Connect folk to your favorite AI tools (Claude, Cursor, ChatGPT…) to read and write your CRM in plain language — no app switching, no manual digging.
What it does
Update your CRM the moment something happens — from your phone, from a voice note — without opening folk and clicking through fields.
Example prompt
"Just left the site visit with Acme — they accepted our proposal. Log the visit and move the deal to Closed-won."
What happens
Your agent finds the Acme deal, logs the site visit as an interaction dated today, updates the deal's Status to Closed-won, and adds a note capturing what was decided.
Tools used
search_companies / search_object → get_workspace_schema → update_object → create_interaction → create_note
Tip
You don't need to remember stage names or field IDs — your agent reads them from your workspace (e.g. Lead, Qualified, Follow-up, Closed-won, Closed-lost).
Setting it up
Connect folk to your AI client via the folk MCP, then describe what happened in plain language — the company, what was decided, and the status change.