Firmao Tools
Firmaoは、企業、業界、市場に関するデータとインサイトを提供し、企業調査、業界分析、市場インテリジェンスのためのツールを提供するビジネス情報プラットフォームです。
AI エージェントで Firmao Tools を使用
Aident Loadout により、Claude Code、Codex、Cursor などの対応エージェントから Firmao Tools を呼び出せます。14 個の対応 Actions から選択できます。 各実行は Audit で確認できます。
Aident Vault で Firmao Tools に一度接続します。エージェントに認証情報を渡さずに、対応 Actions を利用できます。
カテゴリー
Crm料金と支払い
- 料金
- Loadout では無料です。個人接続のアカウントを使用する場合、プロバイダー料金が発生することがあります。
- 統合支払い
- 現在未対応です。必要な場合はプロバイダーアカウントを接続してください。
含まれる Actions
- Firmao Create InvoiceCreates 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.
- Firmao Delete Company SettingDeletes 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.
- Firmao Delete ContactSoft-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…
- Firmao Delete InvoiceSoft-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 un…
- Firmao Delete OfferSoft-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…
- Firmao Get InvoiceRetrieve 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.
- Firmao Get OfferRetrieve 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, dis…
- Firmao Get TaskRetrieves 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…
- Firmao List Company SettingsLists 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 exi…
- Firmao List InvoicesTool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.
- Firmao List TasksRetrieves 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).
- Firmao Update ContactUpdates 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 modificat…
- Firmao Update OfferUpdates 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.
- Firmao Update TaskTool to update an existing task. Use when you need to modify one or more fields of a task after confirming its current details.
プロバイダーのソース
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