Folk for AI agents
Agents read Folk at once. Changes and sends are held for a person's approval by default.
About Folk
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.
What an agent can do in Folk
Every Folk action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Folk without asking first. 13 actions.
- Get CompanyTool to retrieve an existing company by its ID. Use after authentication has been verified.
- Get Current Workspace UserTool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.
- Get NoteTool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.
- Get PersonTool to retrieve an existing person by their ID. Use when you need full profile details of a person by their unique identifier.
- Get UserTool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.
- List CompaniesTool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.
- List GroupsTool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.
- List PeopleTool to list people in the workspace. Use when you need to paginate through contacts after authentication.
- List UsersTool to list workspace users. Use when you need to paginate through users list.
- List Group Custom FieldsTool 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 NotesTool to list notes in the workspace. Use when you need to retrieve notes with pagination support.
- List RemindersTool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.
Show all 13
- List WebhooksTool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 12 actions.
- Create CompanyCreates 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 (emai
- Create Custom ObjectCreate a deal or another custom-object record in a Folk group.
- Create InteractionRecord a dated interaction with a person or company in Folk.
- Create NoteTool 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 PersonCreates 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
- Delete CompanyTool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.
- Delete NoteTool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.
- Delete PersonTool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.
- Delete ReminderTool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.
- Update CompanyTool 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 PersonTool 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.
- Update NoteTool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.
Changes wait in Needs you
Changes and sends in Folk are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Folk questions
Can an agent change data in Folk on its own?
Not by default. Changes and sends in Folk are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Folk?
This connector lists 13 read actions. Reads run at once, without waiting for approval.
How does Folk connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.