Help and setup

These steps are for staff with a Firmary account at their firm. Clients of a firm: see the PocketFirm section below. Firmary is available in the ChatGPT and Claude directories, and you can also add it with the connection address. 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.

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.

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 you are a client of a firm that uses Firmary, you can connect an AI app such as Claude or ChatGPT to your own PocketFirm account. It works as you: it reaches only your account and sees only what you can see. No password is shared with the app. This is separate from the staff setup above, and it appears in PocketFirm only when your firm allows AI apps. You can add PocketFirm using the connection address below.

1. In PocketFirm, open Settings → AI apps (/pocketfirm/settings/agent-access). Under Connect an app, choose Claude, ChatGPT, or Other AI apps and follow the steps there.
2. Or start in the AI app: open its Apps or Connectors settings and add the connector address https://app.pocketfirm.app/api/mcp. Claude and ChatGPT connect this way; other apps that support remote connectors and standard OAuth sign-in can use the same address.
3. Sign in to PocketFirm as yourself, choose the access, and approve the connection. You can choose Ask before changes (the default) or View only, within what your firm allows.

What the assistant can read. Only your own records with your firm: your to-dos, forms and document requests, documents the firm shared with you, message threads, proposals and engagement letters, invoices and payments recorded on them, tax organizers and delivered returns, appointments, and notifications. It can also search PocketFirm’s help articles. Payments, signing pages, and payment-method setup are not available through an AI app; they stay in PocketFirm on your firm’s own pages. If your firm has turned on uploads, the assistant can also send a file (PDF, image, CSV, Excel, or Word, up to 25 MB) to a document request, a form, or a message thread, after you confirm the file and where it goes. The firm sees it once PocketFirm’s malware check passes.

Anything sent to your firm needs your confirmation. Actions the firm will see, such as sending a message, submitting a form, accepting or declining a proposal, or booking, rescheduling, or cancelling an appointment, are marked so the AI app asks you before it runs them. When a change needs your approval, the app gives you a link that opens PocketFirm; check the exact change there and choose Approve or Decline. Accepting a proposal also asks you to sign in to PocketFirm again. With View only, the app can look but can’t change or send anything.

Disconnect or revoke. Open Settings → AI apps, open a connection’s ⋯ menu, and choose View access to see what it can do or Disconnect to end it. The app loses access right away, and any change still waiting for your approval ends. Your sign-in and your other AI apps aren’t affected. You can also remove the connector in the AI app’s own settings.

If you can’t connect. If your firm doesn’t allow the app or has paused AI app connections, ask your firm; you can still review or disconnect existing connections. If a connection request expired, start again from the AI app or from Settings → AI apps. Questions about your own account or documents go to your firm. For problems with PocketFirm itself, email support@firmary.app with your firm’s name and what you tried. Never send passwords, sign-in codes, or tax identifiers.