folk

Learn how to connect Claude, ChatGPT, Cursor and other AI tools to your folk workspace using MCP.

How to connect folk to your AI tools (MCP)

Before a call, ask your AI agent to pull everything folk knows about a contact or company and turn it into a ready-to-use briefing.

Pre-call recap with folk MCP

Move a deal forward from your phone or a voice note — no opening folk and clicking through fields.

Update a deal's stage on the move with folk MCP

Point your AI agent at records with missing or messy data and have it fill the gaps across your contacts and companies.

Enrich and clean your records with folk MCP

Have your AI agent write a follow-up using your folk context plus the recap from your last call.

Draft a personalized follow-up with folk MCP

Query your CRM in plain language instead of building filters or exporting to a spreadsheet.

Find relationships in plain language with folk MCP

Apply the same change across a set of records in plain language instead of clicking record by record.

Update many contacts at once with folk MCP

Add a batch of contacts from a speaker list, CSV, or copied table — without the import UI or manual data entry.

Import a list of contacts with folk MCP

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

Pull insights from your pipeline with folk MCP

Start the day with what needs attention — stalled deals and cooling relationships — compiled for you automatically.

Morning pipeline brief with folk MCP

Turn a company name into a complete folk record — researched, structured, and filed in the right group.

Research a company into folk with folk MCP

Turn folk into your Sales Engine with MCP

Watch tutorials

Go to folk

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.