Use Firmao from Claude
Add the Firmao connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorFirmao
Firmao integration for Claude and Codex
Create a Firmao connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Firmao from Codex
Add the Firmao connection to a Space that runs Codex, then use it from every channel in that Space.
Use Firmao from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Firmao connector can do
Firmao is a CRM that tracks customers, contacts, offers, and invoices for small and midsize sales teams. In type.com, a sales or finance Space can ask the agent to generate an invoice, remove an outdated offer, or clean up a contact record, with the change recorded in the thread for the rest of the team.
One connection, many Spaces
Connect Firmao once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Firmao in type.com
Generate an invoice from a closed deal
Create a sales invoice with line items and customer details as soon as a deal closes, auto-creating the customer if needed.
Create an invoice in Firmao for our newly closed deal with Acme Logistics, including this month's line items.
Retire an outdated offer
Soft-delete an offer that's no longer active, removing it from view while keeping the record for history.
Delete the Q3 pricing offer in Firmao since we've replaced it with the new one.
Clean up a duplicate contact
Remove a contact that was entered twice, keeping the CRM free of duplicate records that confuse reporting.
Delete the duplicate contact record for Jamie Lee in Firmao.
Representative actions
- Create Invoice
Generates a sales or purchase invoice with line items, customer details, and payment terms, auto-creating the customer if needed.
- Delete Company Setting
Removes a specific company setting by its ID.
- Delete Contact
Soft-deletes a contact by marking it as deleted without permanently removing it, so it can potentially be restored later.
- Delete Invoice
Soft-deletes an invoice by marking it as deleted while keeping the record in the system.
- Delete Offer
Soft-deletes an offer, making it inactive without permanently removing it from Firmao.
Connection
API and auth details
Firmao provides CRM and business-management APIs for integrating external systems with Firmao records. Public API documentation covers enablement, authentication, and CRM-style resources such as customers, contacts, tasks, meetings, offers, agreements, invoices, notes, attachments, and related business workflow data.
- Source
- type.com catalog metadata
- Auth schemes
- API key
- API reference
- https://firmao.io/API-Documentation_EN.pdf
- Official site
- https://firmao.io/
FAQ
Questions people ask before connecting Firmao
Can Claude manage Firmao CRM records from type.com?
Yes. With a Firmao connection shared to a Space, the agent can create invoices and clean up contacts, offers, or settings, all visible in the thread.
How does type.com authenticate with Firmao?
Firmao uses an API key, added once by an admin when the connection is created, and shared only with Spaces that need it.
Can invoicing in Firmao be automated on a schedule?
Yes. A recurring task, such as generating a monthly recap invoice, can be set up as a type.com automation.
Is this the same as a Firmao MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More sales & crm connectors
All Sales & CRM integrationsConnect Lusha to Claude in type.com to manage signal subscriptions and review audit logs from a shared thread.
Connect NetHunt CRM to Claude in type.com to find records, catch up on teammate comments, and review recent call logs in a thread.
Connect NoCRM.io to Claude in type.com to tag leads, log call notes, reassign ownership, and update lead status from a thread.
Connect Nutshell to Claude in type.com to log contacts, schedule follow-up activities, and create leads directly from a thread.