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.
What it does
Point your agent at records with missing or messy data and have it fill the gaps — industry, website, employee range, job titles — across your contacts and companies.
Example prompts
"Find every company in my Outbound group with no industry set and fill it in."
"Standardize job titles for everyone at Notion — 'VP Mktg' and 'VP, Marketing' should both read 'VP of Marketing'."
What happens
Your agent searches for the matching records, identifies what's missing or inconsistent, researches or normalizes the values, and updates each record — reporting what it changed.
Tools used
search_peoplesearch_companiesupdate_personupdate_company
Tip
This is one of the highest-value, lowest-risk things the MCP does. Combine it with a web-research or company-data MCP to auto-fill firmographics.
Setting it up
Connect folk to your AI client via the folk MCP, then describe which records to clean and what should change.
