Support
Help · firmary.app
Contact us
Email support@firmary.app with your firm’s name and a short description of the problem. We answer on business days. Never send passwords, sign-in codes, or client tax identifiers by email.
Use Firmary with Claude or ChatGPT
Claude connects today. ChatGPT support is in testing. Codex isn’t supported yet.
The Firmary app lets an AI assistant work with your firm’s practice data from a conversation: clients and contacts, document requests, invoices, engagements, tasks and deadlines, time entries (if your firm uses time tracking), messages, and reports. It always acts as you, sees and does only what your Firmary account is allowed to, and stays within the limits your firm sets for AI apps.
Before you connect, you need:
- A Firmary staff account at your firm.
- Your firm hasn’t turned off AI apps. Agent access is on by default; a firm administrator can change it in Firmary under Admin → Integrations → Agent access → Firm connection policy.
Connect
- Claude: open Customize → Connectors, choose Add custom connector, and enter
https://os.firmary.app/api/mcp(Claude guide). ChatGPT: support is being tested, and Codex isn’t supported yet. Firmary isn’t in either app’s directory yet. - The app opens Firmary’s sign-in page. Sign in with your Firmary account as usual, including multi-factor authentication if your firm requires it.
- Review the access screen. It shows which firm you are connecting, what the app will be able to reach, and how long the connection lasts. Approve it to finish.
- Ask something about your practice, for example:
- “Which of my clients still owe documents for this year's return?”
- “Show invoices more than 60 days past due, grouped by client.”
- “What's on my work queue this week, and what's overdue?”
- “Create a task to review the Nguyen household's 1099s, due Friday, assigned to me.”
Changes and approval links
Reading and changing data use separate tools. Lookups and reports never change anything. Anything that creates, changes, sends, or deletes data asks for your confirmation in the app first.
Critical actions, such as voiding an invoice or changing someone’s access, also need approval in Firmary. The app gives you a link to a Firmary approval page; open it, approve, and the conversation continues. If a link has expired, ask again and you will get a new one.
Some things are only done in Firmary itself: refunds, API keys and webhook secrets, passwords and multi-factor settings, and client EINs. When you ask for a client’s EIN, the app gives you a link to that client in Firmary instead. Every change made through an AI app is recorded in your firm’s audit log.
Manage or disconnect
See and revoke your own connections in Firmary under Settings → Agent access, or remove Firmary from the AI app’s own settings.
Firm administrators can see every connected AI app, limit what each can do, and suspend or revoke connections under Admin → Integrations → Agent access.
If something isn’t working
- “Not allowed” or missing actions: your role or your firm’s AI policy doesn’t permit it. Ask a firm administrator.
- Sign-in loops or expired connections: disconnect Firmary in the app, then connect again.
- Anything else: email support@firmary.app with the app you used and roughly when it happened.
Privacy
Firmary sends an AI app only the results of the requests it makes on your behalf and does not receive your conversations. See the privacy policy, terms of service, and security overview.