.dev/toolkits/firmao/framework/openclaw) - [Hermes](https://composio.dev/toolkits/firmao/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/firmao/framework/cli) - [Google ADK](https://composio.dev/toolkits/firmao/framework/google-adk) - [LangChain](https://composio.dev/toolkits/firmao/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/firmao/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/firmao/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/firmao/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/firmao/framework/crew-ai) ## TL;DR - Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles. - Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling. - Handling Large tool responses out of LLM context to minimize context rot. - Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need. ## Connect Firmao to Claude Code ### Connecting Firmao to Claude Code using Composio 1. Add the Composio MCP to Claude ```bash claude mcp add --scope user --transport http composio https://connect.composio.dev/mcp ``` ## What is Claude Code? Claude Code is Anthropic's command line developer tool that lets you use Claude directly inside your terminal. Instead of switching between your editor, browser, and chat, you can stay in your project folder and ask Claude to help you build, debug, refactor, and understand code right where you're working. Key features include: - Terminal-Native Experience: Work with Claude directly in your command line without switching contexts - MCP Support: Built-in support for Model Context Protocol servers to extend Claude's capabilities - Project Context: Claude understands your project structure and can read, write, and modify files - Interactive Development: Ask questions, debug code, and get help in real-time while coding - Multi-Platform: Works on macOS, Linux, WSL, and Windows ## What is the Firmao MCP server, and what's possible with it? 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. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `FIRMAO_CREATE_INVOICE` | Create Invoice | Creates a new sales or purchase invoice in Firmao CRM. This action generates an invoice transaction with line items, customer information, pricing details, and payment terms. It can auto-create customers if needed and supports automatic invoice numbering. | | `FIRMAO_DELETE_COMPANY_SETTING` | Delete Company Setting | Deletes a company setting by its unique identifier. Returns success status and details about the deletion attempt. Use this when you need to permanently remove a specific company setting configuration. | | `FIRMAO_DELETE_CONTACT` | Delete Contact | Soft-deletes a contact in Firmao CRM by marking it as deleted (sets deleted=true). This action sends a PUT request to mark the contact as deleted without permanently removing it from the system. The contact can potentially be restored later through the Firmao interface. Returns a changelog documenting the deletion operation. If the API returns errors (e.g., authentication issues, contact not found, insufficient permissions), the action gracefully returns an empty changelog to maintain usability in restricted environments. Use this when you need to remove a contact from active use in Firmao CRM. | | `FIRMAO_DELETE_INVOICE` | Delete Invoice | Soft-deletes a Firmao invoice by marking it as deleted. This action sends a PUT request to mark the invoice's 'deleted' field as true. The invoice record remains in the system but is marked as deleted. Returns a changelog documenting the deletion operation. If the API returns unexpected response formats, the action normalizes them to the expected schema. | | `FIRMAO_DELETE_OFFER` | Delete Offer | Soft-delete an offer in Firmao by marking it as deleted. The offer record is not permanently removed but is marked with deleted=true, making it inactive in the system. Use this action when you need to remove an offer without permanently destroying the record. The action returns a changelog documenting the deletion operation. | | `FIRMAO_GET_INVOICE` | Get Invoice | Retrieve detailed information about a specific invoice by its ID. Returns comprehensive invoice data including customer details, line items, payment status, pricing information, and metadata. Use this when you need complete invoice details for a known invoice ID. | | `FIRMAO_GET_OFFER` | Get Offer | Retrieve detailed information about a specific offer from Firmao CRM by its unique ID. This action fetches comprehensive offer data including customer details, pricing, line items, payment information, and metadata. Use this when you need to view or analyze a specific offer, display offer details to users, or retrieve offer information for further processing. The action implements robust endpoint fallback logic to handle various Firmao API configurations. Returns an empty result set if the offer is not found or authentication fails. | | `FIRMAO_GET_TASK` | Get Task | Retrieves detailed information about a specific task by its unique ID. Use this action when you need to: - Get full details of a task after obtaining its ID from a list or search - Check the current status, progress, or assignments of a specific task - Access task metadata like creation date, responsible users, or financial information Returns a single task's complete information including status, dates, responsible users, progress percentage, financial data (costs, income), and related entities (customer, contact, project). | | `FIRMAO_LIST_COMPANY_SETTINGS` | List Company Settings | Lists all company settings from Firmao. Company settings are key-value configuration pairs that store custom configurations for companies. Use this action to retrieve settings, with optional filtering by company ID and pagination support. Returns an empty list if no settings exist or the endpoint is not available in the current Firmao deployment. | | `FIRMAO_LIST_INVOICES` | List Invoices | Tool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering. | | `FIRMAO_LIST_TASKS` | List Tasks | Retrieves a paginated list of tasks from Firmao. Returns task details including status, priority, dates, responsible users, tags, and financial data. Supports sorting, filtering by various fields, and configurable detail levels (MINIMAL, MEDIUM, FULL). | | `FIRMAO_UPDATE_CONTACT` | Update Contact in Firmao | Updates an existing contact in Firmao CRM by its ID. Use this tool to modify contact information such as name, email, phone, position, or customer association. Only include the fields you want to change - omitted fields will remain unchanged. Returns a changelog of the modifications made. Prerequisites: - The contact ID must exist in your Firmao organization - If updating the customer field, the customer ID must already exist | | `FIRMAO_UPDATE_OFFER` | Update Offer | Updates an existing offer/quote in Firmao by ID. Modifies specified fields while preserving unspecified ones. Returns a changelog detailing what changed. Supports partial updates - only provide fields you want to change. | | `FIRMAO_UPDATE_TASK` | Update Task | Tool to update an existing task. Use when you need to modify one or more fields of a task after confirming its current details. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Firmao MCP server is an implementation of the Model Context Protocol that connects Claude Code (and other AI assistants like Claude and Cursor) directly to your Firmao account. It provides structured and secure access so Claude can perform Firmao operations on your behalf. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 1. Prerequisites Before starting, make sure you have: - Claude Pro, Max, or API billing enabled Anthropic account - Composio API Key - A Firmao account - Basic knowledge of Python or TypeScript ### 1. Install Claude Code To install Claude Code, use one of the following methods based on your operating system: ```bash # macOS, Linux, WSL curl -fsSL https://claude.ai/install.sh | bash # Windows PowerShell irm https://claude.ai/install.ps1 | iex # Windows CMD curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd ``` ### 2. Set up Claude Code Open a terminal, go to your project folder, and start Claude Code: - Claude Code will open in your terminal - Follow the prompts to sign in with your Anthropic account - Complete the authentication flow - Once authenticated, you can start using Claude Code ```bash cd your-project-folder claude ``` ### 3. Set up environment variables Create a .env file in your project root with the following variables: - COMPOSIO_API_KEY authenticates with Composio (get it from [Composio dashboard](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=api_key&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code)) - USER_ID identifies the user for session management (use any unique identifier) ```bash COMPOSIO_API_KEY=your_composio_api_key_here USER_ID=your_user_id_here ``` ### 4. Install Composio library No description provided. ```python pip install composio-core python-dotenv ``` ```typescript npm install @composio/core dotenv ``` ### 5. Generate Composio MCP URL No description provided. ```python import os from composio import Composio from dotenv import load_dotenv load_dotenv() COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") USER_ID = os.getenv("USER_ID") composio_client = Composio(api_key=COMPOSIO_API_KEY) composio_session = composio_client.create( user_id=USER_ID, toolkits=["firmao"], ) COMPOSIO_MCP_URL = composio_session.mcp.url print(f"MCP URL: {COMPOSIO_MCP_URL}") print(f"\nUse this command to add to Claude Code:") print(f'claude mcp add --transport http firmao-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"') ``` ```typescript import 'dotenv/config'; import { Composio } from '@composio/core'; const { COMPOSIO_API_KEY, USER_ID } = process.env; if (!COMPOSIO_API_KEY || !USER_ID) { throw new Error('COMPOSIO_API_KEY and USER_ID required in .env'); } const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY }); const composioSession = await composioClient.create(USER_ID, { toolkits: ['firmao'], }); const composioMcpUrl = composioSession?.mcp.url; console.log(`MCP URL: ${composioMcpUrl}`); console.log(`\nUse this command to add to Claude Code:`); console.log(`claude mcp add --transport http firmao-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`); ``` ### 6. Run the script and copy the MCP URL No description provided. ```python python generate_mcp_url.py ``` ```typescript node --loader ts-node/esm generate_mcp_url.ts # or if using tsx tsx generate_mcp_url.ts ``` ### 7. Add Firmao MCP to Claude Code In your terminal, add the MCP server using the command from the previous step. The command format is: - claude mcp add registers a new MCP server with Claude Code - --transport http specifies that this is an HTTP-based MCP server - The server name (firmao-composio) is how you'll reference it - The URL points to your Composio Tool Router session - --headers includes your Composio API key for authentication After running the command, close the current Claude Code session and start a new one for the changes to take effect. ```bash claude mcp add --transport http firmao-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY" # Then restart Claude Code exit claude ``` ### 8. Verify the installation Check that your Firmao MCP server is properly configured. - This command lists all MCP servers registered with Claude Code - You should see your firmao-composio entry in the list - This confirms that Claude Code can now access Firmao tools If everything is wired up, you should see your firmao-composio entry listed: ```bash claude mcp list ``` ### 9. Authenticate Firmao The first time you try to use Firmao tools, you'll be prompted to authenticate. - Claude Code will detect that you need to authenticate with Firmao - It will show you an authentication link - Open the link in your browser (or copy/paste it) - Complete the Firmao authorization flow - Return to the terminal and start using Firmao through Claude Code Once authenticated, you can ask Claude Code to perform Firmao operations in natural language. For example: - "List all invoices created this month" - "Get details for invoice ID 12345" - "Delete a contact named John Doe" ## Complete Code ```python import os from composio import Composio from dotenv import load_dotenv load_dotenv() COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY") USER_ID = os.getenv("USER_ID") composio_client = Composio(api_key=COMPOSIO_API_KEY) composio_session = composio_client.create( user_id=USER_ID, toolkits=["firmao"], ) COMPOSIO_MCP_URL = composio_session.mcp.url print(f"MCP URL: {COMPOSIO_MCP_URL}") print(f"\nUse this command to add to Claude Code:") print(f'claude mcp add --transport http firmao-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"') ``` ```typescript import 'dotenv/config'; import { Composio } from '@composio/core'; const { COMPOSIO_API_KEY, USER_ID } = process.env; if (!COMPOSIO_API_KEY || !USER_ID) { throw new Error('COMPOSIO_API_KEY and USER_ID required in .env'); } const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY }); const composioSession = await composioClient.create(USER_ID, { toolkits: ['firmao'], }); const composioMcpUrl = composioSession?.mcp.url; console.log(`MCP URL: ${composioMcpUrl}`); console.log(`\nUse this command to add to Claude Code:`); console.log(`claude mcp add --transport http firmao-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`); ``` ## Conclusion You've successfully integrated Firmao with Claude Code using Composio's MCP server. Now you can interact with Firmao directly from your terminal using natural language commands. Key features of this setup: - Terminal-native experience without switching contexts - Natural language commands for Firmao operations - Secure authentication through Composio's managed MCP - Tool Router for dynamic tool discovery and execution Next steps: - Try asking Claude Code to perform various Firmao operations - Add more toolkits to your Tool Router session for multi-app workflows - Integrate this setup into your development workflow for increased productivity You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities. ## How to build Firmao MCP Agent with another framework - [OpenAI Agents SDK](https://composio.dev/toolkits/firmao/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/firmao/framework/claude-agents-sdk) - [Claude Cowork](https://composio.dev/toolkits/firmao/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/firmao/framework/codex) - [OpenClaw](https://composio.dev/toolkits/firmao/framework/openclaw) - [Hermes](https://composio.dev/toolkits/firmao/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/firmao/framework/cli) - [Google ADK](https://composio.dev/toolkits/firmao/framework/google-adk) - [LangChain](https://composio.dev/toolkits/firmao/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/firmao/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/firmao/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/firmao/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/firmao/framework/crew-ai) ## Related Toolkits - [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place. - [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up. - [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships. - [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place. - [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently. - [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities. - [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place. - [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources. - [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations. - [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface. - [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently. - [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools. - [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data. - [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place. - [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process. - [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Firmao MCP? With a standalone Firmao MCP server, the agents and LLMs can only access a fixed set of Firmao tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Firmao and many other apps based on the task at hand, all through a single MCP endpoint. ### Can I use Tool Router MCP with Claude Code? Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Firmao tools. ### Can I manage the permissions and scopes for Firmao while using Tool Router? Yes, absolutely. You can configure which Firmao scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do. ### How safe is my data with Composio Tool Router? All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Firmao data and credentials are handled as safely as possible. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)