# folk MCP for AI Agents AI Agent Connect

> folk lets you manage your professional relationships and contact data through your AI agent. It connects your CRM to your favorite tools so you can pull up contact details, track meeting history, and update lead groups without leaving your chat window.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_7kh1yb7Tat2baAIzzkKKW7hkY8EEswdlq0gKnRz8/ai-agent-connect
- **Tags:** contact-management, relationship-tracking, crm-automation, team-collaboration, data-sync

## Description

Managing a growing network of investors, candidates, and leads usually means jumping between tabs to find the right notes or check the last time you spoke to someone. This Connector changes that by bringing your folk CRM data directly into your AI agent. Instead of hunting for a specific email or trying to remember which group a lead belongs to, you can just ask your agent to pull up the history. It handles the heavy lifting of fetching interaction logs, listing notes, and checking profile metadata so you can stay focused on the conversation. You'll find it's much faster to update a status or add a new contact when the data is right there in your workspace. Because Vinkius makes it easy to connect these types of tools, you can move from a messy spreadsheet or a cluttered inbox to a unified view of your professional ecosystem. It's about having the right context at the right moment, whether you're preparing for a discovery call or moving a candidate through a hiring pipeline. You can query your contact lists, check which groups your leads belong to, and see a complete history of every email and meeting in one place. This turns your CRM from a static database into an active part of your daily workflow, letting you stay organized without the manual data entry.

## Tools

### list_contacts
See every contact in your workspace. You can also filter these by a specific group ID.

### get_contact_details
Pull specific profile data and custom fields. You can quickly see the status of any lead.

### list_groups
See all the different groups you've created. This helps you understand how your CRM is organized.

### list_interactions
Get a history of emails, calls, and meetings. It gives you the full context of a relationship in one view.

### list_contact_notes
Pull up all notes and comments for a specific person. This helps you stay updated on previous conversations.

### create_contact
Add a new person to your CRM. This makes it easy to keep your database current as you meet new people.

## Prompt Examples

**Prompt:** 
```
Show me the last time I spoke to Sarah Miller.
```

**Response:** 
```
I found Sarah Miller in your folk CRM. Your last interaction was an email sent on October 12th. Would you like me to show you the notes from that conversation?
```

**Prompt:** 
```
Add a new lead: Mark Chen, mark@example.com, interested in our enterprise plan.
```

**Response:** 
```
I've added Mark Chen to your CRM. He's now in your main directory. Would you like me to move him into a specific group like 'Enterprise Leads'?
```

**Prompt:** 
```
What are the notes for the candidate 'Alex Rivera'?
```

**Response:** 
```
Here are the notes for Alex Rivera:
- **Initial Screen**: Great communication, knows the tech stack.
- **Technical Round**: Solved all problems efficiently.
- **Culture Fit**: Strong team player vibes.
```

## Capabilities

### Pull up contact history
Get a full list of emails, calls, and meetings for any person in your CRM.

### Update contact profiles
Change names, custom fields, and statuses on your records using plain text.

### Manage contact groups
Query and organize your leads into specific folders or categories.

### Retrieve meeting notes
Access all comments and notes tied to a specific contact instantly.

### Create new contacts
Add new people to your CRM without manual data entry.

### Check account settings
View your current configuration and workspace details.

## Use Cases

### Pre-call research
A sales rep asks the agent to show the last three interactions for a lead. They see an email from yesterday and a call from last week.

### Candidate tracking
A recruiter asks the agent to list all notes for a candidate. They see three different interview summaries in one list.

### Investor updates
A founder asks the agent to add a new investor contact. The agent creates the record and asks which group to put them in.

### Group auditing
A BD manager asks the agent to list all contacts in the Partnership group to see who needs a follow-up.

## Benefits

- Stop tab switching by pulling interaction history directly into your chat. Use list_interactions to see every past touchpoint.
- Keep your data clean by using create_contact to add new leads instantly. You won't have to leave your agent to update your CRM.
- Get better context for every call. Use list_contact_notes to see what was discussed last time without searching your inbox.
- Organize your pipeline faster. Use list_groups and list_contacts to see exactly where your leads stand in the sales cycle.
- Access custom data points quickly. Use get_contact_details to see specific fields that matter to your specific business.

## How It Works

The bottom line is you get a direct line from your AI to your CRM data without any extra clicks.

1. Subscribe to the folk MCP on Vinkius.
2. Paste your folk API key into your AI client settings.
3. Start asking your agent to find contacts or summarize interactions.

## Frequently Asked Questions

**Can the folk MCP help me manage my sales leads?**
Yes, it lets your AI agent pull up lead details and interaction history directly from your CRM. You can see who you've talked to and what was discussed without switching apps.

**How do I use folk with my AI agent?**
You just need to connect the folk MCP to your AI client. Once connected, you can ask your agent to find contacts, create new records, or summarize notes.

**Can my agent see my meeting history in folk?**
Yes, the Connector allows your agent to retrieve a history of emails, calls, and meetings for any contact. This gives your agent the context it needs to help you prepare for calls.

**Will the folk MCP help recruiters track candidates?**
It's perfect for that. Recruiters can ask the agent to list all notes for a specific candidate or see their full interaction history in one place.

**Can I add new people to my CRM using my AI agent?**
You can. Just tell your agent to create a new contact with the name and email, and it will handle the entry in your folk account automatically.

**Is the folk MCP good for tracking investor relationships?**
Yes, it's a great way for founders to keep track of investor interactions and quickly pull up notes during high-stakes meetings.

**Can I see all contacts in a specific folk group via AI?**
Yes! Use the `list_contacts` tool and provide the Group ID. Your agent will retrieve all profiles and metadata for the contacts in that specific group.

**How do I add a new person to my folk directory?**
Use the `create_contact` action. Provide the first name, last name, and email address to register the new contact in your folk account instantly.

**Is it possible to see the interaction history for a contact via AI?**
Absolutely. Run the `list_interactions` query with the Contact ID. The agent will retrieve a history of emails, meetings, and calls associated with that profile.