Firmao Tools
Firmao 是一个商业信息平台，提供有关公司、行业和市场的数据与洞察，并提供用于公司研究、行业分析和市场情报的工具。
让 AI 智能体使用 Firmao Tools
Aident Loadout 让 Claude Code、Codex、Cursor 和其他受支持的智能体调用 Firmao Tools。可选择 14 个受支持的操作。 可在 Audit 中审核每次执行。
通过 Aident Vault 连接一次 Firmao Tools。智能体无需获取底层凭证即可使用受支持的操作。
分类
Crm价格与支付
- 价格
- 在 Loadout 中免费。使用个人连接的账号时，服务提供商可能收费。
- 统一支付
- 暂不支持。需要时请连接服务提供商账号。
包含的操作
- 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.