How to connect Firmao to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Firmao account to Cowork via Composio Connect, enabling it to list all invoices created this month, get details for invoice ID 12345, delete a contact named John Doe, and more such actions on your behalf without compromising your account security.

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Firmao is a business information platform offering company, industry, and market data. Use it to quickly research firms and gain competitive market insights.

14 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Firmao account to Cowork via Composio Connect, enabling it to list all invoices created this month, get details for invoice ID 12345, delete a contact named John Doe, and more such actions on your behalf without compromising your account security.

Also integrate Firmao with

Connecting Firmao to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Firmao account

Back in Cowork, ask the agent to connect to Firmao or give it any Firmao-related task.

For example, ask Cowork to:

  • "List all invoices created this month"
  • "Get details for invoice ID 12345"
  • "Delete a contact named John Doe"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Firmao account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Firmao through MCP without you sharing account credentials directly with the agent.

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.
TOOLS

Supported Tools

Every Firmao action and event your agent gets out of the box.

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

Tool to 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

Tool to update an existing task.

FAQ

Frequently asked questions

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.

Yes, you can. Claude Cowork 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.

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.

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.

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