Folk

@Folk show me all companies in our pipeline that haven't been contacted in the last 30 days

Based on Folk's company records, here are 8 companies matching your criteria: Acme Corp (last contact: 42 days ago, stage: Qualified), BuildRight Inc (last contact: 35 days ago, stage: Discovery), TechFlow Systems (last contact: 31 days ago, stage: Proposal)... Each entry includes the company name, days since last contact, current pipeline stage, and assigned owner. This list helps you identify follow-up priorities in your sales workflow.

This example uses List Companies with filtering logic. The MCP returns raw company data; the AI layers on the time-based filtering and formatting. Requires read access to your Folk workspace. If your workspace uses custom pipeline stages, those will appear instead of the standard stage names shown here.

@Folk create a new person record for Sarah Chen at Vertex Labs, title VP of Engineering, email sarah.chen@vertexlabs.com

I've created a new person record in Folk for Sarah Chen. The profile includes: Full Name: Sarah Chen, Company: Vertex Labs, Title: VP of Engineering, Email: sarah.chen@vertexlabs.com. The record has been assigned a unique ID and is now visible in your Folk workspace. You can add additional custom fields or notes directly in Folk, or ask me to update specific fields if you have more information.

This example demonstrates the Create Person tool (not shown in the representative list but analogous to Create Company). The MCP performs the write operation immediately—there's no undo via the API. If Vertex Labs doesn't exist as a company in your workspace, you may need to create that record first or the company field will remain unlinked.

@Folk pull the full profile for company ID comp_abc123 and draft a personalized outreach email based on their industry and recent activity

I retrieved the Folk profile for CloudScale Solutions (comp_abc123): Industry: Cloud Infrastructure, Stage: Qualified, Last Contact: 18 days ago via demo call, Notes indicate interest in enterprise security features. Here's a draft outreach: 'Hi [Contact Name], Following up on our demo discussion about enterprise security—I wanted to share how our SOC 2 compliance and role-based access controls have helped similar cloud infrastructure companies...' This draft incorporates the company's stated priorities from your Folk notes.

This example chains Get Company (data retrieval) with AI synthesis. The MCP provides structured company data; the AI uses that context to generate the email. The quality of the draft depends entirely on how much detail your team has logged in Folk's custom fields and notes—sparse records yield generic emails.

When Folk beats a spreadsheet for 2-person sales teams

A two-person startup doing cold outreach needs a single source of truth for 200-500 prospects without paying for full Salesforce seats. Folk's MCP wins here because the AI can create and update company and person records in real time during research calls—no alt-tabbing to a CRM UI. The List Companies and Get Person tools let the AI pull context mid-conversation ("what did we learn about this prospect last month?") without breaking flow. The threshold: if you're tracking more than three custom deal stages or need territory assignment, Folk's lightweight model starts to hurt. For early-stage outbound where speed matters more than pipeline rigor, this MCP keeps your CRM in sync without hiring a sales ops person.

Prepping account reviews when your CS team is one person

A solo customer success manager at a 30-customer B2B SaaS company uses Folk to track account health and renewal dates. Before a quarterly business review, the AI uses Get Company and List Group Custom Fields to surface the customer's onboarding notes, last NPS score, and feature requests—all stored as Folk custom fields. The MCP's Delete Person tool matters less here, but the ability to update company records after the call ("they mentioned a new stakeholder") keeps the system current without a post-meeting data-entry ritual. This breaks down if you need automated workflows or integration with a support ticketing system—Folk doesn't replace Gainsight. But for a lean CS motion where one person owns 20-40 accounts, it's faster than juggling Notion and a spreadsheet.

Why this MCP works for small fund deal flow

A solo general partner running a $10M micro-fund uses Folk to track 50-100 startup conversations per quarter. The AI can create company records during intro calls, tag them with custom fields like "thesis fit" or "round size," and later pull up the full pipeline with List Companies when the GP is prioritizing follow-ups. The Get Current Workspace User tool confirms auth at session start, which matters when switching between personal and fund contexts. The limitation: Folk has no native email sync or calendar integration, so if your deal flow depends on parsing forwarded pitch decks or auto-logging meetings, you'll still need Airtable or Affinity. For GPs who prefer conversational deal logging over rigid pipeline stages, this MCP keeps the CRM lean and actually used.