Firmary

Create a business, trust, estate or other entity record, usually with clientId to place it on that client. Use it for a business the firm does not serve on its own, such as a single-member LLC reported on the owner's return. A business with its own return or work gets its own client instead. Record how it files in taxClassification, not in the description: sole_prop, single_member_llc, partnership, s_corp, c_corp, nonprofit, trust_estate or other, or llc for a multi-member LLC whose election is unknown. A multi-member LLC filing Form 1065 is partnership. kind stays business, trust, estate or other. Firmary checks the firm's policy on every call. If the person must approve first, the result has an approvalUrl and a confirmationId: share the link, then call this tool again with only that confirmationId.

firmary_create_relationship_entity

Create one reversible invoice draft for an authorized client. Firmary checks the firm's policy on every call. If the person must approve first, the result has an approvalUrl and a confirmationId: share the link, then call this tool again with only that confirmationId.

firmary_create_invoice_draft

Create a named firm group, such as a family or business group. Needs unrestricted firm access. Firmary checks the firm's policy on every call. If the person must approve first, the result has an approvalUrl and a confirmationId: share the link, then call this tool again with only that confirmationId.

firmary_create_relationship_group

Send accepted client documents to authorized signers through the configured e-sign adapter. Firmary checks the firm's policy on every call. If the person must approve first, the result has an approvalUrl and a confirmationId: share the link, then call this tool again with only that confirmationId.

firmary_create_signature_request

Create a validated manual time entry for the delegated or authorized staff member. Firmary checks the firm's policy on every call. If the person must approve first, the result has an approvalUrl and a confirmationId: share the link, then call this tool again with only that confirmationId.

firmary_create_time_entry

Create an authorized client task with optional assignment, due date, estimate, engagement, or parent. Firmary checks the firm's policy on every call. If the person must approve first, the result has an approvalUrl and a confirmationId: share the link, then call this tool again with only that confirmationId.

firmary_create_work

Record the last effective date of a relationship at its current revision with a reason. Ending keeps the record and removes no access. Firmary checks the firm's policy on every call. If the person must approve first, the result has an approvalUrl and a confirmationId: share the link, then call this tool again with only that confirmationId.

firmary_end_relationship

Get the authorized aged accounts-receivable report and bucket totals. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_aged_ar_report

Get one authorized client with contacts, invitations, tags, and custom fields. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_client

Get one contact through an authorized active client membership. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_client_contact

Read who a client is for (its subject) and the contacts, entities and relationships around it: at most 24 records and three levels, with a cursor for more and continuations to explore from. Records you cannot reach are left out. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_client_relationship_map

Read a client's access-review manager and the staff eligible for the role. Every relationship change touching a client needs a manager first; set one with firmary_set_relationship_review_manager. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_relationship_setup

Get one conversation the caller can see, its participants, and cursor-paginated messages. Opening it marks it read for the caller unless markRead is false. Opening a conversation marks it read for you; it changes nothing else and sends nothing.

firmary_get_conversation

Get one authorized document's current projection and folder summary. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_document_detail

Get one authorized invoice with its current financial and delivery state. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_invoice

Get firm-wide and per-client realization and work-in-progress metrics for a bounded period. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_realization_wip

Read one relationship, its two records, current revision and visible history. Pass the revision to correct or end it. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_relationship

Read one named group you can reach and whether you can change it. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_relationship_group

Get one authorized signature request and its mirrored signer status. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_signature_status

Get one authorized budget with actual minutes, amount, and utilization. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_time_budget_actual

Get one authorized task and its current details. Read-only: it changes nothing in Firmary and contacts no one.

firmary_get_work

Hands a task you're holding back to its person with a short summary: what you did, what you found and what's left. outcome is done, needs_input (someone has to answer or approve something) or not_done. The task's own status is left for its person, unless they let you complete it: then a done hand-back completes the task when Firmary's rules allow, and otherwise it goes to them for review.

firmary_task_work_hand_back

List authorized appointments with client, status, and cursor filters. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_appointments

List the durable activity timeline for one authorized client. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_client_activity

List accepted, non-archived documents for one authorized client. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_client_documents

List pinned-first staff-internal notes for one authorized client. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_client_notes

List the firm's client-tag catalog, with how many active clients you can see have each tag. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_client_tags

List authorized clients with filters, stable sorting, and cursor-based pagination. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_clients

List the conversations the caller can see (a firm member's authorized client conversations, or a client's own threads with their firm) with status, unread, search, and cursor filters. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_conversations

List authorized document requests with status, client, and cursor filters. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_document_requests

List authorized firm invoices with status, client, search, and cursor filters. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_invoices

List authorized overdue, failed, and reconciliation-blocked invoices requiring staff action. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_invoices_needing_attention

Lists the Firmary tasks handed to this connection to work: waiting ones and ones it's already working. Call this first on every run. Each task's own person reviews what you hand back.

firmary_tasks_to_work

List authorized proposals with client, status, and cursor filters, including proposals awaiting client acceptance. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_proposals

List a group's clients, contacts, entities and subgroups, direct and included. Members you cannot reach are left out, not counted. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_relationship_group_members

List the firm's named groups, such as a family or business group, that include a record you can reach. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_relationship_groups

List staff-visible signature requests with cursor pagination. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_signature_requests

List authorized tax organizers with cursor pagination. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_tax_organizers

List authorized active or archived client and engagement time budgets. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_time_budgets

List authorized time entries with staff, client, work, billing, date, and cursor filters. Read-only: it changes nothing in Firmary and contacts no one.

firmary_list_time_entries