Connect Folk with Hookshot™ and your stack

folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.

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Tools and triggers

What Agents can do in Folk

Available tools and events after Folk is connected.

  • Create Company

    Creates 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…

  • Create Note

    Tool to create a new note in the Folk workspace. Use when you need to add a note to a person, company, or deal entity.

  • Create Person

    Creates 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…

  • Delete Company

    Tool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.

  • Delete Note

    Tool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.

  • Delete Person

    Tool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.

  • Delete Reminder

    Tool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.

  • Get Company

    Tool to retrieve an existing company by its ID. Use after authentication has been verified.

  • Get Current Workspace User

    Tool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.

  • Get Note

    Tool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.

  • Get Person

    Tool to retrieve an existing person by their ID. Use when you need full profile details of a person by their unique identifier.

  • Get User

    Tool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.

  • List Companies

    Tool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.

  • List Group Custom Fields

    Tool to list custom fields for a specific group and entity type. Use after selecting a group and entity type to inspect available custom fields.

  • List Groups

    Tool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.

  • List Notes

    Tool to list notes in the workspace. Use when you need to retrieve notes with pagination support.

  • List People

    Tool to list people in the workspace. Use when you need to paginate through contacts after authentication.

  • List Reminders

    Tool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.

  • List Users

    Tool to list workspace users. Use when you need to paginate through users list.

  • List Webhooks

    Tool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.

  • Update Company

    Tool 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.

  • Update Note

    Tool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.

  • Update Person

    Tool 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.

Setup

Connect Folk in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.