Folk

Provides access to Folk CRM data with actions for search, details, browse, notes, reminders, and interaction logging.

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5 months ago

First Indexed

2 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "nimblebraininc-mcp-folk": {
      "command": "mpak",
      "args": [
        "run",
        "--local",
        "/path/to/mcp-folk/mcp-folk-0.1.0-darwin-arm64.mcpb"
      ]
    }
  }
}

You can manage Folk CRM data via an MCP server that exposes contacts, companies, notes, reminders, and interactions through a simple, programmable interface. Use it to look up people and companies, create and update records, attach notes, schedule reminders, and log interactions so your AI assistants can work with context efficiently.

How to use

Interact with the Folk MCP server through your MCP client to perform common CRM tasks. Look up people or companies by name, fetch detailed records when needed, and browse through lists. Create, update, or delete contacts and companies. Attach notes and set reminders to keep follow-ups on track. Log emails, meetings, and calls to preserve a complete activity history. All actions return structured results you can feed back into your AI workflow.

How to install

Prerequisites: you need a computer with Node.js/npm installed and access to run MCP commands. You will also use the MPC toolchain to run the Folk MCP server locally or connect to a published server.

Step 1 — Install the MCP runtime tools (if not already installed) and set up your Folk API key when prompted.

Step 2 — Start the Folk MCP server using one of the available commands shown below.

Configuration

Getting your Folk API key: log in to your Folk workspace, navigate to Settings > API, create a new API key, then store it for later use with your MCP tooling.

Examples flow

Use the following flow to look up a contact, add a note, log an interaction, and set a follow-up reminder. The exact commands you run depend on your MCP client and server configuration.

Flow example: find a person by name, then add a note, log an interaction, and set a reminder for follow-up.

Development

If you are developing or testing locally, you can build and run a local bundle of the Folk MCP server, then point your MCP client at the local artifact. Use the provided commands to clone, install, build, and run, updating the path to your built bundle as needed.

Available tools

find_person

Find people by name, returns a structure with a found flag and a list of matches including id, name, and email.

find_company

Find companies by name, returns a structure with a found flag and a list of matches including id, name, and industry.

get_person_details

Fetch full details for a specific person by ID.

get_company_details

Fetch full details for a specific company by ID.

browse_people

Retrieve a paginated list of people in the CRM.

browse_companies

Retrieve a paginated list of companies in the CRM.

add_person

Create a new person with specified fields.

add_company

Create a new company with specified fields.

update_person

Update fields for an existing person by ID.

update_company

Update fields for an existing company by ID.

delete_person

Delete a person by ID.

delete_company

Delete a company by ID.

add_note

Attach a note to a person by their ID.

get_notes

Retrieve notes for a specified person.

set_reminder

Set a reminder for a person with a specific time.

log_interaction

Record an interaction type (e.g., email, meeting, call) for a person.

whoami

Return information about the current authenticated user.