Firmao MCP Server

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 for your preferred client

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 4 actions as tools in your MCP client

Create Offer

Create a new quote/offer. See the documentation

Create Task

Create a new task for the organization. See the documentation

List Tasks

List tasks from the organization. See the documentation

Create Customer

Create a new company customer. See the documentation

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