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Folk for AI agents

Folk is a CRM built for teams to organize and nurture relationships, tracking people, companies, and notes in one shared workspace. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect FolkSee the 23 actions ↓
CRMAPI keyMCP + RESTfolk.app
AUDIT LOG · FOLKPOLICY: acme-support
09:41:07 · claude · u_8f2read
folk.list_notes
List Notes✓ allowed · 212ms
09:41:08 · claude · u_8f2read
folk.get_note
Get Note✓ allowed · 164ms
09:41:09 · claude · u_8f2write
folk.create_note
Create Note✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
folk.delete_note
Delete Note✕ blocked · policy: deny
EVERY FOLK CALL, ON THE RECORD
01 · USE CASES

What agents do in Folk.

01

Log a note on a contact

Create a note on a person's record right after a call or meeting with them.

02

Check a company's contacts

List the people linked to a company to prep for an upcoming meeting.

03

Confirm before deleting a person

Require approval before deleting a person, since it removes their notes and reminder history.

02 · ACTIONS

23 Folk actions, graded by risk.

Every Folk action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

13

Look things up. Allowed by default.

  • folk.get_note
    Get Note
  • folk.get_user
    Get User
  • folk.get_person
    Get Person
  • folk.list_notes
    List Notes
  • folk.list_users
    List Users
  • folk.get_company
    Get Company
  • folk.list_groups
    List Groups
  • folk.list_people
    List People
  • folk.list_webhooks
    List Webhooks
  • folk.list_companies
    List Companies
  • folk.list_reminders
    List Reminders
  • folk.list_group_custom_fields
    List Group Custom Fields
  • folk.get_current_workspace_user
    Get Current Workspace User

write

6

Create and change things. Allow, or ask the user first.

  • folk.create_note
    Create Note
  • folk.update_note
    Update Note
  • folk.create_person
    Create Person
  • folk.update_person
    Update Person
  • folk.create_company
    Create Company
  • folk.update_company
    Update Company

destructive

4

Delete, cancel or archive. Ask first, or deny outright.

  • folk.delete_note
    Delete Note
  • folk.delete_person
    Delete Person
  • folk.delete_company
    Delete Company
  • folk.delete_reminder
    Delete Reminder
03 · HOW IT WORKS

Folk in three steps.

  1. 01Your users connect FolkThey add their Folk api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Note” can wait for the user, and “delete Note” can be denied outright.
  3. 03Any agent can actYour agent calls Folk through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('folk', {
  read: 'allow',
  write: 'ask',        // create_note
  destructive: 'deny',  // delete_note
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Folk connects.

Users add their Folk api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Folk connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Folk from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More crm apps.

Salesforce224 actionsHubSpot263 actionsZendesk457 actionsPipedrive403 actionsApollo67 actionsAttio109 actionsAcculynx8 actionsAeroleads1 actions
ALL CRM APPS →
07 · FAQ

Folk and Arc0, answered.

Q01

Can I use Folk with Claude, ChatGPT or Cursor?

Yes. Connect Folk to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Folk actions you allow.

Q02

How do users connect Folk?

Users add their Folk api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Folk actions can my agent take?

23 in total: 13 read, 6 write and 4 destructive, such as “create Note”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Folk?

Yes. Actions like “delete Note” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Folk too?

Yes. The same Folk connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Folk into your agent.

Your users connect Folk once, under your brand. Your agent gets 23 actions behind your policies, with every call on the record.

Connect FolkBrowse all apps →

Free to build · MCP + REST · Audit log on every plan