Connect Folk to your AI agent

CRM 23 actions available

folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.

We set up the connection using your own Folk account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Folk

Each one is a real action the agent can take on its own, the same things a person clicking around Folk could do. Read-only by default; write actions are confirmed against your policy.

  • Create Company Creates a new company in the Folk workspace with the specified details. Required: company name (unique identifier). Optional: description, industry, funding details, employee range, contact info (emails, phones, urls, a…
  • Create Note Tool to create a new note in the Folk workspace. Use when you need to add a note to a person, company, or deal entity.
  • Create Person Creates a new person in the Folk workspace with the specified details. Optional fields include: first name, last name, emails, phones, group assignments, and custom field values. The first email/phone in the list is tre…
  • Delete Company Tool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.
  • Delete Note Tool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.
  • Delete Person Tool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.
  • Delete Reminder Tool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.
  • Get Company Tool to retrieve an existing company by its ID. Use after authentication has been verified.
  • Get Current Workspace User Tool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.
  • Get Note Tool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.
  • Get Person Tool to retrieve an existing person by their ID. Use when you need full profile details of a person by their unique identifier.
  • Get User Tool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.
  • List Companies Tool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.
  • List Group Custom Fields Tool to list custom fields for a specific group and entity type. Use after selecting a group and entity type to inspect available custom fields.
  • List Groups Tool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.
  • List Notes Tool to list notes in the workspace. Use when you need to retrieve notes with pagination support.
  • List People Tool to list people in the workspace. Use when you need to paginate through contacts after authentication.
  • List Reminders Tool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.
  • List Users Tool to list workspace users. Use when you need to paginate through users list.
  • List Webhooks Tool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.
  • Update Company Tool to update an existing company in the workspace. Use after confirming the company ID; only provided fields are updated and list fields replace existing values.
  • Update Note Tool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.
  • Update Person Tool to update an existing person in the workspace. Use after confirming the person ID; only provided fields are updated and list fields replace existing values.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Folk, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Folk questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Folk's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Folk to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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