Integration · CRM & sales

Connect Claude & ChatGPT to folk

Ask your AI to look up a contact, add a new company or log the call you just had in folk. It can create and update people, companies and deals, add notes, and create and complete tasks. Your CRM stays up to date without switching tabs after every conversation.

Connect folk free

Free plan, no credit card. Takes about a minute.

Try asking

“Find Maria Jensen in folk and show me her email and company.”
The AI searches your people by name and returns her emails, phones, job title, companies and groups.
“Add Nordic Foods as a company and Anna Berg as their head of sales.”
It checks for duplicates first, then creates the company and the person, and links Anna to Nordic Foods.
“Log that I had a call with Anna today about pricing.”
It logs a call interaction on Anna's record with a title, a short summary and today's date.

What your AI can do

People and companies

Search, create and update contacts and companies with emails, phones, groups and custom fields.

Deals and pipelines

List groups, read and create deals, and look up the custom fields a pipeline uses.

Notes, tasks and interactions

Add and edit notes, log calls and meetings, and create, update and complete tasks.

“Remind me to follow up with Nordic Foods next Friday.”
It creates a task linked to the company, due next Friday, and can assign it to you or a teammate.
“Which deals are in our Sales pipeline?”
It lists your groups, finds the pipeline and lists its deals with their custom fields, such as stage and amount.
“What did we write about Anna last month?”
It lists the notes on her record and the past interactions logged for her.

25 tools for folk

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

complete_taskVisible to othersMark a task as done by `task_id` with the `completed_at` date and time.
create_companyChanges dataCreate a new company with name, emails, phones, URLs, industry, groups and custom field values.
create_dealChanges dataCreate a deal in a group: `group_id`, deal type `object_type`, `name`, linked `people` and `companies`, and `custom_field_values` such as stage or amount.
create_noteChanges dataAdd a note to a person, company or deal (`entity`) with `content` (plain text or markdown) and `visibility` (public or private).
create_personChanges dataCreate a new person with name, emails, phones, job title, companies, groups and custom field values. Search first to avoid duplicates.
create_taskChanges dataCreate a task linked to a person, company or deal (`entity`) with `title`, `due_at` (YYYY-MM-DD), optional time, description, assignees and recurrence.
delete_personDeletesPermanently delete a person by `contact_id`. This cannot be undone.
get_companyGet one company by `company_id`, including contact details, industry, groups and custom fields.
get_current_userGet the folk user you are connected as (name, email). Use to confirm the workspace you are working in.
get_dealGet one deal by `group_id`, deal type `object_type` and `object_id`.
get_personGet one person by `contact_id`, including emails, phones, companies, groups and custom fields.
list_companiesList or filter companies in folk with `filter`, `combinator`, `limit` and `cursor`. Use this to find a company's ID.
list_dealsList or filter the deals in a group by `group_id` and deal type `object_type`, with optional `filter`, `limit` and `cursor`.
list_group_custom_fieldsList the custom fields of a group for an `entity_type` (people, companies or a deal type). Use to learn deal field names and allowed values.
list_groupsList the groups (pipelines and lists) in the workspace. Use a group's ID to work with its deals.
list_notesList notes, optionally for one person, company or deal (`entity_id`), filtered by text `query` or creation date.
list_past_interactionsList past interactions logged for a person or company by `entity_id`.
list_peopleList or filter people in folk. Pass `filter` (e.g. by name or email), `combinator` (and/or), `limit` and `cursor` for paging. Use this to find a person's ID.
list_tasksList tasks, optionally only those assigned to you, with `filter`, `limit` and `cursor`.
list_usersList the users in the folk workspace, e.g. to find who to assign a task to.
log_interactionChanges dataLog an interaction (call, meeting, message) with a person or company (`entity`): `title`, `content`, `date_time` and optional `activity_type`.
update_companyChanges dataUpdate a company by `company_id`. Only the fields you pass change.
update_noteChanges dataEdit a note's `content` or `visibility` by `message_id`.
update_personChanges dataUpdate a person by `contact_id`. Only the fields you pass change.
update_taskChanges dataUpdate a task's title, due date, description, assignees or recurrence by `task_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose folk from the app list.
2
Paste your key
Paste one folk API key. In folk, open your workspace Settings and go to the API section (API keys). Create a new API key and copy it into PipMCP.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in folk?

It can search and read people, companies, deals, groups, notes, tasks, past interactions and workspace users. It can create and update people, companies, deals, notes and tasks, log interactions, mark tasks as done and delete a person if you switch that tool on.

Does the AI see my folk credentials?

No. Your folk credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Deleting a person is permanent and cannot be undone, so it can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own folk account.

Does the AI create duplicate contacts?

The AI is told to search people before creating a new one, and it can filter by name or email to find an existing record. If it finds a match, it can update that person instead. You can also switch off the create tools and keep folk read-only.