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NimbleBrainInc

Folk CRM MCP Server

by NimbleBrainInc
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Python
Remote

Folk CRM MCP Server

CI License: MIT

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

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

This server cannot be installed

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security - not tested
A
license - permissive license
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quality - not tested

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