Folk CRM MCP Server

An MCP (Model Context Protocol) server that enables Claude Code to interact with your Folk CRM workspace. Manage contacts, companies, groups, notes, reminders, and more directly from your AI assistant.

Prerequisites

• Folk Account: You need a Folk CRM account with API access
• API Key: Generate an API key from your Folk workspace settings
• Node.js: Version 18 or higher
• Claude Code: Desktop or CLI with MCP support

Installation

Quick Start with npx

npx folk-crm-mcp

Local Development

git clone https://github.com/joshuayoes/folk-crm-mcp.git
cd folk-crm-mcp
npm install
npm run build

Configuration

Set your Folk API key as an environment variable:

export FOLK_API_KEY=your_api_key_here

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | FOLK_API_KEY | Yes | Your Folk CRM API key | | FOLK_BASE_URL | No | Custom API base URL | | FOLK_CRM_MCP_FILTERED_TOOLS | No | Comma-separated list of tools to disable |

Registering with Claude Code

claude mcp add \
  --transport stdio \
  -e FOLK_API_KEY=your_api_key \
  folk-crm \
  -- npx folk-crm-mcp

Or for local development:

claude mcp add \
  --transport stdio \
  -e FOLK_API_KEY=your_api_key \
  folk-crm \
  -- node /path/to/folk-crm-mcp/build/index.js

Available Tools

People Management

| Tool | Description | |------|-------------| | list_people | List people with search and pagination | | get_person | Get a person by ID | | create_person | Create a new person | | update_person | Update an existing person | | delete_person | Delete a person |

Company Management

| Tool | Description | |------|-------------| | list_companies | List companies with pagination | | get_company | Get a company by ID | | create_company | Create a new company | | update_company | Update an existing company | | delete_company | Delete a company |

Groups

| Tool | Description | |------|-------------| | list_groups | List all groups in your workspace | | list_group_custom_fields | Get custom fields for a group |

Notes

| Tool | Description | |------|-------------| | list_notes | List notes with filtering | | get_note | Get a note by ID | | create_note | Create a note on a person or company | | update_note | Update an existing note | | delete_note | Delete a note |

Reminders

| Tool | Description | |------|-------------| | list_reminders | List reminders with filtering | | get_reminder | Get a reminder by ID | | create_reminder | Create a reminder | | update_reminder | Update a reminder | | delete_reminder | Delete a reminder |

Users

| Tool | Description | |------|-------------| | list_users | List workspace users | | get_current_user | Get the authenticated user | | get_user | Get a user by ID |

Interactions

| Tool | Description | |------|-------------| | create_interaction | Log an interaction with a contact |

Webhooks

| Tool | Description | |------|-------------| | list_webhooks | List all webhooks | | get_webhook | Get a webhook by ID | | create_webhook | Create a webhook subscription | | update_webhook | Update a webhook | | delete_webhook | Delete a webhook |

Deals/Custom Objects

| Tool | Description | |------|-------------| | list_deals | List deals in a group | | get_deal | Get a deal by ID | | create_deal | Create a deal | | update_deal | Update a deal | | delete_deal | Delete a deal |

Example Usage

Once registered with Claude Code, you can use natural language:

"List all my contacts in Folk"
"Create a new person named John Doe with email [email protected]"
"Add a note to the contact with ID xyz saying 'Follow up next week'"
"Show me all my groups"
"Create a reminder to call John Doe on Friday"

Development

# Build the project
npm run build

# Run with MCP Inspector for testing
FOLK_API_KEY=your_key npm run dev

# Watch mode for development
npm run watch

Filtering Tools

To disable specific tools, set the FOLK_CRM_MCP_FILTERED_TOOLS environment variable:

export FOLK_CRM_MCP_FILTERED_TOOLS=delete_person,delete_company,delete_note

License

MIT