folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.
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Build and ship the Folk plugin to earn 33 points when we merge it to main. You have 1 hour to link an issue, then 3 hours to open a PR with the plugin scaffold.
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 (emails, phones, urls, addresses), group assignments, and custom field values. Returns the created company with a unique ID, all provided fields, timestamps, and creator information.
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.
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 in the list is treated as the primary contact. Returns the created person with a unique ID, all provided fields, timestamps, and creator information.
Tool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.
Tool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.
Tool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.
Tool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.
Tool to retrieve an existing company by its ID. Use after authentication has been verified.
Tool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.
Tool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.
Tool to retrieve an existing person by their ID. Use when you need full profile details of a person by their unique identifier.
Tool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.
Tool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.
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.
Tool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.
Tool to list notes in the workspace. Use when you need to retrieve notes with pagination support.
Tool to list people in the workspace. Use when you need to paginate through contacts after authentication.
Tool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.
Tool to list workspace users. Use when you need to paginate through users list.
Tool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.
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.
Tool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.
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.
No webhooks.
