Firmao MCP Server

firmao

CRM - customer relationship management. Managing sales opportunities from various sources (Mailing, Cold Calling, Live Chat, Google Ads, FB, Callback) in one place.

Getting started

Configure and install the MCP server in your preferred client or deploy it to your own app

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Open the Claude Desktop app
Go to Settings, then Developer
Click Edit Config
Open the claude_desktop_config.json file
Copy and paste the server config to your existing file, then save

Available tools

Add all 4 actions as tools in your MCP client

List Tasks

List tasks from the organization. See the documentation

Create Task

Create a new task for the organization. See the documentation

Create Offer

Create a new quote/offer. See the documentation

Create Customer

Create a new company customer. See the documentation

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