Practice management for accounting firms
Firmary is the practice platform for accounting firms. Connect it to your AI and work with your firm's clients, documents, billing, and deadlines from a conversation, as yourself and within the access your firm allows. More
MCP connector Server URL https://os.firmary.app/api/mcpCopy Login OAuth Tools Reads data33 catalog_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ search_
Changes data19 assign_ change_ correct_ create_ create_ create_ create_ create_ create_ end_ get_ record_ set_ set_ set_ set_ set_ update_ update_
Deletes or can't be undone9 assign_ change_ create_ create_ link_ request_ send_ send_ start_
Skills 1 in the ChatGPT listing
Get started Use this when someone first connects Firmary, asks what Firmary can do here, or is unsure how to phrase a request about their firm's clients, documents, tasks, time or billing. 
Massive#749
PitchBook Premium#72