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Update many records at once with folk MCP

Apply the same change — a stage, an owner, a note — across a set of records in plain language.

What it does

Apply the same change across a set of records — change a stage, reassign an owner, correct a field, drop a note on each — described in plain language instead of clicking record by record.

Example prompts

"Assign every unowned deal in the Phoning - Inbound group to Julien."

"Add a 'Q3 outreach' note to everyone in Leads I haven't contacted in 60 days."

What happens

Your agent finds the matching records, resolves field values, owners, and group IDs from your workspace, and applies the update to each in sequence — reporting what changed and what it skipped.

Tools used

  • get_workspace_schemasearch_people / search_object

  • update_person / update_object

  • create_note

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