folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently. On Nagent, Folk is exposed as a fully-configurable crm integration that any agent can call — 23 actions, and API key authentication. No code is required to wire Folk into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Folk to automate the kinds of tasks crm teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Folk into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Folk, with input parameters and output schema. Drop these into any step of an agent built in Helix.
FOLK_CREATE_COMPANYCreates a new company in the Folk workspace with the specified details. Required: company name (unique identifier). Optional: description, industry, funding details, employee range, contact info (emails, phones, urls, addresses), group assignments, and custom field values. Returns the created company with a unique ID, all provided fields, timestamps, and creator information.
Input parameters
The unique name of the company.
List of URLs associated with the company.
List of email addresses associated with the company.
The groups to add the company to. Provide group IDs.
List of phone numbers associated with the company.
Industry sector of the company.
List of addresses associated with the company.
A short description of the company.
Employee count range for the company.
Amount of funding raised by the company (numeric value only).
Year the company was founded in YYYY format.
Date of the last funding round in YYYY-MM-DD format.
Custom field values grouped by group ID. Values depend on field type: text, number, date, select, contact, user, etc.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_CREATE_NOTETool to create a new note in the Folk workspace. Use when you need to add a note to a person, company, or deal entity.
Input parameters
The person, company, or deal that the note is attached to. Provide the entity object with an id field.
The content of the note. Supports plain text or markdown format. Must be between 1 and 100,000 characters.
Reference to a parent note when creating a reply.
Visibility of the note. 'public' means visible to all workspace users, 'private' means visible only to the current user.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_CREATE_PERSONCreates a new person in the Folk workspace with the specified details. Optional fields include: first name, last name, emails, phones, group assignments, and custom field values. The first email/phone in the list is treated as the primary contact. Returns the created person with a unique ID, all provided fields, timestamps, and creator information.
Input parameters
List of email addresses for the person. The first email is considered the primary email.
The groups to add the person to. Provide group IDs.
List of phone numbers for the person. The first phone is considered the primary phone.
Last name of the person.
First name of the person.
Custom field values grouped by group ID. Values depend on field type: text, number, date, select, contact, user, etc.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_DELETE_COMPANYTool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.
Input parameters
The ID of the company to delete. Must be exactly 40 characters.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_DELETE_NOTETool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.
Input parameters
The ID of the note to delete. Must be exactly 40 characters.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_DELETE_PERSONTool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.
Input parameters
The ID of the person to delete. Must be exactly 40 characters.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_DELETE_REMINDERTool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.
Input parameters
The ID of the reminder to delete. Must be exactly 40 characters.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_GET_COMPANYTool to retrieve an existing company by its ID. Use after authentication has been verified.
Input parameters
The ID of the company to retrieve. Must be exactly 40 characters long.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_GET_CURRENT_WORKSPACE_USERTool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_GET_NOTETool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.
Input parameters
The ID of the note to retrieve. Must be exactly 40 characters long.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_GET_PERSONTool to retrieve an existing person by their ID. Use when you need full profile details of a person by their unique identifier.
Input parameters
The unique identifier of the person to retrieve. Must be exactly 40 characters long (format: per_XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_GET_USERTool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.
Input parameters
The unique identifier of the user to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_LIST_COMPANIESTool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.
Input parameters
The number of items to return. Must be between 1 and 100.
A pagination cursor from a previous response's `pagination.nextLink`. Omit on the first call.
Filters to apply, using `filter\[attribute\]\[operator\]=value` syntax.
Logical operator to combine multiple filters.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_LIST_GROUP_CUSTOM_FIELDSTool to list custom fields for a specific group and entity type. Use after selecting a group and entity type to inspect available custom fields.
Input parameters
Number of items to return (1-100). Defaults to 20.
Pagination cursor. Omit on first call; use `data.pagination.nextLink` from previous response for subsequent pages.
ID of the group (exactly 40 characters). Obtain via the list-groups endpoint.
Entity type whose custom fields to list. Must be 'person' or 'company'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_LIST_GROUPSTool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.
Input parameters
The number of items to return. Must be between 1 and 100.
Cursor for pagination across multiple pages. Omit on first call. Use the `pagination.nextLink` value from a previous response for subsequent pages.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_LIST_NOTESTool to list notes in the workspace. Use when you need to retrieve notes with pagination support.
Input parameters
The number of items to return. Must be between 1 and 100.
A pagination cursor from a previous response's `pagination.nextLink`. Omit on the first call.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_LIST_PEOPLETool to list people in the workspace. Use when you need to paginate through contacts after authentication.
Input parameters
The number of items to return. Must be between 1 and 100.
A pagination cursor from a previous response's `pagination.nextLink`. Omit on the first call.
Filters to apply, following `filter\[attribute\]\[operator\]=value` format. E.g., {'firstName': {'eq': 'John'}}.
Logical operator to combine multiple filters.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_LIST_REMINDERSTool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.
Input parameters
The number of items to return. Must be between 1 and 100.
A pagination cursor from a previous response's `pagination.nextLink`. Omit on the first call.
Filter reminders by entity ID (person, company, or object).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_LIST_USERSTool to list workspace users. Use when you need to paginate through users list.
Input parameters
Number of users to return. Must be between 1 and 100.
A pagination cursor from previous response's `nextLink`. Omit on first call.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_LIST_WEBHOOKSTool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.
Input parameters
Number of webhooks to return. Must be between 1 and 100.
A pagination cursor from previous response's `nextLink`. Omit on first call.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_UPDATE_COMPANYTool to update an existing company in the workspace. Use after confirming the company ID; only provided fields are updated and list fields replace existing values.
Input parameters
The name of the company.
List of URLs associated with the company; replaces existing URLs.
List of email addresses associated with the company; replaces existing emails.
Groups to associate with the company; list values replace existing groups.
List of phone numbers associated with the company; replaces existing phones.
List of addresses associated with the company; replaces existing addresses.
The ID of the company to update. Must be exactly 40 characters long.
A short description of the company.
Custom field values grouped by group ID. Values depend on field type: text, number, date, select, contact, user, etc.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_UPDATE_NOTETool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.
Input parameters
The content of the note in plain text or markdown format.
The ID of the note to update.
Visibility level for a note.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
FOLK_UPDATE_PERSONTool to update an existing person in the workspace. Use after confirming the person ID; only provided fields are updated and list fields replace existing values.
Input parameters
List of URLs associated with the person; replaces existing URLs.
List of email addresses associated with the person; replaces existing emails.
Groups to associate with the person; list values replace existing groups. When removing a person from a group, their custom field values for that group are also removed.
List of phone numbers associated with the person; replaces existing phones.
The person's birthday in ISO 8601 date format (YYYY-MM-DD). Set to null to remove.
The full name of the person.
The job title of the person.
The last name of the person.
The ID of the person to update. Must be exactly 40 characters long.
List of addresses associated with the person; replaces existing addresses.
Companies to associate with the person; list values replace existing companies.
The first name of the person.
A short description of the person.
Custom field values grouped by group ID. Values depend on field type: text, number, date, select, contact, user, etc.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 98 agents privately built on Nagent that already use Folk.
Build on Nagent
Connect Folk to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Folk, and click "Connect Now." You'll authenticate with an API key — Nagent handles credential storage and refresh automatically. Once connected, Folk is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Folk is connected, you configure its 23 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Folk steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Folk event fires, the agent kicks off automatically.
Every Folk action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Folk ships with 23 pre-built crm actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Folk together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Folk-based workflows tailored to your business.