folk

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.

Ask strategic questions and get answers synthesized straight from your folk data, no report-building.

"In my Demos Management group, which stage holds the most deals right now?"

"Read the notes on my Closed-lost deals this quarter — what reasons keep coming up?"

Your agent searches the relevant group, reads the <code>Status</code> distribution and the notes and interactions on each record, and synthesizes the patterns into a plain-language answer.

- <code>get_workspace_schema</code> 
- <code>search_people</code> 
- <code>search_companies</code> 
- <code>get_person</code> 
- <code>get_company</code>

This works best on a focused group or pipeline. Be specific about timeframe and scope ("last 90 days", "in the Enterprise pipeline") for sharper answers.

Connect folk to your AI client via the folk MCP, then ask your pipeline question in plain language.

Pull insights from your pipeline with folk MCP

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Pull insights from your pipeline with folk MCP

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