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
Start the day with what needs attention — deals stuck in a stage, relationships going cold in a key group — compiled for you automatically.
Example prompt
"Each morning, check my Outbound - Wilson pipeline and tell me which deals haven't moved and who I haven't contacted in two weeks."
What happens
On a schedule, your agent pulls the group you specify, reads each record's Status and lastInteraction, flags stalled deals and cold contacts, and sends you a prioritized brief.
Tools used
get_workspace_schemasearch_peopleget_person
Tip
Scope the brief to a specific group or pipeline, and set it up as a scheduled task so it runs and lands in Slack or email each morning — without you typing the prompt.
Setting it up
Connect folk to your AI client via the folk MCP, then schedule the prompt to run automatically at a fixed time each morning.