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Firmao for AI agents

Firmao is a CRM platform offering company research and market intelligence alongside contact, invoice, and task management, used by sales teams researching and closing deals. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect FirmaoSee the 14 actions ↓
CRMAPI keyMCP + RESTfirmao.com
AUDIT LOG · FIRMAOPOLICY: acme-support
09:41:07 · claude · u_8f2read
firmao.list_tasks
List Tasks✓ allowed · 212ms
09:41:08 · claude · u_8f2read
firmao.get_task
Get Task✓ allowed · 164ms
09:41:09 · claude · u_8f2write
firmao.create_invoice
Create Invoice✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
firmao.delete_offer
Delete Offer✕ blocked · policy: deny
EVERY FIRMAO CALL, ON THE RECORD
01 · USE CASES

What agents do in Firmao.

01

Create an invoice

Create an invoice for a client once a deal closes and billing details are confirmed.

02

Check a task's status

Get a task's details to confirm whether a follow-up has been completed.

03

Confirm before deleting an offer

Require approval before deleting an offer, since it removes a proposal already shared with a client.

02 · ACTIONS

14 Firmao actions, graded by risk.

Every Firmao action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

6

Look things up. Allowed by default.

  • firmao.get_task
    Get Task
  • firmao.get_offer
    Get Offer
  • firmao.list_tasks
    List Tasks
  • firmao.get_invoice
    Get Invoice
  • firmao.list_invoices
    List Invoices
  • firmao.list_company_settings
    List Company Settings

write

4

Create and change things. Allow, or ask the user first.

  • firmao.update_task
    Update Task
  • firmao.update_offer
    Update Offer
  • firmao.create_invoice
    Create Invoice
  • firmao.update_contact
    Update Contact in Firmao

destructive

4

Delete, cancel or archive. Ask first, or deny outright.

  • firmao.delete_offer
    Delete Offer
  • firmao.delete_contact
    Delete Contact
  • firmao.delete_invoice
    Delete Invoice
  • firmao.delete_company_setting
    Delete Company Setting
03 · HOW IT WORKS

Firmao in three steps.

  1. 01Your users connect FirmaoThey add their Firmao api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Invoice” can wait for the user, and “delete Offer” can be denied outright.
  3. 03Any agent can actYour agent calls Firmao through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('firmao', {
  read: 'allow',
  write: 'ask',        // create_invoice
  destructive: 'deny',  // delete_offer
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Firmao connects.

Users add their Firmao api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Firmao connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Firmao from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More crm apps.

Salesforce224 actionsHubSpot263 actionsZendesk457 actionsPipedrive403 actionsApollo67 actionsAttio109 actionsAcculynx8 actionsAeroleads1 actions
ALL CRM APPS →
07 · FAQ

Firmao and Arc0, answered.

Q01

Can I use Firmao with Claude, ChatGPT or Cursor?

Yes. Connect Firmao to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Firmao actions you allow.

Q02

How do users connect Firmao?

Users add their Firmao api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Firmao actions can my agent take?

14 in total: 6 read, 4 write and 4 destructive, such as “create Invoice”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Firmao?

Yes. Actions like “delete Offer” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Firmao too?

Yes. The same Firmao connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Firmao into your agent.

Your users connect Firmao once, under your brand. Your agent gets 14 actions behind your policies, with every call on the record.

Connect FirmaoBrowse all apps →

Free to build · MCP + REST · Audit log on every plan