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How to connect Firmao to Claude

Connect Claude Web, Desktop and Cowork to Firmao MCP. List all invoices created this month, get details for invoice id 12345, and more using natural language, with authentication handled for you.

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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

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Firmao account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Firmao with

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Firmao to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Firmao account

Back in Claude, ask it to connect to Firmao or give it any Firmao-related task.

For example, ask Claude 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 Claude, and your Firmao account is ready to use.

What is the Firmao Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Firmao?

The connector can show as connected, but Claude must use it in each Firmao conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Firmao again.

2. Why does Claude show an MCP server error before Firmao connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Firmao.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Firmao.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Firmao authorization link not work?

The Composio connector is one server. Your Firmao account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Firmao connection.
  • Composio creates a fresh Firmao authorization link.
  • Open that link in your browser and finish the Firmao sign-in.

4. Why do Firmao actions fail after they worked before?

The Firmao connection can expire or lose permission.

  • Ask Claude to inspect the Firmao connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Firmao account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Firmao.
  • If the action still fails with a permission error, check that the connected account has that permission in Firmao itself.

5. How do I switch to a different Firmao account?

Claude can manage the Firmao connection for you.

  • Ask Claude to disconnect or delete the current Firmao account.
  • Ask Claude to connect Firmao again.
  • Open the new Composio authorization link for Firmao.
  • Sign in with the other Firmao account in the browser.
  • After the account connects, ask Claude to retry the Firmao task.

6. Why is my Firmao connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Firmao connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Firmao tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Firmao.
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.

FRAMEWORKS

How to build Firmao MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

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Claude Agent SDK logo

Claude Agent SDK

Use Firmao MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Firmao MCP with Claude Code

Codex logo

Codex

Use Firmao MCP with Codex

OpenClaw logo

OpenClaw

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Hermes logo

Hermes

Use Firmao MCP with Hermes

Atomic Agent logo

Atomic Agent

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Google ADK logo

Google ADK

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LangChain logo

LangChain

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Vercel AI SDK logo

Vercel AI SDK

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Mastra AI logo

Mastra AI

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LlamaIndex logo

LlamaIndex

Use Firmao MCP with LlamaIndex

CrewAI logo

CrewAI

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Pydantic AI logo

Pydantic AI

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AutoGen logo

AutoGen

Use Firmao MCP with AutoGen

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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