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
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_schema → search_people / search_object → update_person / update_object / create_note (per record)
Setting it up
Connect folk to your AI client via the folk MCP, then describe who the update applies to and what should change.