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Glama
NerdSnipe-Inc

Follow Up Boss MCP Server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FUB_SYSTEMNoRegistered system name (for system-restricted endpoints)
FUB_API_KEYYesYour Follow Up Boss API key (starts with fka_)
FUB_SAFE_MODENoSet to 'false' to enable delete/destructive toolstrue
FUB_SYSTEM_KEYNoRegistered system key (pair with FUB_SYSTEM)

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
listEventsA

List events from FUB. Filter by personId, type, property address, etc.

createEventC

Create a new event in FUB (lead event, property inquiry, etc)

getEventA

Get a single event by ID

listPeopleA

List/search people in FUB. Supports filtering by name, email, phone, tags, stage, source, assignedTo, price range, smart list, and more. For tag filtering use the tags parameter (comma-separated, OR logic). For email lookup use the email parameter.

createPersonB

Create a new person/contact in FUB

getPersonB

Get a single person by ID

updatePersonB

Update an existing person in FUB

checkDuplicateB

Check if a person already exists by email or phone

listUnclaimedA

List unclaimed people (in ponds, not assigned)

claimPersonB

Claim an unclaimed person

createPersonAttachmentA

Attach an externally-hosted file to a person. "Restricted - Registered Systems Only": requires FUB_SYSTEM + FUB_SYSTEM_KEY env vars.

getPersonAttachmentA

Get a person attachment by ID

updatePersonAttachmentC

Update a person attachment

listRelationshipsB

List relationships for a person

createRelationshipA

Create a relationship contact (Spouse, Brother, Partner, etc.) for an existing person. The relationship is its own contact record linked to personId.

getRelationshipB

Get a relationship by ID

updateRelationshipC

Update a relationship contact

getIdentityA

Get identity/account information for the API key

getCurrentUserA

Get the current authenticated user (GET /me)

listNotesA

List notes, optionally filtered by personId

createNoteB

Create a note on a person

getNoteC

Get a note by ID

updateNoteC

Update a note

listCallsC

List calls

createCallA

Log a call for a person. FUB expects isIncoming (boolean) and note (singular).

getCallA

Get a call by ID

updateCallC

Update a call record

listTextMessagesA

List text messages. FUB REQUIRES at least one filter: personId, threadId, phone, toNumber, fromNumber, sharedInboxId, groupTextId, participants, or id list. Unfiltered calls return 400.

createTextMessageA

LOG a text message that was already sent by your registered third-party SMS system. This endpoint does NOT actually deliver an SMS — FUB only records it. "Restricted - Registered Systems Only": requires FUB_SYSTEM + FUB_SYSTEM_KEY env vars.

getTextMessageA

Get a text message by ID

listUsersB

List all users/agents in the account

getUserA

Get a user by ID

listSmartListsA

List all smart lists. By default only classic FUB smart lists are returned. Pass all: true to also include smart lists created in the current FUB UI.

getSmartListB

Get a smart list by ID

listActionPlansC

List all action plans

listActionPlansPeopleB

List people assigned to action plans

addPersonToActionPlanB

Add a person to an action plan

updateActionPlanPersonC

Update a person's action plan status

listAutomationsA

List all Automations 2.0 automations. "Restricted - Registered Systems Only": requires FUB_SYSTEM + FUB_SYSTEM_KEY. Account must also be on Automations 2.0.

getAutomationB

Get an automation by ID

listAutomationsPeopleA

List people in Automations 2.0 automations. "Restricted - Registered Systems Only": requires FUB_SYSTEM + FUB_SYSTEM_KEY.

getAutomationPersonA

Get an automation-person entry by ID

addPersonToAutomationB

Add a person to an automation

updateAutomationPersonB

Update a person's automation status

listTemplatesA

List email templates

createTemplateC

Create an email template

getTemplateA

Get an email template by ID

updateTemplateB

Update an email template

mergeTemplateB

Merge an email template with a person's data (mail merge)

listTextMessageTemplatesB

List text message templates

createTextMessageTemplateB

Create a text message template

getTextMessageTemplateB

Get a text message template by ID

updateTextMessageTemplateB

Update a text message template

mergeTextMessageTemplateC

Merge a text message template with person data

listEmEventsC

List email marketing events

createEmEventC

Create email marketing events

listEmCampaignsB

List email marketing campaigns

createEmCampaignB

Create an email marketing campaign

updateEmCampaignC

Update an email marketing campaign

listCustomFieldsA

List all custom fields

createCustomFieldC

Create a custom field

getCustomFieldB

Get a custom field by ID

updateCustomFieldC

Update a custom field

listStagesB

List all pipeline stages

createStageC

Create a pipeline stage

getStageA

Get a stage by ID

updateStageC

Update a stage

listTasksC

List tasks

createTaskB

Create a task

getTaskA

Get a task by ID

updateTaskC

Update a task

listAppointmentsC

List appointments

createAppointmentA

Create an appointment. FUB uses start/end (not startTime/endTime), typeId/outcomeId (not appointmentTypeId/appointmentOutcomeId), and invitees:[{type:'person'|'user',id}].

getAppointmentA

Get an appointment by ID

updateAppointmentA

Update an appointment. FUB requires start and end on EVERY update or it returns 'Valid Start and End dates are required'. Refetch with getAppointment first if you only have the id.

listAppointmentTypesA

List appointment types

createAppointmentTypeC

Create an appointment type

getAppointmentTypeA

Get appointment type by ID

updateAppointmentTypeC

Update an appointment type

listAppointmentOutcomesB

List appointment outcomes

createAppointmentOutcomeA

Create an appointment outcome

getAppointmentOutcomeA

Get appointment outcome by ID

updateAppointmentOutcomeC

Update an appointment outcome

listWebhooksA

List all webhooks

createWebhookD

Create a webhook

getWebhookA

Get a webhook by ID

updateWebhookC

Update a webhook

getWebhookEventsC

Get events for a webhook

listPipelinesC

List all pipelines

createPipelineC

Create a pipeline

getPipelineA

Get a pipeline by ID

updatePipelineC

Update a pipeline

listDealsC

List deals with filtering

createDealB

Create a deal. FUB expects peopleIds (array) and price (number). name + stageId required.

getDealB

Get a deal by ID

updateDealA

Update a deal. Use price (not value) and peopleIds (not personId).

createDealAttachmentA

Attach an externally-hosted file to a deal. "Restricted - Registered Systems Only": requires FUB_SYSTEM + FUB_SYSTEM_KEY env vars.

getDealAttachmentA

Get a deal attachment by ID

updateDealAttachmentC

Update a deal attachment

listDealCustomFieldsC

List deal custom fields

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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