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Create and advance a deal with folk MCP

Open a new deal or push an existing one forward in plain language, without touching the pipeline board.

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

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