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mindwear-capitian

followupboss-mcp-server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FUB_API_KEYYesYour Follow Up Boss API key, found in Admin > API.
FUB_SAFE_MODENoToggle between Safe Mode (default) and Full Access. Safe Mode prevents the ability to delete data. Set to 'true' for Safe Mode or 'false' for Full Access.true

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
listEventsC

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

createEventC

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

getEventB

Get a single event by ID

listPeopleC

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.

createPersonC

Create a new person/contact in FUB

getPersonC

Get a single person by ID

updatePersonC

Update an existing person in FUB

deletePersonC

Delete (trash) a person by ID

checkDuplicateB

Check if a person already exists by email or phone

listUnclaimedB

List unclaimed people (in ponds, not assigned)

claimPersonC

Claim an unclaimed person

createPersonAttachmentC

Attach a file to a person

getPersonAttachmentC

Get a person attachment by ID

updatePersonAttachmentC

Update a person attachment

deletePersonAttachmentC

Delete a person attachment

listRelationshipsC

List relationships for a person

createRelationshipC

Create a relationship between two people

getRelationshipC

Get a relationship by ID

updateRelationshipD

Update a relationship

deleteRelationshipC

Delete a relationship

getIdentityB

Get identity/account information for the API key

getCurrentUserB

Get the current authenticated user (GET /me)

createNoteC

Create a note on a person

getNoteC

Get a note by ID

updateNoteC

Update a note

deleteNoteC

Delete a note

listCallsD

List calls

createCallC

Log a call for a person

getCallC

Get a call by ID

updateCallC

Update a call record

listTextMessagesC

List text messages

createTextMessageC

Send a text message to a person

getTextMessageC

Get a text message by ID

listUsersC

List all users/agents in the account

getUserC

Get a user by ID

deleteUserC

Delete a user

listSmartListsC

List all smart lists

getSmartListC

Get a smart list by ID

listActionPlansC

List all action plans

listActionPlansPeopleC

List people assigned to action plans

addPersonToActionPlanC

Add a person to an action plan

updateActionPlanPersonC

Update a person's action plan status

listAutomationsC

List all automations

getAutomationC

Get an automation by ID

listAutomationsPeopleC

List people in automations

getAutomationPersonC

Get an automation-person entry by ID

addPersonToAutomationC

Add a person to an automation

updateAutomationPersonC

Update a person's automation status

listTemplatesC

List email templates

createTemplateC

Create an email template

getTemplateC

Get an email template by ID

updateTemplateC

Update an email template

mergeTemplateC

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

deleteTemplateC

Delete an email template

listTextMessageTemplatesC

List text message templates

createTextMessageTemplateC

Create a text message template

getTextMessageTemplateC

Get a text message template by ID

updateTextMessageTemplateC

Update a text message template

mergeTextMessageTemplateC

Merge a text message template with person data

deleteTextMessageTemplateC

Delete a text message template

listEmEventsC

List email marketing events

createEmEventC

Create email marketing events

listEmCampaignsC

List email marketing campaigns

createEmCampaignC

Create an email marketing campaign

updateEmCampaignC

Update an email marketing campaign

listCustomFieldsC

List all custom fields

createCustomFieldC

Create a custom field

getCustomFieldB

Get a custom field by ID

updateCustomFieldC

Update a custom field

deleteCustomFieldC

Delete a custom field

listStagesB

List all pipeline stages

createStageC

Create a pipeline stage

getStageC

Get a stage by ID

updateStageC

Update a stage

deleteStageC

Delete a stage

listTasksC

List tasks

createTaskD

Create a task

getTaskC

Get a task by ID

updateTaskD

Update a task

deleteTaskC

Delete a task

listAppointmentsD

List appointments

createAppointmentD

Create an appointment

getAppointmentC

Get an appointment by ID

updateAppointmentD

Update an appointment

deleteAppointmentC

Delete an appointment

listAppointmentTypesC

List appointment types

createAppointmentTypeC

Create an appointment type

getAppointmentTypeB

Get appointment type by ID

updateAppointmentTypeC

Update an appointment type

deleteAppointmentTypeC

Delete an appointment type

listAppointmentOutcomesD

List appointment outcomes

createAppointmentOutcomeD

Create an appointment outcome

getAppointmentOutcomeC

Get appointment outcome by ID

updateAppointmentOutcomeC

Update an appointment outcome

deleteAppointmentOutcomeC

Delete an appointment outcome

listWebhooksB

List all webhooks

createWebhookC

Create a webhook

getWebhookC

Get a webhook by ID

updateWebhookC

Update a webhook

deleteWebhookC

Delete a webhook

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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