Folk Tools
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently
Use Folk Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Folk Tools. Choose from 23 supported Actions. Review each execution in Audit.
Connect Folk Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
CrmPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Folk Create CompanyCreates 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. Retur…
- Folk Create NoteTool to create a new note in the Folk workspace. Use when you need to add a note to a person, company, or deal entity.
- Folk Create PersonCreates 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…
- Folk Delete CompanyTool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.
- Folk Delete NoteTool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.
- Folk Delete PersonTool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.
- Folk Delete ReminderTool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.
- Folk Get CompanyTool to retrieve an existing company by its ID. Use after authentication has been verified.
- Folk Get Current Workspace UserTool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.
- Folk Get NoteTool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.
- Folk Get PersonTool to retrieve an existing person by their ID. Use when you need full profile details of a person by their unique identifier.
- Folk Get UserTool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.
- Folk List CompaniesTool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.
- Folk List Group Custom FieldsTool to list custom fields for a specific group and entity type. Use after selecting a group and entity type to inspect available custom fields.
- Folk List GroupsTool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.
- Folk List NotesTool to list notes in the workspace. Use when you need to retrieve notes with pagination support.
- Folk List PeopleTool to list people in the workspace. Use when you need to paginate through contacts after authentication.
- Folk List RemindersTool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.
- Folk List UsersTool to list workspace users. Use when you need to paginate through users list.
- Folk List WebhooksTool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.
- Folk Update CompanyTool 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.
- Folk Update NoteTool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.
- Folk Update PersonTool 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.
Provider sources
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