list_action_plans
Retrieve Action Plans from Follow Up Boss CRM. Filter by IDs, names, or status, and paginate through results to access legacy automation workflows.
Instructions
Get a list of Action Plans. (GET /actionPlans) Defaults to limit=100 (FUB's max per page) rather than its own default of 10 — bulk requests are the common case here. If the response's _metadata shows more results remain, keep paginating: use offset for offset-based endpoints, or the _metadata.next cursor value (as the next argument) for cursor-based endpoints like notes. ⚠️ Action Plans are a deprecated FUB feature — Automations are the current, recommended mechanism going forward. Unless the user specifically names an existing legacy Action Plan they already rely on, prefer the automationsPerson tools (create_automations_person to trigger one, update_automations_person to pause/unpause) over this one for new workflows.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ids | No | Search for Action Plans by `id`. Use a comma separated list, e.g. `/actionPlans?ids=287564,67484,8436437` | |
| sort | No | Sort Action Plans by a given field. (e.g., "id" or "name") | |
| limit | No | Number of results to return. Max 100. | |
| names | No | Search for Action Plans by `name`. Use array parameters format with encoded values, e.g. `/actionPlans?names[]=Action%20Plan%20Name%201&names[]=Action%20Plan%20Name%202`. | |
| offset | No | Specifies the number of rows to skip before starting to return results. | |
| status | No | Search for Action Plans with one of the following statuses: `Active`,`Deleted`, or `Active,Deleted` (if you want both). | |
| extraQuery | No | Extra raw query parameters not explicitly listed above — e.g. FUB custom field filters like custom.ClosingDate on /people or /deals. Keys and values are sent as-is. |