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
Ask what you've written down anywhere in folk — across every contact and company — and get the answer, not a folder to dig through.
Example prompts
"What have we said about pricing objections in the last quarter?"
"Find every note that mentions a competitor by name."
What happens
Your agent runs a full-text search across your notes, optionally scoped by date or contact, reads the matches, and synthesizes what's relevant — with the source records to click into.
Tools used
search_notes → get_person / get_company
Tip
Combine a topic with a timeframe ("pricing, last 90 days") for the tightest results.
Setting it up
Connect folk to your AI client via the folk MCP, then ask what you're looking for in plain language.