folk

Update your CRM the moment something happens — from your phone, from a voice note — without opening folk and clicking through fields.

"Just left the site visit with Acme — they accepted our proposal. Log the visit and move the deal to Closed-won."

Your agent finds the Acme deal, logs the site visit as an interaction dated today, updates the deal's <code>Status</code> to <code>Closed-won</code>, and adds a note capturing what was decided.

<code>search_companies</code> / <code>search_object</code> 

- <code>search_companies</code> / <code>search_object</code> 
- <code>update_object</code> 
- <code>create_interaction</code> 
- <code>create_note</code>

Update your CRM the moment something happens — from your phone or a voice note — log the interaction and move the deal.

Log a deal update on the move with folk MCP

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Create your workspace and invite the people you work with.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Log a deal update on the move with folk MCP

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