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
Open a new deal or push an existing one forward — in plain language, without touching the pipeline board.
Example prompts
"Create a €40k deal for Acme in the New Business pipeline at the Qualified stage, owned by me."
"Move the Ramp deal to Proposal sent and set the value to €25k."
What happens
Your agent looks up the right group and object type from your workspace, creates or finds the deal, links it to the company and contacts, and sets its stage, value, and owner.
Tools used
get_workspace_schema → search_object → create_object / update_object
Tip
Deals are first-class objects — your agent sets custom fields like Status and deal value by name, so you can describe the deal in business terms and let it resolve the field mapping.
Setting it up
Connect folk to your AI client via the folk MCP, then describe the deal — company, pipeline, stage, value, and owner.