Folk CRM MCP Server

An MCP (Model Context Protocol) server that provides access to Folk CRM functionality, allowing AI assistants to manage contacts, companies, notes, reminders, and more.

Features

• Smart Search: Find people and companies by name with minimal token usage
• Two-Phase Lookup: Quick search returns IDs, then fetch full details as needed
• Contact Management: Create, update, and delete people and companies
• Notes & Reminders: Attach context to your contacts
• Interaction Logging: Track emails, meetings, and calls
• Built-in Skill Resource: Serves a skill://folk/usage resource that teaches LLMs correct tool routing, ID format rules, and situational handling patterns

Adding to Claude Code

From Registry (Published)

# Configure your Folk API key
mpak config set @nimblebraininc/folk api_key=your_api_key_here

# Add to Claude Code
claude mcp add folk -- mpak run @nimblebraininc/folk

Local Development

# Clone and enter the repo
git clone https://github.com/NimbleBrainInc/mcp-folk.git
cd mcp-folk

# Install dependencies
uv sync

# Build the bundle
make pack

# Configure your API key
mpak config set @nimblebraininc/folk api_key=your_api_key_here

# Add to Claude Code (use absolute path)
claude mcp add folk -- mpak run --local /path/to/mcp-folk/mcp-folk-0.1.0-darwin-arm64.mcpb

Configuration

Getting Your Folk API Key

1. Log in to your Folk workspace
2. Go to Settings > API
3. Create a new API key
4. Copy the key and configure with mpak config set

Available Tools

Search (Use First)

Tool	Purpose
find_person(name)	Find people by name, returns {found, matches: [{id, name, email}]}
find_company(name)	Find companies by name, returns {found, matches: [{id, name, industry}]}

Details (After Finding)

Tool	Purpose
get_person_details(person_id)	Full person info including all fields
get_company_details(company_id)	Full company info including all fields

Browse

Tool	Purpose
browse_people(page, per_page)	Paginated list of all people
browse_companies(page, per_page)	Paginated list of all companies

Groups & Filtering

Tool	Purpose
list_groups()	List all groups in the workspace
find_people_in_group(group_name, status)	Find people in a group, optionally filtered by Status
find_companies_in_group(group_name, status)	Find companies in a group, optionally filtered by Status

Actions

Tool	Purpose
add_person(first_name, ...)	Create new person
add_company(name, ...)	Create new company
update_person(person_id, ...)	Update person fields
update_company(company_id, ...)	Update company fields
delete_person(person_id)	Delete a person
delete_company(company_id)	Delete a company

Notes & Reminders

Tool	Purpose
add_note(person_id, content)	Add note to person
get_notes(person_id)	Get notes for person
set_reminder(person_id, reminder, when)	Set a reminder
log_interaction(person_id, type, when)	Log an interaction

Utility

Tool	Purpose
whoami()	Get current authenticated user

Common Use Cases

Look up contacts

• "Is Sarah Chen in my CRM?"
• "Find everyone at Acme Corp"
• "What's John's email?"

Add contacts after meetings

• "Add Mike Johnson from today's meeting, he's a PM at Stripe"
• "Create a contact for lisa@example.com"

Take notes

• "Add a note to Sarah: discussed Q2 roadmap, she's interested in enterprise plan"
• "What are my notes on the Acme deal?"

Set follow-ups

• "Remind me to follow up with John next Tuesday"
• "Set a reminder to check in with Sarah in 2 weeks"

Log interactions

• "Log that I had a call with Mike today"
• "Record my meeting with the Acme team"

Browse contacts

• "Show me my recent contacts"
• "List all companies in my CRM"

Query groups and pipelines

• "Show me leads in 'Demos Management' with status 'Follow up 1'"
• "List all people in my Investors group"
• "Find active clients in my Customers group"
• "What groups do I have in Folk?"

Example Flow

User: "I just had coffee with Alex Rivera, she's interested in our API. Remind me to send her docs next week."

AI: find_person("Alex Rivera")
→ {"found": true, "matches": [{"id": "abc123", "name": "Alex Rivera", "email": "alex@techco.io"}]}

AI: add_note("abc123", "Had coffee - interested in API, wants to see docs")
→ {"id": "note456", "added": true}

AI: log_interaction("abc123", "meeting", "2024-01-15T10:00:00Z")
→ {"id": "int789", "logged": true}

AI: set_reminder("abc123", "Send API docs to Alex", "2024-01-22T09:00:00Z")
→ {"id": "rem012", "set": true}

AI: "Done! I've added a note about your coffee chat, logged the meeting, and set a reminder for next Monday to send her the API docs."

Development

# Install dev dependencies
uv sync --dev

# Run tests
uv run pytest tests/ -v

# Format code
uv run ruff format .

# Lint
uv run ruff check .

# Type check
uv run mypy src/

# Run all checks
make check

# Build bundle for testing
make pack

API Reference

This server uses the Folk REST API. Key endpoints:

• Base URL: https://api.folk.app/v1
• Authentication: Bearer token
• Rate limits apply (see Folk documentation)

License

MIT