Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FUB_API_KEY | Yes | Your Follow Up Boss API key, found in Admin > API. | |
| FUB_SAFE_MODE | No | Toggle 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
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| listEvents | List events from FUB. Filter by personId, type, property address, etc. |
| createEvent | Create a new event in FUB (lead event, property inquiry, etc) |
| getEvent | Get a single event by ID |
| listPeople | 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. |
| createPerson | Create a new person/contact in FUB |
| getPerson | Get a single person by ID |
| updatePerson | Update an existing person in FUB |
| deletePerson | Delete (trash) a person by ID |
| checkDuplicate | Check if a person already exists by email or phone |
| listUnclaimed | List unclaimed people (in ponds, not assigned) |
| claimPerson | Claim an unclaimed person |
| createPersonAttachment | Attach a file to a person |
| getPersonAttachment | Get a person attachment by ID |
| updatePersonAttachment | Update a person attachment |
| deletePersonAttachment | Delete a person attachment |
| listRelationships | List relationships for a person |
| createRelationship | Create a relationship between two people |
| getRelationship | Get a relationship by ID |
| updateRelationship | Update a relationship |
| deleteRelationship | Delete a relationship |
| getIdentity | Get identity/account information for the API key |
| getCurrentUser | Get the current authenticated user (GET /me) |
| createNote | Create a note on a person |
| getNote | Get a note by ID |
| updateNote | Update a note |
| deleteNote | Delete a note |
| listCalls | List calls |
| createCall | Log a call for a person |
| getCall | Get a call by ID |
| updateCall | Update a call record |
| listTextMessages | List text messages |
| createTextMessage | Send a text message to a person |
| getTextMessage | Get a text message by ID |
| listUsers | List all users/agents in the account |
| getUser | Get a user by ID |
| deleteUser | Delete a user |
| listSmartLists | List all smart lists |
| getSmartList | Get a smart list by ID |
| listActionPlans | List all action plans |
| listActionPlansPeople | List people assigned to action plans |
| addPersonToActionPlan | Add a person to an action plan |
| updateActionPlanPerson | Update a person's action plan status |
| listAutomations | List all automations |
| getAutomation | Get an automation by ID |
| listAutomationsPeople | List people in automations |
| getAutomationPerson | Get an automation-person entry by ID |
| addPersonToAutomation | Add a person to an automation |
| updateAutomationPerson | Update a person's automation status |
| listTemplates | List email templates |
| createTemplate | Create an email template |
| getTemplate | Get an email template by ID |
| updateTemplate | Update an email template |
| mergeTemplate | Merge an email template with a person's data (mail merge) |
| deleteTemplate | Delete an email template |
| listTextMessageTemplates | List text message templates |
| createTextMessageTemplate | Create a text message template |
| getTextMessageTemplate | Get a text message template by ID |
| updateTextMessageTemplate | Update a text message template |
| mergeTextMessageTemplate | Merge a text message template with person data |
| deleteTextMessageTemplate | Delete a text message template |
| listEmEvents | List email marketing events |
| createEmEvent | Create email marketing events |
| listEmCampaigns | List email marketing campaigns |
| createEmCampaign | Create an email marketing campaign |
| updateEmCampaign | Update an email marketing campaign |
| listCustomFields | List all custom fields |
| createCustomField | Create a custom field |
| getCustomField | Get a custom field by ID |
| updateCustomField | Update a custom field |
| deleteCustomField | Delete a custom field |
| listStages | List all pipeline stages |
| createStage | Create a pipeline stage |
| getStage | Get a stage by ID |
| updateStage | Update a stage |
| deleteStage | Delete a stage |
| listTasks | List tasks |
| createTask | Create a task |
| getTask | Get a task by ID |
| updateTask | Update a task |
| deleteTask | Delete a task |
| listAppointments | List appointments |
| createAppointment | Create an appointment |
| getAppointment | Get an appointment by ID |
| updateAppointment | Update an appointment |
| deleteAppointment | Delete an appointment |
| listAppointmentTypes | List appointment types |
| createAppointmentType | Create an appointment type |
| getAppointmentType | Get appointment type by ID |
| updateAppointmentType | Update an appointment type |
| deleteAppointmentType | Delete an appointment type |
| listAppointmentOutcomes | List appointment outcomes |
| createAppointmentOutcome | Create an appointment outcome |
| getAppointmentOutcome | Get appointment outcome by ID |
| updateAppointmentOutcome | Update an appointment outcome |
| deleteAppointmentOutcome | Delete an appointment outcome |
| listWebhooks | List all webhooks |
| createWebhook | Create a webhook |
| getWebhook | Get a webhook by ID |
| updateWebhook | Update a webhook |
| deleteWebhook | Delete a webhook |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |