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.
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. On Nagent, Firmao is exposed as a fully-configurable crm integration that any agent can call — 14 actions, and API key authentication. No code is required to wire Firmao into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Firmao to automate the kinds of tasks crm teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Firmao into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Firmao, with input parameters and output schema. Drop these into any step of an agent built in Helix.
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.
Input parameters
Document mode; 'SALE' for sales invoices
Whether the invoice is already paid
Fixed to 'INVOICE' to create an invoice
List of emails for new customer
List of phone numbers for new customer
Invoice currency code in ISO 4217 format (e.g., 'PLN', 'EUR', 'USD', 'GBP')
Existing customer ID from Firmao (mutually exclusive with createNewCustomerIfNeeded)
Amount already paid
Let system assign invoice number automatically (recommended); set to false to provide explicit transactionNumber
Invoice issue date (YYYY-MM-DD)
Payment/due date (YYYY-MM-DD)
Payment method: 'CASH' for cash payment, 'TRANSFER' for bank transfer, or other payment type
Customer name (required when createNewCustomerIfNeeded is true)
Enable split payment mechanism (relevant for certain tax jurisdictions)
Person responsible for issuing this invoice
Address object for the customer on this invoice
Firmao Organization ID (typically obtained from auth context or list operations)
Remaining amount due
Accounting date for the transaction (YYYY-MM-DD)
Invoice numbering pattern/series ID (optional, uses default if not specified)
Explicit document number (if not using auto numbering)
If true, calculate netto values from brutto
Free-text annotation or note on the invoice
List of invoice line items
Total VAT amount on the invoice
Total net amount of the invoice
Total gross amount of the invoice
Set to true to auto-create a new customer with provided details; requires customerName, emails, and/or phones
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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.
Input parameters
Unique identifier of the company setting to delete
Firmao organization identifier used in the URL path
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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 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.
Input parameters
Unique numeric identifier of the contact to delete. Must be a positive integer representing an existing contact in your Firmao account.
Firmao organization identifier. This is typically found in the URL after logging into Firmao (e.g., 'mycompany' in https://system.firmao.net/mycompany/). Note: May not be required if already included in the API base URL configuration.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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 unexpected response formats, the action normalizes them to the expected schema.
Input parameters
Unique numeric ID of the invoice (transaction) to soft-delete by marking it as deleted
Organization identifier visible in the Firmao URL after login (e.g., if URL is https://system.firmao.net/12345/..., use '12345'). This is typically a numeric string but can also be alphanumeric.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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 a changelog documenting the deletion operation.
Input parameters
Numeric ID of the offer to delete.
Organization identifier for the Firmao account. This is typically already included in the base_url configuration, so you can usually pass the same value from the base_url (e.g., 'composio2').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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.
Input parameters
Unique identifier of the invoice to retrieve. Must be a positive integer representing an existing invoice/transaction ID.
Firmao organization identifier. Optional - typically included in the base_url during authentication. Only specify if you need to override the default organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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, 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.
Input parameters
Unique numeric identifier of the offer to retrieve from Firmao system
Level of detail in the API response: SHORT returns minimal fields, MEDIUM returns standard fields (default), FULL returns all available fields including custom fields and extended metadata
Firmao organization identifier. This is typically embedded in the base_url, but can be overridden here for testing different organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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 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).
Input parameters
Sort direction: ASC (ascending) or DESC (descending)
Field name to sort results by (typically not needed for single task retrieval)
Maximum number of results to return (typically set to 1 for single task retrieval)
Starting index for pagination (typically not needed for single task retrieval)
Unique identifier of the task to retrieve
Level of detail in the response. Options: MINIMAL (basic fields only), MEDIUM (standard fields), FULL (all fields including extended data)
Organization identifier from your Firmao account URL (e.g., 'mycompany' from system.firmao.net/mycompany)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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 exist or the endpoint is not available in the current Firmao deployment.
Input parameters
Maximum number of settings to return
Zero-based offset of the first setting to return
Optional filter to return settings for a specific company
Optional Firmao organization identifier used in the URL path
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FIRMAO_LIST_INVOICESTool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.
Input parameters
Sort direction
Filter by invoice mode, e.g., 'SALE'
Field to sort by
Max results per page
Pagination start index
Filter by customer ID
Response size preset, e.g., 'MEDIUM'
Firmao Organization ID used as path parameter
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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).
Input parameters
Sort direction
Field name to sort by
Maximum number of records per page
0-based offset of the first record
Query filters as key-value pairs where keys follow the format 'FieldName(ComparisonType)'. Supported comparison types: eq (equals), gte (greater than or equal), lte (less than or equal). Example: {'status(eq)': 'OPEN', 'priority(gte)': 5}
Level of detail for returned fields
Firmao organization identifier. This is typically a numeric ID visible in the Firmao URL after logging in (e.g., '44137' from system.firmao.net/44137/...)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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 modifications made. Prerequisites: - The contact ID must exist in your Firmao organization - If updating the customer field, the customer ID must already exist
Input parameters
List of tags/labels for categorizing this contact
Display name or label for the contact (typically the full name)
List of email addresses for the contact (will replace existing emails)
List of phone numbers for the contact (will replace existing phones)
Customer/company ID to associate this contact with (must be an existing customer ID in Firmao)
Contact's last (family) name
Contact's job title or role within the organization
Contact's first (given) name
The unique ID of the contact to update (must already exist in Firmao)
Free-text notes or description about this contact
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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.
Input parameters
Transaction mode; one of SALE, PURCHASE
Offer name or label
List of tags
Task ID to link
Document type; one of OFFER, ORDER, AGREEMENT
Offer number
Linked contact object as in GET response
List of line items; send only entries to update
Project ID to link
Currency code, e.g., 'PLN'
Customer ID to link
Identifier of the offer to update
Date of the offer, format YYYY-MM-DD
Valid-from date, format YYYY-MM-DD
Offer annotations
Offer description
Current offer status
Payment date, format YYYY-MM-DD
Payment method, e.g., 'CASH'
Free-text customer name
Days until due date
Name of issuing person
Customer postal data
Organization identifier for URL path construction. Often already present in base_url; pass the same value for consistency.
Reminder advance value
Whether totals are calculated from gross
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
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.
Input parameters
Task name
List of tag IDs
Parent task ID, for subtasks
Task status key
ID of the task to update
Priority value
Task description
Percent completion of the task
Estimated hours for task completion
Planned end date (ISO-8601)
Organization identifier (string or numeric as in Firmao URL)
Planned start date (ISO-8601)
List of responsible users
Type for planned end date
Type for planned start date
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 68 agents privately built on Nagent that already use Firmao.
Build on Nagent
Connect Firmao to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Firmao, and click "Connect Now." You'll authenticate with an API key — Nagent handles credential storage and refresh automatically. Once connected, Firmao is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Firmao is connected, you configure its 14 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Firmao steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Firmao event fires, the agent kicks off automatically.
Every Firmao action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Firmao ships with 14 pre-built crm actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Firmao together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Firmao-based workflows tailored to your business.