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
Apply the same change across a set of records — change a stage, reassign an owner, correct a field — described in plain language instead of clicking record by record.
Example prompts
"Assign every unowned record in the Phoning - Inbound group to Julien."
"Move everyone in Leads who's gone quiet for 60 days into the Archived group."
What happens
Your agent finds the matching records, resolves field values, owners, and group IDs from your workspace, and applies the update to each record in sequence — reporting what changed and what it skipped.
Tools used
get_workspace_schemasearch_peopleupdate_person
Setting it up
Connect folk to your AI client via the folk MCP, then describe who the update applies to and what should change.
