Ask your agent in plain language. Each of these maps to a real tool on the server.
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
DEPRECATED — use manage_task for current task workflows. 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 company in your Folk workspace. Company names are unique: Folk returns the existing company if that name already exists. Supports 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
DEPRECATED — use manage_task for current task workflows. 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
DEPRECATED — use list_tasks for current task workflows. Lists reminders for a specific person, company, or deal. Returns reminder names, schedules, assigned users, and trigger times.
list_tasks
Lists current Folk tasks with cursor pagination and documented filters. Tasks replace reminders and track explicit completion rather than automatic reminder triggers.
manage_task
Gets, creates, updates, deletes, completes, or reopens a Folk task. Completion is explicit; updating due dates never marks a task done. Deletion is permanent.
get_current_user
Identifies the authenticated workspace user associated with the Folk API key. This returns a workspace user, not a contact or a workspace identifier.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
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. 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.
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.
Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.
List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.
Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.
Manage people, companies, group-scoped deals, notes, and tasks in Folk. Discover accessible groups and custom fields, filter contact lists, and complete or reopen tasks. Existing reminder workflows remain available during the provider's deprecation window.
Common questions about connecting Folk to AI agents with Metorial.
