The Folk MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Folk account. It provides structured and secure access to your CRM workspace, so your agent can perform actions like managing contacts, organizing companies, retrieving group info, and handling custom fields on your behalf.
- Contact management and retrieval: Let your agent list, fetch, or delete people in your workspace, ensuring your contact database stays relevant and up to date.
- Company and organization operations: Effortlessly create new companies, retrieve details, or remove outdated organizations from your workspace via your agent.
- Workspace group insights: Ask your agent to list workspace groups and explore available group custom fields for efficient segmentation and tracking.
- User profile and context access: Allow your agent to pull current workspace user details, making personalized automations and actions possible.
- Custom field exploration: Enable your agent to list and understand custom fields for groups and entity types, powering more tailored CRM workflows.