create_person
Creates a new person contact in your Folk workspace. Supports setting name, job title, emails, phones, addresses, URLs, birthday, description, company associations, and group memberships. Folk automatically checks for duplicates and merges if a match is found.
delete_deal
Permanently deletes a deal from a Folk group. This action cannot be undone.
get_person
Retrieves a single person by their ID, returning all their details including name, contact info, group memberships, company associations, and custom field values.
list_companies
Lists companies in your Folk workspace with optional pagination. Returns company details, group memberships, and contact information.
delete_company
Permanently deletes a company from your Folk workspace. This action cannot be undone.
list_groups
Lists all groups in your Folk workspace. Groups organize contacts into categories for different workflows. Use group IDs to manage group memberships, custom fields, and deals.
list_custom_fields
Lists custom fields defined for a specific entity type within a group. Returns field names, types, options (for select fields), and configuration. Use this to discover available custom fields before setting values on contacts or deals.
list_notes
Lists notes attached to a specific person, company, or deal. Returns note content, visibility, and author info with pagination support.
update_deal
Updates an existing deal in a Folk group. Supports changing the deal name, associated companies and people, and custom field values.
delete_person
Permanently deletes a person from your Folk workspace. This action cannot be undone.
create_note
Creates a new note attached to a person, company, or deal. Notes support plain text or markdown content and can be public or private. You can also create reply threads by specifying a parent note.
create_reminder
Creates a new reminder associated with a person, company, or deal. Reminders use iCalendar recurrence rules (DTSTART + RRULE) for scheduling and can be assigned to specific users.
create_company
Creates a new company in your Folk workspace. Supports setting name, description, industry, funding info, employee range, foundation year, emails, phones, addresses, URLs, group memberships, and custom field values.
update_note
Updates an existing note's content or visibility.
update_person
Updates an existing person in your Folk workspace. Supports partial updates to any field including name, job title, emails, phones, addresses, URLs, birthday, description, company associations, and group memberships.
get_deal
Retrieves a single deal by its ID within a group. Returns the deal name, associated companies and people, custom field values, and creation info.
get_company
Retrieves a single company by its ID, returning all details including name, industry, funding info, contact information, group memberships, and custom field values.
list_deals
Lists deals within a specific group in your Folk workspace. Returns deal names, associated contacts, and custom field values with pagination support.
delete_reminder
Permanently deletes a reminder. This action cannot be undone.
list_people
Lists people in your Folk workspace with optional pagination. Returns contact details, group memberships, and company associations for each person.
update_company
Updates an existing company in your Folk workspace. Supports partial updates to any field.
delete_note
Permanently deletes a note. This action cannot be undone.
create_deal
Creates a new deal within a specific group in your Folk workspace. Deals track opportunities, projects, or other outcome-driven items. You can associate people and companies that belong to the same group.
list_reminders
Lists reminders for a specific person, company, or deal. Returns reminder names, schedules, assigned users, and trigger times.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.
Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.
Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.
Manage contacts, companies, deals, and pipelines in a relationship-focused CRM. Create, read, update, and delete people and companies with custom fields. Track deals and opportunities within groups. Organize contacts into customizable groups for different workflows. Attach notes and reminders to contacts. Monitor interaction metadata including interaction counts and last interaction times. Subscribe to webhooks for real-time notifications on changes to people, companies, deals, notes, and reminders.
Common questions about connecting Folk to AI agents with Metorial.
