Connect folk to your favorite AI tools (Claude, Cursor, ChatGPT…) to read and update your CRM in plain language — no app switching, no manual digging.

Before a call, ask your agent to pull everything folk knows about a contact or company and turn it into a ready-to-use briefing.

"I have a call with Walt at Disney this afternoon. Give me a full recap so I can prepare."

Your agent searches for Walt, retrieves his full profile — fields, notes, past interactions, and reminders — pulls Disney's company record and its associated contacts, reads where Disney sits in your pipeline (the Status field), and compiles a structured briefing.

The briefing is only as rich as your folk records. Notes, interactions, and reminders all come bundled in the contact and company profiles — the more you log in folk, the better the recap.

Connect folk to your AI client via the folk MCP, then type your prompt in plain language — include the contact's name and company for best results.