• CONTEXT
  • HISTORY
  • SUMMARY
  • HUMAN

How to query contact history and notes with your AI

Connect folk to your AI client to pull CRM data on demand. Once linked, your agent can fetch specific details from your contact records whenever you need them.

Ask AI about this page

Short answer

How can I get contact notes and history from folk using AI?

Your agent uses the folk MCP to fetch contact details, interaction logs, and meeting notes. You'll get the specific context you need for follow-ups or prep work.

Where the data goes.

Information outcomes.

Your agent pulls specific data points from folk to answer your questions.

CONTEXT

Contact briefings

The AI pulls contact details to give you a quick rundown of a person before a meeting.

HISTORY

Interaction timelines

Your agent looks through logs to show you exactly when and how you last spoke to a contact.

SUMMARY

Note synthesis

The AI reads through contact notes to find specific decisions or themes from past conversations.

HUMAN

Manual updates

The AI only reads data. You still need to manually add or change information in folk.

The workflow

What your AI does when the request arrives.

The AI translates your questions into specific requests for the folk database.

  1. Locate the contact

    The agent finds the specific person or company record you are asking about.

    get_contact_details

  2. Fetch interaction logs

    The AI pulls a list of recent touchpoints and communications for that contact.

    list_interactions

  3. Retrieve meeting notes

    The agent scans through the notes attached to those interactions to find the details you need.

    list_contact_notes

  4. Answer your question

    The AI combines the retrieved notes and logs into a direct response.

    list_contact_notes

Try it

Copy these to start.

Use these prompts to start pulling data from folk.

Starting points

Replace the names in brackets with the actual names from your folk CRM.

folk Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_7kh1yb7Tat2baAIzzkKKW7hkY8EEswdlq0gKnRz8/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — folk capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "folk-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7kh1yb7Tat2baAIzzkKKW7hkY8EEswdlq0gKnRz8/mcp"
    }
  }
}
Copy into chat04

  • What are the latest notes for [Contact Name] in folk?

  • Summarize the recent interactions for [Company Name].

  • Get the contact details for [Contact Name] so I can prep for our call.

  • What was discussed in the last meeting with [Contact Name]?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect folk once, then ask.

One link connects your account. Your login stays encrypted on our side, and you can start asking questions immediately.

Connect folk to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit my notes in folk?

    No. This MCP is for reading data. It cannot create, edit, or delete anything in your CRM.

  • 02

    Can I ask about multiple contacts at once?

    Yes, provided you name the specific contacts so the agent can find the right records.

  • 03

    Can the AI delete old interactions?

    No. The tools only allow for retrieving and listing data, not for removing it.

  • 04

    Does the AI see my entire folk database?

    The AI only accesses the specific data needed to answer your specific question.

  • 05

    How does the AI know which contact I mean?

    It uses the contact details tool to match your request to the correct record.

  • More questions about folk? See everything the folk Connector can do

Connect folk to Claude, Cursor, ChatGPT & more