# Folk — how to use (mcp.ai)

Connect your Folk account and use 23 tools for CRM straight from your AI agent. Connect with your own API key. folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_folk?ms=1787291520000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `folk_create_company`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/folk`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/folk/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/folk/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 (emai
  - body: { name: string, urls?: string[], emails?: string[], groups?: object[], phones?: string[], industry?: string, addresses?: string[], description?: string, employeeRange?: string, fundingRaised?: integer|number, foundationYear?: string, lastFundingDate?: string, customFieldValues?: object }
- `POST https://api.mcp.ai/api/folk/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.
  - body: { entity: object, content: string, parentNote?: object, visibility: string }
- `POST https://api.mcp.ai/api/folk/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
  - body: { emails?: string[], groups?: object[], phones?: string[], lastName?: string, firstName?: string, customFieldValues?: object }
- `POST https://api.mcp.ai/api/folk/delete/company` — Tool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.
  - body: { company_id: string }
- `POST https://api.mcp.ai/api/folk/delete/note` — Tool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.
  - body: { note_id: string }
- `POST https://api.mcp.ai/api/folk/delete/person` — Tool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.
  - body: { person_id: string }
- `POST https://api.mcp.ai/api/folk/delete/reminder` — Tool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.
  - body: { reminder_id: string }
- `POST https://api.mcp.ai/api/folk/get/company` — Tool to retrieve an existing company by its ID. Use after authentication has been verified.
  - body: { company_id: string }
- `POST https://api.mcp.ai/api/folk/get/current/workspace/user` — Tool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.
- `POST https://api.mcp.ai/api/folk/get/note` — Tool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.
  - body: { note_id: string }
- `POST https://api.mcp.ai/api/folk/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.
  - body: { person_id: string }
- `POST https://api.mcp.ai/api/folk/get/user` — Tool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.
  - body: { user_id: string }
- `POST https://api.mcp.ai/api/folk/list/companies` — Tool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.
  - body: { limit?: integer, cursor?: string, filter?: object, combinator?: string }
- `POST https://api.mcp.ai/api/folk/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.
  - body: { limit?: integer, cursor?: string, group_id: string, entity_type: string }
- `POST https://api.mcp.ai/api/folk/list/groups` — Tool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.
  - body: { limit?: integer, cursor?: string }
- `POST https://api.mcp.ai/api/folk/list/notes` — Tool to list notes in the workspace. Use when you need to retrieve notes with pagination support.
  - body: { limit?: integer, cursor?: string }
- `POST https://api.mcp.ai/api/folk/list/people` — Tool to list people in the workspace. Use when you need to paginate through contacts after authentication.
  - body: { limit?: integer, cursor?: string, filter?: object, combinator?: string }
- `POST https://api.mcp.ai/api/folk/list/reminders` — Tool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.
  - body: { limit?: integer, cursor?: string, entity_id?: string }
- `POST https://api.mcp.ai/api/folk/list/users` — Tool to list workspace users. Use when you need to paginate through users list.
  - body: { limit?: integer, cursor?: string }
- `POST https://api.mcp.ai/api/folk/list/webhooks` — Tool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.
  - body: { limit?: integer, cursor?: string }
- `POST https://api.mcp.ai/api/folk/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.
  - body: { name?: string, urls?: string[], emails?: string[], groups?: object[], phones?: string[], addresses?: string[], companyId: string, description?: string, customFieldValues?: object }
- `POST https://api.mcp.ai/api/folk/update/note` — Tool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.
  - body: { content?: string, note_id: string, visibility?: string }
- `POST https://api.mcp.ai/api/folk/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.
  - body: { urls?: string[], emails?: string[], groups?: object[], phones?: string[], birthday?: string, fullName?: string, jobTitle?: string, lastName?: string, personId: string, addresses?: string[], companies?: object[], firstName?: string, description?: string, customFieldValues?: object }

## Example prompts
- "What can I do in Folk?"
- "Show me a summary of my Folk account"

## More
- Page: https://mcp.ai/folk
- Agent spec (llms.txt): https://mcp.ai/folk/llms.txt
- Postman collection: https://mcp.ai/folk/postman.json