How do I connect Firmao to Operator?

Connecting Firmao is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Firmao and you never reauthorize by hand.

Can my agent keep my Firmao records up to date?

Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Firmao stays current without the manual data entry.

Do I need to write code or manage Firmao API keys?

No. Operator manages the Firmao connection and token refresh, so there are no API keys to paste and nothing to deploy.

Can my agent use Firmao together with my other apps?

Yes. The same agent reaches every app you connect, so it can move between Firmao and tools like Hubspot, Salesforce, Pipedrive in one job, reading from one and acting in another without you wiring anything between them.

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Connect Firmao to OpenClaw on Operator.io

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

CRM14 actions

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Automate Firmao with AI

Operator puts an OpenClaw agent in front of Firmao. You describe the job from Telegram or Discord and it handles the rest inside Firmao, picking the right calls from the 14 Firmao actions and checking its own work as it goes.

Your agent reaches Firmao directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.

What your agent can do with Firmao

Your agent can call any of these Firmao actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.

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...

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.

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 la...

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...

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...

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 detai...

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 nee...

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...

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...

List Invoices

Tool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.

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,...

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 uncha...

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.

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.

How to connect Firmao

You authorize Firmao once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Firmao without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.

When you are ready, the get started guide walks through standing up your OpenClaw agent.

Common questions about Firmao

How do I connect Firmao to Operator?: Connecting Firmao is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Firmao and you never reauthorize by hand.
Can my agent keep my Firmao records up to date?: Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Firmao stays current without the manual data entry.
Do I need to write code or manage Firmao API keys?: No. Operator manages the Firmao connection and token refresh, so there are no API keys to paste and nothing to deploy.
Can my agent use Firmao together with my other apps?: Yes. The same agent reaches every app you connect, so it can move between Firmao and tools like Hubspot, Salesforce, Pipedrive in one job, reading from one and acting in another without you wiring anything between them.