Firmao

ClaudeCommunityby Firmao

Firmao is a CRM and business management system for small and medium-sized companies, covering sales, invoicing, tasks and projects. This connector lets Claude work with your Firmao data in plain language. What you can do: - Search and read customers, contacts, sales opportunities, offers and orders, invoices, products, tasks, projects, teams, emails, phone calls, sales notes and users. - Create and update customers, contacts, sales opportunities, tasks, projects and teams. - Read and add comments on tasks, contacts, sales opportunities and projects, and list task attachments. Example uses: summarize your open tasks for the week, prepare for a customer meeting using recent emails and opportunities, find overdue invoices, or create a follow-up task after a call. Claude acts on behalf of the signed-in Firmao user and follows that user's permissions. Records can't be deleted through the connector, and changes made through it show up in the record's change history.