CRM

folk integrations

Connect folk to any other app, or use it from your AI client over MCP. folk is the next generation CRM for teams

Connects with an API keyfolk.app

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with folk?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Pair it

Connect folk with another app

What your agent can do with folk

Triggers and actions 11 triggers · 16 actions

  • Trigger
    Company Added

    Triggers when a new company is created or added to a group.

  • Trigger
    Company Custom Field Updated

    Triggers when a company custom field (for example tag, status, text, assignee) is updated.

  • Trigger
    Company Removed

    Triggers when a company is deleted from the workspace or removed from a group.

  • Trigger
    Company Updated

    Triggers when a company basic field (like name, email or URL) in a group is updated.

  • Trigger
    Deal Added

    Fires when a new deal is created.

  • Trigger
    Deal Removed

    Fires when a deal is deleted from a pipeline.

  • Trigger
    Deal Updated

    Fires when a deal is updated (stage change, field update).

  • Trigger
    Person Added

    Triggers when a new person is created or added to a group.

  • Trigger
    Person Custom Field Updated

    Triggers when a person custom field (for example tag, status, text, assignee) is updated.

  • Trigger
    Person Removed

    Triggers when a person is deleted from the workspace or removed from a group.

  • Trigger
    Person Updated

    Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.

  • Action
    Create Company

    Creates a company in folk, optionally adding it to a group and setting that group's custom fields.

  • Action
    Create Deal

    Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.

  • Action
    Create Group

    Creates a group in folk. A default "All people" table view is added to the group automatically.

  • Action
    Create Note

    Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.

  • Action
    Create Person

    Creates a person in folk, optionally adding them to a group and setting that group's custom fields.

  • Action
    Create Reminder

    Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.

  • Action
    Delete Company

    Deletes a company from folk by its id.

  • Action
    Delete Person

    Deletes a person from folk by their id. This also removes their custom fields, notes and associations.

  • Action
    Find a Company

    Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.

  • Action
    Find a Person

    Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.

  • Action
    Get a Company

    Fetches one folk company by id, including its custom field values.

  • Action
    Get a Note

    Fetches one folk note by id, with its text, author and the record it is attached to.

  • Action
    Get a Person

    Fetches one folk person by id, including their custom field values.

  • Action
    List Groups

    Returns the groups in the folk workspace, with each group's id, name and visibility.

  • Action
    Update Company

    Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.

  • Action
    Update Person

    Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.

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Questions

folk, answered

Is there a folk MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with folk. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use folk. Nothing to install.

What can start an automation from folk?

Any of folk's 11 triggers in the catalog, including Company Added, Company Custom Field Updated, Company Removed and Company Updated. Describe the moment in plain language and your agent picks the right one.

What can your agent do in folk?

Any of folk's 16 actions, including Create Company, Create Deal, Create Group and Create Note. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can folk connect to?

Any app in the catalog; the list on this page pairs folk with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.