Firmao is a business information platform offering data and insights on companies, industries, and markets, providing tools for company research, industry analysis, and market intelligence.
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 invoice numbering.
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.
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 later through the Firmao interface. Returns a changelog documenting the deletion operation. If the API returns errors (e.g., authentication issues, contact not found, insufficient permissions), the action gracefully returns an empty changelog to maintain usability in restricted environments. Use this when you need to remove a contact from active use in Firmao CRM.
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 deletion operation. If the API returns unexpected response formats, the action normalizes them to the expected schema.
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 destroying the record. The action returns a changelog documenting the deletion operation.
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 details for a known invoice ID.
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 need to view or analyze a specific offer, display offer details to users, or retrieve offer information for further processing. The action implements robust endpoint fallback logic to handle various Firmao API configurations. Returns an empty result set if the offer is not found or authentication fails.
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 specific task - Access task metadata like creation date, responsible users, or financial information Returns a single task's complete information including status, dates, responsible users, progress percentage, financial data (costs, income), and related entities (customer, contact, project).
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. Returns an empty list if no settings exist or the endpoint is not available in the current Firmao deployment.
Tool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.
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, MEDIUM, FULL).
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 unchanged. Returns a changelog of the modifications made. Prerequisites: - The contact ID must exist in your Firmao organization - If updating the customer field, the customer ID must already exist
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.
Tool to update an existing task. Use when you need to modify one or more fields of a task after confirming its current details.
The Firmao integration connects your Dench AI CRM directly to Firmao, so agents can read and act on your Firmao data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
14 actions are available for agents to invoke on your behalf. Every call runs through Firmao's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Firmao and click Connect — you'll authorize access through Firmao's own sign-in flow. No API keys or code required.
Ask an agent to use Firmao in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Firmao integration connects your AI CRM to Firmao, so AI agents can work with your Firmao data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The Firmao integration currently exposes 14 actions, including Create Invoice, Delete Company Setting, Delete Contact, Delete Invoice, Delete Offer, and Get Invoice. Agents invoke them on your behalf from chat or from automations.
No. You connect Firmao from your Dench workspace using Firmao's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Firmao's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Firmao connection from your workspace settings at any time.