Enables AI assistants to programmatically manage contacts, companies, notes, and reminders within Folk CRM.
Sponsored
This MCP (Model Context Protocol) server acts as a powerful bridge, connecting AI assistants directly to Folk CRM's robust functionalities. It empowers AI with the ability to intelligently manage customer relationships by facilitating tasks such as searching for individuals and companies, creating and updating contact records, logging interactions, setting reminders, and attaching contextual notes. By offering a streamlined interface to Folk CRM, it allows AI-driven workflows to interact seamlessly with your crucial customer data, enhancing productivity and ensuring important relationship details are always at hand.
主な機能
01Comprehensive Contact Management (create, update, delete people and companies)
02Two-Phase Lookup for quick ID retrieval and detailed fetching
03Smart Search for people and companies with minimal token usage
04Notes & Reminders to attach context and schedule follow-ups
05Interaction Logging for tracking emails, meetings, and calls
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ユースケース
01Look up existing contacts and their details
02Add new contacts after meetings or from email addresses
03Take notes and set follow-up reminders for contacts
