CRM · Firmao + Claude
Firmao MCP with Claude: Faster Company and Market Research
The short answer
Claude connects to Firmao through the Model Context Protocol (MCP), an open standard that lets Claude securely use other software. Once connected with an API key, Claude can search company and industry data, gather market intelligence and answer research questions in natural language. Permissions are set by the organisation, so people stay in control of what Claude can access.
What is Firmao?
Firmao is a business information platform that provides company, industry and market data. Sales teams, market analysts, business development managers and procurement staff use it to research firms quickly, identify prospects, understand competitors and spot trends in specific sectors. It replaces hours of manual searching with structured, searchable information about organisations and the markets they operate in.
How Claude connects to Firmao through MCP
The Model Context Protocol (MCP) is an open standard that works like a universal adapter between Claude and other software. It lets Claude use a tool securely, reading information and taking actions, with permissions the organisation controls. For Firmao, the connection can run through its MCP server or its direct API, secured with an API key.
Once connected, Claude can search for companies by criteria, look up details about a firm, analyse the make-up of an industry and compile market information. A team member can ask a question such as which firms in a given sector and region match a profile, and Claude runs the search and summarises the results.
The organisation decides exactly what Claude can see. Access is limited to the data and actions needed for the job, and the API key can be revoked at any time. Where a workflow would write information back or trigger an action, people can approve it first, and audit logs record what was done.
What you can automate
Prospect list building for sales
A business development manager describes the ideal customer profile in plain English, such as mid-sized logistics firms in a particular region. Claude searches Firmao, returns a shortlist with key company details, and drafts a summary the sales team can review before outreach begins.
Competitor landscape reviews
Strategy teams often need to know who is entering or growing in their market. Claude can gather company and industry information for a set of named competitors and produce a comparison covering size, sector focus and recent market activity, saving analysts days of manual work.
Industry analysis for leadership
Before a board meeting or budget round, a leader may want to understand how an industry is structured. Claude can analyse the firms within a sector, identify concentration and trends, and turn the findings into a short briefing with clear sources.
Supplier and partner due diligence
Procurement teams can use Claude to check the background of potential suppliers or partners. Claude gathers available company information from Firmao and flags items for a human reviewer to verify before any decision is taken.
Market entry research
A team considering a new country or sector can ask Claude to map active companies, typical firm sizes and industry clusters. The output gives a structured starting point for deeper, human-led market assessment.
An end-to-end workflow: Weekly target account research feeding the CRM
TriggerEvery Monday morning, or when a sales lead asks for a new target list
Claude receives the agreed ideal customer profile, such as company size, sector and location.
Claude searches Firmao for companies matching the profile and gathers key company and industry details.
Claude removes duplicates and firms already present in the CRM, which it checks through its connection to the CRM.
Claude writes a short profile for each new target and drafts a suggested first outreach angle.
A sales manager reviews the list and approves which accounts are added to the CRM as new leads.
Approved accounts are created in the CRM and assigned to a representative, with the research notes attached.
OutcomeSales teams start each week with a vetted, well-documented list of new target accounts, with less manual research time and a clear record of how each lead was found.
How we set it up
Free automation audit
We review how your team currently researches companies and markets, and identify the workflows where Claude and Firmao would save the most time. There is no cost and no obligation.
Secure connection with an API key
We set up the connection to Firmao using an API key, stored securely and scoped to the access your workflows need. The key can be rotated or revoked at any time.
Workflow design and approvals
We design the end-to-end process across Firmao and your other systems, such as Microsoft 365, your CRM or your ticketing tool. People approve any action that changes records or leaves the organisation.
Testing and launch with monitoring
We test the workflow against real past research requests, compare results with what your analysts found, and launch with monitoring and audit logs in place.
Team training and handover
We train your team on how to ask Claude for research, how to review results and how to report issues, then hand over documentation so the workflow can be maintained.
Who benefits
- Sales and business development managers
- Build target account lists in minutes rather than days, with research notes ready for outreach.
- Market analysts and strategy teams
- Produce competitor and industry overviews faster, leaving more time for interpretation and decision-making.
- Procurement and risk teams
- Gather background information on suppliers and partners more consistently, with human review before decisions.
- Heads of operations and IT
- Gain a governed, auditable way to connect research data to existing systems without ad hoc exports.
Security and control
- Access is granted with an API key scoped to the minimum data and actions each workflow needs.
- People approve any action that changes records in other systems or shares information outside the organisation.
- Audit logs record each search and action so research can be traced and reviewed.
- Output from Claude is treated as a starting point and verified by staff before it informs important decisions.
- API keys are stored securely and can be rotated or revoked immediately if needed.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can use this connection within their existing data governance frameworks, with hosting in the relevant region. In India, workflows are designed to meet the requirements of the Digital Personal Data Protection Act, 2023. Organisations in the UAE and Saudi Arabia are supported in line with local data protection laws. We choose the hosting region for each deployment to meet your legal and contractual requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Firmao MCP server do?
The Firmao MCP server acts as a secure bridge between Claude and Firmao's business information. It lets Claude search companies, look up industry and market data and gather research in response to natural-language requests, using the access your organisation grants. The direct API offers a similar route for custom applications.
Is connecting Claude to Firmao secure?
The connection uses an API key and follows least-privilege principles, so Claude only accesses what each workflow needs. Keys can be rotated or revoked at any time, and audit logs record activity. We also design approval steps for any action that changes data or shares information externally.
What can Claude do with Firmao once connected?
Typically, Claude can search for companies matching criteria, retrieve company details, analyse industries and compile market intelligence. It can summarise findings, compare competitors and draft research briefings. The exact actions available depend on how the connection is configured for your organisation.
How long does setup take?
Many organisations complete a first working connection and workflow within a few weeks, depending on how many systems are involved and how much testing is needed. The free automation audit gives a clearer timeline for your specific requirements.
Which plan or permissions do I need?
You need an active Firmao account with API access and an API key that permits the searches and data retrieval your workflows require. Your administrator should confirm which access level applies to your subscription. During the audit, we check these permissions with you so there are no surprises at launch.